LESS CHASING. A CLEAR NEXT STEP.
I build practical workflows that help small businesses respond to inquiries, keep follow-ups moving, and find relevant companies to approach—using tools your team can run.
For small service businesses and B2B firms. I configure the workflow, test it, document it, and train your team to use it.
Erik Lignell Sandhi Automation · Dallas–Fort Worth
Your existing form captures the request.
An approved acknowledgment goes out. The responsible person gets the task.
A callback task stays in view, including when no one has claimed it.
A person reviews the request and responds. Follow-up stops under the agreed rules.
THREE PLACES TO START
Start with one process and a clear owner. We check what your current software can already do, then agree on the useful work to build.
01 · NEW INQUIRIES
Send an approved acknowledgment, assign the responsible person, and create a callback or next-action task. Keep unclaimed inquiries visible so someone can take ownership.
Booking handoffs, relevant lead context, and meeting-preparation briefs. The acknowledgment confirms receipt; your team still owns the human sales response.
02 · FOLLOW-UPS
Set reminders or approved messages for unanswered inquiries and open quotes. Give each next step an owner, with stop rules when someone replies or the opportunity closes.
After-meeting action items and human-reviewed drafts; revisiting old inquiries when a real reason changes; event or webinar follow-up; reply alerts and queues for teams already doing outbound. Each engagement covers one agreed scenario.
03 · B2B COMPANY RESEARCH
For businesses selling to other businesses: build a research workflow your team can operate. Receive reviewed accounts, dated sources, why an event may matter, roles to investigate, and useful next actions.
Relevant hiring, company or leadership changes, past contacts moving roles, and checked local-business research. Target-market fit tells us who could be relevant; evidence of a current need requires a separate check. A signal is a reason to investigate.
Monitor relevant permits, business registrations, and public notices—and receive researched alerts when they give your business a reason to start a conversation.
Scope the first build to one record type, one defined geography, and one buyer situation. Sources could include commercial permits, business registrations or licenses, and procurement notices.
This is a scoped build, not an operating feed. We assess available public APIs or downloadable datasets, match businesses, track new or changed records, preserve sources and dates, qualify the findings, and configure alerts.
CUSTOM BUSINESS AUTOMATION
If your team keeps copying information between systems, chasing updates, or repeating the same administrative steps, we can explore a workflow built around your process.
Examples include new-client onboarding, recurring reports, project handoffs, customer-record updates, and internal reminders.
FOR B2B SALES AND MARKETING TEAMS
Account research, qualification, enrichment, CRM handoffs, and lifecycle automation—built around your team’s process and handed over with documentation and training.
Explore GTM systems →SELECTED WORK
Delivered lead routing, lifecycle ownership rules, and a shipped signal-research workflow. Open a project to see what I built and what its evidence supports.
Replace an unowned form queue with enriched leads, territory-based assignment, and a clear acknowledgment.
Client delivery · Reference-database publisher · 2026Give every contact clear entry, exit, and suppression rules across sales, onboarding, and marketing.
Prior role · Fullbay · 2022–2025Find companies describing a problem in public. Qualify the account and carry the source into outreach.
Internal · Partner In Publishing · 2026The complete library includes client work, internal builds, prior-role work, and a clearly marked proposal that was not deployed.
HOW IT WORKS
We agree on the behavior before building, test the exceptions,
and make sure your team can operate the result.
START WITH A BOUNDED BUILD
One agreed workflow, up to two existing business apps, and three agreed decision rules. A clear scope before work begins.
We define the trigger, next action, responsible person, and behavior for missing information, duplicate events, replies, closed opportunities, and errors.
Client-approved software fees are separate. Larger builds, research workflows, and optional ongoing support are quoted separately. The $1,000 starter can cover custom automation when it fits these same bounds.
Discuss your workflow ↗A SAMPLE OF THE B2B RESEARCH SERVICE
For the company-research service: inspect the evidence, the uncertainty, and the reason to pursue, exclude, or hold an account.
B2B customer-onboarding software
A repeatable onboarding process with documented manual handoff problems.
A signal supports a research decision. It does not establish budget, urgency, or intent to purchase.
THE PERSON BUILDING THE SYSTEM
GTM engineer · Sandhi Automation
Dallas–Fort Worth, TexasSTRATEGY THAT MAKES IT INTO THE TOOLS
My background spans 15 years across marketing and automation in B2B SaaS, EdTech, and agencies, including eight years running an independent automation consultancy.
At Partner In Publishing, I built an ABM platform from zero, delivered client automation systems, and led company-wide AI enablement. At Fullbay, I built lifecycle programs and coordinated campaigns across seven departments.
In the routing project, I used a lookup table because territory assignments change. In the segmentation work, I kept buying motion separate from deal tier. Those are the kinds of decisions that make a system useful after the first run.
TOOLS I’VE BUILT WITH
BEFORE WE BUILD
Bring a recent example of the process that keeps getting stuck.
Discuss your workflow ↗No. Show me what happens today, who does each step, and where the work gets delayed. We map that process in plain language before deciding what to configure or build.
We start with your existing software and its native features. A useful change may be configuration and training. If another tool is needed, you approve its separate cost before it is included.
I build, test, document, and hand over the workflow, then train your team. An automated acknowledgment confirms receipt; your people own the sales response and conversation. This is not an outsourced sales department or ongoing campaign operation.
We agree on stop rules and test them. Replies, closed opportunities, missing information, and errors must go to the right person or stop the relevant follow-up. Your team approves any automated messages.
Public-record opportunity alerts are offered as a scoped build. Collection connectors and a live monitoring feed have not been implemented or validated for this offer. We start with one record type, one geography, and one buyer situation, and assess the source and matching work before quoting.
No. Market fit and evidence of a current need are separate questions. A dated signal provides a reason to investigate. Reviewed research keeps sources, interpretations, gaps, and useful next actions visible.
The starter includes a walkthrough, one scoped revision, and seven days of defect fixes after acceptance. Optional ongoing support or additional workflows require a separate scope. No revenue, conversion, or universal response-time result is promised.
START WITH ONE PROCESS
Bring a recent inquiry, open quote, or repeated task.
We’ll work out whether a small workflow can help.
