Full Email Sales Automation- From Inbox to Closed Deal
Starting at
$
8,500
About this service
Summary
FAQs
How is this different from the Email Intelligence System?
The Intelligence System focuses on filtering spam and routing qualified leads—it's the foundation. This Complete Automation package builds on that with full sales workflow automation—automated follow-up sequences, meeting scheduling, lead nurturing, qualification workflows, template libraries, sentiment analysis, and deep sales tool integrations. It's the difference between getting organized versus having a complete sales machine that nurtures prospects from first contact to closed deal with minimal manual work.
How long does implementation take?
Typically 4-5 weeks for full deployment Week 1- Discovery and mapping your sales process, email patterns, and tool integrations Week 2-3 - Building the automation workflows, CRM integration, template creation, and routing logic Week 4- Testing everything with real emails, team training, and refinement. Week 5- Phased rollout and optimization You'll see early components working by week 2, full system operational by week 4
Can it really handle automated follow-ups without annoying people?
Yes, because the sequences are smart and contextual, not spam. Follow-ups only happen if prospects haven't responded, and they're spaced appropriately (you control timing). Each follow-up adds value—sharing a relevant resource, offering alternative meeting times, highlighting something specific to their inquiry. And sequences stop immediately if they reply, book a meeting, or opt out. It's thoughtful persistence, not bombardment.
What if someone replies to an automated email?
The system recognizes replies instantly and routes them to the assigned sales rep with full context. Automation stops for that conversation thread—it never auto-responds to actual back-and-forth dialogue. The AI's job is handling initial contact and follow-ups when there's no response, then smoothly handing off to humans when prospects engage. Your team picks up conversations seamlessly without prospects knowing automation was involved.
How does meeting scheduling actually work?
The system integrates with your team's calendars (Google Calendar, Outlook, Calendly) and includes smart booking links in responses to demo requests or consultation inquiries. Prospects click the link, see your team's actual availability, pick a time that works, and boom—meeting scheduled. Calendar invites go out automatically, CRM gets updated, meeting notes are added, video conference links generated, and the assigned rep gets notified. Zero manual coordination.
Can we customize email templates to match our brand voice?
Absolutely—that's built into the setup process. We'll create template libraries using your existing best-performing emails as a starting point, then adapt them to include smart personalization variables. You control the tone—formal, casual, technical, friendly, whatever matches your brand. Templates are fully editable through the admin panel, so you can tweak messaging anytime without needing a developer.
What happens if our sales process changes?
The system is flexible and designed to evolve with your business. Need to add a new qualification question? Update it in the workflow builder. Want to adjust follow-up timing? Change the sequence settings. New product launch requiring different routing? Add the logic through the admin panel. Most changes you can make yourself. For major process overhauls, that's what the 60-day optimization period and ongoing support cover.
How do we know leads aren't falling through the cracks?
Multiple safety mechanisms prevent this. Response time monitoring alerts managers if leads sit untouched approaching deadlines. The dashboard shows every lead's status—who it's assigned to, last interaction, next scheduled follow-up. Automatic follow-ups ensure prospects don't go cold from lack of contact. And the analytics track drop-off points so you can identify and fix leaks in your process. Everything is visible and tracked.
Can multiple people work the same email queue?
Yes, totally configurable. You can set up shared team queues where multiple reps see incoming leads and grab them (with assignment locking so two people don't respond to the same email), individual routing where specific leads go to specific reps, or hybrid models. The system tracks who's handling what, prevents duplicate responses, and gives managers visibility into the entire pipeline.
What integrations are included?
All major sales tools—CRMs (Salesforce, HubSpot, Pipedrive, Zoho), calendar systems (Google, Outlook, Calendly), video conferencing (Zoom, Teams, Meet), communication (Slack, Teams), e-signature platforms (DocuSign, PandaDoc), and analytics tools. If you use something specific that's not on the standard list, we can usually build that integration if it has APIs. The goal is seamless connection across your entire sales stack.
How does lead scoring actually work?
The AI analyzes multiple signals in each email—company domain type (enterprise vs personal), budget language ("looking to invest" vs "just checking"), urgency indicators ("need by next month" vs "exploring options"), decision-maker language ("I'm the director responsible for..." vs "I'm researching for my boss"), specific product mentions, competitor references. It combines these into a composite score. You can adjust weighting of different factors to match what matters for your business.
What kind of ROI should we expect?
Most clients see significant impact within 60 days. Time savings of 15-20 hours per week per sales rep from automation (at $100/hour, that's $78K-104K yearly per person), increased conversion rates from faster response times (20-30% improvement is typical), more deals closed from consistent follow-up that doesn't rely on human memory, and better lead qualification meaning reps spend time on opportunities that actually close. ROI typically exceeds 300% in year 1, with full payback in 3-4 months.
Is training included for our sales team?
Yes, training is part of the package. I'll conduct live training sessions for your team covering how to use the system, interpret analytics, customize templates, manage their queues, and handle handoffs from automation to personal outreach. Plus video tutorials they can reference anytime, written documentation, and during the 60-day optimization period I'm available for questions as your team gets comfortable with the new workflows.
What's included
Complete Email Intelligence & Filtering System
The foundation—intelligent AI that monitors your sales inbox 24/7, filters out all the spam and promotional garbage (95%+ accuracy), recognizes genuine sales opportunities, and scores each lead based on urgency and value. Every incoming email gets analyzed instantly for buying signals, budget indicators, decision-maker language, and urgency cues. Your team only sees emails worth their time, automatically categorized as hot leads, warm prospects, or routine inquiries.
