Lead capture
Every source feeds one place: web forms, ad leads, chat, events, partner referrals and inbound email, each tagged with where it came from.
Sourcesweb, Meta, Google, LinkedIn
No lead left waiting, no deal left behind
We connect the whole sales process into one system: capture, enrichment, scoring, routing, follow-up, quotes and forecasting. Every lead gets a fast response and a consistent follow-up, and you can see what's going to close.
Speed-to-lead routingAutomated follow-upForecasts you can trust
Meeting bookedThu 11:00 · with Sam
Assigned in 4 sround-robin · territory UK
PH
Priya HaleHead of Ops · Tessellate (52 staff)
pricing pageCapturedForm submitted, contact created0.4s
EnrichedCompany size, industry, LinkedIn1.8s
Scored
86/100
Routed
AKSMJTRL
→ SamFollowed upPersonal email + call task queuedday 0
BookedDiscovery call on Sam's calendar✓
What's included
Six parts of a sales engine, wired together.
Each part works on its own. Together they mean every lead gets the same fast, consistent treatment, whoever's on shift.
Enrichment & scoring
Firmographics and intent signals added automatically, then a score based on what your best customers have in common, not guesswork.
ToolsApollo, Clay, Clearbit
Routing
Round-robin, territory, account owner or deal size. Leads reach the right rep in seconds, with a Slack alert and an SLA timer.
Rulesterritory, size, product, capacity
Follow-up sequences
Multi-step email, call and LinkedIn cadences that stop the moment someone replies or books, so nobody gets chased after saying yes.
Runs inHubSpot, Apollo, Instantly
Quotes & contracts
Proposals generated from the deal record, sent for e-signature, then converted to an invoice and onboarding tasks once signed.
ToolsPandaDoc, DocuSign, Stripe
Forecasting & reporting
Weighted pipeline, rep activity and conversion by source, updated live, so the Monday sales meeting starts from the numbers.
Showscommit, best case, gaps to target
Consistent follow-up
Persistent, polite, and never forgotten.
Most deals are lost to silence rather than a "no". Sequences make sure every lead hears from you on a set schedule, across channels, until they reply, book or opt out.
- Stops on replyAny response pauses the sequence and alerts the owner.
- Personal, not roboticPlain-text emails sent from the rep's own inbox, with real context.
- Call tasks in the queueReps start the day with a prioritised list of who to call.
CadenceExample 10-day inbound follow-up
D0
EmailCall
D1
LinkedIn
D2
D3
EmailCall
D5
Email
D7
Call
D10
Booked ✓
EmailCall taskLinkedInSequence exits
Forecast · this quarterexample data
£0kweighted pipeline
WonCommitBest case
Visibility
Know what will close before the month ends.
Pipeline stages with clear exit criteria, probabilities based on your own history, and dashboards that update as deals move, so the forecast reflects the pipeline and not anyone's gut feel.
- Weighted pipelineCommit, best case and gap to target, by rep and by team.
- Stuck-deal alertsDeals idle beyond your threshold are flagged to the owner and manager.
- Source-to-revenue viewWhich channels produce revenue, not just leads.
Quote to cash
From "yes" to paid, without retyping a thing.
The deal record drives everything that happens after the verbal yes. Nobody copies data between tools, and the client gets a smooth start.
Deal wonStage moves in the CRM
Proposal sentBuilt from deal fields
SignedE-signature, auto-filed
InvoicedPayment link sent
OnboardedProject & tasks created
How we build it
Mapped, built, measured.
We start from how your best rep works, then make that the default for everyone.
1
Map the funnel
Every step from first touch to signed contract, including where leads stall and what reps do by hand today.
Discovery2
Design the rules
Scoring model, routing logic, stage definitions and sequences, all written down and agreed with your sales lead.
Blueprint3
Build & connect
CRM, enrichment, sequencing, e-sign and billing wired together and tested with real leads.
Build4
Measure & tune
Response time, conversion by stage and sequence performance reviewed monthly, then adjusted.
OptimiseQuestions
Before you ask.
Do we need a new CRM for this?
Usually not. We build on the CRM you already use. If it can't support what you need, we'll say so and help you plan a move. See our CRM Systems service.
Will automated follow-up feel spammy?
Not if it's done right. Emails come from the rep's own inbox in plain text, sequences stop the moment someone replies, and we keep the cadence sensible for your market.
How do you decide the lead score?
From your own closed-won and closed-lost history: the company traits and behaviours that actually predict a sale. We start simple and adjust as data builds up.
Can this include outbound prospecting?
Yes. The same routing, sequencing and reporting work for outbound lists, so inbound and outbound leads sit in one pipeline with one set of rules.
What does the team need to change?
Mostly they stop doing admin. We'll agree a few habits, such as updating deal stages and logging outcomes, and automate everything else.
Pairs well with
Related services.
Find the leaks in your funnel.
We'll look at how leads come in, how fast they're followed up, and where deals stall, then show you what a connected system would change.