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Revenue Operations Automation

Automate the entire lead-to-close journey: inbound qualification, pipeline hygiene, follow-up sequences, and closed-won handoffs to onboarding.

Inbound lead scoring and instant routingMulti-touch follow-up sequence automationPipeline hygiene and deal-stage automationClosed-won handoff to CS and onboardingRevenue reporting dashboards
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RevOps Automation That Compounds Pipeline Velocity

Your revenue engine should never stall because a rep forgot to follow up, a lead sat unassigned overnight, or a closed deal got lost in the handoff to onboarding. The compounding effect of manual RevOps work — missed follow-ups, stale pipeline data, slow lead response — quietly costs most US B2B SaaS companies 20-40% of their addressable pipeline. We build RevOps automation that runs continuously across the entire revenue funnel, so growth doesn't depend on your team's discipline.

What We Automate

  1. Inbound lead capture and routing. Every form submission, demo request, content download, and partner referral routed instantly to the right rep based on territory, company size, product line, and ICP fit. Sub-60-second SLA compliance — every time.
  2. Lead enrichment and scoring. AI-powered research on every inbound lead: company size, funding stage, tech stack, decision-maker identification, and ICP scoring — fully populated before the rep even sees the lead in their queue.
  3. Multi-touch follow-up sequences. Personalized sequences that adapt based on lead behavior: opened email, clicked link, replied, ghosted. Sequences pause automatically when the rep takes over, resume if the deal goes cold.
  4. Pipeline hygiene automation. Deal stage validation (required fields, exit criteria), automated stage progression on activity signals, stalled deal detection with manager escalation, and forecast accuracy improvement through enforced data quality.
  5. Closed-won handoff to CS. Account creation in billing, kickoff scheduling, welcome sequence triggered, CS team notified with full deal context, and onboarding checklist populated automatically.

The Tools We Work With

HubSpot, Salesforce, Outreach, Salesloft, Apollo, Clay, Gong, Chili Piper, Default, n8n, Make, Zapier — we know the strengths and weaknesses of each and design automations that work with your existing stack rather than forcing a tool migration.

What You Get

Documented automation workflows, full ROI modeling per initiative, monitoring dashboards showing automation health, and a 90-day optimization period where we refine based on real-world performance. Most US RevOps engagements deliver measurable improvement within 30 days — lead response SLA compliance from 60% to 95%+, follow-up cadence completion from 40% to 90%+, and pipeline visibility that finally matches reality.

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