Value selling for software & SaaS
Predictable new business for consulting
HubSpot for an agency groupManual research
Sales reps spend 30+ minutes per account on manual research — time taken directly away from sales conversations.
GTM Efficiency Engine
Make your sales team 30–70% more efficient.
We build an AI-assisted automation layer across lead-to-conversation workflows, so sales time shifts from research and admin to qualified conversations.
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Manual work vs. AI-assisted automation, task by task.
What costs time and revenue today.
Incomplete CRM data
Missing firmographic and technographic data means outreach lacks context and response rates fall.
No lead routing or qualification
Inbound leads sit unassessed in a shared inbox. Nobody knows who receives which lead, or when.
Today → after
From daily constraint to a dependable revenue system.
Today
- Manual research
- Incomplete CRM data
- No lead routing or qualification
The shift
Clear decisions, a defined process and outcomes the team can see.
Afterwards
- Automated research
- Cleaner CRM data
- Faster routing
How we work together
How the shift is built.
Discovery
Outcome
We assess workflows and automation potential. You get an honest view of where the biggest opportunity lies.
Strategy & audit
Outcome
Workflow audit and gap analysis: where is time wasted, how much is lost and where is the biggest ROI?
Build & configure
Outcome
The technology stack, enrichment pipelines and automation workflows are configured and integrated.
Train & transfer
Outcome
Documentation, team training and a complete handover enable your team to operate the system independently.
What the new operating state delivers.
Automated research
Account context is enriched before reps enter the conversation.
Cleaner CRM data
Critical fields are populated and maintained automatically.
Faster routing
Relevant leads are evaluated and assigned within seconds.
Cleaner handoff
Marketing-to-sales transitions run with context and less manual coordination.
What you actually get.
Concrete deliverables, not a vague scope of work.
- Workflow audit across every manual research, enrichment and routing step
- AI-powered research automation: company news, tech stack, org structure, trigger events
- Multi-source enrichment pipelines for firmographic and technographic fields
- Automated lead scoring, classification and routing within seconds
- Full documentation and team training for independent operation
- Clean marketing-to-sales handover without manual juggling
- Optional light ongoing maintenance after handoff
Proof, not promises.
Via Clay-integrated, targeted outbound in HubSpot.
From manual research to an AI-powered system.
Who this is built for.
- An existing sales team with active pipeline
- Revenue leadership ready to invest 10–20 hours in setup
- Manual research and enrichment create bottlenecks
- You want more pipeline with the same team
Does this match your situation?
Book Strategy CallFree 60-minute Strategy Call · No pitch · Clear fit / no-fit answer
Questions we get before every engagement.
Is this a setup or an ongoing engagement?
Unlike our LinkedIn and outbound engines, this is a setup-plus-handoff engagement. We build the system, train your team and hand it over — with optional light maintenance after.
Do we need active SDRs or AEs already?
Yes. This engine is built for teams with existing pipeline that is being worked inefficiently — not for generating net-new demand.
What if our CRM data is already messy?
That is exactly what phases 1-2 solve: multi-source enrichment and deduplication are part of the build before automation sits on top.
How much time does our team need to invest?
Depending on scope, typically 10-20 hours for revenue leadership or RevOps across the whole project — most of the technical work sits with us.
← Back to Pipeline Generation
Part of the system.
This service creates standalone outcomes. Together with the others, it forms the full operating system.
Guides for the decisions behind scalable revenue.
Comparisons, playbooks and calculators for teams that do not want to treat pipeline, HubSpot and sales execution as separate systems.
Ultimate Outbound Guide
A hands-on outbound guide for B2B founders: messaging that converts, how to identify and enrich ICP leads, and the sequences that still work.
LinkedIn as an Integrated Go-to-Market Engine
Only 5% of your market is buying now. How to use LinkedIn as an integrated go-to-market engine so you make the shortlist of the other 95%.
What Buying Signals Really Tell You
A website visit is not a buying signal. What intent data actually tells you about a buyer, and how to act on it without wasting your reps' time.
Testimonials
What our clients say.
Experts Inside
“I could not be happier. We have now achieved major successes and have a process that enables us to scale: onboard new salespeople and make them productive. The question is no longer, ‘What should they do?’ It is completely clear—they follow the framework.”
Daniel, Mitgründer & CEO, Experts InsideExperts Inside
- Industry
- Professional IT services
- Service
- Pipeline Generation
- Duration
- 15 Months
With SalesPlaybook, executive brand building translated into a won deal within just a few months for the first time – completely changing how Calibo sees LinkedIn as a channel.
Ana García Colomina Calibo
- Service
- Pipeline Generation
- Duration
- 4 Months
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“We have understood our ICP very well for 26 years. Over time, we had built a wonderful funnel: our organic traffic converted the customers who already had a need. It worked extremely well. But eventually, that funnel was exhausted. We could not simply send more budget to Google, Bing, or another provider and expect more conversions to come out.” — Allan Abt
Allan AbtWechselstube
- Industry
- Fintech
- Service
- Pipeline Generation
- Duration
- 6 Months
Could your company be the next operating system story?
Use a free 60-minute Strategy Call to clarify the revenue constraint, fit or no fit and the right next step. No pitch.
Free · 60 minutes · no pitch · honest fit / no-fit answer and a clear next step
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