Last checked: 1 October 2026. Prices and services can change; check the linked pages before you buy.
Which partner fits the problem you have?
Choose Automatic Pallet when leads, follow-up, or reporting keep breaking between the tools you already use. This work is called revenue operations (RevOps): keeping marketing and sales coordinated as a customer moves from first enquiry to sale. Start with the leak you can point to, then discuss a focused fix. Build Sprints start at ₦250,000; ongoing support starts at ₦750,000 a month.
In practice, RevOps means agreeing who owns each enquiry, what follow-up should happen, and how the team can see whether it happened.
A CRM, or customer relationship management system, keeps customer details and sales activity in one place. RevOps work helps your team use that information to follow up and make decisions.
RevPartners is worth considering if your team is building around HubSpot and Clay and wants a partner specialising in those tools. Its services include part-time RevOps support, setup, connections between tools, and system changes. Ask what the team would deliver for your sales process and what help is included afterwards.
If one hand-off keeps failing or someone assembles your report by hand every week, start with Automatic Pallet. If you are planning a broad HubSpot-and-Clay programme, ask both providers for plans against the same brief.
Does this sound familiar?
If customer enquiries arrive through several places but do not reliably reach the right person, start with one example. A website enquiry may sit in an inbox, a WhatsApp conversation may stay on an employee's phone, and someone may copy everything into a spreadsheet before the weekly meeting.
Describe one missed step: “Website enquiries received on Saturday are not assigned until Monday” or “Our report does not show which campaign led to a sales opportunity.” That gives a partner something concrete to fix. “We need better automation” could mean dozens of different jobs at very different prices.
A five-person team can have this problem just as much as a large company. Think about how many systems and colleagues the fix would involve, and who at your company can make the needed decisions.
What you can buy
| Your question | Automatic Pallet | RevPartners |
|---|---|---|
| How can we start? | Free conversation about missed enquiries or sales problems | Ask what first step they recommend for your project |
| What might our first paid project be? | A Build Sprint for one CRM, follow-up, reporting, or marketing problem | A project proposal for the work you need |
| Published starting price | Build Sprint from ₦250,000 | Request a quote |
| Ongoing help | Managed RevOps from ₦750,000 per month | Ask which support is included |
| Which tools fit? | CRM, marketing, automation, spreadsheets, and other tools you use | Specialises in HubSpot and Clay |
| Best first conversation | “This step in our sales process keeps breaking.” | “We want to build our process around HubSpot and Clay.” |
Starting prices help with an initial budget; the written proposal explains what the project includes. See our pricing and ask for a current RevPartners proposal.
Start with one enquiry that was missed
Follow an enquiry from the moment a customer contacts you to the moment someone takes the next step. Who sees a website enquiry? Who follows up? Where can a manager check that it happened?
A lead can be real and still get lost. An enquiry arrives at the weekend, nobody owns it until Monday, and the customer has already chosen another supplier. Our Free Audit gives you a place to discuss where the process breaks and what to investigate first. The audit is a starting conversation; a paid project has its own price and agreed work.
You do not need to replace your CRM before you can describe the problem. You may only need to fix how one form reaches a salesperson, or how the team sees that an important follow-up is overdue. Name the broken step first, then decide whether another tool would help.
Work with the tools your team already uses
Many businesses use several tools at once: HubSpot for contacts, WhatsApp to speak with customers, accounting software for invoices, and a spreadsheet for reporting. Replacing all of them can cost more time and money than fixing the connection that keeps failing.
Automatic Pallet works across CRM systems and other revenue tools. We start by finding where the information begins, which system should hold it, and who needs to act next. That does not mean every connection is ready-made. Your proposal should name the systems, required account access, and any paid software.
RevPartners specialises in HubSpot and Clay. If those tools are central to your plans, its experience may be exactly what you need. Ask how the proposed work will handle the parts of your current setup that will stay outside them.
Agree what “finished” means before work starts
“Connect our CRM to the website” leaves out the important details. Should every form create a contact? What if that person already has a record? Who owns the new enquiry, and how can the sales manager see what happens next?
Put those answers in the project plan. You might expect each valid enquiry to have one customer record, the right campaign source, a named salesperson, and a visible next step. Agree what happens when a phone number is missing or the CRM cannot be reached.
Our Build Sprint includes a written plan, setup, testing, and handover notes. Agree the exact work for your project before it starts. Ask RevPartners the same questions. Have both teams show what happens when a new enquiry arrives and when that customer's details are already in the CRM.
Compare the full cost
Automatic Pallet's published starting prices are a Build Sprint from ₦250,000 and Managed RevOps from ₦750,000 a month. Larger projects need a quote. Our pricing page explains our starting options.
