AI & AUTOMATION CAPABILITY

Sales Automation

Founder Portal ships sales automation end-to-end — built inside your accounts, documented for your team and maintained after launch.

WHY FOUNDERS AUTOMATE THIS

Sales teams drown in tools and admin. We connect sourcing, enrichment, sequencing, replies, meetings and CRM into one workflow so reps spend time on conversations, not typing.

OUTCOMES YOU CAN EXPECT

What changes once this is live.

01

Qualified pipeline generated on a predictable cadence.

02

Reps get an hour+ a day back from CRM data entry and follow-up scheduling.

03

Personalised outreach at scale without spammy templates.

04

Faster reply-to-meeting conversion because nothing falls through the cracks.

05

A CRM that finally reflects reality.

WHAT'S INCLUDED

Everything we build in this capability.

Pick the items that matter for your business — we scope, build, integrate and maintain them under your name.

  • ·Automated lead sourcing
  • ·Apollo.io integration
  • ·LinkedIn lead collection workflows
  • ·Lead enrichment
  • ·ICP-based lead filtering
  • ·AI lead scoring
  • ·Contact-data verification
  • ·Personalized cold-email generation
  • ·Automated email sequences
  • ·Follow-up automation
  • ·Reply classification
  • ·Positive-reply detection
  • ·Slack or email notifications for interested leads
  • ·Automatic meeting scheduling
  • ·CRM contact and deal creation
  • ·Pipeline-stage automation
  • ·Lost-lead reactivation
  • ·Sales-call transcription and summarization
  • ·Automated sales notes
  • ·Proposal and quotation generation
  • ·Sales performance dashboards
  • ·Lead-routing automation
EXAMPLE USE CASES

How founders put this to work.

01

Cold outbound engine

Apollo → enrichment → AI personalisation → Instantly → reply classification → CRM.

02

Lifecycle sequences

Behavioural triggers move deals forward with the right message at the right moment.

03

Lost-lead reactivation

Systematically re-open dormant deals with fresh signal instead of the same 'checking in' email.

HOW WE DELIVER

A predictable four-step delivery.

01

Scope

We map the current process, tools, data and the exact bottleneck you want removed — then agree on a fixed deliverable list.

02

Design

We design the workflow end-to-end: triggers, AI prompts, human approvals, error paths, notifications and reporting.

03

Build

We build inside your accounts using the tools you already pay for, integrate everything, and pilot with real data before going live.

04

Handover

You get documentation, a runbook, monitoring, and a monthly optimisation window — so the system keeps improving as your business grows.

TYPICAL TOOL STACK

The tools this capability usually runs on.

Apollo.ioInstantlyHubSpotPipedriveCloseCalendlySlackOpenAI
KPIS WE REPORT ON

What we measure once the system is live.

01

Meetings booked per week

02

Reply rate

03

Cost per meeting

04

CRM data freshness

Examples, not promises. Real KPIs are agreed with you during scoping.

RELEVANT PACKAGES

Engagement shapes that include this capability.

Package

AI Launch Audit

For founders who do not know what to automate.

Package

Automation Starter

For a small business needing one essential workflow.

Package

AI Sales Engine

For founders scaling outbound and lifecycle sales.

Package

AI Customer Operations

For businesses with recurring customer conversations.

Package

AI Business Operations

For teams that want a unified internal operating layer.

Package

Custom AI System

For companies requiring a proprietary product or internal platform.

FREQUENTLY ASKED

Questions founders ask before starting.

Whose accounts is this built on?
Yours. Every tool, API key and data source stays under your company's ownership. If you ever decide to run the system without us, you keep everything.
How do you handle our data?
We work inside your existing tools with role-based access. We never train third-party models on your data, and sensitive fields are masked or kept out of prompts when needed.
What happens after go-live?
You get documentation, a runbook, monitoring and an included maintenance window. Ongoing optimisation, new workflows and version upgrades are handled under a monthly retainer if you want it.
OTHER CAPABILITIES

Explore the rest of the catalog.

Ready to build your US launch stack?

Build from anywhere.
Launch globally.

Start with the readiness assessment. You will receive a recommended launch path based on your country, business model, website and current setup.

You own every account and company document. Stripe, banks and government authorities make their own approval decisions.