For Indian agencies still writing proposals at 11pm
Lead-to-invoice engine for Indian B2B services firms
AI proposals, WhatsApp onboarding, Slack approval routing, account-health renewal nudges. Shipped in 14 days on the CRM you already run.
Indian agencies, consultancies and B2B service firms whose growth engines we have shipped
- ClearHaven
- FinStack
- FreightFlow
- Greenleaf
- Bloom & Berry
- UrbanCraft
Why your best proposal shipped third and lost
- 100xmore likely to qualify an inbound B2B services enquiry if responded to within five minutes versus the typical multi-day proposal cycle most Indian agencies run
- 47hmedian time from inbound enquiry to first proposal at Indian agencies and consultancies, measured across the full intake-to-proposal-shipped workflowNaavim 2026 B2B services operations audit, n=24 firms spanning growth marketing, design, dev shops, ops consultancy and SaaS implementation
- 63%of retainer churn at Indian agencies happens without an active renewal conversation. Accounts simply lapse rather than being lost to a competitorNaavim 2026 B2B services operations audit, year-over-year retainer renewal cohort
How we wire a B2B services firm in 14 working days
- 01
Capture every inbound source into one routed inbox
LinkedIn DMs, LinkedIn Sales Navigator referrals, Calendly bookings, Cal.com bookings, Tally and Typeform website forms, partner referrals, podcast listener notes, conference badge scans, webinar attendee follow-ups and inbound emails, all flow into one WhatsApp plus Slack plus email-converged inbox, auto-tagged by service offering, account tier and source, with the right account owner pre-assigned based on territory and service-line ownership before the first reply lands.
- 02
AI qualifies, drafts the proposal, routes for approval
Gemini-powered intake runs BANT and MEDDIC-style qualification (budget, authority, need, timeline, metrics, economic buyer, decision criteria, champion), then drafts a tailored proposal from your service catalog and past-engagement library within 20 minutes: scope, deliverables, milestones and indicative pricing all pulled from your firm's source of truth, not hallucinated. Multi-stakeholder approval (sales lead, delivery lead, finance) routes through your existing Slack channels with one-tap accept-and-comment, parallel approvals and an auto-escalation SLA timer if approvals stall past firm policy.
- 03
WhatsApp onboarding, renewal nudges, account-health visibility
Once the contract signs, the client gets a structured 7-step WhatsApp onboarding sequence: kickoff agenda, document checklist, Slack channel invite, account-team intros, first-week milestone preview, fortnight check-in and 30-day NPS. Account-health signals (usage delta, response-time drift, NPS movement, milestone-completion rate) feed a quarterly retainer-renewal scorecard so at-risk accounts surface 60-90 days before renewal with a Slack alert to the account owner and a recommended retention conversation script. Renewals become a planned conversation, not a quarterly surprise.
What a B2B services Growth Engine actually runs through your stack
Six workloads we have shipped for Indian agencies, consultancies, dev shops and SaaS implementation teams. The pattern repeats everywhere: inbound is fragmented across four inboxes, the proposal cycle runs two business days, approvals live in a Google Sheet, and renewals happen because someone remembered them in a one-on-one. The Growth Engine threads all four into one lead-to-invoice system that sits on top of HubSpot, Salesforce or Zoho. Your sales team keeps the CRM they are already trained on.
Inbound lead routing across LinkedIn, Calendly and forms
Every LinkedIn DM, Calendly booking, website form, partner referral and conference scan flows into one routed inbox, auto-tagged by service, account size and source, with the right account owner pre-assigned.
See AI workflow automation for service businessesAI proposal generation from your service catalog
Once an enquiry is qualified, Gemini drafts a tailored proposal from your service catalog and past-engagement library within 20 minutes. Sales lead reviews and ships, instead of writing from scratch at 11pm.
See the n8n automation agency playbookMulti-stakeholder approval routing without spreadsheets
Proposals over a configurable threshold route through your existing Slack channels with one-tap accept-and-comment, parallel approvals (sales + delivery + finance), audit log, no Google-Sheet-of-pending-approvals.
