Sales Automation Agency

Sales Automation Services for Service Businesses

Sales automation is the difference between a sales team that follows up every lead, every time, and one that follows up when they remember. We build the automation layer inside your CRM that handles the repetitive work so your team can focus on conversations that close.

A graph showing an increasing trend after sales automation is added
The Problem

The Hidden Cost of a Manual Sales Process

Most service business founders don't realise how much revenue their manual sales process is costing them. Not because the team isn't working hard, they are, but because the process relies on people remembering things that systems should be handling.

When a lead comes in
Someone means to follow up. Three days pass. The lead has moved on.
When a deal progresses
The CRM isn't updated. Your pipeline data is two weeks out of date.
When a new rep joins
The process lives in someone's head. There's no system to onboard them into.

What a Revenue Operations Agency Builds

A Connected Revenue System, Not a Tool
Revenue infrastructure is the operational layer that makes your revenue function predictable - from the first lead to the signed contract to the delivered service. It's not a single tool or a one-time project. It's the system that connects everything underneath your sales function and keeps it running without you in the middle.
Designed Around How Your Business Runs
We audit your current setup first — where leads come from, how they're handled, where they're lost, and what your CRM data actually tells you. Then we build: lead capture and qualification systems that route the right leads automatically; pipeline workflows inside HubSpot, Zoho, Pipedrive, or Close.com that give you a real-time view of every deal; and automation via Make.com, n8n, or Zapier that eliminates manual data entry and handoff failures.
Built for Service Businesses
We work with businesses across financial services - mortgage brokers, wealth advisers, and insurance brokers - real estate, staffing and recruitment, and specialist professional services. The specifics of each build differ. The outcome is always the same: a revenue system that works without you managing it manually.

What Changes When Sales Automation Is Built Properly

Your reps stop logging CRM updates manually

Every call, email, and meeting is captured automatically, so your pipeline data reflects what's actually happening.

You get consistent follow-up on every lead

Automated sequences and task triggers mean no prospect drops off between day one and day seven because no one got around to it.

Your team focuses on conversations

The CRM handles the repetitive work so your reps spend time selling, not administrating.

Timeline

Your Journey with Our Sales Automation Services

Our streamlined process ensures you achieve optimal results with our Sales Automation services. Experience a seamless transition that enhances your sales efficiency.

Week 1

Sales Process Audit

We map your current sales process - lead sources, follow-up sequences, CRM usage, pipeline stages, and where deals are being lost. You get a clear picture of what's working and what isn't before we build anything.
Weeks 2 - 3

Automation Design

We design the automation layer - what triggers what, how leads are routed, what the follow-up sequences look like, and how the pipeline should be structured. You approve the design before we build.
Weeks 4 - 6

Build and Connect

We build inside your existing tools (HubSpot, Pipedrive, Close.com, Make.com, n8n, Zapier) and connect them so data flows automatically between systems. No manual data entry. No dropped handoffs.
Week 7

Test & Handover

We test every workflow end to end, train your team on the system, and document how it works. You own the system - we make sure you can run it.
Week 8

Go Live!

Your Sales Automation systems goes live, and we ensure everything runs smoothly. Ongoing support is provided to address any immediate queries.

Experts In All Your Tech

"John and his team have been amazing - reactive to our needs but also proactive as our firm grows. They've created efficient processing workflows that are an essential element of our growth. I consider John our CTO."
Jon Hilley
Managing Partner, 1031 Specialists
"Flux supported us through HubSpot setup and data migration from our former CRM. Their work saved us significant time, made onboarding new team members smoother, and we benefited from their deep expertise throughout the process."
Erik Hastén
Chief Commercial Officer, Airmee
"John guided us through the entire HubSpot onboarding process with tailored solutions. Our sales and marketing processes are now streamlined, we're saving considerable time with automation, and team productivity has improved significantly."
Aaron Taghdiri
Director, Lansdown Financial

Frequently Asked Questions

Find answers to common questions about our Sales Automation services.

What is revenue infrastructure?

Revenue infrastructure is the connected system of people, processes, and technology that enables a service business to generate, manage, and convert leads predictably. It includes lead capture and routing, CRM pipeline management, sales automation, and revenue reporting - built to work together rather than as isolated tools.

What does a revenue operations agency do?

A revenue operations agency designs and builds the operational systems that sit beneath a sales function. Rather than advising on strategy alone, a revenue operations agency implements the actual CRM workflows, automation, and reporting infrastructure that makes a sales team more productive and a pipeline more predictable.

How is RevOps consulting different from hiring a RevOps manager?

A RevOps consultant builds and configures the system — then hands it over. A RevOps manager runs the system day to day. For most service businesses at the 2–15 rep stage, the priority is getting the right system built first. Hiring a manager to run a broken system doesn't fix the underlying infrastructure problem.

How long does it take to build revenue infrastructure?

The initial Revenue Infrastructure Audit takes one week. A full infrastructure build - CRM configuration, automation, and reporting - typically takes 4–8 weeks depending on the complexity of your current setup and the number of systems being connected.

What size business needs revenue operations?

Any service business with a repeatable sales process and more than one person involved in winning and delivering work benefits from revenue infrastructure. In practice, we work with businesses generating £1M–£20M in revenue with 2–15 people across sales and delivery.

How do I know if my revenue systems are the problem?

If you can't answer these three questions confidently - where did last month's leads come from, how many deals are currently stalling and why, what's your average time from first contact to close - your revenue systems need attention. The inability to answer those questions reliably is the clearest signal.

Still have questions?

We're here to help you!

Contact Us

Find Out Where Your Revenue Is Leaking

Request a Revenue Infrastructure Audit and we'll map exactly where your sales system is losing transactions, what's causing it, and what needs to be built to fix it.