Sales admin automation
CRM Hygiene and Follow-up Assistant
After every call, prepare CRM updates, activity logs, follow-up tasks and email drafts without making salespeople do more admin.
CRM updatesFollow-up tasksHuman approval
Read moreAI Automation Use Cases
Find the automation that is actually worth building
You do not need AI everywhere. You need to know which parts of your sales and operating process are costing time, losing context or creating missed opportunities.
Zero2Five helps founder-led businesses find, scope and build practical AI automation around sales, CRM, follow-up, proposals, reporting and customer workflows.
The positioning
Do not add AI to a broken sales process
Automation works when the workflow, ownership and approval points are clear. We identify where your business is leaking time, context or revenue, then scope the right automation around the systems you already use.
We do not sell generic AI tools.
We start by finding where your business is leaking time, context or revenue.
We design human approval points so AI does not act blindly on your behalf.
We connect the tools you already use where possible.
We only automate workflows that are clear enough to automate safely.
Workflow library
Additional automation workflows worth scoping
Practical workflow patterns for founder-led businesses that need better visibility, follow-up and control. Each one can be scoped around the systems and approval points already inside the business.
Start with the workflow, not the tool.
The best AI automation opportunities are usually reporting, follow-up, handover or visibility problems that already happen every week.
Sales visibility automation
Weekly Founder Sales Briefing
A Monday briefing that turns CRM activity, pipeline changes, stale deals, missed follow-ups and key calls into plain-English recommended actions.
Pipeline movementDeals at riskRecommended actions
Read moreOutbound and pipeline automation
Outbound Campaign Engine
Connect data sources, CRM, AI research, email and LinkedIn workflows into a controlled outbound engine with deliverability checks.
ICP scoringCampaign sequencesLaunch controls
Read moreFeatured use cases
Three practical places to start
These use cases cover internal efficiency, revenue recovery and new pipeline. Each one keeps the human in control while removing the blank-page or manual-review work that slows teams down.
Document automation
Proposal Builder
Turn CRM data, discovery notes and your proposal structure into a polished proposal draft, ready for human review.
The problem
Proposals take too long and depend on whoever remembers the discovery call best.
What it does
Pulls deal data, meeting notes, previous proposal examples, brand guidelines and pricing information into a structured proposal draft.
Connects to
HubSpot, Pipedrive, Salesforce, Granola, Fireflies, Teams, Google Docs, Word, Notion, Slack and Teams.
Human control
The proposal is drafted for review. It is not sent automatically.
Best fit
Service businesses, agencies, consultancies, logistics, professional services and B2B teams sending regular proposals.
Typical first step
Review your current proposal process and build a reusable proposal brief.
Revenue opportunity automation
Missed Opportunity Finder
Review sales calls and CRM notes to find cross-sell, upsell, referral and follow-up opportunities your team may have missed.
The problem
Salespeople focus on the immediate deal and miss future buying signals, personal context or expansion opportunities.
What it does
Reviews call transcripts and CRM data for buying signals, renewal risks, objections, follow-up actions and opportunity flags.
Connects to
Call recording tools, meeting note tools, CRM, Slack, Teams, email and task systems.
Human control
The automation recommends actions. The salesperson decides what to do.
Best fit
Travel, events, hospitality, agencies, B2B services, financial services, recruitment and managed service providers.
Typical first step
Run a sample of recent calls through an opportunity review and define the signals worth tracking.
Pipeline automation
Lead Research and Outreach Prep
Feed in a company URL or target list and get the research, ICP fit, outreach angle and first message draft.
The problem
Targeted outbound takes too long. Researching companies, finding the right angle and writing relevant messages is slow.
What it does
Researches company profile, leadership, positioning, likely pain points, trigger events and creates outreach drafts.
Connects to
Company websites, LinkedIn research, CRM, spreadsheets, Apollo, Clay, Sales Navigator and outbound tools where appropriate.
Human control
The user approves the research and sends manually, or pushes approved contacts into an outbound tool.
Best fit
Founder-led businesses, fractional sales teams, consultants, agencies and niche B2B services.
Typical first step
Test a small target list and compare the research quality, outreach angle and time saved.
Productised scoping areas
The four places we usually find useful automation
Most automation opportunities sit inside one of these categories. The right starting point depends on where the business is losing time, visibility or revenue.
