# Services - Sales automation I build for B2B founders | Sell Successfully > The full catalog of sales automations I build: inbound routing, AI SDRs, proposal generators, ICP scoring, revenue dashboards. Built in your stack. You own it forever. Source: https://sellsuccessfully.io/services/ ## Every sales automation I build, in *plain language*. No retainer trap. No "strategy decks." I build the thing, hand you the keys, and the thing keeps working after I'm gone. [Start with the Audit](https://sellsuccessfully.io/audit/) [Get your free 10-minute video audit](https://sellsuccessfully.io/free-audit/) Pick your package ## Audit only, full build, or *monthly*. Every engagement begins with the €500 Audit. Fully credited if we move into a Build. | What's included | Audit€500 | Build€5k-€15k | Growth Partner€5-15k / mo | | --- | --- | --- | --- | | Pipeline map & leak report | ● | ● | ● | | Automation opportunity scan | ● | ● | ● | | Quantified revenue recovery estimate | ● | ● | ● | | Automations built in your stack | - | 3-5 | +1 / month | | Playbooks, docs, Loom walkthroughs | - | ● | ● | | Live training calls | - | 2 | Monthly | | Slack access (48h response) | - | 30 days | Ongoing | | Monthly optimisation sprints | - | - | ● | | Scale & hiring advice | - | - | ● | | Typical payback | 2 wks | 60 days | Ongoing | 01 · Top of funnel ## Stop *leaking* leads before they reply. - ### Inbound reply & routing Enriched, scored, replied and routed to the right owner in under 5 minutes, 24/7. HubSpot n8n OpenAI Clearbit **2 wks** Build time - ### ICP scoring & lead triage Every lead tagged A/B/C before it hits your calendar. Stop burning hours on unqualified demos. Clearbit Apollo GPT-4o **1 wk** Build time - ### Outbound sequences that work Multi-channel cadences built on buyer psychology, not "just follow up." Instantly HeyReach Smartlead **2-3 wks** Build time - ### LinkedIn warm-intro finder Daily list of 2nd-degree decision-makers who'd take a warm intro, matched to your ICP. LinkedIn Sales Nav Phantombuster **1 wk** Build time 02 · Middle of funnel ## Turn interest into *contracts* in days, not months. - ### Discovery intake & scorecard Prospect fills a 90-second form. You get a qualified brief and suggested talk-track before the call. Tally Make Slack **1 wk** Build time - ### Proposal generator (from call transcript) Discovery call → branded proposal in 90 seconds. Signed in 48h, not two weeks. Claude PandaDoc Zapier **2 wks** Build time - ### Follow-up sequences that convert 6-touch follow-up per deal, personalised from the call notes, auto-paused when they reply. HubSpot GPT-4o **1 wk** Build time - ### Call intelligence & coaching Every call auto-transcribed, summarised, coached. You see the patterns that close (and the ones that kill). Fathom Gong Claude **1 wk** Build time 03 · Bottom of funnel & beyond ## Revenue doesn't stop at *signature*. - ### AI SDR for dormant leads Re-activates stale pipeline with real conversations. Recovers 5-12% of "lost" deals. GPT-4o Claude HubSpot **2-3 wks** Build time - ### Onboarding & upsell flows Customer.io + Stripe + product signals → automatic upsell at the moment they're ready. Customer.io Stripe Loops **2 wks** Build time - ### Revenue dashboard One screen. Pipeline, velocity, close rate, forecast, live. Board-ready without the Monday-morning scramble. Metabase Notion Sheets **1 wk** Build time - ### Churn & save automations Product usage drops → save flow triggers before they cancel. Recovers 15-25% of at-risk MRR. Segment Customer.io Slack **2 wks** Build time Consulting & advisory ## Prefer a human first? Every *service* I offer. The automations above are what I build. These are the strategy engagements behind them: positioning, pricing, sales process, RevOps. Pick the one that matches where you are stuck. [ai lead generation **AI Lead Generation & Cold Outreach**](https://sellsuccessfully.io/ai-lead-generation/) Your whole outbound run for you, every week: ICP lists, buying signals, verified cold email, LinkedIn, reply routing. [outbound method **The Signal-to-Reply Method**](https://sellsuccessfully.io/method/signal-to-reply/) The six steps that engine runs on, written down in full and free to reuse. [web design **Web Design & Build**](https://sellsuccessfully.io/webdesign/) Conversion-first landing pages and websites, designed and built end to end. Nine recent builds inside. ### Every service I offer, A to Z [b2b saas consultant **B2B SaaS Consultant**](https://sellsuccessfully.io/services/b2b-saas-consultant/) Your