Conduct a comprehensive audit of your current revenue operations, mapping out all manual processes and fragmented tools to design a unified automation roadmap. This includes evaluating existing workflows, data sources, and identifying high-impact automation opportunities tailored to your consultancy’s client engagement model.

Implement an automated system that continuously enriches and unifies customer data across all platforms—marketing, sales, and service—ensuring a single source of truth. Integrates with your current CRM or data infrastructure to deduplicate, update, and flag inconsistencies in real time.

Reduces time spent on manual data cleaning by up to 80%, ensures more accurate targeting, and improves conversion rates by 10–15% due to cleaner and more actionable data.

Deploy an AI-driven workflow that standardizes ICP definitions, automates lead scoring, and intelligently routes leads according to custom territory logic. The system continuously optimizes based on performance and feedback, minimizing manual handoffs and ensuring alignment with commercial strategy.

Accelerates speed-to-lead by up to 70%, reduces missed or misrouted leads, and can generate a 12–18% lift in pipeline volume by ensuring the right reps are engaging the right prospects at the right time.