Automation service

Lead Generation & Sales Automation

A pipeline that discovers potential customers, enriches their business data, qualifies and scores them with AI, and hands your sales team a prioritized list — with follow-up drafts ready.

Sales teams are at their best in conversations — but most of their week disappears into prospecting spreadsheets, copying company data between tabs and chasing leads that were never a fit. Meanwhile genuinely good leads go cold because nobody followed up in time.

This service builds a pipeline that collects leads from the sources you choose, enriches each record with business data, and uses AI to qualify and score them against your ideal customer profile. Your team opens the CRM to a prioritized list, gets notified the moment a hot lead lands, and has a personalized follow-up draft already written.

Investment: $700–$4,000 per project

Fixed price, confirmed in a written proposal after a free consultation. Best for: B2B companies, digital marketing agencies, real estate agencies and software companies.

Request this service

What is included

Everything in this service

  • Automated lead collection
  • Business data enrichment
  • AI-powered lead qualification
  • Lead scoring and prioritization
  • CRM integration
  • Automated sales notifications
  • Personalized email follow-up drafts

Best for: B2B companies, digital marketing agencies, real estate agencies and software companies.

How it works

How this service is delivered

Five stages take you from manual process to running system, inside our standard six-step engagement process — discovery, fixed proposal, build, testing, documented handover and optional maintenance.

1

Ideal customer profile

We define exactly who counts as a good lead for you — industry, size, buying signals and disqualifiers.

2

Source setup

Lead sources you approve — directories, your inbound forms, partner lists — are connected to the pipeline.

3

Enrichment and cleanup

Each lead is enriched with company data, deduplicated and standardized before it touches your CRM.

4

AI qualification and scoring

Every lead is scored and tiered, with the reasoning stored on the record so sales can trust the ranking.

5

CRM delivery and follow-up

Leads land in your CRM with instant notifications for hot prospects and follow-up drafts ready to send.

FAQ

Questions about this service

Where do the leads come from?

Only from sources you approve: public business data, directories relevant to your market, and your own inbound channels such as website forms. You see and approve every source in the proposal.

Which CRMs do you integrate?

HubSpot is the most common; any CRM with API or webhook support can be connected, and Google Sheets or Airtable work well as a lightweight pipeline for smaller teams.

Will it send emails to prospects automatically?

No. The system prepares personalized drafts; sending stays under your team’s control so you remain compliant with anti-spam rules and your own outreach policy.

What do you need from us?

A clear picture of your ideal customer and access to your CRM. We handle the sources, enrichment tools and workflow build.

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Tell us which process eats your team's time

Book a free 30-minute consultation. We will audit your workflow and tell you honestly what automation can (and cannot) do for it — no obligation.

Book a free consultation