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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.

Book a free workflow reviewSee how it works
Sales-to-onboarding handoff workflow: deal marked closed-won, then Context summary created, then Onboarding project set up, then CS owner alerted in Slack, then Kickoff invite sent.
INTEGRATIONS

Works with your customer operations stack

Where work starts

CRM

  • HubSpot
  • Salesforce

Help desk

  • Zendesk
  • Intercom

Where it lands

Communication

  • Slack

Using something else? If it has an API or webhooks, we can usually connect it.

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.

BEFORE AND AFTER

The same request, with and without automation

  1. Before: The deal closes
    After: Deal marked closed-won
  2. Before: Context stays with the sales repStalled
    After: Context summary created
  3. Before: Onboarding is set up from scratch
    After: Onboarding project set up
  4. Before: The CS owner finds out later
    After: CS owner alerted in Slack
  5. Before: Kickoff is arranged by hand
    After: Kickoff invite sent
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.

  1. How it runs

    1. A deal is marked closed-won.
    2. An onboarding project and context summary are created.
    3. A kickoff invite is prepared and the CS owner is alerted in Slack.
    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

  2. How it runs

    1. A new ticket arrives.
    2. It is categorised and prioritised.
    3. It is assigned to the right queue or person.
    Trigger
    A new ticket arrives
    Outcome
    It is categorised, prioritised and assigned to the right queue or person
    • Zendesk/Intercom
    • Slack

  3. How it runs

    1. A renewal is 90 days out.
    2. The owner is alerted with an account summary.
    3. Renewal tasks are created.
    Trigger
    A renewal is 90 days out
    Outcome
    The owner is alerted with an account summary and tasks are created
    • HubSpot/Salesforce
    • Slack

  4. How it runs

    1. A record is created or updated.
    2. Duplicates are flagged and missing fields requested.
    3. Owners are kept current.
    Trigger
    A record is created or updated
    Outcome
    Duplicates are flagged, missing fields requested and owners kept current
    • HubSpot/Salesforce

  5. How it runs

    1. Usage drops, or negative tickets pile up.
    2. The signals behind it are gathered.
    3. The account owner is alerted.
    Trigger
    Usage drops, or negative tickets pile up
    Outcome
    The account owner is alerted with the signals behind it
    • Help desk
    • CRM
    • Slack

  6. How it runs

    1. A QBR is scheduled.
    2. Tickets, usage and open items are compiled.
    3. A summary is ready for review.
    Trigger
    A QBR is scheduled
    Outcome
    Tickets, usage and open items are compiled into a summary for review

    Where you stay in controlYour team reviews the summary before the QBR.

    • CRM
    • Help desk
    • Google Sheets
HOW WE WORK

Audit. Build. Run.

One workflow at a time, with a fixed quote before any work starts.

  1. 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.

  2. 02

    Build

    We build one production workflow on your existing tools, test it against real edge cases, and document how it works.

  3. 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

Only if you choose. Drafts can wait for a person to approve them.

Yes, through their standard APIs, within what your plan allows.

You define the signals and we wire them up. No black-box scoring.

No. Zendesk or Intercom stays; we connect it to everything else.

RELATED INDUSTRIES

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.

Book a free 30-minute callTry the Automation Auditor