Align Sales & RevOps for Seamless GTM Automation

Scott Jonasz

These are 3 AI-automated workflows ideas we can help you implement:

1

Sales Audit, RevOps & GTM Automation Strategy
Conduct a deep analysis of TeleBright’s current sales, business development, and RevOps processes to map out automation opportunities, especially around GTM workflows and fragmented tool integrations (e.g., ManageRight, AssetRight, Outlook). Deliver a tactical roadmap for seamless handoffs, pipeline hygiene, and forecasting.
Expected to reduce manual process gaps by 60% and improve pipeline visibility, enabling the Director of Business Development & Sales to reclaim 5+ hours/week and support 10–15% more opportunities without additional RevOps resources.

2

CRM Data Enrichment & Unified Lead Integration System
Deploy an automated system that synchronizes and enriches lead and account data across TeleBright’s marketing, business development, and sales platforms. Integrate with internal tools and Outlook to ensure that all prospect and client records are accurate, up-to-date, and instantly accessible for all teams.
Increases lead-to-opportunity conversion by up to 20% (assumes 100+ leads/month) by eliminating data lags and errors, while reducing manual entry workload by 70% for a lean sales/BD team.

3

AE Pre-Sales Call AI-Automated Reporting & Pipeline Monitoring
Automate the creation of pre-call intelligence reports for account executives and sales leadership, pulling real-time contact, account, and engagement data from all sources. Layer in automated pipeline cleanliness checks and forecast alerts to maintain hygiene without extra RevOps hires.
Improves forecast accuracy by 15% and shortens sales prep time by 50%, supporting more reliable planning and enabling the team to handle 20% more meetings with existing headcount.