UnlockTheROI | Sales Systems for B2B SaaS Founders

What I Build

Every step from lead to demo to customer.

Speed to Lead

Every lead gets a rep in minutes.

The moment a lead lands, it is scored, assigned, and in front of the right rep with context. No queue, no Monday backlog.

New lead assigned to Maya

23 sec after form submit

Built with Make

Routing & Enrichment

Leads arrive sorted and researched.

Company, size, funding, buying signal. Your rep opens the CRM and the homework is already done.

Lead: Ethan Carter, Founder
Company: DataFlow · 40 seats
Signal: Visited pricing twice
Contact: ✓ Email ✓ Direct dial
Score: 87 · hot
Rep: Maya P.

Built with Sales Navigator

Follow-up & Recovery

No deal dies from silence.

Every quote, proposal, and gone-quiet thread gets a scheduled nudge. Lost deals get worked back automatically.

✓ Day 0: recap and proposal sent
✓ Day 2: follow-up queued for rep
Day 5: decision nudge scheduled

Built with Pipedrive

Pipeline Hygiene

A CRM your team actually trusts.

Stages update themselves from calls, emails, and calendars. You look at the pipeline and it is simply true.

Meeting scheduled→ Qualified→ Demo→ Won

Built with Pipedrive

AI Agents

A Deal Manager agent on every open deal.

An AI agent that knows your voice, your offer, and the details on every deal in your pipeline. When a deal changes stage, goes quiet, or books a demo, it acts: pre-call briefs, follow-up drafts, SOWs with pricing, lost-deal recovery. Wired into your CRM, whichever one you run.

Deal goes quiet→Recovery email drafted
Demo booked→Pre-call brief ready
Closed-lost→Day-30 revival queued

Built with Claude

RevOps & GTM Strategy

The human side, handled too.

Not everything is a workflow. I analyze your conversion, tighten your SOPs, train your team, and manage the change, so the system actually sticks. The build is half the win. The team running it well is the other half.

Conversion analysis SOP optimization Team training Change management Sales process mapping Tool stack strategy

Also in the catalog

Proposal automation Lead list building AI call notes to CRM Onboarding handoffs Quote follow-up Lost-deal revival Lead scoring Inbox triage Pre-call briefs CRM cleanup Reporting dashboards

Client Stories

What my clients are saying.

Client story · WonderFish

“Diego has done all the legwork to test all the different technologies and put it all into one place. Everything just... works.”

James Colistra

Founder · WonderFish

2 to 3

More clients a month

Consistent

Close rate

Hands-off

Sales runs without him

The stack

Case study · Regulatory compliance platform

Their reps stopped researching and started selling.

Their SDRs were hand-researching every lead before they could pick up the phone. I rebuilt the path from raw list to ready-to-call: leads are now researched and qualified in batches before a rep ever sees them. Every Monday starts with a full stack of dial-ready leads. Reps just dial, dial, dial, and that alone doubled the team’s throughput.

Leads contacted, same team

25+

Hours saved monthly

37% → 98%

Qualified leads

The stack

“Onboarding 3 to 4 new clients in the first weeks. The right strategy really does work. Thanks again Diego”

“About 5 to 10 more calls a week. And in six months since working together, I’ve closed 12 clients.”

“3 calls and a few redlines led to a two-year, six-figure contract!”

“Well into the thousands and counting... over 3,000 leads.”

“He has given us the tools to accelerate our business. Thanks Diego!”

“He built my sales pipeline in a way that made sense and didn’t add clutter.”

Book a free Sales Audit →

Slacknow

# hot-leads

HOT LEAD 🔥 92/100 · Dana Okafor, VP of Sales at Northwind Labs. Call today.

Free 20-minute build

Never miss another lead: the Hot-Lead Ping.

The average B2B lead waits 29+ hours for a reply, and 63.5% never hear back. This 20-minute build ends that: Claude scores every lead and pings your team when one is worth dropping lunch for.

✓Easy setup
✓Live in about 20 minutes
✓Full Claude prompt included

unlocktheroi.com

MICRO-PLAYBOOK · BOLT 01

//Speed-to-Lead Series

The Hot-Lead Ping

The 20-minute build that makes sure no hot demo request ever waits.

A lead comes in. Claude scores it in seconds. If it clears the bar, a rep gets one Slack ping worth dropping their lunch for. Everything to build it is in here.

What’s inside

01The build, step by step. Make scenario, plus HubSpot and Pipedrive triggers.

02The full Claude prompt. Copy-paste, with a worked example. The whole secret.

03The Slack ping format. Score, why, and the first move. Actionable from a phone.

04The threshold rule. How to keep the ping sacred instead of noisy.

S # hot-leads now

HOT LEAD 🔥92 / 100

Dana Okafor, VP of Sales at Northwind Labs

WhySeries B SaaS, ~120 people, wants a demo before month end. Dead center of ICP.

