Customer & revenue workflows
Connect enquiries, contacts and follow-up. Build the CRM handoffs and GTM tools your team needs, or repair the ones that keep breaking.
CRM · lead capture · follow-up · GTM toolsBuild the systems your team needs.Fix the ones slowing it down.
AI consulting and hands-on engineering for founders and small teams. We turn scattered tools, manual work and stuck projects into systems your team can use.
Bring one idea, bottleneck or system to a 30-minute review.
The starting pointA new enquiry
The gap
Who is following up?The handoverStill waiting on someoneA person has to bridge the gap
Try a different starting point above.
Separate tools leave a gap. See what changes when the handoff is designed.
Illustrative example. Nothing is sent or saved.
From the first useful question to the working system.
Understand Build or repair Test Hand overOne useful system.
Built around your business.
A new idea, an overdue improvement or a workflow that needs rescuing. We help you find the right starting point and take it through.
Internal tools & integrations
Give a recurring job a better home. We build focused tools, connect existing software and untangle manual handovers between teams.
Internal apps · integrations · operational workflowsReporting & knowledge
Make scattered information useful. Bring sources together for reporting, searchable knowledge and AI assistance with clear review points.
Reporting · knowledge access · AI assistantsRepairing Contact Capture After Demo Calls
We repaired contact capture for an Australian restaurant-ordering platform.
Demo Call CompletedCheck For A Matching CRM Contact
Before The RepairA new contact could be missed.
After The Repair
- New ContactCreate The CRM ContactEnter the follow-up stage.
- Existing ContactMatch The CRM ContactPreserve its assigned pipeline stage.
Explore either contact path. Both outcomes stay visible.
Past client implementation. Simplified diagram of the contact-matching and creation path.
From a clear scope to a system you can run.
You can see the work as it takes shape. These sample documents show the detail behind a workflow project.
- 01Scope
Build Plan
We understand the job, inspect what exists and agree the scope, owners and acceptance checks.
View Sample Build Plan
Fictional guide example.
- Starts With
- A website enquiry.
- Produces
- A contact record, a named owner and a follow-up task.
- Stays With Your Team
- Confirming the scope and sending the reply.
- 02Build
Working System
We build the useful first version or repair the existing system, with you close to the work.
View Sample Field Map
Fictional guide example.
- maya@example.com → contact email.
- Form Reference
- W-1042 + email → match a repeated submission.
- Date + Team Size
- Missing either → ask for details before quoting.
- 03Test
Test Results
We test the normal path, missing information and failed connections, with recovery steps for your team.
View Sample Test Expectations
Fictional guide example.
- Same Submission Again
- Keep the existing contact and task.
- Missing Details
- Assign an owner to ask for the date and team size.
- CRM Unavailable
- Hold the enquiry for retry. Create no CRM record or reply draft.
- 04Handover
Team Runbook
Your team gets operating instructions and a walkthrough. Ongoing support is scoped separately.
View Sample Recovery Steps
Fictional guide example.
- Find the held enquiry and its form reference.
- Restore the CRM connection, then retry.
- Check for a match before creating the contact and follow-up.
Scope And CostsBuild price, tool costs, delivery dates and support are agreed before work starts.
Book A Workflow ReviewClient & Collaborator Recommendations
“Super knowledgeable on automation and systems design. Has really helped me implement some incredible tools that I have saved hours each week.”
“DJ is highly knowledgeable, has excellent communication and is proactive in helping me come up with solutions around AI.”
“Dhruv helped me integrate AI better into my social media and LinkedIn strategy to generate more leads for my AI business.”
“He can help you individually or your business grow using AI.”
“Well spoken, clear, kind and genuine. I endorse him!”
“He was responsive to revision feedback and provided a clean final handoff.”
“Dhruv gave me the information that I needed. Awesome and helpful guy.”
Your tools.
Your team.
A clear handover.
We work with the tools your team already uses and choose new ones when the job calls for them. You get the working system, the tests and the instructions to run it.
- Your Existing Tools
- Your Team In Control
- A Clear Handover
Before We Start
What Can You Help Us Build?
We help founders and small teams turn a business problem into a working system: CRM and customer workflows, internal tools and integrations, reporting and knowledge access. We agree the scope, the acceptance checks and which actions need approval before building.
Can You Fix An Automation That Already Exists?
Yes. We trace where records go missing, duplicate or stop syncing, then repair the agreed handoff. We test failure and recovery as well as the normal path, and show your team how to run it.
Do We Need To Change Our Tools?
Not necessarily. We first check the systems you use, their APIs, permissions and limits. Any new tool or subscription is agreed before it becomes part of the scope.
How Much Does It Cost And How Long Does It Take?
We agree the scope, price and timeline before building, including tool costs. If the scope needs more work, any paid assessment is agreed before it starts. Changes and ongoing support are agreed separately.
What Does A Finished Project Include?
The agreed workflow, acceptance-test results, operating instructions and a team walkthrough. We document ownership, failure alerts and recovery. Ongoing support is agreed separately.
Will AI Contact Customers On Its Own?
The illustrated workflow prepares a reply for your team to review; it sends nothing. For your project, customer contact and other actions follow the permissions and approval steps we agree. The examples here use fictional data and do not connect to your accounts.
Have a question about your own workflow? Ask Us Directly
What Would Make Your Team’s Work Easier?
Bring one process that needs to work better, or a system you want to build. We’ll discuss your tools, the sticking point and a sensible first step.
Scheduling Is Handled By Cal.com. Privacy Policy
Scope, price and delivery dates are agreed before building. Ongoing support is agreed separately.
Prefer email? Tell dhruv@robossist.com what gets stuck and which tools you use. Keep confidential records and account access out of the email.