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Marketing & Sales Automation

AI Marketing & Sales Automation

Leads go cold when follow-up is slow or inconsistent. We automate the journey from first touch to booked meeting: capture, enrichment, AI scoring, personalised messages over email and WhatsApp, and timely alerts for your sales team.

  • Your data stays yours
  • Accuracy tested before go-live
  • Works with your CRM, ERP & WhatsApp

What this covers

  • AI Social Media Automation
  • AI Marketing Automation
  • AI Sales Automation
  • AI Lead Generation
  • Marketing Automation

Typical timeline

Proof of concept in 3–4 weeks; production rollout typically 6–12 weeks.

Who it is for

Who our AI Marketing & Sales Automation service is for

We connect your ad platforms, website, CRM and messaging tools into one automated system, and add AI where it helps most: writing personalised messages, predicting which leads are ready to buy and scheduling social content at scale.

Discuss your requirement
  • 01

    B2B companies with long sales cycles and many touchpoints

  • 02

    Real estate, education and healthcare businesses with high lead volume

  • 03

    Marketing teams publishing on several social channels

  • 04

    Founders who want a predictable pipeline without adding headcount

Capabilities

What is included in AI Marketing & Sales Automation

AI lead generation

Prospect lists built from firmographic data and intent signals, enriched and verified before outreach.

Lead scoring & routing

Models that rank leads by likelihood to convert and route them to the right salesperson instantly.

Personalised nurture journeys

Email and WhatsApp sequences that adapt to behaviour, written with AI and approved by your team.

AI social media automation

Content calendars, AI-drafted posts and scheduling across LinkedIn, Instagram, Facebook and YouTube.

Sales assistant automation

Meeting prep briefs, call summaries and CRM updates generated automatically.

Attribution & reporting

Closed-loop reporting from ad spend to revenue so budget goes where it works.

Also covers AI Social Media AutomationAI Marketing AutomationAI Sales AutomationAI Lead GenerationMarketing Automation

How we work

A clear, step-by-step delivery process

You always know what happens next, who is responsible and what you will receive at each stage.

Typical timeline

Proof of concept in 3–4 weeks; production rollout typically 6–12 weeks.

  1. 01

    Discovery

    Goals, users, workflows, integrations and success metrics are mapped in a workshop.

  2. 02

    Solution design

    Architecture, data model, security design and a milestone plan are signed off.

  3. 03

    Build sprints

    Two-week sprints with a working preview you can test at every step.

  4. 04

    Testing & launch

    Functional QA, performance checks, VAPT and user acceptance before go-live.

  5. 05

    Support & growth

    SLA-backed support, monitoring and a roadmap for the next phase.

Deliverables

What you receive

  • Automated lead capture and routing
  • Lead scoring model
  • Nurture sequences for email and WhatsApp
  • Social content automation setup
  • Revenue attribution dashboard
  • Playbooks and team training

Technology & standards

Tools we work with

HubSpotZoho CRMSalesforceEthicsCRMn8n / MakeOpenAIMeta Lead AdsGoogle AdsLinkedIn Sales NavigatorBrevo / Mailchimp

We recommend tools based on your scale, budget and existing systems, not on what is fashionable. Every choice is explained in the proposal.

Engagement models

Choose how we work together

Proof of concept

A 3–4 week pilot on your own data with agreed accuracy targets, so you see real results before scaling.

Most chosen

Production build

Hardened integration, guardrails, monitoring and admin controls, delivered in milestones with a fixed quote.

Managed AI operations

Ongoing prompt and model tuning, evaluation runs, cost monitoring and feature additions on a monthly plan.

How pricing works: AI projects are priced in two stages: a fixed-price proof of concept, then a production quote based on what the pilot proves. Model and API usage costs are estimated upfront and billed at actuals.

Get a quote

FAQs

AI Marketing & Sales Automation: frequently asked questions

Will AI-written messages feel spammy?

Not when done properly. Messages are personalised using real context such as the page visited or the product enquired about, capped in frequency, and every template is approved by your team.

Which CRM do you work with?

HubSpot, Zoho, Salesforce, our own EthicsCRM and most CRMs with an API. If you do not have one yet, we help you choose and implement it.

Is automated outreach compliant?

We design around consent: opt-in capture, easy unsubscribe, WhatsApp template rules and DPDP Act principles for personal data. We do not run spam or scraped-list blasts.

How soon will we see results?

Faster lead response and cleaner follow-up usually show in the first month. Scoring models improve as more outcomes are recorded in the CRM.

Keep exploring

Related services

All AI & Automation services

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