Lead intake and routing
Bring enquiries from forms and other approved sources into a consistent pipeline, with the context the right person needs to respond.
Revenue automation / Melbourne and Australia-wide
Turn more enquiries into useful sales conversations
We build the systems between a new lead and the next right action: capture, qualification, follow-up, booking and CRM updates. Your team stays in control of the conversations that matter.
Who this is for
For businesses with considered purchases and repeated sales work: education providers, B2B sales teams, service firms and fitness businesses. The best starting point is a process you already run often, with clear consent, ownership and a human decision where needed.
Workflows we can build
The scope starts with your current process and tools. These are examples of the work we can map, build and hand over.
Nurture and follow-up
Trigger relevant next steps when someone enquires, books, attends or goes quiet. Keep the customer journey clear across email, CRM and your team.
Research-led B2B outreach
Collect evidence about a prospect, prepare relevant drafts and coordinate channel steps with review and approval before messages go out.
Sales reporting and handoffs
Connect pipeline stages, activity and outcomes so the team can see what needs attention without rebuilding a report each week.
Relevant experience
Client work by Callum
Sales and marketing automation for high-ticket education
Built extensive sales and marketing automation pipelines for a high-ticket adult education business.
Read the project story →Prior product-team work
Research-led LinkedIn and email outreach systems
Built infrastructure for automated, agent-assisted outreach across LinkedIn and email at a B2B sales technology company.
Read the project story →How an engagement works
01
Map
We review the process, systems, exceptions and people involved. We agree what a useful first outcome looks like.
02
Build
We connect the tools and build the agreed workflow. Your team tests real cases, including the ones that need human review.
03
Hand over
We document ownership, monitoring and next steps so the system can keep working in your business.
Want your team to learn to build and maintain automations themselves? Explore buildAutomation. See operations automation. Still deciding between a tool, a build and training? Read the buyer guide.
Start with one workflow
Tell us what currently takes too long or loses momentum. We will help you decide whether automation is the right next step.
Discuss your workflow →