Sales automation
Most sales teams lose deals to admin, not to competitors. I take the manual work out of the pipeline and put it into workflows that run whether anyone remembers them or not.
What I build
- Inbound routing. A form or an email arrives, the record is enriched, scored against the ICP and assigned to an owner with a task and a notification. No lead waits overnight because someone was busy
- CRM synchronisation. Contacts, deals and activity kept in step between the CRM, spreadsheets, mailbox and whatever else the team actually uses
- Enrichment and scoring. Company and contact data filled in on the way in, records ranked so the team works the top of the list instead of the top of the alphabet
- Follow-up that survives a busy week. Labelled emails become tasks, stalled deals resurface, reminders fire on their own
- Buying signals. Funding rounds, hiring, stack changes and site visits turned into a feed the team can act on the same day
- Reporting. Weekly numbers assembled by the system, not by a person on Friday evening: stage conversion, time in stage, response time, what is stuck
- Data hygiene. Deduplication, normalisation, required-field rules, automatic archiving of dead records
- AI where rules run out. Classifying replies, pulling structured data out of free text, drafting responses for a human to approve
Stack
Automation: Zapier, Make, n8n, webhooks and REST APIs.
CRM: HubSpot, Salesforce, amoCRM, Kommo.
Around them: Google Workspace, Slack, Telegram, spreadsheets, Airtable.
Where no connector exists, the piece gets written for the job. I build those with AI coding agents, which is how a one-person practice ships things that used to need a developer on staff.
Certified by HubSpot Academy in Revenue Operations and Sales Software.
How it goes
- Look first. An hour on your actual process before anything is built. Half the requests turn out to be a different problem than the one described
- Scope in writing. What gets built, what it costs, what counts as done. Numbers agreed before the work starts
- Build and hand over. Documented, with a walkthrough recording, in your accounts and not mine
You keep ownership of everything. The workflows live in your Zapier, your CRM, your spreadsheets, and your team can open them and see what happens. No black boxes and no dependency on me after handover.
If something in your sales process eats hours every week, a short call is usually enough to tell whether it can be automated and what it would take.
Book a call