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Automate Your Revenue Engine

Scale Faster. Close More Deals. Maximize Efficiency.

We set up smart, scalable automation to streamline your marketing, sales, and customer experience—using your existing tools or those we recommend.

Automate Growth from Lead to Close

Streamline lead generation, nurturing, and sales with automated campaigns, follow-ups, and proposals.

Optimize Pipeline with Automation

Improve pipeline performance and lead management with intelligent automation and real-time insights.

Deliver Seamless Client Experiences

Use CRM-triggered workflows to onboard clients efficiently and maximize lifetime value with upsell and renewal automation.

What is RAE?

Our Revenue Automation Engine™

Struggling with manual sales processes, inconsistent lead nurturing, and missed revenue opportunities? Our Revenue Automation Engine™ streamlines and automates your entire customer acquisition, sales, and retention process—so you can close more deals faster, while focusing on high-impact activities.

Where Human Expertise

Meets Scalable Automation

We combine decades of marketing, sales, and customer experience expertise with AI and Automation to create a seamless, data-driven revenue engine that automates lead generation, follow-ups, contracts, and renewals—all without losing the personal touch. Our human expertise ensures every automation is thoughtfully designed to align with your strategy, voice, and goals.

UNLOCK GROWTH

Get Your Free Revenue

Automation Assessment

Unlock Your Revenue Potential with a Free Automation Assessment. Discover how much automation can transform your business. Our quick, free assessment helps you pinpoint areas for growth and efficiency, giving you actionable insights to scale faster and close more deals. Ready to automate? Start now!

HIGH IMPACT

Human-Centric Automation

Automation is only as powerful as the strategy and creativity behind it. While AI handles execution at scale, it’s human expertise that shapes the strategy, messaging, and engagement—ensuring every automation is purposeful, personalized, and effective.

FROM ACQUISITION TO RETENTION

Revenue Automation Framework

The Revenue Automation Framework is a a step-by-step path to building a high-performing, automated revenue engine. Each phase represents a core function of the revenue journey, from lead acquisition all the way through to customer retention. It’s designed to help you scale faster, close more deals, and deliver a seamless experience from lead to loyalty.

How It Works

Whether you need a fully automated revenue engine or just specific components of our framework, we can customize our solution to fit your unique business needs.

Customer Acquisition on Autopilot

Eliminate manual prospecting and let automation drive consistent, high-quality leads into your pipeline.

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Automated Campaigns: AI-driven marketing & sales sequences that engage leads at the right time.

Sales & Marketing Automation: Set up email sequences, follow-ups, and lead nurturing workflows.

LinkedIn Automation: AI-powered outreach for warm connections & personalized engagement.

AI Chatbots & Virtual Agents: Automatically qualify and engage leads 24/7.

Webinar Promotion Automation: Drive registrations and follow-ups with automated email, SMS, and retargeting campaigns.

Smarter CRM & Sales Automation

Optimize lead management, pipeline efficiency, and sales readiness with AI-driven insights & automation.

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Sales Readiness Automation: Instantly prepare reps for every stage of the sales cycle with tailored talk tracks, call plans, and relevant insights—personalized to each client or prospect, from first call to close.

Lead Routing: Automatically assign the right leads to the right sales reps based on criteria.

Lead Enrichment: Fill in missing lead details with real-time AI data.

Lead Qualification & Predictive Lead Scoring: Identify high-intent leads ready to buy.

Data Syncing: Ensure real-time updates across all platforms (CRM, email, marketing automation).

Automated Follow-Ups & Nurturing

Stop lead loss and inconsistent follow-ups. Automate content generation and outreach to keep your deals moving.

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Automated Content Engine: Effortlessly generate content, build strategic calendars, and distribute across channels—ensuring your messaging stays consistent, timely, and aligned with your audience at every stage of the funnel.

AI-Powered Nurture Campaigns: Timely, behavior-based follow-ups to keep leads engaged.

Multi-Touch Outreach: Combine email marketing and LinkedIn automation for maximum conversion.

Webinar Follow-Up Automation: Nurture and educate prospects, and automatically engage attendees and no-shows with personalized content and next-step CTAs.

Auto-Generated Proposals & Agreements

Close deals faster with automated proposal creation, pricing approvals, and contract execution.

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Instant Proposal Generation: AI-powered templates that auto-fill deal-specific details.

Pricing & Quote Automation: Reduce friction with real-time price calculations & approvals.

E-Signature Automation: Send, sign, and close contracts instantly.

Seamless Client Onboarding

Turn closed deals into seamless onboarding experiences with automated workflows .

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CRM Deal Status Updates: Automatically trigger onboarding workflows when a deal is won.

Task & Assignment Automation: Assign onboarding tasks to the right team members instantly.

Automated Welcome & Training Sequences: Simplify onboarding with automated messages and training flows for a seamless start.

Customer Experience & Retention

Maximize customer lifetime value (LTV) with automated renewal & upsell strategies.

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Renewal Reminders & Sequences: AI-powered workflows to proactively retain customers before contracts expire.

Upsell & Expansion Campaigns: Identify cross-selling and upselling opportunities and engage clients with relevant offers.

Automated Customer Success: Enhance retention with AI-driven sentiment analysis and feedback loops for proactive support.

