For consultancies, IT services and B2B firms
From first enquiry to signed proposal without the spreadsheet in between
Enquiries routed to the right owner, proposals drafted from your past work, approvals in Slack and renewals planned months ahead.
How we work with a B2B service firm
- 01
Consultation: your pipeline from enquiry to invoice
We follow a deal through your firm: where enquiries arrive (LinkedIn, referrals, forms, events, email), who picks them up, how a proposal gets written and approved, and what happens at renewal. We also look at which services and accounts earn the most. You get a plan: what to build, what to skip, the build cost and the timeline.
- 02
Build: routing, proposals and approvals
Depending on the plan, we build one routed inbox for every source, a qualifying step with your own questions, proposal drafts assembled from your service catalogue and past proposals for a person to edit, and approvals in the Slack channels your team already uses. It sits on HubSpot, Zoho or Salesforce, so the sales team keeps the CRM they know.
- 03
Grow: more of the right accounts
With the pipeline in order, we help you reach the accounts you want: lead generation built around your ideal client, a website that explains what you do for whom, and content that helps buyers find you on Google and in AI search.
Where B2B service firms lose deals they should win
The work is rarely the problem. Deals slip because enquiries sit in four inboxes, proposals take days to write, approvals live in a sheet and renewals depend on someone remembering.
One inbox for LinkedIn, forms and referrals
Every enquiry lands in one place, tagged by service, account size and source, with an owner assigned before the first reply goes out.
Lead generation and follow-up for B2B firmsProposal drafts from your own past work
Once an enquiry is qualified, a draft is assembled from your service catalogue and similar past proposals. The account lead edits and sends it. Nothing goes to a client without a person reading it.
Automations and AI for proposal draftingApprovals in Slack instead of a sheet
Proposals above a value you set go to sales, delivery and finance in Slack. Each approval is logged, and stalled approvals are flagged to the owner.
How n8n workflows connect your existing toolsClient onboarding that people read
After signature, the client gets the kickoff agenda, the document list and introductions to the team in short messages on the channel they use, instead of one long email.
Automation for service businesses, enquiry to invoiceRenewals planned months ahead
Signals you already have (delivery milestones, response times, payment history) flag accounts that need attention well before renewal, so the conversation is planned rather than rushed.
CRM, WhatsApp and email for follow-up comparedPipeline from enquiry to payment
Each stage from enquiry to paid invoice, with how long it takes and where deals drop, on one screen instead of three weekly status emails.
Dashboards and internal tools for your team
Capability showcase: how we do this work · B2B Lead Generation
AI Sales Pipelines: How We Build Them
Read how we do this workFind the step in your pipeline worth automating first
The Automation Advisor asks how your team handles enquiries, proposals and handoffs, then returns the tasks worth automating and the order to tackle them. Bring it to your Consultation if you book one.
Open the full tool
Launch the interactive version in a new tab to plug in your numbers.
Open the toolFrequently asked questions
Does it work with HubSpot, Zoho CRM or Salesforce?
Yes. All three have APIs for contacts, companies and deals, and we build on the CRM you already run so the sales team keeps working where it is trained. During the Consultation we check your plan and permissions, because some features depend on the CRM edition you pay for.Can we trust AI to draft proposals?
As a first draft, yes, and only as a first draft. The draft is built from your own service catalogue and past proposals, not from general knowledge, and it always goes to a person who edits it and decides whether to send it. The aim is to start from something close instead of a blank page.How are renewal reminders different from CRM date reminders?
A CRM reminder fires on a date. We add the signals you already record, such as missed milestones, slower replies or late payments, so an account that needs attention is flagged early, with the reason, to the person who owns it.We already have most of these tools. Do we need new software?
Maybe not. Many firms already pay for a CRM, Slack and a proposal tool that are not connected. Sometimes the plan is to set those up properly and connect them, with little or nothing new built. The Consultation is where we find out.What happens in the Consultation?
We walk through how a deal moves from enquiry to invoice, which tools you use and where the team loses time. You get a written plan: what to build, what to skip, the build cost and the timeline.
Related pages for B2B service firms
Practices with similar pipelines, and the guides that go deeper on automation and qualification.
Services for B2B firms
Every engagement starts with a Consultation. These are the services the plan can draw on.
Last reviewed October 2026
Start with a Consultation about how a deal moves through your firm.
We look at where enquiries arrive, how proposals get written and approved, and where the team loses time. You get a plan: what to build, what to skip, the build cost and the timeline.