Sales & Automations Audit

You've built marketing. What's missing is sales.

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 lands each buyer on a page built around them. Here's how we'd build it.

July 2026 Chalkhill Blue Outbound Sales System Video-led

Watch this first

Ivo walks you through it.

Diagnostic

What the audit found.

Four findings. The gap is entirely top-of-funnel: getting qualified buyers into a process that already works.

01
You've built a marketing operation. What's missing is a sales system.

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.

02
The outreach that exists is unstable and unreported.

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.

03
Referrals are covering for the sales gap.

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.

04
Your strongest lead-gen instinct isn't being built out.

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.

What's not on this list: your process once someone's in front of you. It already closes around 85% at the diagnostic. This audit doesn't touch that, it just fills the top of the funnel.

Recommendations

What we'd do about it.

One per finding. A sales system running alongside your marketing.

01
Build a dedicated outbound sales system Targeted ICP prospecting, personalised 1:1 outreach led with video, meetings booked straight to your calendar. Video is the format that converts best. You record once, we personalise and deliver it at scale.
02
Replace Phantom Buster with HeyReach Fully automated CRM hygiene and follow-up.
03
Segment the system by buyer type Your clients span growth, scale-up, exit, acquisition, funding and EOT, and a generic pitch can't speak to all of them. We start with the two highest-value tracks, growth-stage (£750k-3m) and scale-up / exit-prep (£2m+), messaged and tested independently, then layer in the others as the data shows where demand sits.
04
Turn the survey into the intent engine Treat every survey completion as a live intent signal that triggers a warm, automated follow-up, instead of a static PDF. First-party intent data, not scraped.

The core of it

Every prospect lands on a page built for them.

Phantom Buster and Sales Nav can get a message in front of someone. Nothing in your current stack gets them onto an asset like this. When a prospect engages, on LinkedIn or email, they don't just get a message. They land on a page built around them.

01
Their name The page greets them personally, because it was built for that one person.
02
Your proof Your testimonials and case studies, front and centre.
03
Your ready-for-exit questionnaire Set as the call-to-action, turning the visit into a first-party intent signal.
04
A personalised video greeting Recorded once, personalised at scale, waiting for them when they land.
Video is doing the heavy lifting. Across our campaigns, video-led outreach consistently outperforms text-only, and it's not close. People open a video from a stranger out of curiosity in a way they don't open another LinkedIn message. Two channels, one experience, reinforcing each other instead of competing for attention.

What we'd build

Two ways to do it.

A focused build you own outright, or an ongoing partnership where we keep expanding it. The build rolls into the partnership whenever you want.

Option A · Fixed build
£3,500 one-time
LinkedIn + email · built, proven, handed over

We build it, run it live on your first few priority segments, prove it out, then it's yours.

  • Signal and intent-based prospecting across your priority segments
  • LinkedIn and email both feeding one personalised asset, not two message streams
  • Mailbox warmup and full email deliverability setup
  • A personalised video and landing page for every prospect who engages
  • Sequences written, segmented, launched and optimised on your first segments
  • CRM integration, full documentation and clean handover

A focused build and clean handover. Rolls into the partnership whenever you want us to keep expanding it.

Option B · Partnership
£3,500/month
We stay on and expand across every segment

Everything in the build, then we stay on to expand and iterate:

  • Roll the system out across every segment, not just the first few
  • Continuous offer and message testing against live data, not guesses
  • Survey intent engine expanded: completions trigger automated warm follow-up
  • Ongoing management, optimisation and weekly reporting
  • New segments added as the data shows where demand sits

3-month term so the testing has room to work, then 28 days notice. Same model you run for your clients, no lock-in either side.

Approach and results

How we get you conversations.

How the system actually gets you conversations, not just activity:

Signal-based

Intent data via Explorium plus research agents. Targeting who's showing buying intent now, not a static export.

Segmented

Different messaging per buyer type, not one generic pitch.

Lead-scored

Effort goes to the people most likely to convert.

Multi-channel

HeyReach for LinkedIn, SmartLead for email, synced to one list and one message.

Video-led, built to scale

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.

Consulting Platform LinkedIn only Two senders Live numbers after 5 weeks
892
Connection requests sent across two senders
21.4%
Acceptance rate
9.5%
Reply rate from accepted connections
6
Meetings booked, LinkedIn only

What we need from you

Three things, then we run.

01
The Loom videos We script them. About 30 minutes of your time, recorded once.
02
Sign-off on segments You pick which segments we prioritise first.
03
CRM access So every response on either channel is tracked from day one.
Timeline: LinkedIn live within a week. Full multichannel running within 3 to 4 weeks, once email warmup completes.

Team

Ivo Gavin
Co-founder, Trigger AI

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.

Connect on LinkedIn
Callum Carlstrom
Co-founder, Trigger AI

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.

Connect on LinkedIn

Ready when you are.

Two options on the table: the fixed build, or the ongoing partnership. Reply to Ivo directly or message on LinkedIn and we'll get moving.

Email Ivo Message on LinkedIn