Software sales
No lead left untouched
Each lead checked, routed and given a first reply to send. The sales lead sends the reply.
Example workflow
How it runs
The tools it reads, what the agent does with them, what it hands over, and the person who says yes. Nothing is sent until they do.
Reads
Agent
- checks the lead fits who you sell to
- routes it to the right owner
- drafts a first reply
Hands over
Approves
Illustrations on made-up examples, not records of client work. Logos name the tools these businesses commonly use; they are their owners’ trademarks and do not mean a partnership or endorsement.
The template
Where this business starts
departments: marketing, sales, success, product already_uses: a CRM such as HubSpot or HighLevel; a website; LinkedIn gaps: leads nobody touched; no single pipeline first_pipeline: new lead → checked, routed, first reply drafted approves: the sales lead sends
Templates on made-up examples, not records of client work. Tool names are examples of what such businesses commonly use, not partners or endorsements.
Templates
Other templates
- RestaurantThe morning brief and the supplier order
- Short-let propertyEvery booking turned round on time
- RetailShop and online stock that agree
- TradesFrom enquiry to invoice without retyping
- Salon and clinicNo-shows rebooked, politely
- Professional servicesEvery hour worked, billed
- Gym and studioLapsing members noticed in time
- Multi-site groupEvery site on one page
- ApprovalsNothing leaves without a yes
- WebsitesA website, from brief to live
- AI toolsAI tools set up on your own accounts
- AI modelsMany AI models, one key, a spending cap
Tell us what you're working on
Email is the best way to reach us. A few lines on the problem and the systems involved are plenty to start with.