Sales Automation
Sales Automation — Routing, Scoring, Tasks & Sequences
For founders whose inbound and outbound replies sit until someone remembers. You keep the CRM logins, the routing rules, and the stage sequences.
- One routing rule live
- Month to month
- You own the accounts
First working piece in about a week
Where sales automation work usually breaks
Scoring nobody on the team approved
Points fire from a spreadsheet copy. Sales ignores the score because they never signed the rules, so hot leads still wait in a shared inbox.
Every lead routes to one person
Round-robin never ships. One founder gets every form fill, then travels or sleeps — the queue piles up with no backup owner.
Sequences fire without a stage gate
The same nurture runs whether the deal is New, Proposal, or Lost. Buyers get the wrong cadence, and reps stop trusting the automation.
Robot emails keep going after rejection
A lead says no or sales rejects the handoff. The sequence still sends. Trust drops, and the CRM looks “busy” while nothing useful happens.
How I build routing, tasks, and stage sequences
01
Lock owner rules on agreed criteria
I wire who owns a lead from form, reply, or score threshold — territory, round-robin, or named owner — using rules you already accept. Definitions and accept/reject language stay with sales-consulting if those are still open.
From you: CRM admin access and the routing logic you will live with.
You leave with: Written owner rules ready to turn on.
02
Create the task with a due date
When a lead hits the rule, the CRM opens a task for the owner with a clear next step and due time — not a silent notification that dies in Slack.
From you: One sales contact who will take the first tasks.
You leave with: One live routing rule plus one sales task in the CRM.
03
Attach sequences to pipeline stage
We add stage sequences and hygiene nudges — stale-deal flags, missing next-step alerts — only where stage and behavior match. No one library of sequences dumped on day one.
From you: Sign-off on which stages may auto-nudge.
You leave with: Stage sequences running on agreed rules.
04
Leave the conversation with humans
Automation assigns and nudges. Discovery, negotiation, and the meeting stay with your people. I document what the robot does and what a human still owns.
From you: Confirmation that someone will run the conversation.
You leave with: Short handoff note: automation vs human steps.
The under-$1K starter is one routing rule and one sales task — not a month of sequence libraries or a full RevOps rebuild. Day 7 is that rule live (form → owner → task), not a finished automation stack.
See what the first month includes →What is included — and what is not
Included
- → Owner and routing rules in your CRM
- → Task creation with due dates on trigger
- → Lead scoring wired only after you approve the model
- → Stage sequences and pipeline hygiene nudges
- → Reply and form routing into the owner queue
- → Short handoff so your team can maintain the workflows
Not included
- → Hiring SDRs or closing deals for you
- → Negotiations, discovery calls, or running the sales conversation
- → MQL/SQL definitions, accept/reject workshops, and SLA language (sales-consulting owns that)
Accounts, workflows, and sequences stay with you.
Routing flow (Flow A)
This is the routing path — not a revenue funnel and not a deal-value chart.
01
Form
02
Rule
03
Owner
04
Task
Who this is for
A fit
- → Leads and replies arrive but sit until someone remembers.
- → A CRM already exists (or stages are live) and you can grant admin access.
- → Someone on your side will take the meeting and run the conversation.
- → You want form → rule → owner → task automation — not a robot that sells.
Not a fit
- → Nobody on the team can take the meeting or own the conversation.
- → Definitions are still undefined and you only want “robots to sell.”
- → You need me to hire sellers, negotiate, or close deals.
How this path compares
Who does the work
This operator: One senior operator builds routing, scoring, tasks, and stage sequences with you
First artifact
This operator: One live routing rule and one sales task
Who owns accounts
This operator: You — CRM and workflows stay yours
How you pay
This operator: Starter under $1K (one rule + one task); monthly from $1K
What you will not get
This operator: SDR hiring, deal closing, or SLA definition workshops
Day 7, Day 30, Day 90
Day 7
That one routing rule is live — form → owner → task — not a full sequence library.
Day 30
Stage sequences and hygiene nudges running on agreed rules; humans still own conversations.
Day 90
Speed-to-lead and task completion are visible in the CRM; you can judge whether more rules are worth building — not “deals closed by automation.”
What this sales automation work costs
One-time starter under $1,000: one routing rule and one sales task live in the CRM — not a month of sequences or a full RevOps rebuild.
Monthly from $1,000: more owner rules, scoring (once approved), stage sequences, and hygiene nudges — month to month. No annual lock.
CRM subscriptions and seat licenses stay on your cards.
Questions before you hire sales automation
Ready to scope sales routing and sequences — take the quiz
Answer a few questions about your CRM and how leads sit today. You leave with a clear next step — starter rule or monthly build — without a pitch deck. Primary CTA: Match a budget in the quiz Secondary CTA: See plans