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Business Consulting
Understand what is driving your business before you change anything.
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Data strategy
See your data clearly. Trust it. Use it to make better decisions.
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Customer journey design
One clear view of how customers move through your business.
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Technology Management
Stop paying for tools nobody uses.
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Go-to-market strategy
Unite marketing, sales, and service around one revenue system.
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HubSpot skill
Equip your teams to use HubSpot with confidence, every day.
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Why Is My Sales Team Busy But Not Hitting Targets?

Why Is My Sales Team Busy But Not Hitting Targets?

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Professional Services
Scaling professional service firms with clarity, alignment and growth.
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Media & Communications
Empowering media & comms firms to engage and scale.
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Technology
Scaling technology firms with HubSpot
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Finance
Clarity for regulated firms.
View our latest blog
Why Is My Sales Team Busy But Not Hitting Targets?

Why Is My Sales Team Busy But Not Hitting Targets?

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About AutomateNow
We help CEOs create clarity across people, processes, and technology.
Our Story
AutomateNow grew from a belief that people and systems must scale together.
Meet the team
A leadership team blending growth strategy and HubSpot expertise.
Our mission and values
Clarity first. Growth next. Aligning people, processes, and AI for scale.
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See growth systems in action: 25+ real-world case studies.
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Latest insights and growth tactics to maximize ROI and customer value.
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Learn, connect, and turn your systems into revenue at our live events.
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Human approach is the only one that sells. Listen to real stories.
View our latest blog
Why Is My Sales Team Busy But Not Hitting Targets?

Why Is My Sales Team Busy But Not Hitting Targets?

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Audit

Sales Readiness Audit

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Know exactly where you stand. Know exactly where to go next.
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Most sales problems are not sales problems. They are clarity problems.

Leaders invest in systems, hire talent, and push for activity, yet growth still feels unpredictable.

Our Sales Readiness Audit cuts through the complexity. Using our CONNECT diagnostic framework, we examine your commercial foundations, your market position, and your sales engine, and give you a clear picture of what is working, what is not, and what to fix first.

 

Our Approach

We use the CONNECT diagnostic framework, a structured method designed to identify the fastest route to your next stage of growth. Rather than producing a generic report, we assess the specific commercial levers that matter most for your business.

C

Customer

Define your Ideal Customer Profile, understand the real pain being solved, and identify the sectors with the highest conversion potential.

O

Opportunity

Assess the urgency of the problem you solve, market demand, ease of entry, and where competitive pressure is highest.

N

Narrative

Clarify and stress-test your value proposition. Can you answer: we help [who] solve [what] so they can [outcome]?

N

Network

Map leadership and founder networks. Identify warm introductions and relationships that could accelerate the pipeline.

E

Evidence

Audit your credibility assets, case studies, testimonials, ROI data, and identify gaps slowing sales.

C

Conversion

Map the full sales journey from awareness to contract. Measure conversion rates and pinpoint bottlenecks.

T

Technology and Data

Audit your CRM, data assets, and digital tools to identify what is supporting growth and what is getting in the way.



Why this matters

  • Growth without direction

    Activity is high but outcomes are unpredictable. Without knowing which customers, channels, and messages convert, effort gets spread too thin.

  • Data without insight

    CRM, analytics, and spreadsheets exist, but leaders still lack confidence in their numbers. Good data only creates value when it is trusted and acted on.

  • Teams pulling apart

    Sales, marketing, and operations each have their own version of the plan. Misalignment adds friction, slows decisions, and erodes confidence.

  • Change that does not stick

    Previous initiatives improved things for a while, then behaviour reverted. Without clarity at the top, new processes rarely survive contact with the day-to-day.

A clear, practical picture of your sales and market readiness, with a prioritised plan for what to do next.

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What You Get

  • A full audit of your sales process, from lead generation through to conversion, with conversion rates benchmarked at each stage
  • A market readiness assessment covering your ICP, competitive position, and value proposition clarity
  • A CONNECT scorecard showing your commercial strength across all seven dimensions, scored and interpreted
  • An honest view of your data assets, what you have, where it lives, and whether it is actually being used
  • A prioritised list of three to five immediate growth opportunities specific to your business

Our 4 step approach

1

Discovery

We begin with a structured conversation with your leadership team to understand your business, your market, and where growth feels hard. No forms, no homework. Just honest dialogue.
2

Audit

We assess your sales process, customer data, market position, competitive landscape, and team capability using the CONNECT framework. We look at what exists, not what you think exists.

3

Scorecard

We score your commercial readiness across all seven CONNECT dimensions. You receive a clear view of where you are strong and where the gaps are creating drag.
4

Recommendations

We present a prioritised plan. Not a list of everything that could be improved, but the specific actions most likely to move your growth forward in the next 90 days.
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What Changes?

  • Sales clarity in your CRM — Your pipeline reflects reality, not hope. You know which deals are worth pursuing.
  • A clear plan for the next 90 days - Specific, sequenced actions grounded in your actual situation. Not a strategy deck.
  • Confidence in your numbers - You know what your data is telling you, where the gaps are, and what to fix before you scale.
  • Alignment at the top - Leadership shares one view of what is driving growth and what is getting in the way.
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Who have we helped?

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How have we helped them?

85% growth from training

We built a clear growth plan by understanding company pain points.

80% contact growth

Optimized HubSpot to improve sales and marketing performance at scale.

£50k sales unlocked

CRM clean-up revealed qualified leads and boosted sales productivity.

10x prospect outreach

Salesforce-to-HubSpot migration unlocked cleaner data and faster sales

Sales-ready foundations

Automated systems and clean data improved sales efficiency.

Frequently asked questions

The structured process takes two to three hours of your time. We do the rest. You receive your findings and recommendations within five working days.

The CEO or MD, and ideally the person accountable for sales or revenue. We are talking to decision-makers, not preparing a presentation for them.
Often more so. Most organisations with HubSpot in place have the tool but not the clarity. The audit helps you understand whether your system reflects how your business actually works.
A HubSpot audit looks at the platform. This looks at the business. We start with your market, your customers, and your sales process. The technology comes last.
We do not deliver reports and disappear. The audit is designed to produce a prioritised plan you can act on immediately, and we stay involved to help it stick.
You receive a CONNECT scorecard, a prioritised action plan, and a clear view of where we can support you further. There is no obligation to continue. Many clients find the audit alone moves things forward.
Pricing depends on the scope and size of the organisation. Contact us and we will give you a straight answer in the first conversation.
We help ambitious organisations lead growth through clarity aligning people, processes and AI-enabled systems to deliver predictable, scalable outcomes.

Maximise HubSpot and drive growth

As a Diamond HubSpot Partner, AutomateNow helps you unlock the full potential of your HubSpot licence, aligning teams, systems, and processes to accelerate business growth.
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Growth Insights

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We'd love to hear from you

Whether you're looking to align your teams, streamline systems, or explore how AutomateNow can drive predictable growth, get in touch with our experts today.
Phone: +44 203 835 5084
Email: info@automatenow.uk
Web: www.automatenow.uk
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Anna Dragon
Head of Projects