Sales Admin Automation
For businesses losing time to CRM updates, meeting notes, follow-up drafts, handovers and weekly reporting.
- CRM hygiene assistant
- Meeting note workflow
- Follow-up draft assistant
- Sales handover pack
- Weekly founder sales briefing
Revenue Opportunity Automation
For businesses missing cross-sell, upsell, renewal, referral and customer expansion opportunities already inside their data.
- Missed opportunity finder
- Cross-sell and upsell watcher
- Renewal risk alerts
- Call review assistant
- Customer expansion workflow
Outbound and Pipeline Automation
For teams that need more pipeline but want research, ICP scoring and message preparation before anyone sends anything.
- Lead research assistant
- ICP scoring workflow
- Personalised outreach prep
- Outbound campaign engine
- LinkedIn and email sequence support
Document and Content Automation
For businesses wasting time creating proposals, sales decks, statements of work, case studies and on-brand content.
- Proposal builder
- Sales deck generator
- Statement of work generator
- Case study generator
- Social content workflow
How we scope automation
The value is in the setup, not just the build
Founders often know something is inefficient, but not what is possible or what should be automated first. We turn that uncertainty into a practical roadmap and, where useful, a contained pilot.
What an AI Automation Scoping Sprint gives you
- Workflow map of the current process
- Automation opportunity list
- Prioritised use cases
- Data and tool readiness review
- Recommended tech stack
- Risk points and human approval points
- Build estimate for each workflow
- Suggested first pilot
Approval points
Define where a person reviews, edits or approves before anything important is sent or changed.
Workflow rules
Make the process clear enough for automation to follow without creating extra admin.
Prompt and process design
Design the prompts, inputs, outputs and fallback rules that make the workflow reliable.
Team adoption
Build around how people already work so the automation gets used after launch.
Indicative packages
Start with the right level of certainty
Pricing depends on workflow complexity, tool access, data quality and the level of testing required. These ranges are a useful starting point.
Automation Opportunity Audit
£750 to £1,500
Best for clients who know they are inefficient but do not know where to start.
- 60 to 90 minute discovery
- Current tools review
- Workflow mapping
- Opportunity list
- Prioritised automation roadmap
- First pilot recommendation
Automation Scoping Sprint
£1,500 to £3,000
Best for clients with a clear workflow they want to automate properly.
- Current process map
- Future process design
- Tool and integration review
- Data readiness check
- Human approval design
- Build specification
- Risk and failure mode review
- Implementation quote
Pilot Build
£3,000 to £10,000
Best for one contained workflow where the value and approval points are clear.
- One automation workflow
- Connected tools
- Prompt and process design
- Testing with real examples
- Documentation
- Handover
- Iteration period
Ongoing Automation Partner
£1,000 to £3,000 per month
Best once the first workflow is live and you want support extending automation across the business.
- Monitoring
- Improvements
- New workflows
- Team support
- Reporting
- Prompt and process refinement
- Tool management
Systems we can work around
Connect the tools you already use
The right stack depends on the workflow. We usually start by reviewing the systems already in place before recommending anything new.
HubSpotPipedriveSalesforceGranolaFirefliesTeamsGoogle DocsWordNotionSlackApolloClaySales NavigatorSpreadsheetsEmail
The key message
AI automation only works when the business process is clear enough to automate
That is the Zero2Five wedge. We help founder-led businesses fix the sales system first, then automate the work that should not need human effort.
FAQs
AI automation use case questions
Straight answers before scoping your first practical automation workflow.
What is an AI Automation Scoping Sprint?
An AI Automation Scoping Sprint is a focused review of one workflow you may want to automate. It maps the current process, designs the future workflow, checks tool and data readiness, defines human approval points and produces a build specification with risks and an implementation estimate.
Do we need to know what to automate before speaking to Zero2Five?
No. Many founder-led businesses know they are losing time or missing follow-up, but do not know where automation should start. The Automation Opportunity Audit is designed to identify and prioritise the best first use cases.
Will the automation send emails or proposals automatically?
Not by default. Zero2Five usually designs human-in-the-loop workflows where AI prepares drafts, summaries, tasks or recommendations, and a person reviews before anything important is sent or changed.
Why does Zero2Five combine sales systems with automation?
AI automation only works when the business process is clear enough to automate. Zero2Five can fix the sales process, CRM structure and workflow rules first, then automate the parts that should not need human effort.