Business automation and RPA companies · Lead generation
Count a booked discovery call as a lead and a brochure download as a maybe.
Lead generation for an automation firm brings in finance, operations and IT heads who have a named process they want gone, and records where each one came from. GullySales sets up the routes in, the first reply and the qualifying questions, so that a discovery call is booked against a real process and not a vague interest.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

What lead generation means
Lead generation is the combined work of every channel that brings in a new enquiry, whether from search, adverts, referrals or a stall at an exhibition. GullySales runs these channels together and reports the number of enquiries each one produced, not the activity behind it.
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Sales and marketing for business automation and RPA companies, the overview.
Last updated 6 Oct 2026.
For business automation and RPA companies
Where it usually goes wrong, and what we would do.
“A whitepaper download is not a buyer”
The form fills with students, job seekers and a competitor's engineers. A discovery call booked against a named process is the first lead worth counting.
“A vendor referral comes with strings”
The platform passes you a name and expects a reply, a status and sometimes a deal registration. A referral logged in the partner portal and nowhere else goes cold.
“The buyer's own IT head is asked before you are”
The finance head says the idea aloud and the IT head replies that the ERP has a module for it. If you have never put anything in front of that IT head, you lose before the call.
What we do
What we deliver for business automation and RPA companies.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
One enquiry register for every route
Website form, call, WhatsApp, vendor referral, ERP partner introduction, tender and event, each recorded in the same sheet or CRM with the source named.
Result: You can see which route produces discovery calls.
Qualifying questions for the first reply
Which process, which systems, who owns it, whether its rules are written down and what is prompting the enquiry now, asked in the first reply instead of a brochure.
Result: A call is prepared for before it is held.
A partner lead routine
Who replies to a vendor referral, who updates the portal and how a deal registration is kept, so the vendor contact is told what happened.
Result: Referrals stop going cold in someone else's system.
A discovery call booking page
A booking page that asks for the process, the software and the sender's role before a slot is offered.
Result: The calendar fills with calls that have a subject.
A tender and registration tracker
Bid numbers, closing dates, documents asked and past-work certificates for bank, PSU and institutional vendor lists, kept in one place.
Result: A tender is not lost for a missing paper.
A later list with a reason
Buyers who said not now, with the reason and the trigger that would reopen it, such as a licence renewal or a new finance head.
Result: A no is kept as a dated lead and not deleted.
How the result is measured
- Enquiries generated
- Cost per enquiry
- Enquiries by source
Recorded as a baseline before work starts, so every later report has an honest comparison.
Where enquiries come from
An automation firm hears from buyers in six ways, and each needs a different line in the register.
- Website form or discovery call booking
- Record the process named, the systems and the sender's role. Reply with two questions about the process, not a brochure, and offer a slot for a screen share.
- A call or WhatsApp from a finance head
- Write down the department, the task and the software used. Ask to see the work done on a screen before any figure is mentioned.
- Referral from a platform vendor
- Log the vendor contact, the account and any deal registration. Reply to the buyer first, then update the vendor so nobody else claims the account.
- Introduction from an ERP or Tally partner
- Note the partner and the ERP, and ask what the partner has already told the buyer. Do not repeat a pitch the buyer has heard from someone they trust.
- Bank, PSU or institution vendor registration
- Log the bid number, the closing date, the documents asked and who holds your past-work certificates. Gather the papers before the closing date, not on it.
- An existing client asking for a second process
- Open it as a new enquiry on the same account, with the first project's go-live date. Ask the process owner who ran the pilot what went well and what annoyed the team.
Who it is for
This is written for these business automation and RPA companies.
- UiPath, Automation Anywhere and Blue Prism implementation partners
- Power Automate and Microsoft 365 consultancies
- Workflow studios building on Zoho, n8n, Make and Zapier
- Document processing and OCR specialists for invoices, KYC and claims
- Finance back-office automation firms covering GST, TDS and bank reconciliation
- Software houses adding an automation practice
- Shared-service and BPO teams turning their own bots into a product
- Freelancer-led teams becoming a registered company
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the lead generation work runs
- 1
Understand your capacity
We agree how many enquiries your sales team can actually handle well, so the system is not built to overwhelm it.
- 2
Audit current sources
We check what already brings in enquiries today, even informally, before adding anything new.
- 3
Strategise the channel mix
Content, search and paid channels are chosen based on where your buyers already look.
- 4
Implement capture and follow-up
Pages, forms and a follow-up process are built and connected end to end.
- 5
Measure and optimise
We track enquiry volume and quality and adjust the channel mix to match.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Should we buy a list of finance heads?
The same buyer came through the vendor and our form. Whose lead is it?
What makes a lead qualified for an automation firm?
What do we do with conference and event contacts?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
From the blog
Further reading for business automation and RPA companies.
5 min read · 6 Oct 2026Why RPA pilots stall after the proof of conceptAn automation pilot works and still goes nowhere. This post sets out the usual reasons a proof of concept does not become an order, and what the vendor can fix before it starts.
5 min read · 6 Oct 2026How buyers choose between IT, software and SaaS vendorsTechnology buyers take a name from a peer, test it against an engineer and sign after a finance check. This post follows the choice in four stages and shows where vendors drop out.
6 min read · 18 Aug 2026A proof-of-concept agreement: what to fix before you startA free pilot turns into free work when scope, success measure and decision date are left vague. Here are the clauses to write down first, with sample wording and when to refuse the pilot.
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Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.