Service

Sales Automation Setup

We build your follow-up sequences, lead assignment rules, and trigger automations inside EazeLead — so your team stops chasing manually and starts closing consistently.

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What's included

  • Discovery of your current follow-up and sales process
  • Design of multi-step follow-up sequences (email, WhatsApp, SMS)
  • Automatic lead assignment rules by source, category, or territory
  • Stage-based trigger automations (actions when a deal moves)
  • Smart reminder setup for stale leads
  • Drip campaign configuration for long-cycle leads
  • Testing and quality check before go-live

Who is this for?

  • Sales teams spending too much time on manual follow-up
  • Managers who want a consistent follow-up process across the team
  • Businesses losing deals due to missed or delayed responses
  • Growing teams adding headcount and needing scalable processes

How it works

01

Process Review

We map your current sales stages, follow-up habits, and where leads most commonly drop off.

02

Workflow Design

We design automation sequences tailored to your process — what triggers what, and when.

03

Build

Sequences, assignment rules, reminders, and triggers are built inside your EazeLead account.

04

Test

Every automation is tested end-to-end before your team starts using it.

05

Launch & Review

Automations go live. We monitor for the first week and fine-tune based on real usage.

Frequently asked questions

Common questions about our sales automation setup service.

How many automation workflows are included in this service?
The standard setup includes up to 5 workflows. Additional workflows can be added based on your plan and requirements.
Can I request changes to the automations after setup?
Yes. You can edit any automation yourself in EazeLead, or request adjustments through our support team within the post-setup period.
Do you need access to my CRM account to set this up?
Yes, we'll need temporary admin access to your EazeLead account. All access is logged and revoked immediately after setup is complete.
Can automations be set up if I'm on the Starter plan?
Automation features are available on the Growth plan and above. We'll confirm your plan before starting the setup.
What is a drip sequence and do I need one?
A drip sequence is a series of messages sent automatically over days or weeks to keep leads warm. It's recommended for businesses with longer decision cycles — real estate, B2B, and high-value services.

Stop following up manually. Start closing automatically.

Book a call and we'll design your automation setup in the first session.

Book a demo