Capability 06 · The pipeline keeps itself current
Selling is human. The admin around it does not have to be.
Automated & Dynamic Sales takes the manual work out of the revenue process: a CRM that updates itself, guided next steps with the reasoning shown, quoting and pricing under governed rules, and forecasts built on evidence rather than optimism.
Adapted: the discovery call moves to day 3 and focuses on pricing, the next email becomes a pricing FAQ drafted for the rep to edit, and the day 9 email is skipped.
Illustrative account and sequence. Stage changes are written back to the CRM with the signal that caused them.
What we build · 6 parts
Automate the process, never the relationship
Systems handle capture, assembly and analysis. People keep the conversation, the promise and the price.
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CRM automation & data hygiene
Activity captured automatically, duplicates prevented, stage rules enforced and fields asked for at the moment they are known rather than at quarter end.
Self-maintaining CRM -
Guided selling & next best action
Playbooks in the CRM that suggest the next step, flag stalled and at-risk deals, and always show why, so a representative can disagree with reason.
Playbooks · risk flags -
Dynamic pricing & quoting
Configure, price and quote flows with rule-based pricing, discount thresholds, approval chains and quote-to-cash integration, including tokenised payment links.
CPQ · approvals -
Proposal & follow-up generation
Proposals, recaps and follow-ups drafted from CRM data and approved content in the brand voice, reviewed and sent by the person who owns the relationship.
Drafted · reviewed · sent -
Conversation intelligence
Calls and meetings transcribed with consent, objections and commitments extracted, CRM notes written back and coaching themes surfaced for the team.
Consented · coached -
Forecasting & pipeline analytics
Stage conversion, deal ageing, coverage and hygiene combined into a model-assisted forecast, with the assumptions and the misses both visible.
Forecast · coverage
Where it sits in the engine
Offers that change with the moment, inside rules you set.
The path one sales decision takes. The highlighted step is where the dynamic offer is chosen.
- 01 · Signal Buyer activity Pricing views, replies, product usage and meetings, on the CRM record.
- 02 · Stage Where they are Stage definitions with exit criteria, not a rep’s guess.
- 03 · Adapt Next step The sequence changes channel, timing and content to fit the signal. Sales
- 04 · Draft Rep approves Agents draft follow-ups and quotes; the rep edits and sends.
- 05 · Forecast Pipeline view Deal risk and forecast from activity, with the reasons shown.
How it runs · 4 stages
Fix the process, then automate it
Automating a process nobody agrees on multiplies the disagreement. The stages and definitions come first. Timings are typical, not promised.
Stage 01 of 4Wk 01–03
Map
Sales process, stages, exit criteria, systems and handoffs mapped with the people who sell. The definitions everyone will be measured on are agreed.
Produces
- Process map
- Stage definitions
- System inventory
Stage 02 of 4Wk 03–08
Automate
CRM configured, activity capture and hygiene rules built, integrations to marketing, finance and support connected, and reporting rebuilt on the new definitions.
Produces
- CRM build
- Integrations
- Hygiene rules
Stage 03 of 4Wk 07–12
Assist
Guided selling, quoting, proposal drafting and conversation intelligence introduced with the team, adopted one workflow at a time.
Produces
- Playbooks
- CPQ flows
- Assistant rollout
Stage 04 of 4Wk 12–14
Forecast
Forecast model calibrated against history, reviewed weekly with the sales leadership, and corrected as the process changes.
Produces
- Forecast model
- Weekly review pack
- Adoption report
Offer guardrails · what you will see
Automation proposes the offer. The guardrails decide if it goes.
The rules every automated offer is checked against before it reaches a customer, with who owns each rule and what happens when one trips.
| Rule | Setting | Last 30 days | When it trips | Owner |
|---|---|---|---|---|
| Margin floor | ≥ 22% after discount | 0 breaches (on track) | Offer blocked | Finance |
| Discount above 15% | Manager approval | 14 sent for approval (needs attention) | Held for approval | Sales lead |
| Stock check | Live inventory | 3 offers withdrawn (on track) | Offer replaced | Operations |
| Same customer, same week | Max 2 offers | 1 breach · fixed (gap) | Second offer suppressed | CRM owner |
What you own
Rules, playbooks and integrations. Owned by your sales team.
Pricing and offer rules, sales playbooks and payment integrations, configured in your systems with a change log.
| # | Deliverable | Format |
|---|---|---|
| 01 | Sales process map & stage definitions | Diagram · doc |
| 02 | Configured CRM & automation rules | Platform build |
| 03 | Guided selling playbooks | CRM content |
| 04 | Quoting, pricing & approval workflow | CPQ config |
| 05 | Proposal & follow-up templates | Templates |
| 06 | Conversation intelligence set-up | Config · consent flow |
| 07 | Forecast model & pipeline dashboards | Model · dashboard |
What changes
Faster deals, protected margin. Three measures that show it.
Dynamic sales succeeds when response time falls, win rate rises and no automated offer ever breaks a margin floor. They are aims, not guarantees.
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01
Hours returned to selling
Logging, chasing and assembling handled by the system, so the working day goes back to customers.
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02
A pipeline you can believe
Stage rules and automatic capture keep the CRM current, which is the only thing that makes a forecast worth reading.
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03
Pricing under control
Discounts, approvals and margin rules enforced in the flow instead of discovered in the quarterly review.
Replies by week, adaptive sequence vs fixed cadence. Shape only. Measured against a fixed cadence run on a comparable set of accounts.
Technologies we work with
CRM, commerce and payments. Joined, not replaced.
CRM, commerce, payments and messaging tools we connect so offers and follow-ups run themselves. Named as technologies we work with, not partnerships; model providers run inside an approval step, never around it.
