Done-for-you sales automation services for lean B2B teams
We don’t just automate tasks — we build the sales infrastructure behind your pipeline, follow-ups, onboarding, and fulfillment so your team can focus on growth and servicing.
Your business works. But only because you're working overtime to keep it together
The backend is a mess.
Leads are tracked in spreadsheets.
Follow-ups sit in someone’s inbox.
Proposals are written from scratch.
Clients get onboarded late. Or not at all.
You've hired people. Subscribed to tools.
But the work hasn’t gone away. It’s just been shuffled around.
Now you manage the chaos instead of escaping it.
And deep down, you know the truth.
Your business doesn't scale. It strains.
Every new deal adds more pressure.
Every growth spurt slows you down.
That’s not leverage. That’s liability.
And every hour you spend chasing follow-ups or fixing onboarding is an hour you’re not closing the next deal.
We fix this at the root.
Nimbflow replaces your manual, people-dependent backend with sales automation systems that run 24/7, don’t forget things, and don’t ask for more meetings.
No bloat. No complexity.
Just systems that quietly do their job so you can do yours.
We turn sales drag into systems that scale revenue
Here’s how we systemize your backend one process at a time.
Lead generation automation
Manual outbound is broken.
You’re still sourcing leads by hand, writing cold emails from scratch, and chasing replies in your inbox.
Follow-ups get missed. CRMs stay incomplete. Results are inconsistent at best.
We'll build automated lead generation workflows that handle every step from lead sourcing and enrichment to personalized outreach and structured follow-ups — routed cleanly into your CRM.
All without hiring SDRs (Sales Development Representatives) or managing another bloated outbound stack.
Common systems:
- AI-Powered Automated Cold Outreach Engine
- LinkedIn Scraper → Enrichment → Email Sequence
- Lead Form → CRM Sync + Multi-Touch Follow-Up
Ideal for: Agencies, consultants, and B2B service teams who rely on outbound but waste hours doing it manually.
Sales admin automation
Deals shouldn’t fall through the cracks.
Most teams still update their CRM manually, forget follow-ups, and manage proposals and invoices across different tools.
Pipeline tasks get missed. Momentum stalls. Revenue slips.
We build sales admin systems that keep everything moving.
Your CRM stays current. Follow-up tasks are triggered automatically. Proposals and invoices are created without manual effort.
Common systems:
- Proposal Generator with integrated contract, invoice, and payment tracking
- CRM Auto-Updater
- Follow-Up Task Sequencer
Ideal for: Founders wearing the sales hat, solo closers, and ops-light teams who want to stay focused on closing, not chasing admin.
Client onboarding automation
First impressions set the tone for everything that follows.
Most teams still handle onboarding manually. They send the same emails, duplicate folders, collect documents from multiple tools, and assign tasks one by one.
It's messy, repetitive, and slows down delivery.
We build onboarding systems that handle everything from intake to handoff.
Forms, folders, portals, welcome emails, task setup, and calendar links are all managed automatically.
They get a seamless experience. You stay focused on delivery and look more polished.
Common systems:
- Client Onboarding Flow (Make + Airtable + ClickUp/Notion)
- Branded Client Portal Generator (Notion/Clickup)
- Doc Collection + Workspace Setup
Ideal for: Agencies, consultants, and service teams who want to onboard clients quickly without managing every detail by hand.
Content marketing automation
Content shouldn't depend on how much free time you have.
But most teams are stuck writing posts from scratch, bouncing between tools, and publishing inconsistently.
The process is manual. The output is slow. And content becomes a chore.
We fix that by automating your entire content pipeline from planning and drafting to publishing and repurposing — using tools like Claude/ChatGPT, Airtable, and Make.com.
Now you can show up consistently and get inbound leads without being glued to your keyboard.
Common systems:
- AI-Powered Content Calendar Builder
- Social Content Auto-Publisher
- Newsletter → Blog → Social Repurposer
Ideal for: Creators, coaches, and B2B teams with content goals but no time to execute them manually.
Hiring automation
Hiring shouldn’t be the default.
But when you need to, it should be seamless.
Most teams still chase resumes, lose track of candidates, and ghost people unintentionally.
Interviews get delayed. Evaluation data goes missing.
The process breaks before it scales.
We build automated hiring systems that manage your entire funnel.
From application intake to test scoring, interview scheduling, and candidate updates — everything stays organized, visible, and moving forward.
Common systems:
- Hiring Funnel Tracker
- Candidate Scoring and Notifications
- Interview Stage Automation
Ideal for: Agencies and B2B teams scaling without a dedicated HR department.
Internal ops automation
The backend shouldn't be the bottleneck.
But most teams still run internal workflows on Slack pings, scattered docs, and manual task reminders.
Important things slip through. Admin piles up. No one knows what’s actually getting done.
We build internal systems that keep your operations clean and predictable.
Recurring tasks, approvals, reporting, and inbox triage are all handled automatically across tools like ClickUp, Notion, Gmail, and Slack.
Common systems:
- Task Automation for Client Fulfillment
- Recurring Checklist and Reminder Generator
- Inbox Prioritization and Email Cleanup
Ideal for: Ops-light teams who want less admin, more clarity, and smoother execution across the board.
Before we build together
Answers to common questions founders ask before working with us.