Sales Workflow Library
Everyworkflowwebuild. Yourstokeep.
The sales and onboarding workflows we set up for growing businesses. Each one runs on your tools or as custom code you own, and you can change it later with Claude Code or ChatGPT.
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- 01 Capture Speed-to-Lead · Missed Call Text Back · Lead Qualification
- 02 Convert Appointment Booking & Reminder · Quote Follow-Up · Long-Term Lead Nurture
- 03 Onboard & keep Client Onboarding · Review & Referral · Renewal & Upsell
- 04 Foundation CRM Cleanup · AI Sales Roleplay for Your Team
Jump to a stage
Capture.
Catch every lead the moment it arrives.
5 steps15 industries
Speed-to-Lead Automation
Every new lead gets a reply and a booking link in under a minute, day or night.
- HubSpot
- GoHighLevel
- Pipedrive
4 steps10 industries
Missed Call Text Back
Every missed call gets a text back instantly, so the caller doesn’t dial the next business.
- RingCentral
- Dialpad
- CallRail
4 steps9 industries
Lead Qualification Automation
Ask the right questions before anyone drives out or gets on a call.
- HubSpot
- GoHighLevel
- Pipedrive
Convert.
Turn interest into booked visits and signed work.
4 steps10 industries
Appointment Booking & Reminder Automation
Booked visits and consultations that actually happen, with confirmations and reminders.
- Calendly
- Google Calendar
- Microsoft 365
5 steps12 industries
Quote Follow-Up Automation
Every quote and proposal followed up until you get a yes or a no.
- HubSpot
- Pipedrive
- ServiceTitan
4 steps8 industries
Long-Term Lead Nurture Automation
Stay useful to buyers who aren’t ready yet, so you’re first when they are.
- HubSpot
- Mailchimp
- ActiveCampaign
Onboard & keep.
Start clients well and keep them coming back.
5 steps9 industries
Client Onboarding Automation
Forms, documents, deposits and welcome steps collected without the chasing.
- Karbon
- TaxDome
- Clio
5 steps10 industries
Review & Referral Automation
Ask every happy customer for a review and a referral, at the right moment.
- Google Business Profile
- NiceJob
- Podium
4 steps7 industries
Renewal & Upsell Automation
Renewals sent on time and the right next offer to every client.
- HubSpot
- Salesforce
- ServiceTitan
Foundation.
The data and skills everything else runs on.
5 steps15 industries
CRM Cleanup & Automation
A CRM that’s clean, complete and updates itself.
- HubSpot
- Pipedrive
- Salesforce
4 steps15 industries
AI Sales Roleplay for Your Team
Your team practices the sales conversation with AI before the real one.
- FireCoach
- Your CRM
- Your playbooks and scripts
Need something not listed? We build that too.