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Business automation and RPA companies · Technology

Be the automation firm a finance head calls after the last bot stopped working.

The finance controller of a Pune distributor has two clerks who spend the morning downloading bank statements and keying them into Tally. A vendor showed the owner a bot last year. It ran until the bank changed its login page, and nobody was there to mend it.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

An operations manager reviews an invoice workflow with an automation consultant

In one paragraph

Marketing for a business automation and RPA company means being found by the finance, operations or IT head who has people copying data between systems, and showing a bot that still runs in production. Sales means moving a discovery call to a scoped proof of concept and then a support contract. GullySales writes the process pages buyers search for and follows every pilot to a signed order.

Now the owner types RPA company into Google with one question: will this one still be running when the March close comes? Most automation firms sell well to people who already believe in automation and badly to everyone else. The homepage says intelligent automation and shows a robot arm. The proposal is a licence quote and a day rate. Nobody has written down the one process, in the buyer's own words, that the firm automated and kept alive, while the UiPath or Power Automate badge sits in the footer and the buyer asks who answers when a bot fails.

Last updated 6 Oct 2026.

How buyers decide

How business automation and RPA companies are chosen.

A finance or operations head finds an automation firm by asking a chartered accountant, the ERP partner who set up the books, or another owner who got rid of a chore. If that fails, the search is for the chore itself: invoice entry automation, GST reconciliation, bank statement matching. An IT head starts from the other end and opens the partner list on the platform vendor's own site, then checks which of those firms has built anything on the systems the company runs.

The first call has the same questions each time. Which process, and which systems does it touch? What happens when a screen changes or a password expires? Who looks after the bots after go-live, and whose name is the licence in? Can we see one running? A firm that answers with a described process and a support arrangement is taken more seriously than one that answers with a platform logo.

The firm is compared with a freelancer on Power Automate, an Excel macro, a module from the ERP vendor, an in-house developer and doing nothing. Price is set against the salary of the people who do the chore today. The deal then passes through the IT head and sometimes information security, who want to know where credentials are kept and what is logged, and that review is where many pilots stall.

The problem

What usually goes wrong for business automation and RPA companies.

What owners tell us on the first call, in their words.

  • “Buyers think a bot is something that breaks”

    One bad experience with a vendor who vanished has taught the whole market that automation needs rebuilding in a year. Your site says nothing about monitoring or support, so you are judged by the worst vendor they met.

  • “Our demo is a clean process nobody has”

    The demo shows a tidy invoice, and the buyer's invoices come in four formats with handwritten corrections. The call ends politely and no pilot follows.

  • “We do the proof of concept free and it goes nowhere”

    Your best developer spends a fortnight on a pilot with no pass mark. The buyer's team likes it, the budget never arrives, and the work was a gift.

  • “We sound like the other forty partners”

    Every firm lists UiPath, Automation Anywhere and Power Automate and promises intelligent automation. A buyer cannot tell which one has ever kept a reconciliation running through a year-end.

  • “Pilots go live and the second process never comes”

    The first bot works. Nobody returns to the finance head to ask what else the team retypes, and the account sits idle until a competitor is called.

  • “Support contracts are written as an afterthought”

    Bots break when a portal changes, and the client discovers this alone. The support offer is a paragraph in the proposal, so it is dropped at the first price negotiation.

What we do

What we do for business automation and RPA companies.

Everything included for business automation and RPA companies, and the result each part is there to produce.

  1. A page for each process you have automated

    Invoice entry, reconciliation, onboarding forms and claims intake, each written with the systems it touches, what the bot does and where a person still decides.

    Result: A buyer who searches the chore finds a firm that has done it.

  2. A discovery call sheet and a process walk record

    The questions asked on the first call, and a record of the process watched on a screen share: steps, exceptions, systems, and how many items the owner says the team handles.

    Result: Quotes rest on the work as it is done, not as it was described.

  3. A proof of concept offer with an end

    A written scope, a pass mark both sides sign and a named person on the client's side who owns the verdict.

    Result: A pilot ends in a yes or a no, not in free work.

  4. A support offer attached to every proposal

    What is monitored, who is called when a portal changes, what is covered and what is billed, set out on its own page rather than hidden in the licence line.

    Result: Support stops being the first thing dropped in negotiation.

  5. Platform listings and partner pages kept honest

    Your entries in the vendor partner directories and marketplaces, written for the buyer with the level you hold stated plainly.

    Result: The IT head who opens the partner list finds a firm with something to read.

  6. Pipeline read from first call to signed pilot

    Every enquiry tracked through call, process walk, proof of concept, proposal and order, against the baseline recorded before the work starts.

    Result: You can name the stage where pilots are lost.

How the result is measured

  • Discovery calls held, by source
  • Process walks completed against calls held
  • Proofs of concept passed against started
  • Pilots signed, and support contracts attached to them
  • Enquiries traced to partner referral, search and your own clients
  • Time from first enquiry to first human reply

Recorded as a baseline before work starts, so every later report has an honest comparison.

