Weipeng Zhuo
These are 3 AI-automated workflows ideas we can help you implement:
1
Sales Audit, RevOps & GTM Automation Strategy
Kick off with a tailored GTM and RevOps automation audit to map your current processes, identify bottlenecks, and design a beginner-friendly workflow blueprint. This workflow eliminates guesswork for founders new to automation by providing step-by-step guidance and clarity on what to automate first, leveraging your existing stack.
Expect a 20–30% acceleration in workflow rollout and fewer costly false starts, enabling you to launch scalable automations without technical overhead—directly reducing founder time spent on process troubleshooting by an estimated 8–10 hours per week.
2
CRM Data Enrichment System
Automate real-time enrichment and deduplication of your CRM or lead database to ensure clean, actionable revenue data. This workflow pulls in updates on contacts and companies (e.g., job changes, new signals) and merges duplicates without manual intervention, giving you accurate pipeline insights for better forecasting.
Improves pipeline accuracy and attribution by up to 35%, saving founders and teams 5+ hours per week on manual data cleanup and enabling more reliable reporting for growth and fundraising.
3
AE Pre-Sales Call AI-Automated Reporting System
Instantly generate call prep reports for you or your team, aggregating the latest prospect data and intent signals before every sales conversation. Perfect for founder-led or lean sales teams, this ensures every call is relevant and moves deals forward even without a large ops team.
Reduces prep time by 70% (saving 30+ minutes per call), increases meeting relevance, and can boost close rates by 10–15% by ensuring every conversation is personalized and insight-driven—critical for early-stage pipeline growth.