The constraint
Leads arrive in too many places.
Website forms, Instagram DMs, email, spreadsheets, and referrals all create work. When the team is busy, follow-up timing, lead quality, and ownership become inconsistent.
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Revenue workflow / 01
Sales Engine
We build sales systems that keep leads from slipping through the cracks. A form, DM, call, or spreadsheet row can become a qualified CRM record, assigned task, personalized follow-up, and manager-visible pipeline update.
5+ handoffs
captured in one visible workflow
24/7
routing and follow-up after the lead arrives
1 source
for status, owner, and next action
The build
A lead-to-follow-up workflow.
We connect the entry points, clean the data, score or label the lead, create the CRM record, assign the owner, and trigger the right follow-up path.
The change
Sales work becomes easier to see and easier to act on.
Your team can tell which leads are new, qualified, waiting on a reply, or ready for a call without hunting across inboxes and documents.
Project scope
What gets built.
The engagement is scoped around real operating pressure, then packaged into buildable parts your team can use.
Lead intake map across forms, DMs, email, phone notes, and imported lists
CRM fields, lead stages, owner assignment rules, and follow-up timing
Automated enrichment, tagging, notification, task creation, and email drafting
Exception handling for missing data, duplicate records, and high-value leads
Dashboard or report view for lead status, source, response time, and pipeline movement
Operator handoff notes so the team knows how to adjust and maintain the system
Delivery path
From messy workflow to launchable system.
01
Map the current sales path
We document where leads enter, who touches them, what gets copied by hand, and where deals usually slow down.
02
Define the qualification rules
The workflow gets clear rules for source, fit, urgency, ownership, required fields, and the first follow-up message.
03
Build the connected system
We wire the intake points into CRM, email, Slack, spreadsheets, or dashboards and test the most common lead paths first.
04
Launch and tune
After launch, we watch exceptions, adjust wording, and refine routing so the workflow matches how the team actually sells.
Typical systems
Where this work shows up.
Lead routing
Every new lead is assigned, labeled, and sent to the right place with the right context.
Follow-up engine
Emails, reminders, tasks, and nurture steps run from the lead status instead of memory.
Pipeline visibility
Owners and managers can see source, stage, next action, and stalled leads in one place.
Outcomes
What should improve.
- Faster response time
- Fewer missed leads
- Cleaner CRM records
- A repeatable sales process the team can improve
Timeline
A focused sales engine usually starts with a 1-2 week discovery and build sprint, then expands as lead sources and follow-up rules get clearer.
Tools used
ZapierHubSpotAirtableSlackGmailClaude
Best fit
- Service businesses getting leads from several channels
- Founders who need sales follow-up before hiring more admin help
- Teams that want a CRM workflow people will actually use
More examples
See what else can be built.
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Website Maker
We build websites that explain what you do, capture demand, and connect forms, content, analytics, and follow-up.
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