Live online masterclass · 90 minutes

Stop losing leads in spreadsheets and inboxes.

The Sales Automation Masterclass

A live session on building a sales process that captures every enquiry, follows up on time and gets quotations out faster, without adding more people to your team.

Reserve my seat What you will learn

Hosted by Herbert Scott, Founder, BluChip Solutions

The problem

It is rarely a lack of leads. It is a lack of a system.

Missed enquiries

Enquiries arrive by website, email, WhatsApp and phone, and some never get a reply.

Leads going cold

Leads sit in notebooks and spreadsheets until they go cold.

No clear owner

Nobody knows who is following up on what.

Slow quotations

Quotations take days, and prices differ depending on who prepares them.

A blind pipeline

You cannot say with confidence what is in your pipeline or what is likely to close.

The approach

Let automation handle the routine, so your team can focus on closing.

You will see a practical model for AI-assisted sales operations. Your CRM stays the single source of truth. Workflow automation does the repetitive work. AI interprets enquiries, classifies them and recommends the next step. People approve anything that matters.

There is no hype and no handing your business to a robot. You will see controlled automation you can trust, with clear rules for what runs on its own and what needs a person.

What you will gain

A sales process that works while you focus on closing.

Never miss an enquiry

Every lead captured and owned, whatever channel it comes from.

Qualify faster

Know which leads deserve your time, sooner.

Reply in minutes

Quick, consistent responses without tying up your team.

Quote with confidence

Get accurate quotations out faster and with fewer errors.

Stop follow-ups slipping

Nothing waits for a decision unnoticed.

Stay in control

Automation that follows your rules, with people deciding what matters.

How it works

From enquiry to sales, in three stages.

 

  1. Capture

    Every enquiry is recorded and assigned to an owner.

  2. Respond

    Fast, consistent replies, with your team stepping in where it matters.

  3. Quote and track

    Quotations go out faster and nothing is left waiting.

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What you take away

Leave with a plan you can setup immediately.

Everything is designed to be applied in your own business, whatever tools you use today.

  • A clear blueprint for an automated sales workflow, from enquiry to sales
  • A practical guide to what AI should and should not do in your sales process
  • A phased roadmap for getting started with low-risk wins
  • Approval rules for pricing, discounts and customer messages
  • The sales KPIs to track from day one
  • Live Q&A with a practitioner who builds these systems

Who it is for

Built for the people who run sales and operations.

Small business owners

You want a professional, consistent sales process without a big team.

Sales managers

You are tired of chasing updates and unreliable pipeline data.

Operations managers

You want smoother handoffs between sales and fulfilment in an established company.

CRM and ERP users

You use, or plan to use, a system such as ERPNext and want to get more from it.

No coding required. A working knowledge of your own sales process is all you need.

Your host

Herbert Scott

Founder, BluChip Solutions

Herbert helps businesses in Kenya streamline operations through ERP implementation, business process automation and custom software. He works hands-on with SMEs, so everything in this session comes from real implementation work.

Questions

Frequently asked questions

Is this live or recorded?

It is a live 90-minute session with Q&A on Thursday, 19 November 2026, from 3:00 PM to 4:30 PM EAT.

Do I need technical skills?

No. The session is designed for business owners and managers.

Do I need to already use a CRM?

No. If you do, you will see how to get more from it. If you do not, you will see what to set up first.

Will AI send messages to my customers without my approval?

Only for routine, pre-approved communication. Pricing, discounts and sensitive cases always go to a person. You will learn how to set those rules.

Will this work for my industry?

The principles apply to any business that handles enquiries, quotations and follow-ups, including distribution, services, manufacturing and trade.

Which tools are covered?

CRM, workflow automation and ERP tools, including Frappe CRM, n8n and ERPNext. The principles carry over to other tools.

What if I cannot attend live?

Replay details will be shared with registered attendees.

Can my team attend together?

Yes. Contact BluChip Solutions to arrange team seats.

Your next lead is already on its way. Will your system be ready?

Join the Sales Automation Masterclass and leave with a clear plan to capture, qualify and convert more enquiries.

Thursday, 19 November 2026

3:00 PM – 4:30 PM EAT · Live online

  • 90 minutes of live training
  • Live Q&A with the host
  • A practical roadmap for your business
Reserve my seat

Seats are limited.