Sales Automation Dashboard
Custom dashboard that automated lead qualification and follow-up workflows.
Problem
A growing startup was spending significant time each week on manual lead qualification and follow-up emails, slowing down the sales team.
Solution
We mapped the existing sales workflow, then built a custom dashboard with automated lead scoring and personalized follow-up sequences so the team could focus on closing rather than admin work.
Result
Streamlined workflows and improved team efficiency, freeing the team to focus on high-value work.
Our approach
Mapped existing workflows and identified bottlenecks
Built a custom dashboard with n8n and Make integrations
Implemented AI-powered lead scoring
Created automated email sequences with personalization
Challenges
- Sales workflow was undocumented and lived across several tools
- Needed lead scoring accurate enough for reps to trust it
- Follow-up emails had to feel personal, not templated
Outcomes
- Reduced time spent on manual lead qualification
- Gave the team a single dashboard for pipeline visibility
- Automated the majority of first-touch follow-ups
Technology stack
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