Services
Two ways to transform your operations
GTM Automation for scaling outbound. Process Improvement for operational efficiency. Same philosophy: understand first, build systems that last.
Typical engagements: 4-8 weeks | Remote-first delivery
Five core workflows
Plug-and-play automation that eliminates manual prospecting, ensures compliance, and gives you real-time visibility into your pipeline.
Starting from $2,500 per workflow implementation
Automated Lead Capture
Fetch targeted prospects from LinkedIn Sales Navigator and send to enrichment automatically. No more manual exports or CSV uploads.
- Role, company, and location targeting
- Automated profile scraping
- Real-time enrichment integration
- Duplicate prevention built-in
Reply Sentiment Analysis
AI-powered classification of every reply. Positive leads get fast-tracked, unsubscribes get honored instantly, and your team gets notified in real-time.
- GPT-4 sentiment classification
- Automatic campaign removal
- Team notifications in Slack
- Response time tracking
Slack Approval Workflow
Review and approve outbound messaging without leaving Slack. Edit inline, approve with one click, and launch campaigns faster.
- Interactive Slack messages
- In-app editing via modals
- Audit trail of approvals
- Status tracking in Airtable
Blacklist Sync & Compliance
Centralized unsubscribe and DNC management across all your tools. Never email someone who opted out, regardless of which platform they used.
- Multi-source unsubscribe ingestion
- Central compliance database
- Pre-send blacklist checking
- Domain-level blocking
Real-Time Pipeline Notifications
Live visibility into all outbound activity. Every send, open, click, and reply appears in Slack, threaded by lead for easy tracking.
- Multi-tool event aggregation
- Channel-based routing
- Threaded conversations
- Real-time dashboards
Typical Tech Stack
Six-step methodology
For onboarding optimization, compliance workflows, and cross-functional handoff problems. Understand first, then build systems that stick.
Starting from $5,000 for process mapping and optimization
Understand Before Changing
I sit with the people who actually do the work, not just managers. Watch how they handle real cases, identify workarounds, understand friction from their perspective.
Documented processes rarely match reality. The gap is where improvement lives.
Find the Friction
Map the actual workflow end-to-end. Identify duplicate data entry, unclear handoffs, cases stuck in queues, and manual work that could be automated.
Deliverable: Friction map with time/cost estimates for each pain point.
Design Something Simpler
Collaborate with process owners, not top-down mandates. Design cleaner flows with clear triggers, single source of truth, and right-sized controls.
People adopt what they helped create. Co-design drives change adoption.
Document for Humans
Create SOPs that are actually useful: step-by-step with screenshots, action-oriented, searchable. RACI matrices for clarity, SLAs for accountability.
Anti-pattern: 40-page policy documents nobody reads. Keep it scannable.
Test Before Rolling Out
Run pilot cases through the new process. Measure what's better, fix what's not. Get feedback from actual users before scaling.
Small batch testing reveals problems before they become org-wide failures.
Hand Over Properly
Deliver everything in editable formats. Create a maintenance playbook: how to update, when to review, who owns ongoing optimization.
Goal: client independence, not consultant dependency.
Typical Deliverables
Which Service?
Not sure which approach fits?
Best if you...
- Have SDRs doing repetitive manual prospecting
- Struggle with compliance across multiple outbound tools
- Need real-time visibility into pipeline activity
- Want to scale outbound without adding headcount
Best if you...
- Have unclear handoffs between teams
- Lack documented processes or outdated SOPs
- Experience quality issues as you scale
- Need to onboard new team members faster
Often, the answer is both. Let's discuss your specific situation.
Book Your Free Consultation