Clifford Morton

The team came to us looking to sharpen their sales process, reduce time lost to admin, and close deals faster in a competitive market.

“Sascha's insights into AI and automation are unparalleled. His ability to simplify complex concepts and provide actionable strategies is invaluable for any business looking to innovate and grow.”
Scott Morton, Clifford Morton

Outcome

Results

Over 60%less deal preparation time per transaction

Consistent follow-upacross the full broker team

Starting point

Client challenges

Slow sales pipeline

Leads were tracked inconsistently across the team, with no clear view of where each prospect was or who owned follow-up.

Manual deal administration

Product summaries, term sheets, and client-facing materials were prepared from scratch each time, consuming senior broker time.

Follow-up consistency

Post-meeting follow-up depended on individual brokers, with no structured sequence to keep warm prospects engaged.

Approach

Our solution

Map the end-to-end sales process and identify where deals were stalling or falling away
Build an AI-assisted deal preparation tool to generate client-ready product summaries at speed
Implement a structured CRM workflow with automated follow-up sequences by product type

Case studies