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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.

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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

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.

Also for business automation and RPA companies

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.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

Read the full demand and lead generation page

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

Not for

It is not the right fit if.

  • No one replies to a discovery call request within the working day, so more enquiries would only reach a cold inbox.
  • You cannot yet say which processes and systems you take on, so every enquiry would need a long call to learn it is out of scope.
  • Your pipeline is full of free proofs of concept that went nowhere, and more leads would add to that unpaid work.

How it works

How the lead generation work runs

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

    Understand your capacity

    We ask how many enquiries your team can answer well, who answers after hours, and what a good enquiry looks like. Without this, the system fills a funnel nobody is watching.

  2. 2

    Audit current sources

    We read your call log, WhatsApp chats, enquiry sheet and platform dashboards. The baseline is recorded: enquiries by source, reply time, conversion and cost per order.

  3. 3

    Strategise the channel mix

    Search and maps are chosen for people ready to buy, ads for people who are not yet looking, and content and referrals for trust.

  4. 4

    Implement capture and follow-up

    Pages, forms, tags, the lead record and the first-reply message are built and tested end to end. We submit test enquiries ourselves before any media money is spent.

  5. 5

    Measure and optimise

    Enquiries are traced to source and judged by what became orders, not by volume alone. Channels that fill the sheet with poor enquiries are cut back. How often you are reported to is agreed in writing.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 1, prospecting and lead generation. The audit comes before it, and sales management keeps it running.

  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 · you are here

    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 owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Should we buy a list of finance heads?
No. A list bought by job title reaches people who never asked, carries wrong addresses and raises a data-protection question about where the names came from. Research a named set of accounts that match your best pilots, and write to them one by one.
The same buyer came through the vendor and our form. Whose lead is it?
Keep one record with both sources written in it. Reply to the buyer first, then tell the vendor contact what happened. Agree with the vendor, in writing, how a referral is credited, before a deal depends on it.
What makes a lead qualified for an automation firm?
A named process, a person who owns it, systems you can work with and a reason to move now. Count it as qualified when a process walk is booked, since only then can anything be quoted.
What do we do with conference and event contacts?
Write down who they were, what process they mentioned and who spoke to them, and send a personal note about that process. A badge scan is a name, not a lead, until somebody has said what they want to stop doing.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
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?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. 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?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
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.

From the blog

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