DoCall today, lead with speed to lead. dana@northwindlabs.com

// THE HOT-LEAD PING

UNLOCKTHEROI.COM

Backed by RevenueHero, 2024 and a Harvard Business Review study

The 4D Method

Built for you, start to finish.

Four simple steps, from your first call to a sales system that runs without you. Completely done-for-you.

Step 01

Diagnose

Find the problem

A free call where I map your sales process and pinpoint exactly where deals and hours are leaking.

Step 02

Design

Map the fix

I hand you the full plan: the workflows, tools, and automations that fix it. You approve it before I build a thing.

Step 03

Deploy

I build it for you

I build the whole system, connect it to the tools you already use, and train your team. You don’t lift a finger.

Step 04

Drive

I keep it running

Optional. I watch the numbers and keep improving it, so it gets better over time while you focus on the business.

Why This Works

Not another tool. Not another agency.

You have four other ways to fix this. Here is the honest version of each.

	UnlockTheROI	Buy a tool	Hire ops	Traditional agency
Who does the work	✓Senior architect, done for you	You or your team	New hire ramps for months	Junior operators execute
Time to live	✓First workflows in days	Setup time varies	3 to 6 months	Strategy decks first
Your stack	✓Built on tools you already pay for	One more subscription	Depends who you hire	Their preferred stack
After the build	✓Documented, trained, you own it, or I run it for you	You maintain it	Leaves when they do	Retainer dependency
Your risk	✓8+ hours back monthly or you don’t pay	Subscription either way	Salary either way	Retainer either way

Integrations

I build with tools you already pay for.

Don’t see yours? Make and Zapier connect 10,000+ apps out of the box.

Pipedrive

HubSpot

Monday

GoHighLevel

Gmail

Slack

Zoom

Notion

Loom

Calendly

Sheets

MS Teams

Asana

Airtable

Fathom

Skool

Sales Nav

Apollo

Clay

Dripify

HeyReach

Instantly

Smartlead

Kondo

ZoomInfo

Surfe

PhantomBuster

Apify

Claude

ChatGPT

Gemini

Perplexity

Grok

VAPI

Make

Zapier

n8n

Trusted Partners and Affiliates

Pipedrive Authorized Partner

Dripify Top Partner

Make Affiliate

Clay

Surfe

Skool

Kondo

Fathom

About Diego

Sales is a system. I build systems.

I’ve been a technologist my whole life. 12+ years in B2B SaaS. I went Systems Engineer → VP at a startup acquired by Verizon Robotics → Founder of a sales systems agency.

Early 2023, I was in a 3-week AI hackathon, and I haven’t stopped building with it since. I’m in Claude and Make before most people have had their coffee, and I see AI as an operating system you operate within, not just a “replacement to Google.”

But AI is getting hyped up beyond its limits. “I went to sleep and woke up to [wild claim]” marketing is giving the industry a bad name. Here’s the reality: AI is a force multiplier with real costs and real maintenance. Wielded right, it nets you a positive ROI.

I build sales systems for B2B SaaS founders who sell through demos and have quietly become the bottleneck of their own pipeline. My promise to you: you’ll win back 8+ hours per person every month, or you just don’t pay.

I’ve been running UnlockTheROI for over 3 years. In that time, I’ve automated 167+ sales workflows across 12+ full systems. 90% focused on speed-to-lead, recovering lost deals, and keeping the lead list full so your team is closing, not hunting. A typical team reclaims 12+ hours a week from manual sales work.

We’re not lead gen or coaching. This is a fully done-for-you AI sales workflow implementation, built using the tools you already pay for, through our 4D Method: Diagnose, Design, Deploy, Drive.

Book a free Sales Audit →

Diego BarreraFounder and CEO, UnlockTheROI

Common questions

Things people ask before they book a call.

What does the Sales Audit include?

We go through your sales process step-by-step with you. After, you get the Sales System 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 Audit here.

What’s the guarantee?

You win back at least 8 hours per person every month, or you don’t pay. I set that number with you during the audit: you tell me how long the manual work actually takes (a proposal that eats an hour or two, follow-ups done from memory, lists built by hand), and you confirm what would count as a win before anything gets built. If the live system doesn’t give back the time I agreed to, I keep working at no extra cost, for up to 90 days, until you do.

What happens after the build is done?

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

How long does a build take?

Depends on complexity. Simple workflows can be live in days. Full system builds with multiple workflows typically run a few weeks to build, test, document, and train. Timelines are reviewed in a scope before you commit.

We tried using AI already and it didn’t work for us.

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. I 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.

Can’t I just build this myself?

You can. Claude, ChatGPT, and Gemini are all capable. The real question is what it costs you. When founders DIY this, they become the builder: the one person who gets how it works, the one the team routes every decision through, the one it lands on when it breaks. You set out to remove a bottleneck and end up adding a job to your stack. I build it so it runs without you in the middle of it, then document and train your team so it never depends on one person.

Revenue growth shouldn’t depend on who’s least busy today.