The usual
suspects.
Four constraints holding most SMBs back. Each one gets built into the tools your team already uses — designed around the actual process, not bolted on top of a broken one.
Updated July 2026
Every hour you wait, a lead goes cold.
Someone fills out your form or sends an inquiry. Then they wait. By the time anyone replies, they've talked to three competitors or forgotten they reached out. A 2012 Forbes study clocked the average company at nearly 47 hours to respond to a new lead, and a Harvard Business Review audit found companies that respond within the first hour are nearly 7 times more likely to qualify it. Same ad spend, same copy, same offer. Just faster.
Sources: InsideSales.com via Forbes, 2012 · Harvard Business Review, 2011 · MIT / InsideSales.com Lead Response Study, 2007
What We Build
- Form capture across every channel: website, social, landing pages, paid ads
- Enrichment and qualification so sales knows who they're talking to before the call
- Smart routing to the right person based on territory, product, or deal size
- Instant personalized reply that references what they asked about
- CRM handoff with full context and conversation history
How We Deliver
- 01MapWe trace every inbound path from form to first reply and find where time is leaking.
- 02BuildWe build the automation in your existing CRM or toolstack. No new systems for your team to learn.
- 03LaunchWe run it in parallel with your current process until it's provably better, then cut over.
You need this if
- →You spend on ads, outbound, or SEO and leads come through a form
- →More than one person is responsible for responding, and it shows
- →Leads have told you they heard back from a competitor first
Stop paying people to retype the same numbers.
Rate confirms, contracts, invoices, purchase orders, closing docs. Every day, someone on your team opens a PDF and moves numbers into a spreadsheet or CRM. Human data entry runs at roughly one error per hundred keystrokes, and every error costs real money. One Compound client automated invoice creation from photos of checks and got back about six hours of entry work every week. At volume, manual document processing is a full-time salary going nowhere.
Sources: Panko, University of Hawaii, human error research · Paulsen et al., PLoS ONE, 2012
What We Build
- Ingestion from email, upload, or scan with no workflow change for the team
- Extraction that pulls the fields you actually care about, not every blob of text
- Validation against your existing records so anomalies get flagged before they hit production
- Routing to the right system: CRM, accounting, spreadsheet, or all three
- Alerts on anything the system isn't confident about, so a human reviews exceptions only
How We Deliver
- 01SampleWe process a representative set of your documents to show accuracy before you commit.
- 02TuneWe adjust extraction rules and validation logic against your real edge cases.
- 03DeployWe run it alongside the human process until accuracy is at or above manual, then cut over.
You need this if
- →At least one person on your team retypes fields from documents every day
- →You process 20+ documents of any type per week
- →Errors in document entry have cost you money in the last year
Warm leads don't go cold. People let them.
The average rep makes just 1.3 call attempts before giving up on a lead. Every warm lead that slipped away already raised their hand once. The follow-up isn't hard. The discipline is. We build the system that handles it.
Sources: InsideSales.com via Forbes, 2012
What We Build
- Trigger-based sequences fired by the events you care about: form fills, webinar attends, demo no-shows, stale pipeline
- Messages pulled from CRM context so nothing reads generic
- Multi-channel across email, SMS, and LinkedIn, wherever your prospect actually checks
- Auto-stop on reply, booking, or unsubscribe so no one gets a chase email after they've engaged
- Notifications to sales with full conversation history so the rep steps in informed
How We Deliver
- 01AuditWe review your current funnel and find where the warm leads are actually dying.
- 02DesignWe design sequences per trigger event. No one-size-fits-all, no generic templates.
- 03LaunchWe launch, measure reply rates, and keep tuning until the numbers move.
You need this if
- →You run a CRM and leads get logged there
- →Your team gets more inbound than they have time to chase
- →You've seen the same prospect go quiet more than once and known you should have followed up
The money is already in your CRM.
Every business that's been around for any amount of time is sitting on a goldmine they've forgotten about. These people already know you. They've already raised their hand. They're sitting in a CRM collecting dust, waiting to be asked again. It's not new leads. It's revenue you already paid for.
What We Build
- Segmentation by dropout stage: lost deal, stalled, ghosted, waitlisted
- Personalized outreach that references their actual history with you, not a generic 'checking in'
- Multi-touch cadence tuned to the segment. Long cold contacts get a different rhythm than recent ones
- Routing back to sales on reply with the full prior conversation attached
- Reporting on re-engagement so you know which segments are worth working again
How We Deliver
- 01AnalyzeWe review your CRM and identify where the dormant contacts are actually concentrated.
- 02SegmentWe split contacts into meaningful groups so each gets outreach that makes sense to them.
- 03Re-engageWe launch the campaign, watch replies, and route them to your team as they come in.
You need this if
- →Your CRM has 500+ contacts and you haven't touched more than half in 6 months
- →You've had previous lost deals that might come back with the right nudge
- →You're spending on new leads when you haven't worked your old ones
If 500 new clients
showed up tomorrow,
what would break first?
That’s your biggest bottleneck. We’ll find it together on a 30-minute 1:1 call. No pitch. If we’re not the right fit, I’ll say so.
Best fit: SMBs with at least one manual process eating 10+ hours a week.
- A read on your biggest bottleneck
- A rough ROI estimate if automated
- A specific next step (with or without us)