Lead routing
Agree qualification fields and assignment rules by territory, location or account. Give unassigned leads a clear exception path.
Sales Operations & Lead Automation
Every lead needs a next step.
Give your sales team clear ownership, useful records and reliable follow-up. LOKAL sets up the CRM workflows behind lead assignment, pipeline management and reporting.
Book a 30-minute consultationWhat we can take off your list.
We agree the systems, responsibilities and deliverables before starting. Here is the work we can include.
Pipeline discipline
Define stages, required information, next actions and lost reasons. Create views that help managers see where work has stalled.
Prospect research
Organise account research and approved enrichment around your CRM. Assess Sales Navigator and other tools against the integrations your subscriptions support.
Follow-up & visibility
Set up tasks, reminders, handoff notes and dashboards. Keep ownership and contact preferences visible in the workflow.
Example workflow
Before
A lead comes through a campaign, but marketing and sales each assume the other team is following up.
After
The handoff assigns an owner, creates a task and gives managers a view of overdue follow-up.
An illustration of the work we can scope, not a measured client result.
Know what you’re getting.
Your proposal names the work, timeline, fees and software costs. Testing and handover are part of the plan.
- Lead qualification and assignment rules
- Pipeline stages, views and next-action fields
- Agreed research and enrichment workflow
- Follow-up automation, dashboards and team handover
Understand the setup
Review the live system, sample records and the people doing the work.
Build and check
Make the agreed changes and test the normal journey as well as exceptions.
Put it into use
Train the team, document ownership and agree any ongoing support.
Our AI experience, in daily use
We built an AI operating system.
Then put our agency on it.
LOKI is our Company OS.
It connects our client knowledge, CRM, projects and marketing data so our team can research, build, report and manage accounts from the same working context.
Meet LOKI ↗Knows the account
Brings together client documents, meeting notes, past decisions and project context. The team can pick up the work without starting from scratch.
Works across the tools
Connects CRM records, Google Workspace, Basecamp and marketing analytics. A question can become a report, a task or an update in the system.
Puts AI to work
Connects models including Claude, OpenAI and Grok to useful business tools. We choose the model and workflow around the task, with access and review built in.
One example: a new website enquiry
- CaptureThe form records the enquiry and its source.
- ConnectLOKI passes the validated information into the CRM workflow.
- UpdateThe lead is created or updated, matching by email.
Founder credential
Claude Certified Architect
Foundations
That experience goes into your build.
We can bring the same approach to your customer data, account workflows and internal tools—with n8n, Zapier, custom integrations and AI where it helps.
Explore custom AI builds ↗Connect the next piece.
Choose another service when the work needs it. You can also bring us in for one defined project.
Help your team use the process in customer conversations: explore sales training.
Before we start.
Can you automate LinkedIn Sales Navigator prospecting?
We can help structure prospect research, account lists and CRM handoffs using the integrations and features available on your plan. We confirm what is supported before promising an export, enrichment or sync workflow.
Is this the same as sales training?
Sales operations sets up the systems, records and processes behind the team. Sales training develops skills such as qualification, negotiation and customer conversations. LOKAL offers both and can connect them in one engagement.
Can you route leads across branches or franchises?
Yes. We agree territory and location rules, shared-account exceptions and what happens when a lead is not accepted. Central reporting can show assignment and follow-up while local teams work their own records.
How much does CRM setup or cleanup cost?
LOKAL scopes the work after reviewing your current system, data and priorities. The proposal separates implementation fees, software subscriptions, migration work and ongoing support. A single pipeline setup and a migration across several systems need different budgets.
Can you work with the CRM we already have?
Yes. We start by reviewing your existing CRM and how people use it. HubSpot and GoHighLevel are part of our offering, alongside custom CRM work. We recommend keeping, improving or replacing the system based on your requirements and the available integrations.
Will you train our team and support us after launch?
Yes. Training, documentation and a named system owner are part of the handover scope. You can also book ongoing support for administration, data checks, workflow fixes and improvements. Your agreement sets the working cadence and what is included.
Ready when you are
Bring us the work you want to fix.
Tell us about your current setup and what you need from sales operations. We’ll help you define the next step.
Or email [email protected] · +61 2 9145 8605 · +63 917 529 5464