AI-powered workflows for B2B growth teams
The All-In-One business software optimized for growth and automation.
NextPhase Automations designs, implements, and maintains revenue-grade automations across your Website, CRM, marketing, and ops stack—without adding more tools or headcount.
Avg. 12–18 hrs/week recovered per rep • 20–40% lift in key conversion steps within 90 days.
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TRUSTED BY B2B TEAMS ACROSS SAAS, SERVICES & MANUFACTURING
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Automation that connects your entire revenue engine.
We design and deploy full-funnel automations that reduce manual work, tighten handoffs, and surface the right data at the right time.
Pipeline & CRM automations
Auto-create, enrich, and route leads; enforce SLAs; and keep opportunities moving with stage-based tasks and alerts inside your CRM.
- Lead routing & ownership rules
- Stage-based follow-up sequences
- Deal health alerts in Slack/Email
Marketing & lifecycle flows
Trigger perfectly-timed journeys across email, ads, and sales outreach based on real behavior—not guesswork or manual uploads.
- Behavior-based nurture sequences
- Win-back and expansion campaigns
- Audience sync between CRM & ads
Ops, reporting & QA
Standardize data, enforce playbooks, and surface the reports revenue leaders actually use to make decisions.
- Data hygiene & enrichment automations
- Executive and team-level dashboards
- Monitor & alert on broken workflows
From idea to live automation in weeks, not quarters.
We plug into your existing tools and processes, then design automations that actually match how your team sells and serves customers.
1. Discovery & audit
We map your current revenue flows, tools, and data—then highlight quick wins and high-impact automation opportunities.
2. Design & build sprints
We prioritize by business impact and ship in weekly sprints—complete with testing, documentation, and team enablement.
3. Iterate & scale
We monitor performance, catch breakage early, and expand your automation library as your motion and team evolve.
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Real teams. Measurable lift.
We don’t just ship workflows—we track the hours, errors, and revenue they unlock.
32%
avg. lift in lead-to-opportunity conversion in 90 days.
12–18
hours per rep per week reclaimed from admin and follow-up tasks.
3–5x
typical ROI on automation investment within the first 6 months.
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“NextPhase took workflows that used to live in 7 different docs and turned them into a single automated system. Our reps actually trust the data now—and our ops team finally has breathing room.”
Head of Revenue Operations, B2B SaaS
Simple, project-based engagements.
Start with a focused automation sprint, then expand into ongoing optimization as you see results.
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Ready to see what automation could unlock for your team?
Share a bit about your motion and tools, and we’ll come to the call with 2–3 specific automation plays tailored to your team.
- No hard pitch—focus on fit & impact.
- Typical call: 30 minutes on Zoom.
- We follow up with a short, written plan.
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We’ll review your submission and respond within 1 business day with a scheduling link.
Privacy note: we only use your information to respond to this inquiry.
Questions, answered.
If you’re wondering whether automation will actually stick with your team, you’re in the right place.
Which tools do you work with?
We primarily work with modern B2B stacks: CRMs like HubSpot, Salesforce, and Pipedrive; marketing tools like HubSpot Marketing Hub, Marketo, and customer.io; and collaboration tools like Slack, Gong, and Notion. If your stack is API-friendly, we can likely work with it.
How technical does my team need to be?
You don’t need in-house automation experts. We handle architecture, implementation, and QA. Your team simply needs a clear sales/marketing motion and a point person who understands your current process and goals.
What size companies do you typically work with?
Most clients are B2B SaaS or services companies with 10–150 GTM team members. That said, we’ve also helped smaller teams that are preparing for rapid growth and want strong foundations.
How do you measure success?
Before we start building, we align on a small set of measurable outcomes—like manual hours reduced, response SLAs hit, conversion rates at key stages, or data quality improvements. We track these across the engagement.
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NextPhase Automations
AI-powered automation partners for modern B2B revenue teams.
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