B2B SaaS
Route and score inbound trials, qualify demo requests automatically, and keep the CRM honest so forecasting means something.
Available for remote consulting projects worldwide
I help B2B SaaS, agencies and EdTech companies automate lead qualification, CRM workflows, AI voice agents, WhatsApp journeys and AI-powered outbound systems — so every lead gets qualified, routed and nurtured the moment it arrives.
Who I help
If your revenue depends on responding fast, qualifying accurately and following up without fail, automation isn't a nice-to-have — it's the difference between a closed deal and a cold one.
Route and score inbound trials, qualify demo requests automatically, and keep the CRM honest so forecasting means something.
Ship a go-to-market motion as sophisticated as the product — AI-assisted qualification, outbound and lifecycle from day one.
Automate client reporting, lead handoff and nurture sequences so the team bills strategy hours instead of admin hours.
High-volume, high-intent enquiries qualified by voice and WhatsApp, with cart recovery and lifecycle journeys behind them.
Turn enquiry forms into qualified consultations with automated intake, routing and follow-up that never drops a lead.
Services
AI voice agents and conversational flows that call, qualify and score leads the moment they arrive — then write the result straight back to your CRM. No queue, no delay, no lead going cold overnight.
Intelligent lead routing, automated follow-up triggers and lifecycle stage management, so your pipeline reflects reality and your reps spend their day selling rather than updating records.
Conversational journeys that recover abandoned carts and qualify leads inside the chat itself — capturing email, experience, education and designation without a form in sight.
Behaviour-triggered nurture across email, push and in-app that re-engages drop-offs, moves people through the funnel and lifts retention — designed around what users actually do, not what a calendar says.
Personalised outbound at volume — enrichment, AI-assisted message generation and CRM-triggered sequencing wired together so scale doesn't cost you the personal layer.
Tracking you can trust — GA4, GTM and Mixpanel implemented properly, multi-touch attribution, and A/B testing that finds the friction actually costing you conversions.
Selected implementations
Every one of these is running live, built while leading growth at a company where the funnel had to work at volume.
Integrated the Gnani AI Voice Bot with LeadSquared CRM to automatically qualify leads and update lead stages in real time — cutting time-to-qualification and lifting overall sales conversion efficiency by 80%.
Designed and deployed automated lead nurturing journeys in WebEngage to recover post-lead-drop engagement, improve retention and lift downstream conversion.
Built targeted WhatsApp automation workflows for cart abandonment recovery and interactive lead qualification, capturing email, experience, education and designation inside the conversation.
Developed personalised B2B cold email automation using Zapier and CRM integrations to run scalable outbound growth campaigns without losing personalisation.
Automated core CRM operations — intelligent lead routing, follow-up triggers and lifecycle stage updates — to maximise sales team throughput and keep pipeline data accurate.
How I work
We map where leads come from, what happens to them, and where revenue is leaking. Free, no obligation.
I review your CRM, tracking and existing workflows, then document exactly which manual steps can be removed and what each is costing you.
You get the system on paper first — triggers, logic, data flow and tooling — so we agree on the architecture before anything gets built.
I build it. Integrations, journeys, routing rules, tracking — wired into the stack you already run rather than replacing it.
End-to-end QA on every path, edge case and handoff, plus tracking validation so the numbers you report are the numbers that happened.
Once live, we measure and tune — qualification accuracy, response times, conversion at each stage — and keep improving what's working.
Stack
Contact
Tell me where your funnel is losing time and I'll tell you what can be automated — on a free consultation call, before you commit to anything.