Michael Berger / AI implementation
Sales & marketing systems.
Sales automation connects prospect research, lead qualification, outreach, follow-up, and CRM updates so your team can act on useful customer context.
Discuss your workflow ↗How it works in your business.
A good revenue workflow makes the next action clear. I connect your CRM and marketing tools, define how leads move through the system, and keep drafts and sensitive actions under review. Outreach is scoped around your audience, permissions, and brand voice.
The first conversation covers your current tools, the people involved, and what a successful handoff looks like. Scope, access, and ongoing responsibilities are agreed before implementation.
Project scope
What we can put in place.
These are potential components of a scoped project. The audit determines which ones your business needs.
- 01Lead research and enrichment
- 02Inbound lead response and qualification
- 03Outreach drafts and follow-up sequences
- 04Lead scoring and rep prioritization
- 05Quote reminders and pipeline updates
- 06Customer reactivation campaigns
- 07Review and referral requests
- 08Daily campaign dashboards
- 09Proposal drafts from sales-call notes
Define the task. Check the result.
For AI work, we define acceptable output, permitted actions, and the points where a person reviews a decision. For integrations, we check the full path from incoming information to the destination record.
Your team receives the context needed to use the workflow and recognize exceptions. The level of automation follows the task and the evidence from testing.
Explore the scope
Related services.
Before we start.
Can this work with my existing software?
We review your tools, available APIs or exports, permissions, and data quality during the audit. Some connections need additional setup or a different approach.
What determines the cost?
The number of integrations, task complexity, review requirements, and ongoing operation determine the scope. We agree on the work and price before starting.
What should I bring to the first conversation?
A short description of the task, the tools involved, and an example of where work gets stuck. Please do not send confidential customer records in the inquiry form.
Start with a useful question