Sales-to-onboarding handoff
- Trigger
- A deal is marked closed-won
- Outcome
- An onboarding project, kickoff invite and context summary are created for the CS owner
- HubSpot/Salesforce
- Slack
B2B CUSTOMER OPERATIONS
Every customer request gets an owner and a next step.
We connect your CRM, help desk and team chat so handoffs from sales are clean, tickets reach the right person, and renewals and risks surface before they’re urgent.
- TriggerDeal marked closed-won
- ActionContext summary created
- UpdateOnboarding project set up
- AlertCS owner alerted in Slack
- ActionKickoff invite sent
THE PROBLEM
Where the time goes
Sales handoffs lose context
Onboarding starts from scratch.
Tickets sit in the wrong queue
Routing depends on whoever notices.
Renewals sneak up
The first reminder is the customer’s cancellation email.
CRM data nobody trusts
Duplicates, missing owners and stale fields.
WORKFLOWS
Workflows we build for B2B customer operations teams
Each one starts from a clear trigger and ends in a visible outcome, on the tools you already use.
Ticket triage & routing
- Trigger
- A new ticket arrives
- Outcome
- It is categorised, prioritised and assigned to the right queue or person
- Zendesk/Intercom
- Slack
Renewal alerts
- Trigger
- A renewal is 90 days out
- Outcome
- The owner is alerted with an account summary and tasks are created
- HubSpot/Salesforce
- Slack
CRM hygiene
- Trigger
- A record is created or updated
- Outcome
- Duplicates are flagged, missing fields requested and owners kept current
- HubSpot/Salesforce
Churn-risk alerts
- Trigger
- Usage drops, or negative tickets pile up
- Outcome
- The account owner is alerted with the signals behind it
- Help desk
- CRM
- Slack
QBR prep
- Trigger
- A QBR is scheduled
- Outcome
- Tickets, usage and open items are compiled into a summary for review
- CRM
- Help desk
- Google Sheets
INTEGRATIONS
Works with your customer operations stack
CRM
- HubSpot
- Salesforce
Help desk
- Zendesk
- Intercom
Communication
- Slack
Using something else? If it has an API or webhooks, we can usually connect it.
HOW WE WORK
Audit. Build. Run.
One workflow at a time, with a fixed quote before any work starts.
- 01
Audit
A free 30-minute workflow review. We map one handoff, find where it stalls, and send a written plan with a fixed quote within 48 hours.
- 02
Build
We build one production workflow on your existing tools, test it against real edge cases, and document how it works.
- 03
Run
We monitor it, fix what breaks, and make small improvements as your process changes.
- Your tools stay
No platform migration; we connect what you already use.
- You own everything
Accounts, workflows and documentation stay in your name.
- Humans make the decisions
Candidate and client decisions stay with your team.
- Failure alerts
If a step fails, the right person hears about it.
COMMON QUESTIONS
Questions about automation for b2b customer operations
Will replies go to customers without review?
Only if you choose. Drafts can wait for a person to approve them.
Do you work with both HubSpot and Salesforce?
Yes, through their standard APIs, within what your plan allows.
How do churn-risk alerts decide what’s risky?
You define the signals and we wire them up. No black-box scoring.
Do you replace our help desk?
No. Zendesk or Intercom stays; we connect it to everything else.
RELATED INDUSTRIES
Explore similar workflows
See what you could automate first.
Answer a few questions about your tools and workload. The Automation Auditor suggests where to start and estimates the time involved, based only on your answers. Results stay on your screen.