sandhiAUTOMATION Discuss your workflow

RESEARCH · HANDOFFS · LIFECYCLE

GTM systems
for B2B teams.

I build the research, qualification, and revenue workflows that help your team decide which accounts to pursue, carry useful context into the conversation, and keep ownership clear.

Discuss your workflow ↗Explore the systems ↓

Erik Lignell Sandhi Automation · Dallas–Fort Worth

BUILD AROUND THE BOTTLENECK

Where does useful context
stop becoming useful work?

01 · ACCOUNT RESEARCH AND QUALIFICATION

Decide which accounts
deserve a closer look.

A market-fit list needs a research layer before your team can decide what to do with it. Define the buying situation, find relevant signals, and make the evidence and gaps visible.

  • Segmentation and agreed qualification and exclusion rules
  • Signal detection, account research, and dated source evidence
  • Relevant roles to investigate, with facts separated from inference
  • Human review and a clear pursue, exclude, or hold decision

Useful output: A research workflow and reviewed account brief your team can inspect before acting.

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Inspect the fictional qualification sample →

02 · PROSPECTING INFRASTRUCTURE AND LEAD HANDOFFS

Get the context to
the person who needs it.

Connect the steps between finding an account and someone taking responsibility. Replace unclear queues and disconnected tools with explicit destinations and operating rules.

  • Outbound infrastructure and enrichment configured for the agreed process
  • CRM workflows, routing logic, and ownership rules
  • Useful account context carried into the handoff
  • Exceptions, suppression, and editable operating limits

Useful output: A configured and tested handoff, documented business rules, and an operator guide.

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03 · LIFECYCLE AUTOMATION AND TEAM ENABLEMENT

Keep the rules clear
after the first handoff.

Give teams a shared way to manage eligibility, ownership, and the next action. Make reusable tools and workflow rules understandable to the people running them.

  • Nurture entry, exit, scoring, and suppression rules
  • Sales ownership, CRM dependencies, and lifecycle handoffs
  • Reusable intelligence tools grounded in supplied source material
  • Written documentation, operator training, and a walkthrough

Useful output: Lifecycle logic and reusable tools with documented prerequisites, maintenance steps, and a team handover.

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Read the build decisions, status, and evidence limits behind each example.

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BUILT FOR YOUR TEAM TO OPERATE

Agree the behavior.
Build it. Hand it over.

I configure and build the system, test representative scenarios and exceptions, document the rules, and train your team. Your people own the sales conversations and ongoing campaign operation.

DEFINE

Map the process

Agree the inputs, decisions, owners, destinations, source access, and acceptance checks.

BUILD AND TEST

Connect the steps

Configure the workflow and test missing data, duplicates, exclusions, errors, and human review.

DOCUMENT AND TRAIN

Make it operable

Hand over the workflow, editable rules, documentation, maintenance needs, and a walkthrough.

See how a build works →

SCOPE FOLLOWS THE SYSTEM

Start with the work
you need it to do.

GTM engagements are scoped around the system, integrations, and operating requirements.

A simple routing workflow can fit the existing starter: one agreed workflow, up to two existing business apps, and three agreed decision rules. A connected qualification, enrichment, routing, and lifecycle system needs its own scope.

Research builds, broader implementations, and ongoing support are quoted separately. Client-approved software fees are separate.

See the $1,000 starter and its full bounds →

START WITH THE BOTTLENECK

Where does your next
sales conversation get stuck?

Bring a recent account, lead handoff, or lifecycle problem.
We’ll map what the system needs to do.

Discuss your workflow ↗