Service 02
Revenue & marketing operations
Lead generation and enrichment, CRM structure, outreach sequences, sales pipelines and marketing automation. The plumbing behind a pipeline you can trust.
Illustration · sample data
What we build
Leads that don’t fall between tools.
Leads arrive from forms, lists, inboxes and events, and each source has its own habits. We build the path from first contact to a clean CRM record, and the follow-up that comes after it.
Lead capture and enrichment
Forms, inbound email, event lists and sign-ups land in one place. Each lead is checked for duplicates, filled in with what can be looked up about the company and given a clear source.
A CRM that stays accurate
Pipelines, stages and fields that match how you actually sell. Records update from the systems that know the answer, so the CRM reflects the business instead of someone’s memory of it.
Routing and follow-up
New leads go to the right person by rules you set, such as region, product or size. Follow-ups are scheduled when the lead arrives, not when someone remembers, and stop when the person replies.
Outreach with a person in the loop
Sequences that draft each message and, where you want it, hold it for a person before it goes out. A reply stops the sequence, so nobody is chased after they’ve answered.
How it runs
A pipeline that reports on itself.
Revenue systems tend to fail quietly. A form stops sending or a sync skips a field, and nobody notices for weeks. So every step is logged, and a failure is raised instead of buried.
Monitoring
Every lead has a history: where it came from, what was added to it, who it went to and when. If a source goes quiet, the system notices the gap and says so.
Sample log line:RunningWebsite form · lead 8814 · enriched and routed
Retries
Enrichment services and CRM connections have limits and bad days. A call that fails is queued and tried again, so a busy hour delays a lead instead of losing it.
Sample log line:RetryingCRM limit reached · queued, attempt 2 of 3
Human checkpoints
Messages to prospects, changes to deal stages and anything you mark as high value can wait for a person. They see the draft and the reason, then approve, edit or skip.
Sample log line:Needs your OKOutreach draft · waiting for Tomas
Handover
The pipelines, fields, automations and sequences are documented and live in your accounts. Your team can change a stage or a rule without asking us.
Sample log line:DoneSequences and CRM rules moved to your account
Log lines are illustrations · sample data
Can a person approve steps before they run?
Yes. Any step can wait for a person: a reply to a customer, an update to a record, a payment request. You decide where those checkpoints sit, and you can move them later.
Who owns what you build?
You do, once the work is paid for. Systems run on your accounts, and the code, workflows and documentation are handed over when the work is done. A product or venture partnership may set different terms in its signed agreement.
Do you only use no-code tools?
No. We use n8n, Make or Zapier when they fit, and write code when they don’t. The tool follows the process, not the other way around.
Other services
- 01Workflow & operations automationThe handoffs between people, tools and approvals, run end to end.
- 03Browser automation & data engineeringData from the places that have no API, cleaned and delivered where you need it.
- 04Custom AI agents & internal toolsAssistants and tools that know your business and stay inside its rules.
- 05Custom software & iOS appsWhen the right tool doesn’t exist, we write it.
Start here
Tell us where the work gets stuck.
A free 30-minute call on Google Meet with the people who would build it. Walk us through the work as it happens today, and we’ll tell you plainly whether we can help.
Free discovery call · 30 minutes · Google Meet