RevPartners does not list a price for a matching project on its public site. Ask both partners to price the same work and list the items that affect the total:
| Ask about | Why it affects your budget |
|---|---|
| CRM seats and paid features | Your team may need a more expensive software plan |
| Old customer data | Cleaning it can add work beyond setting up a new form |
| Number of processes | Fixing one hand-off is different from redesigning several teams' work |
| Training and handover | Your staff need to know how to use the new process |
| Support after launch | Confirm what is covered when the project ends |
Keep software bills separate from the partner's fee. If one quote is in another currency, compare it using an exchange rate from the same date.
5. Decide whether you need a sprint or ongoing RevOps
A Build Sprint is for one specific job: route incoming leads, clarify sales stages, or connect invoice status to a customer record. Before work starts, agree who will check the finished result and what should happen when the process works correctly.
Monthly RevOps support may suit you when your sales and marketing processes keep changing. You may add campaigns, launch a service, bring in another sales team, or need regular improvements to reports. Automatic Pallet offers ongoing help to check and update those processes.
Someone at your company still needs to decide what makes an enquiry a good fit, grant the provider access, make choices when teams disagree, and help staff use the new process. Choose that person before the project begins.
If your team does not have time to review a large change, start with the one problem that costs you the most time or missed enquiries. If the process will need regular attention after launch, include ongoing help in the plan from the start.
A practical example: campaign enquiry to sales follow-up
A Lagos training company runs paid campaigns. Enquiries arrive through a website form and WhatsApp; salespeople record them differently, and the marketing report counts form submissions without showing what became of each enquiry.
The first useful change is to define the handoff. A valid enquiry needs a source, an owner, a next action, and a way to see whether that action happened. The build might connect form submissions to the CRM, create an assignment rule, notify the owner, and present a report of unworked enquiries.
Before the change, note how many valid enquiries have an assigned salesperson, how long it takes for a first reply, and how many have no next step. Check those same numbers after the new process is in place. Sales can rise or fall for several reasons, so do not credit every change to the software alone.
Automatic Pallet may suit this example if you want to find out why enquiries are missed and then have the same provider set up a focused fix. Agree in writing what will change, who will test it, and who in your team will use it.
When RevPartners may suit you better
Consider RevPartners if you are building around HubSpot and Clay and want a team with experience in those tools. Its services include part-time operations support, setup, connections between tools, and system changes. Ask for an example like your project and meet the people who would do the work.
Automatic Pallet is a good first call when a specific sales or marketing hand-off needs fixing across the tools you already rely on, and you want a naira starting price before planning a larger change. Choose the provider whose proposal solves the problem you have.
Change the process without losing an enquiry
Before changing your CRM or provider, list the forms and automatic tasks your team depends on. Record who owns each account and keep the setup instructions you are entitled to.
Start with one form, sales team, or report. Test it with a new enquiry, an existing customer, and a failed notification. Keep someone responsible for follow-up while the old and new processes overlap. Once the new route works, tell the team where enquiries will appear and whom to contact if one goes missing.
Plan your first project
A short project is usually enough when the broken step is clear. For example, your team knows which salesperson owns an enquiry, but the website form never assigns one. Agree the steps, fix the form, and show the team how to check new enquiries.
Continuing help makes more sense when the rules change regularly: you add a sales team, launch campaigns through new channels, or need to review reports every month. That work involves ongoing decisions, not only turning on a feature.
Before meeting either provider, write down which result you need first, who inside your company can approve changes, and what you want to check afterwards. An example enquiry or report is often more useful than a list of tools. Ask who will review the results with you after launch.
What happens after the audit?
A free audit helps identify where the process is failing. The next step is agreeing how much work to fix first.
A focused Build Sprint can suit a specific problem, such as assigning web enquiries or making overdue follow-up visible. A wider engagement may involve several tools and decisions across marketing and sales. Ask for a written list of what a sprint includes, what your staff need to provide, and what would be a separate project.
If your sales process changes often, ask about ongoing support: who reviews the reports, how your team requests changes, and what monthly work is included. That gives you a practical basis for choosing a single project or a continuing engagement.
Questions buyers ask
Do I need to replace my CRM?
Usually you can begin by looking at the process you already have. Keep your CRM if it can do the job; consider a replacement only if a real requirement calls for one.
Does the free audit include the build?
No. The audit is a free starting conversation about where to look. Building the fix is a separate project with its own price and agreed work.
Is Automatic Pallet cheaper than RevPartners?
Ask both providers to price the same work on the same systems, including training and support after launch. Compare the written totals.
What should I bring to the first meeting?
Bring one recent enquiry that was missed or delayed, the tools it passed through, and the report you need. Remove customer information you do not need to share.
When should I choose RevPartners?
Consider RevPartners if HubSpot and Clay are at the centre of your plans and its proposal shows the experience your project needs.
Show us where a lead gets lost
Request a Free Audit and describe one enquiry that did not reach the right person. We can help you decide whether a focused build or continuing support fits. See pricing as you plan.
Compare Huble if your project centres on a larger CRM change, or Fiverr if you are choosing an individual specialist for a defined job.
