Post‑Deal Automation: Boost Retention & Upsell
Post‑deal automation helps you onboard customers quickly, spot upsell opportunities, and prevent churn. This guide shows how to build a safe, observable system that works with your existing CRM.
Stop Sales Busywork Today
How to run and scale sales automation agents safely: ownership, observability, cost control, and quick rollbacks to keep reps happy.
Practical Sales Automation Playbook
Step-by-step playbook for small, trustworthy sales automation agents that handle lead intake, quotes, pipeline nudges, and contract tracking with measurement and rollout plans.
Sales Automation Workflows Guide
Guide to building practical sales automation workflows with templates, monitoring tips, rollout plans, and checklist to ship safely.
Sales Ops Automation Agents Playbook
Practical playbook for sales automation agents that handle lead intake, qualification, pipeline management, quote generation, and contract signing so sales teams focus on closing deals.
Business Operations Automation Agents
Practical playbook for operations automation agents that handle invoice intake, procurement, IT provisioning, and contract triage so ops teams focus on exceptions.
HR Automation Agents Playbook
Practical playbook for HR automation agents that handle resume screening, scheduling, offer drafting, onboarding, and payroll checks so people teams focus on people.
Customer Onboarding Automation Agents
Practical guide to customer onboarding agents that send welcome flows, parse contracts, run activation checks, nudge users, and create clean handoffs so customers see value fast.
Revenue Ops Agents
Practical guide to revenue ops agents that clean CRM data, speed quotes, route leads faster, and produce better forecasts so teams close more deals.
Marketing Ops Automation Agents
Practical guide to marketing ops automation agents that speed campaign launches, improve creative briefs, route leads faster, and guard budgets for better ROI.