product works. The revenue is what is unpredictable. I find the actual bottleneck in your B2B SaaS revenue engine, fix it, and hand you the system. [b2b sales playbook **B2B Sales Playbook**](https://sellsuccessfully.io/services/b2b-sales-playbook/) One document that tells your team who to target, what to ask, how to demo, and how to close. Built from your own won and lost deals, not from a template. [founder led sales **Founder Led Sales**](https://sellsuccessfully.io/services/founder-led-sales/) You close every deal yourself and your calendar has become the ceiling. I help you sell sharper now and make what you do transferable to a first hire. [fractional cmo **Fractional CMO**](https://sellsuccessfully.io/services/fractional-cmo/) Referrals dried up and you need pipeline that does not depend on who you meet at a conference. That is the exact gap part time marketing leadership fills. [fractional cro **Fractional CRO**](https://sellsuccessfully.io/services/fractional-cro/) Marketing, sales and customer success each look fine on their own, yet revenue still stalls. A fractional CRO owns the whole chain and the number attached to it. [fractional marketing **Fractional Marketing**](https://sellsuccessfully.io/services/fractional-marketing/) Between burning out doing marketing yourself and hiring a junior who needs direction sits a third option: experienced marketing capacity, part-time and embedded. [go to market consulting **Go To Market Consulting**](https://sellsuccessfully.io/services/go-to-market-consulting/) I help B2B SaaS founders replace 'we grow when we get lucky' with a go-to-market engine: a sharp ICP, messaging that lands, and outreach that books real calls. [hubspot consultant **HubSpot Consultant**](https://sellsuccessfully.io/services/hubspot-consultant/) HubSpot is a strong CRM and one of the most commonly misconfigured. I design the sales architecture first, then build HubSpot to match, so the data gets trusted. [revenue operations consultant **Revenue Operations Consultant**](https://sellsuccessfully.io/services/revenue-operations-consultant/) Marketing blames sales, sales blames marketing, and nobody can pull a clean revenue report. RevOps is the plumbing that gets all three teams onto one set of numbers. [saas marketing services **SaaS Marketing Services**](https://sellsuccessfully.io/services/saas-marketing-services/) Sharp ICP, clear messaging, and a direct outbound motion before you spend real budget anywhere else. The order matters more than the channel list. [saas positioning **SaaS Positioning**](https://sellsuccessfully.io/services/saas-positioning/) Positioning is a decision, not a tagline: who this is for, what it beats, and why anyone should believe you. Everything downstream gets easier once it is settled. [saas pricing consultant **SaaS Pricing Consultant**](https://sellsuccessfully.io/services/saas-pricing-consultant/) Constant discount requests, one tier that fits nobody, a price untouched since year one. I audit where price actually kills deals, then redesign from there. [sales enablement consultant **Sales Enablement Consultant**](https://sellsuccessfully.io/services/sales-enablement-consultant/) Your reps are not bad at selling, they were never given a system. I audit where deals stall, then build the playbook, scripts and templates that close the gap. [sales operations consultant **Sales Operations Consultant**](https://sellsuccessfully.io/services/sales-operations-consultant/) A messy CRM, forecasts that are really guesses, and new reps learning the process by asking whoever sits closest. Sales ops is the infrastructure that fixes it. Built in your stack ## No new tools. Unless they're *worth it*. I work with what you already pay for. If a tool change is necessary I'll explain why, otherwise we build on what's there. - **HubSpot**CRM & marketing - **Pipedrive**CRM - **Close.io**Sales CRM - **n8n**Self-hosted flows - **Make**Workflow engine - **Zapier**Glue layer - **Cal.com**Scheduling - **Instantly**Outbound email - **Apollo**Prospecting - **Clearbit**Enrichment - **OpenAI**GPT-4o / 5 - **Anthropic**Claude - **PandaDoc**Proposals - **Fathom**Call intelligence - **Gong**Conversation AI - **Customer.io**Lifecycle - **Stripe**Billing signals - **Metabase**Dashboards ## Book the Audit. See the *leaks*. 90 minutes with me on your actual pipeline. €500. Fully credited if you proceed to a Build. [Book Revenue + Automation Audit](https://sellsuccessfully.io/audit/)