A prospecting pipeline that runs while your team sells.
A pilot that automates lead research, enrichment and delivery into your CRM — built with your team, live in 4–6 weeks.
The problem
Manual prospecting means someone copies companies from directories, looks up contacts one by one, and pastes rows into the CRM. It is slow, inconsistent, and the moment it improves, the person doing it leaves and the process leaves with them.
What the pilot delivers
- A source-to-CRM pipeline that finds, qualifies and enriches prospects against your own criteria.
- Deduplication and data hygiene built in, so your CRM stays clean.
- Compliance-aware design — GDPR and data-source terms considered from day one.
- A trained team member who can adjust filters and criteria themselves.
How it works
- 20-minute scoping call. We map the current workflow and agree whether this is worth doing.
- Written success criteria and a fixed quote. You know exactly what "done" looks like before work starts.
- Built alongside your team. Your people participate, so the system is theirs, not a black box.
- Handover and training. Documentation plus a live training session with the people who will use it.
Why me
I do this work daily — the same tooling and discipline I use in my own production systems, applied to your workflow. No junior hand-off, no retainer lock-in: after the pilot you own everything.
Book a 20-minute scoping callFixed price, agreed after the scoping call. If I don't think AI can help you here, I'll say so on the call.