Sales · Marketing · Growth

Commercial automation

We connect events, owners and messages to sustain opportunity follow-up.

Three professionals meet around a table overlooking the city

The service in detail

What it addresses

We connect events, owners, and communications so opportunities receive consistent follow-up. Automation supports the team's attention without obscuring moments that require human intervention.

When it is useful

A response to this stage

Contacts are lost between forms, messaging, scheduling, and sales.

Scope of work

What we do

Triggers, assignment rules, tasks, messages, exceptions, and controls.

Specific deliverables

What you receive

Deliverables depend on the available information and the agreed scope.

Your deliverables

Automation diagram, workflows configured within scope, and supervision protocol.

Who it is for

Businesses, brands and projects seeking to improve acquisition and their sales process.

Does this service fit your project? Let’s talk ↗

Método JAS

A clear process, tailored to your assignment.

First, we define the objective and available information. Then we agree a proposal of activities and deliverables. The final review identifies next steps and responsibilities. Explore the full method ↗

Frequently asked questions

Answers to help you decide

What does Commercial automation include?

We connect events, owners, and communications so opportunities receive consistent follow-up. Automation supports the team's attention without obscuring moments that require human intervention.

When is this service useful?

When contacts are lost between forms, messaging, scheduling, and sales.

What activities are included?

Triggers, assignment rules, tasks, messages, exceptions, and controls.

What deliverables can I receive?

Automation diagram, workflows configured within scope, and supervision protocol.

What information do I need to get started?

Share your offer, target audience, acquisition channels, sales process, current results and budget.

How is progress reviewed?

We review acquisition, opportunities, conversion and follow-up to identify which channels and actions contribute to the sales process.

Next step

Services connected to this work.

Sales · Marketing · Growth

Tell us what you need to address.

Tell us your objective and starting point so we can define the scope of Commercial automation together.