Workflow automation
The recurring tasks inside systems you already run. Account research, call preparation, meeting follow-up, pipeline hygiene, and the updates that slip when a week gets busy.
Agent deployment and maintenance
Agents deployed for revenue teams, and the maintenance to keep them working.
Sonan deploys sales agents, workflow automation and CRM operations for B2B sales and account teams, built on the systems you already pay for. Then stays on to maintain them, because an agent that no one owns after launch is one that gets switched off. Customer-facing steps wait for a person’s approval by default. Full automation is your call, with monitoring in place to back it.
How an engagement runs
Deploy, prove, maintain. Three stages, and you can stop after any of them.
Most revenue teams do not need another AI strategy. They need one workflow deployed properly, and someone keeping it correct after launch.
- 01 / REVIEW
Workflow review
An hour with one of your reps walking through a real lead or deal, then a written read on where the time goes and what is actually worth deploying first. The three biggest gaps, what you already own, and a running-cost forecast, so the spend is known before anything is built.
- 02 / DEPLOY
Deploy and prove it
Four weeks, fixed scope. The workflow or agent is built on your stack, tested against real work and real records with a small group, then kept, adjusted, or stopped based on whether it holds up.
- 03 / MAINTAIN
Keep it working
Models change, your CRM updates, connectors move. Ongoing operations are month to month: a named person reviewing output on a schedule, repairs when the ground shifts, and a stated response time when something stops working.
What gets deployed
Pick the part of the rep’s day that costs the most.
CRM and pipeline operations
Getting more out of the systems you already run, starting with a CRM your team can trust. List building, sequencing structure, data quality, enrichment logic, and the reporting that tells you whether any of it is working.
Custom agents
Purpose-built agents for a workflow your team owns, where the off-the-shelf tool does not fit. Scoped to one job, connected to the systems involved, with an approval step or automated checks before anything reaches a customer.
What you can count on
Proven automation, maintained.
- Every automation is tested against your real workflow before it goes live.
- Every build has a backup and a way back if something breaks.
- Every system is documented and handed over, so it does not depend on us being around.
- Every engagement has a named owner on your side and a stop date.
- Anything that reaches a customer waits for a person’s approval, unless you choose full automation with the risks in writing, automated checks, monitoring and a stop switch.
Anyone can wire up an automation that works once. What makes it predictable is everything after that: someone owns it, it gets maintained, and there is a way back when something breaks. It is the part most implementations skip, and the part we build for. If you would rather that maintenance sit with me than with your team, it is month to month and you can end it with thirty days notice.
Use what you already pay for
Built for the stack your team has.
The first question is what you already run, and where the gaps actually are. If there is no reliable CRM in place, that is the first thing we fix, because nothing downstream works without it.
Most revenue teams already own more capability than they use. Sonan works with the systems you have before asking you to buy anything new. Where a custom agent is the right answer, it is scoped to one job and built to be handed over. Not another platform subscription you have to keep funding, and not access you rent back from me.
This is not new ground. An earlier client build covered the website, sales process and CRM for an industrial automation company, and produced a 500% increase in leads and more than 1000% return on ad spend across a year. Read the Markone case study.
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