Every service, written for business automation and RPA companies

Each has its own page: what it involves for business automation and RPA companies, what you get, and what it is measured on.

Worth a page and a campaign of their own

Invoice and accounts payable automation · Bank statement and GST reconciliation · Order entry from email and PDF into the ERP · Employee onboarding and HR request handling · KYC and loan document checks for lenders · Insurance and hospital claims intake · Process discovery workshops · Bot monitoring and support contracts · Setting up an automation centre of excellence · Platform licence resale and renewal

Priority campaigns

Campaigns for what business automation and RPA companies most want to sell.

Each one planned around when your buyers decide, and measured against the baseline.

  • Broken bot rescue

    Outreach and a page for companies whose earlier bot has stopped, offering a review of what broke and who was meant to watch it.

    Result: You reach a buyer already sold on automation and wary of vendors.

  • Year-end close and return season

    A push aimed at finance teams when the GST returns and the March close are heavy, with pages on reconciliation and ledger matching.

    Result: You meet the chore in the weeks it hurts most.

  • Re-keying walk-through offer

    An offer to watch one department do its daily data entry and write down what could go, aimed at operations heads in distribution and manufacturing.

    Result: A vague interest becomes a process walk booked in the diary.

  • Platform renewal moment

    A note for companies holding a licence on a platform whose partner has gone quiet, offering to review the bots and take over support.

    Result: Orphaned bots turn into support contracts.

  • Second process for live clients

    A call to each client with a bot in production, asking the process owner what else the team retypes.

    Result: Revenue grows without a new logo or a new security review.

Beyond search

Where we reach buyers of business automation and RPA companies, beyond Google.

Search matters, but it is rarely the only way this industry's buyers find a supplier.

  • ERP and Tally implementation partners

    They set up the books and hear the complaint about retyping first. A one-page note gives them a name to hand over.

  • Chartered accountants and auditors

    An auditor sees manual reconciliations in the working papers and tells the owner. Meet them with a process they can recognise.

  • Platform vendor partner managers

    The vendor passes leads to partners who reply and record the status. Your listing and your replies decide whether you are passed the next one.

  • Finance and operations communities

    Groups where heads of finance ask each other what worked, answered by a person with a process and not a company page.

  • Industry associations and chambers

    Local manufacturers' and traders' bodies run sessions on cost and compliance, and a talk on one real process is welcome.

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

Not for

It is not the right fit if.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

How it works

How the work runs for business automation and RPA companies

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Trace the enquiry trail

    After the first conversation we follow your last pilots back to the first contact, whether platform vendor, ERP partner, search or an old client, and see where the calls went quiet.

  2. 2

    Fix the discovery call

    The questions, the process walk and the record kept, so that no quote is built on a description.

  3. 3

    Publish the proof

    A page per process, a support page and a security page, written from what your developers actually built and fixed.

  4. 4

    Open the routes in

    Search, partner referrals, outreach to ERP partners and the replies to each, with every source recorded.

  5. 5

    Report from call to contract

    Discovery calls held, proofs passed, pilots signed and support contracts attached, against the baseline.

Where this fits

Three pieces of sales work, in this order.

GullySales builds every engagement from three pieces of sales work. This page is not one of them, but the same three steps apply to the business behind it.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions business automation and RPA companies ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Should we call it RPA or automation?
Use the buyer's word on each page. A finance head searches for the chore, such as invoice entry, so lead with that. RPA belongs where an IT head or a platform buyer is reading, and automation works for everyone else.
The platform vendor already lists us as a partner. Why more?
A directory entry is a name on a long list. The buyer who opens it then goes to your site, and what they find there decides whether a call happens. Your own pages have to carry the proof the listing cannot.
Should we put prices on the website?
Show how a price is built, which is the licence, the build and the support, and leave out the figures. A buyer who sees three parts can compare them with a freelancer's quote and a module from the ERP vendor.
Can we name our clients?
Only with written consent, and many automation contracts forbid it. Describe the process, the systems and what changed without the name, and name a client only where the agreement allows it.
What does this cost?
There is no list price, because a firm with one platform and a founder who sells needs different work from one with three platforms and a sales team. Your brief and a first conversation come first, then a written fee split three ways: our time, your spend on advertising, and production such as pages and recordings. The term is agreed in writing.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
Fixes to reply time, follow-up and your Google Business Profile are the quickest to show, because the enquiries already exist. Ads can follow soon after follow-up is in place. SEO and content take longer. How long each takes depends on your business, and we tell you which applies to you after we have spoken. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
To start, last month's enquiries in any format and time with whoever handles them. After that, access to the accounts the work touches, such as the website, Google Business Profile or CRM.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

Notes for owners

Read more about business automation and RPA companies.

Part of Technology. See the other industries in the sector.

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