Playbooks, rules, and automation to create real opportunities in your pipeline.
We invoice in USD or COP (TRM of the day) · Limited slots per month
EXPAND ASCEND® Build is our B2B business automation system in CRM for installing playbooks, rating rules, and operational handoff.
Price/duration:
From USD 12,000 · 6–8 weeks
Variation: It varies according to #segments, #offers and scope of automation.
Baseline range: 1 segment + 1 offer + 1 pipeline.
What remains installed
Ready-to-use operational playbooks (ICP, messages, rating, proposal, follow-up)
Commercial and operational automation in CRM (SLA, routing, sequences, tasks)
Handoff marketing→sales→delivery with rules, checklists and dashboards
What does B2B business automation include in EXPAND?
operational and functional playbooks
Ideal Customer Profile v2 + no-fit
Messages by segment (pains/claims/proof)
Rating (Fit/Intent) + Discovery script
Proposal and follow-up (templates + objections)
Commercial and operational automation
Connected to the CRM
Routing + owner assignment
Response SLA + alerts
Sequences + tasks + reminders
Required fields + QA
Commercial Handoff Protocol
Marketing → Sales: definition of MQL/SQL (or equivalent)
Sales → Delivery: Start-up checklist + “ready customer” criteria
Clear roles and responsibilities
Control Dashboards
New opportunities in their earliest stages
Stage conversion + stage seniority
Response speed and SLA compliance
“No next action” and pipeline quality
Adoption kit
Quick guides (1–2 pages)
Short training (1–2 sessions)
Weekly routine implemented (pipeline review)
Ideal if:
LAND has already decided what to do, and now it's time install it
The team needs playbooks y automation for climbing
There is CRM and a willingness to adhere to a weekly schedule.
It's not for you if:
There is no sponsor or anyone who can implement changes in CRM
You expect “more leads” without changing the process/criteria
Do you want a third party to close sales for you?
Schedule (6-8 Weeks)
Week 1-2
Detailed design + playbooks v1 + base configuration
Week 3-5
Automation + dashboards + handoff
Week 6-8
QA, adoption, adjustments and handoff to SCALE
Requirements:
Access to CRM + admin (or whoever implements it)
2–4 work sessions per week (45 min)
Commercial sponsor
Minimum data for the current pipeline
Frequently Asked Questions
Recommended, but not required.
LAND reduces risk because it defines "real pipeline", criteria per stage and minimum quick wins before building.
If you haven't done LAND, we can enter through EXPAND only if you already have: a reasonable ICP, clear stages in CRM, and access to data. Otherwise, we'll do a short pre-step (5–10 days) to align definition and avoid building on sand.
We work with your existing CRM. The important thing isn't the brand, but that we can configure stages, required fields, views, basic automations, and reports.
In practice, the most common thing is: HubSpot, Salesforce, Pipedrive, Zoho.
If you are in today Excel or “informal CRM”First, we recommend LAND (or a pre-step) to define the process and minimum migration.
It depends on the scope, but as a reference: 60–80% "Repeatable work" can be automated (routing, SLAs, sequences, tasks, reminders, data QA, reports).
Which no We automate (and you shouldn't try): focus decisions, sales prioritization, offer/message calibration, and negotiation. That requires human judgment.
EXPAND works, but the "starting" price goes up by work unitsEach line of offer typically involves: message, qualification criteria, pipeline (or sub-stages), assets, and specific automations.
To keep it under control, we recommend starting with 1–2 priority offers, install the system and then expand to the others.
When the system is already installed and you need weekly operation to sustain it and improve conversion. Typical signs:
You already have a "measurable" pipeline in CRM, but it degrades without discipline.
Do you want to increase conversion per stage with controlled experiments (1–2/month)?
You need QA, hygiene, and weekly decisions without depending on the founder
In practical terms: SCALE starts at the close of EXPAND or when LAND has already produced quick wins and you want to maintain cadence with KPIs.