Lead generation automation sources accounts matching your ICP, enriches them, writes outreach per prospect rather than per template, scores the replies, books meetings and syncs all of it to your CRM — so reps spend the day on conversations, not list-building. Opt-outs, GDPR and CAN-SPAM limits are built in, and a pilot validates the volume before any scale-up.
Hours spent scraping, copying, and cleaning lists that go stale in a week.
Templated blasts get ignored; real personalisation doesn’t scale by hand.
Good leads slip through and bad ones eat demo slots without scoring.
Most replies need 3–5 touches; manual follow-up quietly gets dropped.
The pipeline finds accounts matching your ICP from intent and public signals.
Firmographics, contacts and context are added automatically.
Personalised, multi-step outreach goes out from your own mailbox and adapts to replies.
Replies are scored, meetings booked, and everything synced to your CRM.
Your closed-won history turned into a profile a machine can check, then matched against the data sources you already pay for.
Every field written to the CRM carries where it came from and when, so nobody has to trust a number without a way to check it.
Scores come with reasons in plain language. A rep who disagrees can see which signals drove the number and tell us where the profile is wrong.
Sequences are drafted with the research attached and go out under your approval rules and your sending limits.
HubSpot, Pipedrive, Salesforce — whatever holds your pipeline. We write back into it rather than beside it.
At least 50 of each if you have them. Lost deals teach the scoring more than won ones do.
A rep or head of sales to review scoring on real leads for the first two weeks.
Buying a list and blasting it is not this: we build qualification, and qualification works against volume outreach, not for it.
If the ICP is genuinely unknown, start with the audit — scoring an undefined profile only automates guesswork.
In parts of financial services and healthcare, cold outreach is restricted by the law of your market. We check before we build.
Each page states the workflow, the systems it integrates with, what it costs and when it is the wrong choice.
Scores inbound and sourced leads against your closed-won profile and writes the reasoning back into the CRM.
Builds a first-draft proposal from the CRM record, past deals and your price book, ready for a human to finish.
Turns sales and support calls into structured notes, objections, next steps and CRM updates.
Full audit + a working pilot on one slice of the process. Fully credited to the build.
Full rollout with monitoring, escalation, and documentation. Priced on scope.
Ongoing tuning, new scenarios, and monthly reporting. Cancel anytime.
Yours. The pipeline sends through your existing sequencer or mailbox, so deliverability, unsubscribes and the sending domain stay exactly where they are. Opt-outs, GDPR/CAN-SPAM limits and suppression lists are enforced inside the flow.
We don’t propose an off-the-shelf product either. The audit is there precisely to see where your process differs from the ordinary one, and the build is shaped around that difference. And if it turns out a standard tool covers you well enough, we’ll say so plainly — the process map stays with you in any case.
It’s a fair thing to ask, and responsibility matters more here than accuracy. A person answers for it, and the system is built so that they can: a doubtful case is never posted quietly, it goes to a review queue. Low confidence isn’t an error for us, it’s a route. Around 70% clears straight through and a person looks at the rest — and where exactly that line sits is yours to decide.
That’s a common requirement, and a reasonable one. We fit the setup to your data rules: if nothing may leave, the model runs locally inside your own perimeter, and the documents never cross it.
That’s not unusual, and it’s fine. Integrating without an API is the most underestimated line in a quote, which is why integration surface comes first among the four cost drivers, and why we don’t name a fixed price before the audit. Working without an API is perfectly possible — files, exports, email — it simply costs more, and it’s better to know that early. Which is why, fairly often, we build the API for you.
It happens often, and usually for one reason: the pilot was measured on the happy path and the exceptions were left for later — though the exceptions are where most of the work turns out to be. So we look at the share that clears without a person rather than at extraction accuracy, and we agree in advance who handles the rest, and how.
No, that isn’t what this is about. What goes is the retyping, not the people: decisions stay with a person — the disputed document, the non-standard transaction, the conversation with the client, the signature under the reporting. On one accounting project, closing a client month went from three days to four hours, not because anyone was let go, but because a qualified specialist stopped keying in details by hand. The time that frees up most often goes into growth: more clients with the same team, without the costs rising alongside.
It’s a fair question, and sometimes doing it yourselves really is the right answer. We say so when the volume doesn’t justify a build: below roughly 300 documents a month the arithmetic usually doesn’t work. The calculator on this site includes running costs, so you can weigh that up before you ever talk to us.
They do change, and that’s exactly what we build for: the model is a replaceable part here, not the foundation. The source of truth is our own database — the document, the counterparty, the entry. The model is attached to the side, and we update it whenever something better appears; for you that’s planned maintenance, not a rebuild.
We use cookies for analytics — to see which pages bring enquiries. Nothing else, and nothing before you agree. Cookie Policy