Simplify Lead Handoffs & Scale Your Pipeline

Will Rudolphi

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

1

Sales Audit, RevOps & GTM Automation Strategy
Conduct a rapid GTM and sales tech audit to map the current buyer journey, clarify ICP, and define lead handoff protocols. This workflow establishes foundational automation and documentation, addressing the lack of clear lifecycle processes and fragmented tools due to Vmocion's early-stage status.
Reduces manual alignment work by 8–12 hours/month for leadership, accelerates lead response times, and provides a scalable blueprint—unlocking faster pipeline growth and preventing leaks as new GTM tools are added.

2

Initial Clay Setup: TAM Mapping, Database Building, CRM Integration
Build the first version of Vmocion’s Total Addressable Market (TAM) with custom ICP criteria, integrate with existing GTM tools (even if basic), and establish clean CRM data flows. This enables accurate targeting and sets the stage for scalable, automated outreach, critical for a company with evolving positioning.
Saves 10+ hours/month on manual research and list-building, improves early conversion rates by 10–20% through higher-quality targeting, and supports more reliable forecasting even with limited historical data.

3

AE Pre-Sales Call AI-Automated Reporting System
Automate prep reports for every AE/BDR call by aggregating the latest prospect and market info, ensuring that even with a lean team and limited sales history, every meeting is informed and targeted. This directly addresses pipeline management and forecasting challenges highlighted by the CDO.
Boosts AE productivity (saves 3–5 hours/week), increases meeting-to-opportunity conversion by up to 15% by improving call relevance, and adds consistency to pipeline hygiene for better forecasting.