For B2B service firms, staffing agencies and sales-led teams: respond to leads in minutes, keep follow-up consistent and let the CRM update itself, while your people stay in charge of the conversation.
The problem
Most small sales teams don't lose deals on price or product. They lose them on process: a slow first reply, a proposal that never gets a follow-up, a CRM so out of date that nobody can see what is stuck.
Speed matters. A widely cited Harvard Business Review study of online leads found that firms which tried to contact a lead within an hour were far more likely to qualify it than firms that waited longer.
Source: Harvard Business Review: The Short Life of Online Sales Leads (2011)
AI does not replace the salesperson. It removes the delay and the typing around them.
Workflows
Illustrative use cases that show how these workflows are typically built. They are not client case studies.
Who it's for
Two pipelines at once: clients and candidates. Typical wins are faster responses to new job orders, automated candidate intake and summaries a recruiter can check in seconds.
Partners sell and deliver. Automating notes, CRM updates and first-draft proposals returns hours to billable work without losing the personal tone clients expect.
Teams with inbound demand and a small sales staff gain the most from speed-to-lead and consistent follow-up.
Control
Sales automation should make your team faster and better informed, not make the conversation generic. If the process itself is unclear, start with the sales strategy before automating it.
Background
John's career is in sales, business development and partnerships. At SALT he closed the largest deal in the company's history and then led the Dutch team as interim country manager. He knows what a rep will actually use, and what gets ignored.
That is business experience, not a claim about AI results. The point is that the workflows are designed around how selling really works.
Engagement models
Start small. Every engagement begins with a conversation, and nothing larger starts without a written scope.
A short conversation to understand your business and see whether there is a fit. You'll know whether and how AI can help, and what a sensible next step looks like.
A structured 60-minute working session on one decision. Works well as a first AI opportunity assessment: bring the process or question, leave with a written action plan.
A defined automation or integration, built and launched with your team. Scope, timeline and price are agreed in a written proposal before any work starts.
A senior partner for the longer term. Regular reviews of what is running, the next priorities on the roadmap and support for your team and vendors.
The Business Strategy Session is $595 flat. Implementation projects are quoted in writing after scoping. Ongoing advisory is billed monthly or hourly, always agreed upfront.
Don't see your question? Call John directly: +31 20 261 4967
Common ones such as HubSpot, Salesforce and Pipedrive, and others with a usable integration or API. We check your setup on the Discovery Call.
Not if it is done properly. Messages use your templates and tone, and reps approve first replies. The goal is a faster, more relevant answer, not a robotic one.
It can score and route them based on criteria you set, and explain why. A person stays responsible for the decision to pursue or drop a lead.
A first workflow, such as lead intake and first reply, can usually be scoped quickly. The written proposal states the actual timeline for your systems.
The Discovery Call is free. Each project is quoted in writing after scoping, including expected monthly running costs.
Free · 20 minutes · no obligation
What happens next
You tell John where it hurtsTwo minutes. Pick the challenge that matters most.
John replies personallyWithin one business day, to set a time on Zoom or Teams (US Eastern).
Free 20-minute AI Discovery CallYou'll know whether AI fits, and what a sensible first step is.
Want a structured assessment right away? Book the Business Strategy Session ($595).