- HubSpot
- Zoho
- Stripe
- Razorpay
- Shopify
- Google BigQuery
- Python
- n8n
- PostgreSQL
- Salesforce
- Twilio
- Slack
- Microsoft Teams
Frameworks we build to
Card data never in the CRM. Every offer auditable.
Frameworks every pricing rule and payment flow is designed against. Frameworks we build to, not certifications we hold.
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GDPR — General Data Protection Regulation (EU) 2016/679
General Data Protection Regulation (EU) 2016/679
Consent captured per purpose and channel, tracking tags fired only after consent (Consent Mode v2 where Google is used), and erasure requests reaching every connected tool.
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DPDP Act 2023 — Digital Personal Data Protection Act, 2023
Digital Personal Data Protection Act, 2023
Notices and consent records for India-based customers, with withdrawal honoured in every journey and channel within the same working day.
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ISO/IEC 27701 — Privacy information management systems
Privacy information management systems
Every marketing tool that holds personal data listed with its purpose, retention and processor terms, and kept current as tools are added.
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PCI DSS v4.0.1 — Payment Card Industry Data Security Standard
Payment Card Industry Data Security Standard
Payment links and checkout handed to a tokenising provider, so card data never enters the CRM, the sales tools or the message logs.
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NIST AI RMF 1.0 — AI Risk Management Framework
AI Risk Management Framework
Each model that scores, targets or writes is inventoried with an owner, a measured error rate and a threshold that stops it.
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EU AI Act — Artificial Intelligence Act (EU) 2024/1689
Artificial Intelligence Act (EU) 2024/1689
AI-generated content labelled where required, targeting and scoring use cases classified by risk, and a person able to override every automated decision.
Services & packages
Give the selling hours back to the people who sell.
We automate the process around the sale: a CRM that stays current on its own, guided next steps with the reasoning shown, quoting and pricing under governed rules, and a forecast built on evidence. People keep the conversation, the promise and the price.
- Categories
- 05
- Services
- 14
- Packages
- 04
How to buy
- 01Pick services. Enquire about one, or add several to a brief.
- 02Choose how to engage. A sprint, a fixed project or an ongoing team.
- 03Send the brief. We reply within one working day.
Start a project
Ways to engage. Same team, same standard.
Three ways in, from a two-minute question to a formal RFQ. Each is read in full by the lead for the work, and anything already in your brief goes with it.
Or book a thirty-minute call-
01
For a first conversation, a press request, or anything that does not need a scope yet.
You get A reply from a lead, not a sales queue
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02Most useful
Goals, audiences, a budget band and timing. Enough for us to come back with a shape, not only questions.
You get Options and a first scope after one call
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03
Your pack, your deadlines, and the procurement and security rules the work must meet.
You get Receipt confirmed and a named bid lead
How it is priced
Each package shows how it is priced. Every engagement starts with a written scope and a quote agreed before work begins.
Opens a project brief with this package chosen.
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In your brief
- Typical length
- 4–12 weeks
- Pricing
- Fixed price
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In your brief
- Typical length
- 3–9 months
- Pricing
- Fixed price per milestone
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In your brief
- Typical length
- Ongoing · 6-month minimum
- Pricing
- Monthly fee
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In your brief
- Typical length
- 6–18 months
- Pricing
- Programme fee · by statement of work
Compare what each package includes
| Package | Every engagement includes | Best for |
|---|---|---|
| ProjectA defined scope, delivered for a fixed price. |
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Work you can describe up front: an identity, a system, a set of tools |
| MilestoneA larger build, split into gated phases you approve and pay for one at a time. |
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Programmes too big to fix in one contract, and teams that want control at each step |
| RetainerReserved monthly capacity to run, improve and extend what we built. |
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Brands and products after launch that need a steady team without hiring one |
| EnterpriseA multi-workstream programme with governance, a dedicated team and SLAs. |
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Large organisations running change across markets, portfolios or business units |
Questions
What teams ask about sales.
Anything else, ask us directly. A short call is usually quicker than a long email.
01Are you automating salespeople out of the job?
No. We automate capture, assembly, analysis and chasing. Discovery, negotiation, judgement and the relationship stay with people, and the point of the work is to give them more time for exactly that.
02Is dynamic pricing fair to customers?
It has to be, and it has to be legal. We implement rule-based pricing by segment, volume, term and cost to serve, with the logic documented and auditable. We do not implement pricing that varies by an individual’s personal characteristics or inferred willingness to pay.
03Do we need to record calls?
Only with consent, and only where it is lawful in that market. Consent is captured in the call flow or the meeting invitation, retention is limited, and any participant can decline without losing the meeting.
04Which CRMs do you work in?
Most often Salesforce, HubSpot and Zoho. Where a custom platform makes more sense, our Technology & Intelligence team builds it, and this work runs on top of it either way.
05Will the forecast replace the sales leader’s judgement?
No. The model gives a range with its assumptions and its historic error. The commit stays a human decision, and the value is that the conversation starts from evidence instead of a spreadsheet of hopes.
Works best with
Sales runs on good leads and long relationships.
Lead Gen fills the pipeline; Customer Strategy keeps the customers who close.
AI Lead Generation
Identifying and qualifying the leads that are actually worth a sales team's time.
Explore Lead Gen
Customer Relationship Strategy
Journey mapping, segmentation, engagement, loyalty and lifecycle marketing as one connected practice that raises retention and lifetime value.
Explore Customer Strategy
Let’s build what happens next.
Tell us what you’re building. We’ll answer straight.
Three ways to start
Every engagement starts with a written scope and a quote agreed before work begins.
Choose one of the three ways above