Sales & Automations Audit
The recommendations from our call. You've built a real marketing operation: content, a 6,000-person newsletter, survey lead magnets. What you don't have is a sales system: targeted 1:1 outbound, led with personalised video, that gets a specific buyer into a conversation. Here's how we'd build it.
Watch this first
Diagnostic
Four findings. The gap is entirely top-of-funnel: getting qualified buyers into a process that already works.
Content, newsletter, lead magnets: that's marketing, and it works. Phantom Buster bolted onto Sales Navigator is a volume tool, not a targeted sales process.
Phantom Buster is an unstable dependency you've already asked us to help reduce reliance on. And Zoho can't report on your LinkedIn activity in any usable way, so the one sales motion you've got runs blind.
New business is almost entirely referrals. Fine while it lasts, but it's a single point of failure, exactly what happened when manual LinkedIn dried up post-COVID.
The exit-readiness survey and its personalised report is a strong asset. You want outreach built around it, but the landing page isn't converting and there's no follow-up after completion. It should be the centrepiece, not an afterthought.
Recommendations
One per finding. A sales system running alongside your marketing.
What we'd build
Start lean and own it, or run the full system with us managing it. A rolls into B whenever you want.
Approach and results
How the system actually gets you conversations, not just activity:
Reading intent, not blasting a list.
Different messaging per buyer type, not one generic pitch.
Effort goes to the people most likely to convert.
LinkedIn isn't carrying the whole system alone.
The highest-converting format we run, engineered so you don't live behind a camera. You record a couple of short videos once. We personalise and deliver them at scale, so every prospect gets what feels like a one-to-one message without you filming hundreds of clips.
Your outreach today is capped by how much time you and Rachel can give it by hand. We set up and maintain full outbound sales systems, with full visibility for you on what converts. No promised call numbers. Here are some real results from a live client below, in a similar industry.
Team
Ivo has held leadership roles in tech companies across London, Europe and the US, working inside businesses with a combined capital raise of over $100m. He's built sales and commercial systems from the ground up, generating over $20m in ARR across the companies he's led and the clients he's worked with.
Callum is a marketing and ops leader who has built and scaled multichannel campaigns that have generated over $10m in ARR across international markets. He's the systems architect behind every Trigger AI build, turning strategy into automations that actually run.
Friday's call is where we walk through both options and pick the one that fits. Reply or message on LinkedIn in the meantime.