Sales Automation Consultant: Grow, Streamline, and Scale Your Sales Process

If you’re spending more time managing spreadsheets and chasing leads than actually selling, you’re not alone. Most small business owners and service providers start out manually handling every part of their sales and marketing process. But at a certain point, it becomes unsustainable. That’s where I come in, as your sales automation consultant.

Whether you’re using Pipedrive to manage your sales, struggling to follow up consistently, or just know you could be running things more efficiently, this is for you.
I’ll explore practical ways to automate sales, integrate marketing, and layer in AI to save you time, close more deals, and grow your business without hiring a big team.

Sales Automation with Pipedrive CRM

Pipedrive is my favourite CRM and it becomes truly powerful when you automate it properly. Most users only scratch the surface, but with the right setup, it becomes your sales assistant, deal tracker, and reminder system all rolled into one.

Here’s how I help businesses level up with Pipedrive sales automation:

– Custom pipeline stages that match your sales process
– Automated follow-up reminders based on deal status or last activity
– Lead routing rules so enquiries land with the right person or team
– Task and activity triggers that ensure no step is skipped in your sales workflow

Using workflow automation tools inside Pipedrive (or enhanced via Zapier, or Make), I can automate almost every repetitive task. New enquiry? Automatically create a deal, assign an owner, send a personalised email, and log it all in one place. Need to nurture a lead? Trigger a multi-step follow-up sequence.

Benefits: Fewer leads fall through the cracks, your pipeline stays clean, and your team focuses on selling, not admin.

Marketing Automation with Pipedrive

Sales and marketing should work together, not live in separate silos. That’s why I help businesses go beyond just sales automation and connect Pipedrive directly with their marketing tools.

We start by identifying where marketing overlaps with sales, like lead capture, email nurture, and handovers. From there, we automate the flow of data and communication so the journey from first click to closed deal is seamless.

Examples of Pipedrive-powered marketing automation:

– Automatically add form submissions (from Typeform, Webflow, WordPress, etc.) into Pipedrive as leads
– Enrol leads in email sequences based on interest or source
– Tag contacts in your CRM based on behaviour (e.g., email clicks, site visits)
– Send reminders or task notifications when a lead re-engages

We can also build dashboards and reporting to track exactly how marketing contributes to revenue.

Benefits: Creates a connected buyer journey, improves lead quality, and lets you measure your marketing ROI directly from your sales CRM.

AI Sales Automation Consulting: Smarter Pipelines, Faster Deals

AI is no longer a trend, it’s a tool you can use right now to speed up your sales process, improve decision-making, and even personalise outreach at scale. As a sales automation consultant, I help you apply AI where it actually adds value.

For example, you can:

– Use AI lead scoring to prioritise the most engaged or valuable prospects
– Generate automated but personalised email drafts using AI copy tools trained on your tone
– Get deal-level insights and suggested next steps using tools like Pipedrive’s AI Sales Assistant
– Use chatbots to qualify leads on your website and send only hot leads to your CRM

I also help businesses adopt tools like ChatGPT, and Apollo to enrich leads, segment them intelligently, and personalise their outreach based on public data or past interactions.

Benefits: You save time, reduce manual guesswork, and close deals faster without hiring extra hands.

AI Marketing Automation for Modern Businesses

Marketing today is content-heavy, data-driven, and always-on. But small businesses rarely have the bandwidth to keep up with it all manually. That’s where AI-powered marketing automation comes in, and it’s a key part of what I help my clients build.

Here’s how AI can upgrade your marketing workflows:

– Generate content ideas and first drafts for blogs, emails, or landing pages in minutes
– Personalise emails at scale using AI-powered tools that adapt based on user behaviour
– Segment your audience automatically based on patterns, engagement, and even tone preferences
– Optimise send times and delivery methods for better engagement

We’ll look at tools like ConvertKit, ChatGPT, and others to integrate AI where it’s useful, and ignore it where it’s not. The goal is automation with a human touch, not that ‘more of the same dross’ you often see churned out.

Benefits: You’ll market smarter, stay top of mind with less effort, and maintain a personal feel, even at scale.

Integrating Your Entire Sales Tech Stack

Sales automation doesn’t work in a vacuum, it needs to play nicely with the rest of your tools. That’s why integration is a key part of my consulting work. I help you connect your CRM with your calendar, email, website, and analytics to build a seamless tech stack.

Some common integrations I help clients build:

– Connect Calendly to Pipedrive for paid calls and sessions
– Sync contract platforms like PandaDoc with your CRM to trigger next steps or create your own with Google Docs
– Pull data from marketing forms or landing pages into your sales system
– Automate Slack or email notifications for key pipeline changes or task completions

We can build these systems using Zapier, Make, native integrations, or API connections, whatever best suits your setup. If you don’t know what these are, no problem, I can build it all for you.

Benefits: You get a single source of truth, eliminate double-entry, and dramatically reduce context-switching between tools.

Custom Automation Strategy for Your Business Model

No two businesses are the same, which is why I don’t offer fixed automation setups. Instead, I start by learning your current sales and marketing workflow, where time is being lost, and where leads are being missed.

Then, I map out a custom automation framework tailored to your business model. That might include a multi-stage sales pipeline, pre-qualification flows, task automation, AI integration, or end-to-end marketing campaigns.

We’ll look at:

– How you acquire and qualify leads
– What your sales and follow-up process looks like
– How your team collaborates and hands over work
– Where automation can safely replace manual work
– What tools you already use, and which ones we could add (or remove)

Benefits: You get a system that fits your business perfectly, reduces human error, and creates more headspace for strategy and growth.

What to Expect When Working with a Sales Automation Consultant

Working with me as your sales automation consultant is a collaborative, step-by-step process that turns your clunky, manual systems into a smooth, scalable operation.

Here’s how it typically works:

1. Discovery Call: We explore your goals, bottlenecks, and current tool stack.
2. Audit: I assess your existing workflows and identify automation opportunities.
3. Blueprint: You get a clear plan and timeline to implement new systems.
4. Build: I create and integrate automations, test them, and optimise workflows.
5. Training & Support: Your team gets walkthroughs and documentation so nothing gets lost in translation.

Whether you’re a solo operator or a small team, this process is designed to make automation approachable and powerful.

Benefits: A streamlined sales engine, better use of your time, more consistent follow-up, and a business that’s ready to grow without extra admin.

Automation isn’t about removing the human side of business, it’s about freeing you up to focus on what you do best: building relationships and delivering results. As a sales automation consultant, I help automate what’s repetitive, and build systems that scale.

If you’re ready to sell smarter—not harder—then let’s talk.