Trigger AI Y

Prepared for you

What we could build
for your team.

Two systems. One finds your buyers, warms them up and gets them talking. The other keeps the back office moving without anyone chasing it.

01 Sales and marketing engine Source, score, video, send, nurture 02 Ops and process automation Projects, quotes, finance, CRM, reporting

01 · Sales and marketing engine

From first touch to a warm reply.

Outbound and marketing in one system. Every step runs on its own, and you step in when someone wants to talk.

Sales Navigator Companies House Your LinkedIn posts Your newsletter
0cold buyers
0warm from marketing
  • HLHannah LoweNorthgate FreightSales NavigatorChecked
  • RKRaj KapoorKestrel InteriorsLiked your postChecked
  • SMSophie MarshBrightwater LabsClicked your newsletterChecked
  • DTDan TierneyTierney & CoCompanies HouseChecked
  • EPElla PriceFernhill GroupSales NavigatorAlready contacted

Cold lists and the people already engaging with your marketing, in one place. Every name is checked against everyone you've ever contacted.

Scored against your ideal buyer

ReadyHeld back
  • RKRaj KapoorKestrel InteriorsOpened a second site94
  • HLHannah LoweNorthgate FreightHiring 3 sales roles88
  • SMSophie MarshBrightwater LabsNew in role81
  • DTDan TierneyTierney & CoOne-person firm42

Fit and timing scored on real research, not job titles. Anyone borderline gets a second look, not a message.

Today's video queue

3 to record · 4 min
Recorded
Raj KapoorKestrel Interiors Page ready ↗
Recorded
Hannah LoweNorthgate Freight Page ready ↗
0:12
Sophie MarshBrightwater Labs Recording…

One link to record from, with a few lines on each lead. The page builds itself the moment you finish.

Raj Kapoor's sequence

Day 1 of 14
LinkedIn
Connect Video page Follow-up
Email
Email 1 Email 2
Y

Hi Raj, saw Kestrel just opened in Leeds. Recorded you a quick video on how we could help fill the diary there. Your page is here

From your own profile and inboxes. The moment someone replies on one channel, the other stops.

Not ready yet? Kept warm.

Newsletter · weekly
01NewsletterYour content, every week
02GuideSomething worth downloading
03OfferA reason to talk now
  • HLHannah LoweOpened 4 of 6Nurturing
  • DTDan TierneyDownloaded the guideNurturing
  • SMSophie MarshClicked the offerBack to sales

Anyone not ready gets your newsletter and content. The moment they click an offer, they're back in the engine as a warm lead.

Hot replyjust now

Raj Kapoor · Kestrel Interiors

“Watched the video, makes sense. Free Thursday afternoon?”
Watched video: 100%Visited page: 3 times

CRM pipeline

Contacted
Replied
MeetingRaj Kapoor

Deal remindersCRM hygiene · daily

  • HLHannah LoweProposal sent, quiet 6 daysNudge due today
  • RKRaj KapoorMeeting Thursday 2pmPrep notes sent
  • DTDan TierneyNo next step on the dealTask added

A ping in Slack, the deal moved in your CRM, and a nudge before any deal goes quiet. Nobody has to remember to update it.

What your leads see

A page with their name on it.

Every lead gets a link to their own page: a short video, who you are, and one button to book. Here's one made out to you.

  • Their name, their company, your video
  • You see who opened it and how much they watched
  • Works on any phone, loads in a second

02 · Ops and process automation

The admin that does itself.

Projects, quotes, finance and the CRM: the jobs that slip when everyone's busy. Built around how your team already works.

New project · Kestrel Interiors
  • Project record created
  • Folders set up
  • Team channel opened
  • Brief summarised and sent

Project kick-off

One new project sets everything up: the record, the folders, a team channel, and the brief summarised in everyone's inbox.

#salesFriday 11:00

3 deals have gone quiet

  • Northgate Freight12 daysChased
  • Brightwater Labs9 daysChased
  • Fernhill Group21 daysClosed lost

CRM hygiene

Every week the CRM is checked for deals gone quiet and missing next steps. Your team gets one list, and the CRM is updated for them.

Brief or call
Generate
Proposal · Kestrel Interiors Scope Timeline Price

Quotes and proposals

A brief or a call goes in. A quote, a timeline and a proposal come out in your template, ready to check and send.

New enquiry AI reads it CRM updated Team pinged

Ops workflows

Enquiries, onboarding, handovers. The repeat jobs your team does by hand, joined up so they run on their own.

Final quote.pdfSupplier invoice.pdfFreelancer invoice.pdf
Project · Kestrel Revenue Costs Margin

Finance per project

Drop the final quote and the invoices in the project folder. Revenue, costs and margin add themselves up per project.

Runs today142Waiting on you3Needs a fix1

One dashboard

Everything we build reports into one place: what ran, what's waiting on someone, and anything that broke, flagged before you notice.

Next step

See it mapped out for your team.

A free 30-minute audit. We look at how you win work today and show you what we could build first. You keep the plan either way.

Book the free audit Ivo GavinCo-founder, Trigger AI