Sales Operations Automation

Your sales team sells. We make sure the data keeps up.

We connect your CRM, payment processors, call recordings, and ad platforms into one system that tells you exactly what's working — without anyone filling in a spreadsheet.

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01 — What We Automate

The manual work behind every
sales org running at scale.

Six systems we build, connect, and operate so your team stays selling instead of patching spreadsheets.

Revenue Attribution

Connect payments back to lead sources — even across multiple processors and mismatched emails. Know exactly which campaigns drive revenue.

Call Intelligence

Automatically extract outcomes, compliance flags, and follow-up actions from every sales call. No more waiting on reps to update the CRM.

CRM Automation

Two-way data sync between your tools — GHL, Close, Stripe, Fathom, Hyros. One system of truth instead of five dashboards.

Pipeline Intelligence

Real-time visibility into your funnel — lead speed, close rates by source, rep performance, and where deals get stuck.

Compliance Monitoring

AI-powered review of every sales call. Compliance flags, quality scores, and coaching insights delivered to Slack automatically.

Marketing Feedback Loop

Extract objections, buying language, and conversion angles from your calls — feed them back to your marketing team for better ads and content.

02 — Who We Work With

Built for sales teams that have
outgrown their tools.

We work with education, coaching, and high-ticket businesses that have setters, closers, and ad spend — but can't see the full picture.

Coaching Companies Sales Training Orgs High-Ticket Programs Info Products Setter + Closer Teams
03 — Let's Talk

Stop guessing.
Start seeing.

If your team is growing but your data is falling behind, we should talk.

Get in Touch

Let's talk.

Tell us a bit about your situation and we'll get back to you within 24 hours.

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