Less admin.
More selling.

20 practical ideas for your sales team. Compare the options, estimate the value and plan one useful first test.

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17 pages · 20 ideas · PDF worksheets

Cover of Less admin. More selling.: 20 practical ideas to choose your first sales automation.

Choose one
useful test.

Start with a familiar sales problem.
Use pages 3 and 4 to compare the options.

  1. Find your fit.

    Explore 20 ideas across prospecting, inbound interest, deal progress and recovery. Look for work your team already repeats.

  2. Compare the candidates.

    Shortlist three ideas. Compare frequency, manual effort, data readiness and what a wrong action would mean.

  3. Make one idea yours.

    Use the pilot brief on page 16 to name the trigger, systems, human checks and one result to measure.

Inside
the guide.

Practical patterns, decision tools and a first-test brief.

  1. 03–04

    Compare before you build.

    A three-candidate worksheet and monthly value calculation, including review time, upkeep and running costs.

  2. 05–14

    Explore 20 sales ideas.

    From qualifying a lead list and post-demo follow-up to pipeline briefings and revisiting lost deals. Each idea names its inputs, checks and measures.

  3. 15–16

    Plan the first test.

    A worked quiet-demo follow-up example and a pilot brief for your own workflow. The examples are planning patterns, not promised results.

The right signal.
A relevant
conversation.

A separate SPS implementation. The guide’s examples are planning patterns, not customer results.

A recruitment agency wanted to find employers hiring for its specialist roles, with the context needed for a relevant conversation.

We built a workflow that searches recent job posts, checks employers against the agency’s customer criteria and prepares contacts matched to the original vacancy.

Read the recruitment case
  1. Find
  2. Check
  3. Prepare

Bring one bottleneck.
Let’s choose the first test.

In a 30-minute Operations Review, we’ll assess the sales workflow, the systems and checks it needs, and a practical measure of success.

Book an Operations Review Bring rough numbers. An unfinished brief is fine.