Lead-to-Order Automation

From first touch to signed order, automated

How AI systems find leads, reach out, qualify and reply around the clock, and move deals through the CRM until they are ready to quote, with the builds behind each step.

What Gets Automated

Every stage between a stranger and a signed order, built on the CRM and tools you already run.

Find leads

  • •Lead scraping from Google Maps, LinkedIn, and marketplaces
  • •Enrichment with verified emails, phones, and company data
  • •Deduplication before anything reaches your CRM

Reach out

  • •Cold email infrastructure: domains, DNS, warmup, sending
  • •AI voice agents for cold calling and qualification
  • •Multi-channel sequences across email, WhatsApp, and SMS

Qualify & respond

  • •AI agents that reply to inbound leads 24/7
  • •Reply classification: interested leads go straight to sales
  • •Meeting booking against your real calendar

Run the pipeline

  • •CRM workflows that move deals without manual updates
  • •CRM, martech, and ad platforms kept in sync
  • •Pipeline and campaign reporting that refreshes itself
Builds

Case Studies

Lead generation, outreach and sales automations I have built.

Scraping Google Maps and Facebook Marketplace for Targeted Lead Lists
Lead Gen

Scraping Google Maps and Facebook Marketplace for Targeted Lead Lists

When Apollo or Sales Navigator can't hit a specific local or niche target, a scraping layer built on Apify pulls companies and contacts by keyword and location, enriches and verifies them, and feeds outreach directly.

Local + niche
targeting standard databases miss
Verified
before outreach, not after
Notion / Sheets
ready-to-use output
View full case study
Cold Email Campaign Generation & Deliverability Infrastructure at Scale
Cold Email

Cold Email Campaign Generation & Deliverability Infrastructure at Scale

AI drafts every campaign from a knowledge base of what already worked, and a second automation layer generates and configures the domains, inboxes, and DNS records needed to send thousands of emails a day without landing in spam.

50-75%
less time to generate + launch a campaign
$1000s
saved per client, per their own reporting
0
manual DNS record entry
View full case study
Cold Email Reply Automation: AI Categorization & CRM Routing
Cold Email

Cold Email Reply Automation: AI Categorization & CRM Routing

Every reply from Smartlead, Instantly, or Gmass gets an AI-assigned category the moment it lands, interested leads go straight to the sales team, not-interested gets ignored, and everything else routes into a nurture sub-campaign automatically.

Real-time
reply classification
6
AI-assigned categories
0
manual inbox triage
View full case study
AI Voice Cold Calling: Qualify, Book, and Confirm Meetings Automatically
Cold Calling

AI Voice Cold Calling: Qualify, Book, and Confirm Meetings Automatically

A VAPI voice agent calls the lead, asks qualifying questions, checks the sales rep's real calendar availability, books the meeting, and sends a confirmation, with a fallback email if nothing gets booked live.

2x
more qualified leads added to pipeline
$0.24
total cost of a real logged call
0
unqualified calls reach a rep
View full case study
AI Auto-Reply Bots Across Email, SMS, and WhatsApp
AI Agents

AI Auto-Reply Bots Across Email, SMS, and WhatsApp

An AI agent pulls the full prior conversation before drafting a reply, so responses on email, SMS, WhatsApp, Slack, Discord, and Telegram sound like a specific person answering, not a canned bot, with an optional human approval step.

Full context
not just the last message
6+
channels supported
Optional
human review before send
View full case study
AI Agent That Reads Your CRM and Recommends Next Actions
AI Agents

AI Agent That Reads Your CRM and Recommends Next Actions

A scheduled AI agent pulls opportunities, accounts, and interaction history straight from the CRM, compares progress against the monthly target, and posts prioritized, specific recommendations to Slack, not a generic summary.

Scheduled
no manual report pulling
Named
contacts and next steps, not generic advice
Slack-native
delivery, no dashboard to check
View full case study
Keeping CRM, MarTech, and Ad Platforms in Sync Automatically
Data Sync

Keeping CRM, MarTech, and Ad Platforms in Sync Automatically

A new lead from an ad platform becomes a CRM record automatically, a new CRM customer becomes an invoice, and an audience list update propagates to LinkedIn Ads, all without a single manual export or copy-paste.

Real-time
sync across every connected tool
0
duplicate records from dedup logic
One source
of truth across CRM + ad platforms
View full case study
Automated Marketing Analytics Reporting from Smartlead and Instantly
Analytics

Automated Marketing Analytics Reporting from Smartlead and Instantly

Campaign analytics get pulled from Smartlead and Instantly on a schedule and written straight into an Airtable client-reporting dashboard, replacing a manual weekly export nobody looked forward to doing.

Daily
automatic refresh, no manual export
Per-client
filtered dashboards
On-demand
refresh available anytime
View full case study
AI Content Creation and Multi-Platform Auto-Posting
Content Automation

AI Content Creation and Multi-Platform Auto-Posting

AI agents write blog posts, social captions, and video descriptions grounded in a real knowledge base and live web search, route them through a client review step, and publish straight to WordPress, Webflow, and every major social platform.

RAG-grounded
not generic content-farm output
1-click
publish across CMS + social
0
manual cross-posting
View full case study
AI Agent That Repurposes Web Sources into a Weekly Newsletter
Content Automation

AI Agent That Repurposes Web Sources into a Weekly Newsletter

An n8n pipeline pulls news from Google SERP, Bing, Perplexity, RSS feeds, and newsletters, scores it for relevance, filters out the noise, and turns the best of it into emails, LinkedIn posts, and other formats automatically.

Multi-source
SERP, RSS, newsletters, News API
Scored
for relevance before publishing
Multi-format
email, LinkedIn, stories
View full case study
Shopify and eCommerce Order Fulfillment Workflows
Order Fulfillment

Shopify and eCommerce Order Fulfillment Workflows

New Shopify orders create fulfillment tasks automatically, new products sync from a spreadsheet into the store, and status updates notify the team and customer the moment work is done.

Automatic
task creation on order
Scheduled sync
Sheets to Shopify
Real-time
status notifications
View full case study

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