Our Mission
Most sales teams at small and mid-size businesses are stuck doing things the hard way. They search for prospects manually, keep contact lists in spreadsheets, and rely on referrals and word-of-mouth to find new customers. Meanwhile, their larger competitors have entire teams dedicated to sales operations and technology.
Overton Automation exists to close that gap. We build AI-powered automation systems that handle the repetitive, time-consuming parts of your sales process so your team can focus on what they are actually good at: building relationships and closing deals. And we do it in a way that gives you full ownership of the system. Your data stays yours. Your workflows stay yours. The system keeps working whether or not you keep paying us.
What We Do
We build and deliver eight core automation capabilities, each designed to solve a specific problem in your sales process:
- Social Listening — Monitor online conversations, reviews, and social media for signals that a business needs what you sell.
- Hiring Monitor — Track job postings from companies in your market to spot growth, expansion, and buying signals.
- Local Prospector — Find businesses in your territory using local data sources like permits, filings, and registrations.
- Phone Outreach — Coordinate phone calls with email and LinkedIn as part of a structured, signal-triggered sales process.
- Sales Materials — Generate personalized sales collateral and talking points based on what you know about each prospect.
- Cold Thread — Build and send personalized outreach sequences triggered by real buying signals, not random lists.
- CRM Enrichment — Automatically fill in missing data, update stale records, and keep your CRM clean and useful.
- Competitor Monitoring — Track what your competitors are doing so you can position yourself when they drop the ball.
Every system we build is designed to be operated by your team. We set it up, train your people, and hand it off. You own it. You run it. You keep it.
Who We Work With
Our clients are small and mid-size businesses in traditional and regional industries. Companies doing $2 million to $50 million in revenue with sales teams of one to twenty people. The kind of businesses where the owner or VP of Sales is still involved in selling and where deals happen through real conversations, not just clicks on a website.
We work across industries including construction, staffing, HVAC and home services, manufacturing, professional services, legal, accounting, financial services, healthcare, and real estate. Our clients are in places like Indianapolis, Dallas, Charlotte, and Nashville — not Silicon Valley. They are smart, practical business people who want results, not buzzwords.
Our Approach
Every engagement follows a straightforward three-step process:
- Audit — We look at your current sales process, your tools, your data, and your market. We figure out where automation will have the biggest impact and where it would be a waste of time.
- Build — We build the automation systems tailored to your business, your industry, and your territory. We connect them to your CRM and your existing tools so everything works together.
- Handoff — We train your team to operate the systems, document everything, and hand it over. Your team runs it from day one. We are available for support, but the system is yours.
No long-term contracts. No lock-in. No mystery about how the system works. We build it, you own it, and your business is better for it.