Outbound Automation
Automate research, routing, and CRM updates.
We map the repetitive steps in your sales process and build workflows that move information between systems, with clear rules, review points, and error handling.
Workflow implementation
Who this is for
Teams that already have sales tools but still rely on manual research, spreadsheet transfers, inconsistent updates, and repetitive administration.
Typical scope
We agree the deliverables and boundaries for your implementation before work begins.
- Workflow mapping and automation planning.
- Company and contact research workflows.
- Data enrichment and duplicate checks.
- Account and lead routing.
- CRM synchronisation and updates.
- Campaign enrolment based on agreed rules and approvals.
- Reply notifications and follow-up task creation.
- Exclusion rules and stop conditions.
- Error alerts, testing, documentation, and handover.
Example workflow
Researching an account
before starting outreach.
An illustrative sequence. The rules, review points, and destinations are defined for your team.
Approve the target
A company is approved against your agreed criteria.
Research and enrich
Company and contact information is gathered.
Check relationships
Existing CRM records and exclusions are checked.
Review the result
A salesperson reviews and approves the contacts.
Start approved outreach
Approved contacts enter the appropriate workflow.
Update and stop
Responses update the CRM and stop further automated follow-ups where required.
What you receive
A defined set of working automations that reduces repetitive handling and keeps the sales process consistent.
Engagement
and scope
Automation executes agreed rules. It does not guarantee replies or meetings. We include human approval where judgement or external communication requires it.
How we work together
Scoped implementation based on the workflows and integrations required.
Projects are quoted once we understand the requirements. Software subscriptions and third-party data costs are identified separately during scoping.
You retain ownership of your accounts, data, and agreed documentation.
Discuss your project.
Tell us about your current tools, your team, and what you need help setting up or improving.