Why automate your sales process?
Close deals faster
Automated follow-ups and reminders keep every opportunity moving. No more lost revenue.
Eliminate manual data entry
Sync sales data across your CRM, email, and project tools. Focus on selling, not admin.
Consistent pipeline, every month
Automated reporting and dashboards give you real-time visibility and control.
Automated lead capture
No more missed opportunities
Web forms, chatbots, and integrations feed leads directly into your CRM—instantly.
Follow-up sequences
Every lead gets attention
Automated emails and reminders keep prospects engaged until they close or opt out.
Pipeline reporting
Know your numbers, always
Dashboards and reports update in real time, so you always know what’s next.
Automated invoicing
Get paid faster
Invoices generate and send automatically when deals close. No more chasing payments.
Our four‑step engagement
Discover
Like McKinsey but modern. A process consultant interviews your team and bridges business goals to today's technology.
Design
Map out and visualize your processes to identify key automation opportunities.
Develop
Implement custom AI workflows that streamline your sales, operations, and fulfillment.
Maintain
Edge case protection, AI research, introductions to today's top tools. All signal, no noise for our partners.
"GrantBot has been invaluable to our studio. The automations they set up for client onboarding helped us go from signed contract to a running project in days, not weeks!"
"Our process was a mess before automating. Projects would lag, losing us valuable hours to admin work. Now we kick off on autopilot."
"If you're looking to automate your business but don't know where to begin, Grant is your guy. Grant has given me invaluable advice for growing and automating parts of my newsletter. I've referred several friends, colleagues, and clients to Grant to help them automate everything from client onboarding and Linkedln outreach to invoicing and project management."
Ready to automate your sales?
Book a free strategy call
- Free sales workflow audit
- Custom automation plan
- See GrantBot in action
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