Solutions

04 Sales & Revenue

Sales wins on speed and follow-through. The Core logs every lead with a reply drafted, flags deals that go quiet, builds quotes from your price list and prepares the account check-in. Your rep approves and sends.

What we cover

The repeat work of sales, run by the Core.

Six areas, each a set of jobs we have already mapped. Your strategy session picks the first one and the measure we will track.

Three examples, end to end

A trigger. The Core does the work. You approve. We measure.

Each example shows how the system is designed, not a client result. The rest of this department is mapped the same way.

B2B sales

Trigger
An inbound website lead, email query or prospect reply.
The Core
Enriches the lead from public sources, drafts a personal reply.
You approve
Rep approves the reply before it sends (Teams message or email button).
We measure
Lead response time.

Pipeline

Trigger
A deal changes stage or goes quiet.
The Core
Updates the pipeline, flags stalled deals, schedules follow-ups.
You approve
Rep confirms each follow-up (web queue).
We measure
Stalled deals recovered.

Proposals and quotes

Trigger
A qualified lead asks for pricing.
The Core
Builds the quote from your template stack and price list.
You approve
Sales lead approves the quote (email button or web queue).
We measure
Time from request to quote sent.

What you get

  • Every lead answered with a draft in your voice.
  • Stalled deals flagged before they go cold.
  • Quotes built from your price list, approved by you.

Works with the tools you have, and replaces them when that's better.

Next step

Start with sales? Let us look.

A 30-minute strategy session. We map how your company runs today and show you exactly which department to automate first, and why.

Schedule