Use AI to score leads, automate outreach, forecast revenue, and optimize your sales pipeline — so your team focuses on closing, not chasing.
Getting started
We begin with a full audit of your sales process, CRM data, and pipeline metrics. We identify the highest-impact AI opportunities — whether that is lead scoring, automated outreach, forecasting, or all three — and deliver a scoped SOW before building anything.
What's included
CRM audit and data quality assessment with AI readiness scoring
AI-powered lead scoring based on behaviour, demographics, and intent signals
Automated outreach sequences with personalized messaging and follow-ups
Sales pipeline analytics with AI-driven forecasting and deal predictions
Customer segmentation and targeting using AI pattern recognition
Automated meeting scheduling and pre-call intelligence briefs
Win/loss analysis with AI-generated insights and coaching recommendations
Revenue dashboard with real-time KPIs and predictive alerts
How we deliver
A structured, phase-gated process. Every phase includes formal sign-off before proceeding to the next.
01
Sales Process Audit & Data Assessment
1–2 weeks
We audit your CRM data quality, analyze your pipeline, map sales workflows, interview your team, establish KPI baselines, and score AI opportunities.
What we do
CRM data quality audit and completeness assessment
Sales pipeline analysis with stage conversion rates
Sales workflow mapping from lead to close
Sales team interviews and pain point discovery
KPI baseline establishment
AI opportunity scoring across sales functions
What you get
CRM data quality report with remediation recommendations
Pipeline analysis with conversion benchmarks
Sales workflow documentation
Team interview insights summary
KPI baseline report
AI opportunity matrix ranked by impact
02
Strategy & AI Model Design
1–2 weeks
We design the lead scoring model, architect outreach sequences, spec forecasting models, map integrations, and deliver a detailed SOW.
What we do
Lead scoring model design with feature selection
Outreach sequence architecture and messaging strategy
Forecasting model specification and data requirements
CRM and tool integration mapping
Statement of Work with milestones and deliverables
What you get
Lead scoring model specification
Outreach sequence blueprints
Forecasting model design document
Integration architecture diagram
Statement of Work with timeline and pricing
03
Build & Integrate
2–4 weeks
We implement lead scoring, set up outreach automation, integrate with your CRM, train forecasting models, build dashboards, and run QA.
What we do
Lead scoring model implementation and training
Outreach automation setup with personalization engine
CRM integration and data synchronization
Forecasting model training on historical data
Revenue dashboard development with real-time KPIs
End-to-end QA testing and validation
What you get
Working lead scoring system in CRM
Automated outreach sequences with personalization
CRM integrations with bidirectional sync
Trained forecasting model with accuracy metrics
Revenue dashboard with predictive alerts
QA test report with resolved issues
04
Testing, Training & Launch
1–2 weeks
We run the AI systems in parallel with your manual process, train your sales team, iterate on feedback, and deploy to production.
What we do
Parallel run alongside existing manual process
Sales team training on new tools and workflows
Feedback collection and system refinement
Go-live deployment with monitoring
Data validation and accuracy verification
What you get
Parallel run comparison report
Sales team training materials and recordings
Feedback log with implemented adjustments
Go-live deployment confirmation
Data validation report
05
Performance Monitoring & Optimization
30 days
30 days of model accuracy tuning, conversion rate analysis, ROI measurement vs. baseline, forecasting calibration, and retainer proposal.
What we do
Lead scoring model accuracy tuning
Conversion rate analysis across pipeline stages
ROI measurement vs. pre-implementation baseline
Forecasting model calibration with new data
Retainer proposal for ongoing optimization
What you get
30-day performance report with ROI analysis
Model accuracy and tuning log
Conversion rate improvement report
Forecasting accuracy assessment
Ongoing optimization retainer proposal
Frequently Asked Questions
We integrate with all major CRMs — Salesforce, HubSpot, Pipedrive, Zoho, and others. If your CRM has an API, we can connect it. We also work with teams using spreadsheets and help them migrate to a proper system as part of the engagement.
We analyze your historical sales data to identify patterns that predict conversion — things like engagement behaviour, company attributes, timing signals, and interaction history. The AI assigns each lead a score so your team prioritizes the most promising opportunities first.
No. It makes them more effective. AI handles the repetitive work — data entry, initial outreach, follow-up scheduling, lead research — so your team spends more time on relationships and closing. Think of it as giving every rep a full-time assistant.
Most clients see measurable improvements within the first month — faster lead response times, higher contact rates, and better pipeline visibility. Full ROI (revenue impact from AI scoring and forecasting) typically materializes within 60-90 days.
Access to your CRM, historical deal data (wins and losses), and any existing lead sources. The more historical data available, the better the AI models perform. We assess data quality during the audit and recommend improvements if gaps exist.
See It in Action
Real-world examples of how businesses use this service to drive results.