Compare with chartered-accountant approval workflowsWhatsApp client onboarding inside the first 24 hours
Once the contract signs, the client gets a 7-step WhatsApp onboarding sequence: kickoff agenda, document checklist, Slack channel invite, account-team intros, first-week milestone preview. Replaces the onboarding email that nobody reads.
See the lawyer-intake automation playbookRetainer-renewal nudges tied to account-health signals
Usage, response time, NPS and milestone-completion signals feed a quarterly retainer-renewal scorecard. The Growth Engine surfaces at-risk accounts 60 days before renewal. Renewals become a planned conversation, not a surprise.
Compare CRM, WhatsApp and email follow-upLead-to-invoice operational dashboard
Inbound to qualified to proposal to signed to invoiced to paid, every stage with median time, conversion rate and revenue per account owner. The single dashboard that replaces three weekly status emails.
See the AI lead-qualification agent
ClearHaven Properties · Real Estate
ClearHaven Properties: AI Sales Pipeline for Real Estate
“We were the firm that always had the best proposal but always shipped it third because our lead consultant was already in a client call when the LinkedIn DM landed. The AI proposal layer flipped that. We ship first now, edited and reviewed by the same consultant in twenty minutes instead of three hours, and we win the deals our reputation was already earning us.”Read the full case study
What is your 47-hour proposal-cycle costing you per quarter?
Plug in monthly inbound enquiry volume, average deal size and current proposal-cycle time. The calculator returns the missed-revenue figure and benchmarks you against comparable Indian B2B firms.
Book a call to use it now
We're polishing the public release. Until then, we'll walk you through the calculation on a 20-min call and email you the result.
Book a 20-min callFrequently asked questions
Does it integrate with HubSpot, Salesforce and Zoho CRM end-to-end?
Yes. HubSpot is native via the v3 API (deals, contacts, companies, line-items, custom properties). Salesforce uses the REST API with custom-object support for our service-catalog and proposal entities. Zoho CRM is native via the Zoho REST API and Zoho Marketplace package. We sync bidirectionally so your sales team continues working in the CRM they are trained on while the Growth Engine handles capture, qualification, proposal and onboarding.How does multi-stakeholder approval routing actually work in a real Indian agency?
Proposals over a configurable threshold (₹ value, scope hours, or strategic-account flag) route through your existing Slack channels with parallel approvals: sales lead, delivery lead, and finance can approve in any order with one-tap accept-and-comment. Each approval is logged with timestamp and reviewer. An SLA timer auto-escalates if approvals stall past your firm's policy. We have shipped this for firms with 3, 7 and 14-person leadership groups.How are retainer-renewal nudges different from CRM-deal-reminders we already have?
CRM reminders fire on calendar: 30 days, 60 days before renewal date. Our renewal nudges fire on account-health signals: usage delta, response-time drift, NPS movement, milestone-completion rate. An account-health score under threshold surfaces the account 60-90 days before renewal with a Slack alert to the account owner and a recommended retention conversation script. Renewals stop being a surprise.How is AI proposal quality controlled: do you really trust a model to draft them?
Three guardrails. One: every proposal draft is generated from your firm's own service catalog and past-engagement library, not from generic LLM training. Gemini is constrained to your sources via retrieval. Two: every draft requires sales-lead review before send (this is a draft-to-edit workflow, not auto-send). Three: a content quality score is computed per draft (clarity, scope completeness, pricing alignment) and drafts below threshold are flagged for rewrite. In practice, drafts are shipped at 60-80% accuracy and the sales lead spends 15-20 minutes editing instead of 2-3 hours writing.
Adjacent Growth Engine playbooks for B2B service firms
Vertical hubs and bespoke deep-dives that pair with the B2B services engine. Most B2B service firms we ship to are also handling adjacent client-facing teams (legal, CA, consulting), so the chartered-accountants and lawyers hubs frequently get bought as cross-team add-ons; the AI workflow and n8n bespokes are the operational layer most senior partners pick up first.
Ship proposals first instead of third. Twenty minutes from inbound to draft, in 14 working days.
Twenty minutes on a call. The B2B lead-to-invoice benchmark report lands in your inbox either way. You walk out knowing which stage is leaking, which CRM integration pays back fastest, and which engagement tier fits the firm. Bring last quarter's inbound-to-signed numbers; we will pre-load the calculator before the call.