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RevOps & Lead Automation
Sales CRM & Lead Automation Setup
Lead capture pipelines, WhatsApp notifications, automated proposal generation, and performance metrics.
The Problem
A services business was losing 30% of their incoming leads because form submissions sat in spreadsheets. Proposals had to be manually copied into Google Docs for every prospect.
The System
Connected all website forms and WhatsApp buttons directly to their CRM, automated the generation of PDF proposals on form submission, and scheduled a weekly performance summary report.
Deliverables Included
Automated proposal PDF generation
Lead-to-CRM sync pipeline
Automated reporting triggers
Real-World Proof
BRAND
AUTOMATEOS
IMPACT
Form-to-CRM latency reduced to under 1 second; zero leaked leads.
“No more copying proposals or missing spreadsheet entries. The lead sync paid for itself in the first two weeks.”