AI and Sales Automation

Improve the parts of your sales process that take the most time.

We design and deploy AI and automation solutions that fit the way your team works. We connect data, AI models and your tools to improve a specific task or several connected stages without rebuilding your entire process.

We focus on client acquisition and sales processes.

When it fits

When does it make sense to use AI and automation?

Repetitive manual work

Your team does the same things every day: looking up information about companies, completing data, rewriting notes. Time goes into keeping the process running rather than into sales conversations.

Uneven quality

The quality of the output varies depending on who handles the task and how much time they have.

Disconnected data

Information sits in several places and someone has to move it by hand. Some of it never reaches the people who need it.

Tools not yet put to use

You have access to tools or AI models, but they aren't part of your team's daily work yet.

We can improve one part of the process without rebuilding the way your team works.

Use cases

What we can improve in your process.

We can combine several use cases - company research with message preparation, for example, or reply handling with CRM updates. The scope follows from your process, your data and your tools.

Company and contact researchGathering and organizing information about companies and contacts before reaching out.
Working with dataCompleting and organizing data, catching duplicates and gaps.
MessagingPreparing message drafts based on agreed context and rules.
Replies and conversationsOrganizing replies, summarizing conversations and notes, and proposing next steps.
CRM updates and handoffsTransferring data and tasks between tools and your CRM without manual re-entry.
How it works

How it works in your company.

We connect data, AI models and tools into a workflow designed for your business: Claude models where the task needs language, and automations where several tools need to work together. We define the rules, integrations, exception handling and approval points around your process. We use proven components, but design how they work together for your needs rather than fitting your process into a fixed template. We use AI where the task calls for it; other steps use rule-based automation.

Example workflow: handling replies from a campaign

An illustrative workflow, not a completed implementation. The steps, scope and permissions would be agreed for your process.

01

Trigger

A reply to a campaign message arrives in the inbox.

02

AI processing

The model proposes a category for the reply and pulls out the key details - a question, an objection, or a request to be contacted later.

03

Rules and approval

The agreed rules determine which actions run automatically and which require approval.

Approval point
04

Action in connected tools

The workflow updates the CRM, creates a task for a sales rep and prepares a draft reply for review. In this example, a person approves the reply before it is sent.

The workflow connects the stages and your tools

Your team receives a summary of the exchange, the relevant context and a proposed next step.

How we implement

From a defined scope to a working solution.

In every deployment we agree what the solution does on its own and what requires a person to approve it. That line is written down, not assumed.

01Scope and assessment criteria We agree the scope and the criteria for assessing quality, time spent and cost - appropriate to the task.
02Reviewing the data and the way you work We look at how the task works today. We establish which data the solution can use, which tools it passes results to, and who has access to them.
03Building the workflow We build the workflow: connecting tools, setting the rules and the approval points. We use your team's tools where they meet the solution's requirements.
04Testing and checks We test the solution on agreed cases, including errors and ambiguous results. We also check that the approval points work.
05Handover to the team We hand over a working workflow together with instructions and the rules for verifying results. We agree on the handover scope and the support your team needs before work begins.

What you get

A working workflow

A working solution, running in the agreed environment and connected to the tools within scope.

Instructions for use

Who uses it, when, and how.

Guidelines for reviewing results and handling exceptions

What to check when an output is uncertain and what to do when something goes wrong.

Agreed evaluation criteria

Criteria for assessing output quality, time spent and operating costs.

Working together

Your process. Our work on the solution.

Your team brings

  • How the work is done today what the task looks like now and where it gets stuck.
  • Access to tools and data, within the agreed scope.
  • Participation in testing checking the solution against real cases.
  • Sign-off checking together whether the solution meets the agreed criteria.

MSGA runs

  • Solution design the scope, the assessment criteria, how information moves, and the operating rules.
  • Build and integrations the workflow, connecting the tools, the approval points.
  • Testing and handover checking against real cases, the instructions, the rules for verification.

Before launch, we agree which actions run automatically and which require human approval. Tool costs and responsibility for maintenance and support are agreed before work begins.

What clients say
“MSGA understands B2B sales at a level that is rare. They are precise, straightforward, and they treat your business as if it were their own. Working with them has been a pleasure from day one.”
Michał Baliński
Business Sales Manager
Angara Distribution
“MSGA understands revenue the way an operator does, not a vendor. Precise, structured, and genuinely invested in the outcome. Working with them raised the bar for how we think about outbound.”
Artur Olechowski
Chief Revenue Officer
Solidstudio
“MSGA gave our outbound a level of rigor we had not reached on our own. They approach sales as a system to be engineered, and they know the craft. A partner with real substance behind the words.”
Robert Miernik
Board Member
TimeLine
“Working with MSGA was refreshingly straightforward. They understand B2B sales at a deep level and treat your challenges as their own. The kind of partner you actually want in your corner.”
Kevin Pigulak
Key Account Director
“Working closely with the MSGA team was a great experience: thoughtful, responsive, and fully invested from day one. I would gladly work with them again and recommend them to anyone looking for a dependable partner.”
Bill Clifford
COO & VP of Operations
“Working with MSGA was straightforward and dependable. They bring structure and sharp thinking to how they approach growth, and they treat your goals as their own. A partner who delivers consistently and honors what they commit to.”
Łukasz Penszko
Head of Marketing

Looking to connect your wider outbound process? Explore the client acquisition system →

Tell us what takes your team the most time.

Describe the task or part of the process you want to improve. Together, we'll assess what's possible, define the scope and agree how to evaluate the results.

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