Top 3 Sales Automations I Build For Every Client
I've built sales systems for a couple of teams at this point. So wanted to share what they typically need/like: 1. Real-time activity dashboard Calls, emails, meetings, show rates - all live. Most sales teams I work with are checking numbers at month-end. By then it's too late. Build them something that shows performance RIGHT NOW. Make/Zapier + Google Sheets or Airtable works great for this. Can also use Looker Studio and other visualisation solutions 2. Attribution tracking Who set the lead? Who closed it? What's the commission split? I've sat in so many sales team meetings where setters and closers argue about whose deal it was. Build this once with CRM webhooks and you solve it forever. Easy automation, huge impact. 3. Daily leaderboard to Slack Pull the data, format it, push it at 8am every day. Calls booked, deals closed, revenue. The accountability becomes automatic. I've watched entire teams change behavior just from seeing the scoreboard daily. Super simple build, clients love it. What I see after building these: - Teams actually start hitting quota because they can see what's working - Managers coach based on data instead of guessing - Weak performers either step up or get exposed fast - Deals stop falling through cracks These 3 systems basically sell themselves once you show the ROI. Btw, if you happen to have a sales team and want these systems built, DM me