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English
$
USD
I will audit your sales process and build an ai automation roadmap
I am Oliver the Sales Architect
I don't just write sales copy – I build revenue systems. 10+ years in banking & financial services: trained 300+ bank employees across Germany in sales techniques, conflict resolution & client communi...
About this Gig
Most companies do not have a sales automation problem. They have a clarity problem.
You already pay for HubSpot, Salesforce or a similar stack, and you sense AI could cut the manual work in your pipeline. What is missing is an honest plan: what to automate first, what it is worth, and how, without ripping out the tools your team relies on.
I look at your funnel the way a closer does, not just a technician. Background: close to nine years in Swiss private banking, top closer at Credit Suisse, certified sales trainer for 300+ professionals, and I build real AI systems with API, payments and automation.
What you get:
- Basic: a written breakdown of your sales setup, your 3 highest-impact quick wins, and a 30-min walkthrough
- Standard: full audit, prioritized roadmap, tool and API recommendations, plus a 60-min walkthrough call
- Premium: everything in Standard, plus a guided build of your first 1 to 2 automations in live sessions
Scope: Basic and Standard are analysis and guidance, not hands-on implementation. Tool and API costs are billed to you. Ongoing monitoring is available separately.
Not sure which tier fits? Send a short message about your stack and goals.
Purpose:
Project assistance
•
Strategy
AI engine:
Claude
My Portfolio
FAQ
I already use HubSpot, Salesforce or another CRM. Do I need to switch tools?
No. The goal is to make your current stack work harder with AI. I build on what you already use and only suggest a change if it clearly pays off.
Which package should I choose?
Choose Standard for the full audit and roadmap. Choose Premium if you also want me to help build the first automations. Not sure? Send me a message about your setup and I will point you to the right one.
What do you need from me to get started?
A short look at your sales setup: website, CRM and current process. Read-only access or screenshots are enough for the analysis. For Premium, controlled access to the systems we work on.
Do you implement everything for me?
Basic and Standard are analysis and guidance. Premium includes a guided build of your first 1 to 2 automations, done together so you keep full control. Ongoing management is available separately.
