Resources Guide
3 Sales Processes I Automated (That Were Wasting My Reps' Time)
Three AI-powered automations that run without any human involvement, with live demos of each one. Data enrichment, waterfall mobile number finding, and a full inbound qualification workflow. Real builds, not theory.
About this resource
Most sales teams are still doing these three things manually. This video walks through three AI-powered automations that, once set up, run without any human involvement. Each one gets a live demo so you can see exactly how it works and what the output looks like.
The first is data enrichment using Freckle to automatically fill in missing information that doesn't exist in your database (target personas, CRM platform, B2B SaaS confirmation) and push it back to your CRM or sending tool.
The second is a waterfall mobile number enrichment workflow built with Claude Code: a single button in the CRM that searches across Prospeo, Ocean, and Amplemarket to find a verified mobile number. It reduced 10 manual steps to 2.
The third is an inbound enrichment workflow where, when a pricing request comes in, Clay automatically enriches the lead, qualifies them against ICP criteria, runs deep research via Twain (why now, why us), and outputs three things: a contextual email response, a BDR call brief, and AE demo prep. All synced to the CRM.
These are real workflows built for clients. No theory, no hypothetical architectures. Just practical examples you can replicate with the tools mentioned in the video.
What you'll take away
- How to automate data enrichment so missing fields get filled without a rep touching them
- A waterfall mobile number workflow that searches multiple providers from a single CRM button
- How to turn inbound pricing requests into qualified, research-backed briefs automatically
- What Claude Code, Clay, Freckle, and Twain look like in real production workflows
- The difference between automations that remove manual steps and ones that just move them
Who this is for
Sales leaders, RevOps, or GTM engineers at B2B SaaS companies who know their reps are wasting time on manual tasks but want to see what the automations actually look like before building them. Useful whether you're technical enough to build these yourself or just want to brief someone who is.