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AI for sales teams

AI workflows for your sales team

Your reps should spend their day talking to buyers. I build AI workflows that handle the research, replies, follow-ups and proposal drafts around them, on the CRM and tools you already use.

Book a free 30-minute Workflow ReviewSee the workflows

A new enquiry, handled

  1. Enquiry arrives
  2. Reply sent in minutes
  3. Lead qualified and added to CRM
  4. Rep takes over the conversation

Where your sales team loses time today

Slow replies

New enquiries wait hours, and some buyers have moved on by the time someone responds.

Manual research

Reps spend too long looking up companies and people before they reach out.

Missed follow-ups

Follow-ups depend on memory, so good leads go quiet.

Proposals from scratch

Every proposal starts from a blank page, even though you have written similar ones before.

Empty CRM

Notes stay in inboxes and heads, so nobody sees the real pipeline.

Sales workflows I build

Each workflow is built on your data and your sales process. Your reps stay in charge of every conversation that matters.

New enquiry reply and qualification

Replies to new enquiries from your website, email or WhatsApp within minutes, asks your qualifying questions, and adds the lead to your CRM.

You get: No enquiry waits, and every lead arrives with context.

Your team decides: Which qualified leads to take forward.

Lead research brief

Prepares a one-page brief on a company and contact before outreach or a call, from public information and your CRM history.

You get: Reps walk into every conversation prepared.

Your team decides: Whether and how to reach out.

Follow-up assistant

Tracks where each deal stands, reminds the right rep, and drafts the next follow-up by email or WhatsApp.

You get: Follow-ups happen on time, every time.

Your team decides: What gets sent, after a quick review.

Proposal drafts

Drafts proposals from your call notes, past winning proposals and price list.

You get: A strong first draft in minutes instead of hours.

Your team decides: Final pricing and terms.

CRM updates and pipeline summary

Turns call notes and emails into CRM updates, and sends the owner a short weekly pipeline summary.

You get: A CRM that reflects reality, without extra admin.

Your team decides: Which deals need attention.

Looking for outbound prospecting at scale? See the AI sales outreach system →
Book a free 30-minute Workflow Review

One example: a new enquiry

Before

  • The enquiry sits in an inbox until someone checks.
  • A rep replies later, with little context.
  • Details are copied into the CRM by hand, if at all.

After

  • The buyer gets a helpful reply within minutes.
  • Qualifying questions are asked and answered.
  • The lead lands in your CRM with notes, and the right rep is alerted.

How we work together

  1. 1

    Workflow Review (free, 30 minutes)

    We look at one process together, and you leave with a clear idea of what AI can do for it.

  2. 2

    Consult and scope

    I map the work and send a one-page proposal with a fixed price and timeline.

  3. 3

    Build and test

    I build on your existing tools and test with real data. Most projects take 7 to 30 days.

  4. 4

    Train and hand over

    Your team learns to run it, you own it, and 30 days of support are included.

Most sales workflow projects take 7 to 30 days, depending on how many systems are involved.

Works with your sales tools

  • HubSpot
  • Gmail
  • Google Workspace
  • WhatsApp Business
  • n8n
  • Make
  • Zapier
  • Claude
  • Gemini
  • OpenAI

Using a different CRM? If it can connect to other tools, we can usually work with it. We confirm this in the Workflow Review.

Help your reps use AI well

Team training

Live workshops for your sales team, built around your own leads, calls and proposals.

See team training

AI Accelerator: sales track

A 4-week live cohort for individual sales professionals.

See the sales track

Questions sales leaders ask

Only if you want it to. Simple replies to new enquiries can go out automatically in your approved wording. Follow-ups and proposals are drafted for a rep to review before sending.

It helps, but it is not required. If you don't have one, we can start with a simple setup, such as HubSpot's free plan, as part of the project.

No. It removes the research, admin and chasing around their work, so reps spend more time in real conversations with buyers.

Every project is fixed price. After the free Workflow Review, you get a one-page proposal with the exact scope, price and timeline.

Usually within a week of agreeing the scope. Most sales workflows go live within 7 to 30 days.

Guides for sales teams

Read the blog

Let's look at your sales process together

Tell me about one part of your business where AI should be doing more. In 30 minutes, we'll look at how it works today, and I'll tell you honestly what's possible.

  • 30 minutes, with me personally
  • No sales pitch, and no follow-up emails if you say no
  • You leave with at least one idea you can use, whether we work together or not

Book your free 30-minute Workflow Review

Tell me about the process you'd like to improve.

What are you exploring? (pick one or two)

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Prefer to pick a time directly? Open my calendar