Services / Revenue Operations
The work between the steps. Routing, handoffs, follow-up and record updates that happen without anyone having to remember them.
Most revenue teams lose more hours to administration than to selling. Updating records after a call, chasing a handoff between two people who each think the other owns it, re-keying the same information into a second system, and remembering to follow up on the deal that went quiet three weeks ago.
Automation here is not about removing people. It is about removing the steps that never needed one. A lead that arrives at two in the morning should be enriched, scored, routed and acknowledged before anyone opens a laptop, and the person who owns it should already know why it is theirs.
We build these as connected workflows rather than a pile of isolated triggers. Isolated triggers are how you end up with three automations fighting over the same record and nobody able to say which one touched it last. Every workflow we build is documented, has a named owner, and writes an audit trail.
Hands-on delivery expertise in Clay, n8n, and leading AI models such as Claude and GPT-4o. Where a judgement call can be made reliably by a model we use one, and where it cannot, we route it to a person with the context already attached.
The test is simple. If your team is still doing something twice, or doing something a rule could do, the build is not finished.
What is covered
A rule that runs every time beats a process that depends on someone remembering.
The gap between a documented process and an automated one is the gap between what your team should do and what actually happens on a busy Thursday afternoon.
How It Works
We map what happens today, step by step, including the parts that exist only in one person's head. Most engagements find work being done twice before they find work worth automating.
We decide what should be automated, what should be removed, and what genuinely needs a person. Not every manual step is waste, and automating a broken process only makes it fail faster.
We build the workflows, connect the systems, and test against real records in a sandbox before anything touches production data.
Every workflow ships with an owner, documentation and failure alerting, so a broken integration surfaces immediately instead of quietly dropping leads for a month.
Tell us where the manual work is and which systems are involved. We will map the process and come back with what can be automated and what should not be.
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