How It Works Client Proof Tools & Integrations About Book a Sales Automation Audit
AI and Automation Agency

We systemize and automate your sales process to run itself.

No more missed follow-ups or dropped handoffs. Automate sales (with tools you already use).

Book a Sales Automation Audit →

Free Sales Automation Blueprint. Same day.

unlocktheroi.com / workflow-builder
Automations Offline.
Manual sales mode.
Online
127 runs  |  Last run: 2 min ago
Sales hours automated
477
Workflows automated
167
Systems built
11+
Industries served
Clients we've worked with
ClearGlance WonderFish Cyber Defense Army Type Two Fun Consulting Octane Insights Astrolabe Analytics Tabbird VeriScale Solutions Stiles CFO GlassOff Consulting Verus Professional Services Forward Safety Ponder This Consulting Tides Credit Hofmandorf Peters Specialty Tax Claudia Howard Interiors LaunchPoint Talent Data Made Right

The 4D Sales Automation Method.
Completely done-for-you.

01
Diagnose
We walk through your sales process to identify your key gaps. No prep is required, and you get a free Sales Automation Blueprint on the same day.
02
Design
You get a complete, tailored sales system design before anything is built. Every tool chosen. Every workflow mapped. Every decision made deliberately. So when we build, we build the right thing the first time.
03
Deploy
Your system goes live. Every automated workflow running, every handoff handled, every rep trained. You didn't have to figure any of it out. You just get a sales system that runs with or without you.
04
Drive
Trust that your system can keep up as your business scales. If your workflow were to break or need maintenance for any reason, we handle it for you.

Ready for a sales system that runs itself? Book a Sales Automation Audit →

What our clients
are saying.

"His team built my sales pipeline in a way that made sense and didn't add clutter to my business. If you need systems in place for sales, I highly recommend working with Diego."

"50% accept rate. 35% response rate. The system is working exactly as designed."

"His personable, relatable approach gave us tools and frameworks that saved us time and energy."

"I'd collaborated closely with sales and marketing in the past, but I had never done the work they do. Suddenly, these areas were no longer someone else's domain. They were mine."

"Diego's knowledge and time have been invaluable to our business. He has given us the tools to accelerate our business."

"Diego has been invaluable in helping us create an effective system and structure. Whenever something was unclear, he always provided meaningful feedback. I highly recommend!"

"Now I've got this sales pipeline where I'm basically guaranteed to close deals."

"I finally knew where every deal stood and what to do next. The system runs consistently whether I'm focused on it or not."

Book a Sales Automation Audit →

We build with tools
you already use.

Don't see yours? Make and Zapier connect 5,000+ apps out of the box.

Pipedrive
Pipedrive
HubSpot
HubSpot
Monday
Monday
Zoho
Zoho
GoHighLevel
GoHighLevel
Gmail
Gmail
Slack
Slack
Zoom
Zoom
Notion
Notion
Loom
Loom
Calendly
Calendly
Sheets
Sheets
MS Teams
MS Teams
Asana
Asana
Airtable
Airtable
Fathom
Fathom
Skool
Skool
Shield
Shield
Sales Navigator
Sales Nav
Apollo
Apollo
Clay
Clay
Dripify
Dripify
Instantly
Instantly
Smartlead
Smartlead
Kondo
Kondo
ZoomInfo
ZoomInfo
Surfe
Surfe
PhantomBuster
PhantomBuster
Claude
Claude
ChatGPT
ChatGPT
Gemini
Gemini
Perplexity
Perplexity
Grok
Grok
VAPI
VAPI
Make
Make
Zapier
Zapier
n8n
n8n
Diego Barrera

I built this because
I lived the problem.

Fifteen years in corporate. Five as a systems engineer. Ten in sales of B2B Services & Leadership, including VP at Verizon Robotics. I watched great salespeople lose deals they should have won. Not because they couldn't sell. Because the process around them was broken.

When I launched my own business, I felt it firsthand. Revenue was inconsistent. Follow-up slipped. Deals disappeared mid-pipeline. I knew something was broken. I just hadn't built the fix yet.

So I built it. And I built it with AI at the center. I'm in Claude, ChatGPT, and Make before most people have had their first coffee. Thousands of prompts a week. Not occasionally. Every single day. The systems I build aren't just automated. They're built by someone who lives in these tools.

Sales isn't a personality trait. It's a system. And it just has to get built.

Since then I've helped 167+ founders and business owners do the same thing.

Diego Barrera
Founder and CEO, UnlockTheROI

Things people ask
before they book a call.

We go through your sales process step-by-step with you. After, you get the Sales Automation Blueprint: a tailored executive-level report and process map of the top AI and Automation opportunities we found in your sales process. Same day. Book your Sales Automation Audit here.

You receive full documentation and a trained team before we step back. If you want us to stay involved, we offer protection plans that cover monitoring, maintenance, and ongoing builds as your business grows. If not, you own everything and can run it yourself.

Depends on complexity. Single workflows can be live in two to three weeks. Full system builds with multiple workflows typically run four to eight weeks. Timelines are set in the scope before you commit.

Most AI fails for one of two reasons. The wrong model was chosen for the task. Or the inputs were never built to produce a consistent output. AI is only as good as what you feed it and how you direct it. We match the right model to each specific workflow and build the inputs around what that workflow needs to produce. That is what makes it reliable. Not occasionally right. The same result every time.

Yes, and a lot of people try. The ones who come to us usually did. The hard part is not signing up for the tools. It is knowing which workflow structure fits your sales motion and how to build something your team will actually stick with.

Your sales process should
run itself. Let's build that.

Book a Sales Automation Audit →

Free Sales Automation Blueprint. Same day.