Find the work you want off your plate.
From the first sales conversation to the back-office follow-up. Choose a department, then open a task to see what it handles, a simple example and what comes back to you.
Turn interest into a conversation.
Find suitable customers, follow up and keep sales records current while your team builds the relationship.
8 workflow examples
Find and check sales leads
A useful list of potential customers, with a reason to contact each one.
What it handles
Tell us who you sell to and what makes a good customer. Onyx finds relevant businesses, checks their websites, identifies the right contact and compares each lead with your criteria. It removes duplicates and records why a company fits.
A simple example
BeforeA packaging company spends afternoons searching for food brands and copying contacts into a spreadsheet.
With OnyxIt reviews a shortlist of suitable brands, with their products, published business contacts and the reason for each match.
What comes back to you
A checked lead list in your sales system, source links and a separate list of leads that need a closer look.
Discuss this workflowPlan and run a sales campaign
Your new offer becomes a clear plan and a steady set of actions.
What it handles
Onyx researches the audience, helps shape the message, prepares campaign material and organizes who to contact and when. It brings the replies and next steps into one place so you can see what to do next.
A simple example
BeforeA business launches a new service, but its website, emails and sales notes tell different stories.
With OnyxThe team works from one offer, a defined audience and a practical weekly campaign plan.
What comes back to you
The campaign plan, ready-to-review material and a regular update on activity, replies and next steps.
Discuss this workflowSales emails and follow-ups
Relevant sales conversations without keeping every reminder in your head.
What it handles
Onyx writes emails around each suitable contact and your offer, sends them within the agreed schedule and follows up where appropriate. It stops when someone opts out and brings interested replies to the right person.
A simple example
BeforeA supplier emails potential stockists, then loses track of who replied and who needs a follow-up.
With OnyxEach conversation has a clear next step, and interested stockists reach the sales team with the earlier messages attached.
What comes back to you
Reply summaries, interested contacts and a sales record showing the status of each conversation.
Discuss this workflowOutbound sales calls
An organized first conversation before your team takes over.
What it handles
An AI calling agent follows the call plan you agree, introduces the offer, asks useful questions and records the answers. It can arrange a next conversation or pass the call to your team when the prospect is interested.
A simple example
BeforeA service business has a suitable contact list, but its team cannot keep up with introductory calls.
With OnyxThe agreed contacts receive a consistent introduction, and the team focuses on the conversations that need them.
What comes back to you
Call notes, interest level, requested callbacks and booked meetings in your sales system.
Discuss this workflowAnswer new sales calls
A new inquiry gets an answer and a clear next step.
What it handles
An AI voice agent answers incoming calls, explains your services, collects what the caller needs and checks the next available appointment. It books or passes the inquiry to the right person, with the details attached.
A simple example
BeforeA home-services team misses calls while it is on jobs, then returns to messages with little detail.
With OnyxCallers can explain the job and request an appointment while the team is busy.
What comes back to you
A caller summary, contact details, job requirements and an appointment or task for the team.
Discuss this workflowKeep sales records up to date
Everyone can see where a customer conversation stands.
What it handles
Onyx connects your emails, calls and meetings to your customer relationship system (CRM). It adds the useful details, updates the stage, assigns a responsible person and records the next action.
A simple example
BeforeA sales rep keeps call notes in one app while the customer record still shows last month's status.
With OnyxThe next person opens one record with the latest discussion and the follow-up that is due.
What comes back to you
Current customer records, a follow-up list and any missing information that needs a person's attention.
Discuss this workflowCreate content for campaigns
A steady supply of material that explains your business.
What it handles
Onyx turns your products, website and campaign brief into draft posts, emails, images or short videos. It organizes versions for review and prepares the approved material for your agreed publishing channels.
A simple example
BeforeA retailer has new products to promote but no time to prepare launch emails and social posts.
With OnyxA product brief becomes a coordinated set of campaign drafts the owner can review together.
What comes back to you
Ready-to-review campaign material, a publishing plan and the files your team needs.
Discuss this workflowPrepare meetings and proposals
Arrive prepared and send the next step while the conversation is fresh.
What it handles
Onyx gathers the account history before a meeting, summarizes what the prospect needs and drafts a proposal from your agreed prices and terms. After the meeting, it prepares the follow-up and records the actions.
A simple example
BeforeA consultancy searches through emails before a call, then spends the evening building the proposal.
With OnyxIt starts with a short meeting brief and reviews a proposal draft built around the actual discussion.
What comes back to you
A meeting brief, a proposal draft and a clear list of follow-up actions.
Discuss this workflowThese examples help you choose where to start. Together we agree the work, the tools to connect, what needs your approval and the operating budget.
More work handled. You stay in the loop.
Your tools
We work with the email, phone, customer records and office tools your team already uses.
Your decisions
Together we agree what happens automatically and what needs someone’s approval.
Clear updates
You can see what was handled, what is waiting and what needs your attention.
A person when needed
Unusual requests, sensitive questions and important decisions reach the right person with the details attached.
What keeps your team busy?
Tell us about the repeated task, the unanswered calls or the inbox that never quite clears. We’ll help you find a useful place to start.