Working with this team has been incredible. Not only are they efficient and effective in their approach and processes. But they are extremely detailed, diligent, and proactive in every aspect of Marketing. This team has made an immediate impact to our business from a marketing and sales perspective. We saw measurable growth on our inbound lead traffic and activity immediately. I would highly recommend this team to any organization interested in improving their sales and marketing activities focused on increasing sales! ❞

— Melissa Prentice, President, Clear I-9

Two Ways to Work with Us:

Choose Your Revenue Automation Model

Do-it-Yourself
We Build, You Operate

For teams who want to own their revenue automation, we handle the full setup & implementation—then hand off the keys to your team.

  • We design & implement your automated revenue engine

  • Your team manages ongoing execution

  • Full training & documentation included

Done-for-You
We Run the System for You

For businesses who want hands-free revenue automation, we take care of EVERYTHING—from setup to ongoing execution.

  • Our team handles content development, lead generation, nurturing, & renewals

  • Fully managed revenue automation system

  • Continuous optimization & reporting

Why Choose Our Revenue Automation Solution?

Scale Faster, Close More Deals, and Maximize Efficiency

  • Save Time & Reduce Manual Effort: Automate tasks, eliminate bottlenecks, and focus on revenue-driving activities that scale.

  • Lead Conversion: AI-driven lead scoring and automation enhances engagement, improving conversion rates effortlessly.

  • Shorten Sales Cycles: Accelerate deals with automation, reducing delays and keeping your pipeline moving efficiently.

  • Seamless Integration with Your CRM & Tools: Works with HubSpot, Salesforce, Pipedrive, and other top tools for easy adoption.

  • Scalable & Customizable: Adapt automation to your needs, whether you require a full framework or specific tailored components.

The Human Side of Automation

Strategy, Creativity, and Connection

25 Years of Sales and Marketing Expertise Fuels Every Automated Workflow

Brand & Strategy

We develop the positioning, messaging, and audience insights that guide every automated touchpoint.

Lead Generation

We design lead gen strategies, funnels, content, and webinars that automation uses to attract and qualify prospects.

Web Design & Dev

We build conversion-optimized websites and landing pages that seamlessly integrate with automated systems.

Content & Collateral

We create strategic content and sales collateral that fuel automated campaigns and drive engagement.

SEO

We develop optimized content and technical foundations that feed and enhance automated lead engines.

Paid Media

We set targeting, messaging, and budget strategies that power high-performing, automated ad campaigns.

Social Media

We plan and create engaging content calendars that drive consistent, automated posting and audience interaction.

Analytics

We define metrics that matter and build reporting frameworks to guide and optimize automated performance.

TECH STACK

Tools We Use to Power Your Revenue Engine

We’re flexible and can work with nearly any tool, integrating cutting-edge platforms to enable seamless automation, data-driven insights, and optimized revenue operations. Our tech stack is built to complement your existing systems while enhancing efficiency and supporting scalable growth.

Don't See Your Tools Listed?

No problem, reach out to ask if we support them—we probably do!

What Makes
RunByRAE Different?

AI-Driven, Human-Centric Automation

Our Revenue Automation Engine combines AI-powered automation with personalized engagement, ensuring your sales and marketing efforts feel human while scaling efficiently.

Fully Customizable Revenue Automation

Whether you need an end-to-end automated system or just specific components, we tailor our solution to fit your unique business needs—ensuring seamless integration with your existing CRM and tools.

Flexible Engagement Models

Choose how you implement automation: operate it in-house with ‘Do-it-Yourself’ or let us handle everything with our ‘Done-for-You’ service—giving you complete control over how you scale.

STILL NOT SURE?
Frequently Asked Questions

Everything you need to know before automating your revenue engine.

What is a Revenue Automation Engine?

The Revenue Automation Engine™ is our full-service solution that combines AI, marketing & sales automation, CRM optimization, and human expertise to streamline customer acquisition, sales, onboarding, and retention—from first touch to long-term loyalty.

How does the setup process work?

We start with a free Automation Assessment to evaluate your current tools, processes, and opportunities. Then, we either implement automation within your existing systems or recommend the right tools to fill any gaps. Everything is customized to your workflows, goals, and resources.

What parts of my business can be automated?

We focus on automating high-impact, time-consuming areas like:

  • Lead generation and qualification, sales follow-ups, and nurturing.

  • Proposals, contracts, and onboarding

  • Renewals, upsells, and customer success tracking

Will automation replace my sales or marketing team?

Not at all. Automation enhances your team’s efforts by removing repetitive tasks, allowing them to focus on strategy, relationships, and creative work. It’s a powerful assistant—not a replacement.

Do I need to buy new software to use this?

Not necessarily. We can work with the tools you already use (like HubSpot, Salesforce, Pipedrive, Wordpress, etc.) or recommend platforms if you don’t yet have a tech stack in place. Our goal is to make it easy, not overwhelming.

What if I don’t have an internal team to manage this?

No problem. We offer both “Done-for-You” and “Set It & Run” options. We can fully manage your automation engine for you, or build and hand off a scalable system your team can operate independently.

Is this just for B2B companies?

While it's especially effective for B2B sales cycles, our automation engine is flexible enough to support B2C businesses, SaaS, service providers, and eCommerce brands as well.

What kind of ROI can I expect?

Clients typically see:

  • Increased lead conversion rates

  • Shorter sales cycles

  • Reduced manual workload

  • Higher customer retention

  • Clearer forecasting and reporting

  • Results depend on your starting point—but we build with ROI in mind from day one.

Ready to Scale Your Revenue Engine?

Scale Faster. Close More Deals. Maximize Efficiency.

Let’s build your revenue automation system today.

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