Smart Lead Routing & Assignment Engine
Automated routing that gets leads to the right person based on product interest, deal size, geography, or whatever logic your sales org uses. Enterprise inquiries with budget signals go to senior reps, SMB leads go to your volume team, technical questions route to sales engineers. The system can do round-robin assignment to balance workload or priority-based routing for VIP prospects. Assignments happen instantly with notifications so reps can respond fast.
Intelligent Auto-Response System
Every email gets an immediate, contextually appropriate acknowledgment within 30 seconds of hitting your inbox. But these aren't generic "thanks for reaching out" messages—the AI tailors responses based on what the person asked. Demo requests get meeting scheduling links, pricing inquiries get relevant case studies while promising detailed quotes, technical questions acknowledge complexity and set expectations. Responses feel personal and helpful, not robotic.
Complete CRM Integration & Data Sync
2-way integration with your CRM that automatically creates lead records, updates existing contacts, logs all email conversations, and keeps data perfectly in sync. Every email interaction gets captured with full context—what they asked, what they're interested in, urgency level, company details extracted from email signatures. Your CRM becomes the single source of truth without anyone manually copying and pasting information.
Automated Follow-Up Sequence Engine
Smart follow-up automation that nurtures leads without letting them go cold. If a prospect doesn't respond to the first email, the system automatically sends a thoughtful follow-up after your chosen time period (3 days, 1 week, whatever). Follow-ups are personalized based on the original inquiry and can include relevant resources, case studies, or alternative meeting times. The sequence stops automatically if they reply, book a meeting, or opt out.
Meeting Scheduling & Calendar Integration
Direct integration with your team's calendars (Google Calendar, Outlook, Calendly, whatever you use) that lets prospects book meetings directly from emails. The AI includes smart scheduling links in responses to demo requests or consultation inquiries. When someone books a time, it auto-confirms, sends calendar invites, adds meeting notes to CRM, and notifies the assigned rep. No more back-and-forth "when are you free" email chains.
Lead Qualification Workflow Automation
Multi-step workflows that qualify leads automatically through targeted questions. If an inquiry is missing key information (budget, timeline, decision authority), the system sends intelligent follow-up questions to gather what's needed before passing to sales. Qualification happens in the background while keeping prospects engaged. By the time a lead reaches your sales team, you have complete information and know they're worth pursuing.
Email Template Library & Personalization
Professional email template library for every stage of the sales process—initial response, follow-ups, meeting confirmations, proposal sends, post-meeting check-ins. Each template includes smart personalization that pulls prospect details from the email and CRM—name, company, specific product interest, referenced features. Templates maintain your brand voice while saving reps from writing the same emails over and over.
Response Time Tracking & SLA Monitoring
Automatic tracking of how fast your team responds to qualified leads with alerts if SLAs are at risk. Set targets like "all hot leads get responses within 1 hour" and the system monitors compliance. If a high-priority lead sits untouched approaching the deadline, escalation notifications go to managers. You get visibility into response time patterns, identify bottlenecks, and ensure no opportunity languishes in someone's inbox.
Sales Performance Analytics Dashboard
Dashboard showing your email sales operation's performance. Track lead volume over time, conversion rates from inquiry to qualified to opportunity, average response times by team member, follow-up effectiveness, meeting booking rates, and revenue tied to email-sourced leads. See which email templates perform best, what time of day gets the best response rates, and where leads drop off in your process.
Automated Lead Scoring & Prioritization
AI-powered system that ranks every lead based on multiple signals—company size indicators, budget language, urgency cues, specific product interest, decision-maker signs, competitive mentions. Scores update automatically as prospects engage. Hot leads (high scores) get flagged for immediate attention with push notifications, while lower-priority inquiries go into regular queues. Your team knows exactly which emails to tackle first.
Email Sentiment Analysis & Escalation
Real-time sentiment detection that identifies frustrated or unhappy prospects and escalates them immediately. If someone emails expressing disappointment, urgency, or frustration, the system flags it for immediate human attention and routes to appropriate people (manager or senior rep). Prevents angry customers from getting automated responses when they need a real person's attention.
Conversation Intelligence & Insights
AI analysis of email conversations that surfaces patterns and insights. Identifies common objections, frequently asked questions, features prospects care about most, typical buying concerns, and competitive mentions. This intelligence helps your sales team prepare better, informs marketing messaging, and highlights what's working or not in your current pitch. Turn your inbox into a goldmine of market research.
Integration with Sales Tools Ecosystem
Connections to your complete sales stack—CRM, calendar, video conferencing (Zoom/Teams links), e-signature platforms for sending contracts, proposal software, analytics tools, Slack for team notifications. Everything works together seamlessly. A prospect books a meeting? Calendar invite sent, CRM updated, Zoom link generated, rep notified in Slack, reminder email scheduled—all automatically.
60-Day Active Optimization & Training Program
2 full months of dedicated support after launch. We'll monitor performance daily, optimize routing rules based on real results, adjust follow-up sequences for better engagement, refine auto-response templates, train your team on best practices, and add new automation workflows as opportunities emerge. Weekly check-ins to review analytics and identify improvements. This isn't "build it and leave"—we actively optimize together until it's humming perfectly.
Example projects
Duration
5 weeks
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