Speed-to-lead agent
New leads get an accurate reply in minutes, day or night, and the conversation lands in your CRM for the rep.
- n8n AI Agent
- OpenAI
- CRM
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Sales teams lose deals to slow follow-up and stale CRM data. I automate the busywork with n8n, AI agents, ChatGPT and Claude, and build sales dashboards for pipeline, revenue and rep performance that keep themselves fresh.
Every project starts with your business problem, not a tool.
Each one is built in your own accounts, tested on your real data and handed over with documentation.
New leads get an accurate reply in minutes, day or night, and the conversation lands in your CRM for the rep.
After every call, the summary, next steps and a draft follow-up email are ready the same day, and the CRM is updated.
Proposals start from your templates and price list, so quotes stay consistent and go out faster.
Pipeline data refreshes into a sheet automatically, ready for forecasting without exports.
Target lists are enriched with company details and a short AI brief, so reps start every call prepared.
Tell me where your sales team loses the most time. I’ll suggest the one automation that pays back fastest.
I started in analytics and Tableau, so the automations above feed dashboards your team will actually open. The data loads on a schedule, and an AI summary explains what changed.
Stepthrough, my free training site, teaches these skills hands-on, one click at a time. Your sales team can start today and practice on real tasks.
Also useful: AI Agents 101 or browse every free course.
Same-day follow-ups after every call, consistent quotes and agents that answer new leads in minutes.
We talk about the problem, what it costs you today and what “fixed” looks like.
A short written plan: the tools, the steps, the scope and the price.
I build it in your accounts and test it on real data with you.
Documentation and a walkthrough, so your team owns it.
Tell us what repeats every week. You’ll get a clear plan and a quote, or a free course if that fits better.