Your team is busy.
Your pipeline still isn't predictable.
Twenty production automation workflows for software companies — lead scoring that means something, churn signals before the renewal call, and support that routes itself. Built and run for you, not handed over as a project.
No pitch. No pressure. Just a clear picture of where you stand.
You already know the problems. You just haven’t found the system that fixes them.
We go through a step-by-step consultation of your business, clearly define the problems, and provide viable solutions you can choose from.
- Reps burn their week on demos that were never going to close, because nothing scored the lead before it hit the calendar
- Churn gets discovered on the renewal call — the signals were in the data for months
- Every handoff between sales, onboarding and support is somebody remembering to send a message
- Your CRM records what already happened and predicts nothing
- Support tickets get routed by whoever opens the queue first, not by who is best placed to solve it
- Outbound stops the moment the person running it takes a week off
Strip away the tech talk, and it comes down to three things.
Strip out the tooling conversation and software leaders want the same three things.
The workflows that matter most for saas & software.
Sixty seconds each on what they actually do.
Workflow Problem — A lead that arrives on a Friday night looks identical to every other unread email by Monday.
Workflow Solution — Scores it 1-100 before anyone has read it, and alerts sales the moment one is worth calling tonight.
Workflow Problem — Customers leave slowly and then all at once, and the slow part is visible the whole time.
Workflow Solution — Flags the accounts going quiet and gives you a specific move to make this week, not just a warning.
Workflow Problem — Nobody decides which leads deserve a call at four o'clock on a Friday, so in practice nobody decides at all.
Workflow Solution — Scores every lead into your CRM with the decision already made: a call booked, or a proper welcome.
Workflow Problem — A ticket sent to the wrong person does not get solved slowly. It gets solved twice.
Workflow Solution — Routes by expertise and by current workload, so it lands right first time and your best person is not buried.
Workflow Problem — Sales coaching runs on somebody's memory of a call they half-listened to.
Workflow Solution — Scores the transcript across six categories and logs it, so coaching becomes something you can point at.
Workflow Problem — The ninety seconds before a call when you realise you know nothing about the company you are meeting.
Workflow Solution — Reads your calendar every morning, researches each company, and emails you a written briefing before the call.
Workflow Problem — The fifth follow-up is the easiest thing in the day to skip, and it is usually the one that closes.
Workflow Solution — Verifies each new lead, sends a personal first email, follows up as many as four times, and drafts the replies for you to approve.
Each one is connected to your systems, tuned to how you work, and run for you — you are hiring the outcome, not the software. See all 20 workflows →
The Operator's Guide to AI in a Software Company
Which automations actually move a SaaS business, the order to do them in, and the ones that will waste your quarter.
I’m not consulting on your codebase. I’m consulting on business.
You have engineers. What you do not have is someone who has owned five companies across five unrelated industries and can see where the commercial side of yours leaks.
I’m Brian Summers, Chairman of The Summers Organization — a holding company with verticals in real estate, capital, forestry and land, and philanthropy. Companies I have owned outright before that:
- A lending company — loan origination all the way through servicing
- A brokerage for crude oil sales
- A heavy highway construction company
- A marketing company
- Real estate assets, the constant across all thirty years
Then I built my own company’s entire operating system with AI — seven live domains, 320 pages, 38 databases and 68 automations, in seven weeks. Not a case study I read. The thing I run my businesses on.
The Free 45-Minute Diagnostic
- We map your operation with you — how work comes in, how it moves, where it falls through
- We tell you honestly which of the 20 workflows would actually change your numbers
- You leave with a clear picture of where time and money are going — before anything is proposed
- No pitch on the first call. No homework on your end. We come prepared.
- 45 minutes on Zoom, scheduled on the hour
Verify us at thesummersaiconsulting.com
Ready to know what actually closes this quarter?
Book the free 45-minute diagnostic. We map how leads, renewals and support actually move through your company — and where the signal is being thrown away.
Book the Free Diagnostic