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Automating B2B Marketing and Sales Processes

Empowering People Through AI-first and Agent-first Automation.
Unlocking Scalable, Repeatable, and Measurable Productivity with People-first Design.

Smarter Growth for Modern B2B

Most B2B organizations know there is room to work smarter, but daily reality often gets in the way. Sales and marketing teams spend too much time on manual tasks, disconnected tools, and chasing data instead of creating value.

AI is now treated as a business imperative. But without AI-first, agent-first automation in real processes, it fails to deliver scalable impact while people remain the guiding force.

That’s where we come in. Chapman Bright helps B2B companies radically improve productivity and impact by connecting platforms, automating routine work, and introducing AI-first strategies and agent-first capabilities, all built on people-first processes. The result is leaner processes, faster execution, and more time for people to focus on growth.

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Free Your Team to Focus on
High-Value Growth

In the next wave of B2B growth, the most successful organisations will run on AI-first and agent-first automation supported by connected platforms, intelligent marketing automation, and revenue operations (RevOps) best practices. Routine work moves into the background, while your team focuses on relationships, decisions, and innovation.

We believe automation should never strip out the human touch. We start with people-first processes, then add AI for execution. The result is technology that adapts to your people, not the other way around.

Designed to Work Together from the Start

When tools, data, and processes are connected by design, work flows smoothly and consistently. Marketing automation platforms, AI, and agents take on recurring tasks, while people guide decisions through a human in the loop (HITL) approach, apply expertise, and ensure quality.

This connected design means fewer delays, more consistent delivery, and the flexibility to adapt as markets and customer needs change. The result is stronger customer engagement, faster execution, and measurable impact.

How we can collaborate

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6 Stage Automation Path Chapman Bright AI Agents

A Clear Path for Transformation

Some processes can be made more productive with basic automation. Others require more intelligence to truly drive productivity and impact. Not every part of an organisation moves forward at the same pace. Some areas are ready for advanced AI and agents sooner, while others first need to strengthen their foundations.

The 6-Stage Automation Path is a proven model for progressing in the right areas at the right time. It helps you prioritise initiatives, match solutions to readiness levels, and adopt new automation capabilities in a controlled way. Each step builds toward higher levels of efficiency, adaptability, and customer impact.

The 6-Stage Automation Path

The Cycle That Compounds Transformation

Transformation is not a one-off project. With the Chaploop™, each improvement cycle builds momentum by checking reality, forming hypotheses, aligning people and systems, and performing with automation and AI.

At the heart of the loop is transformation: measuring outcomes, learning from results, and feeding them into the next cycle. The result is continuous progress where every loop compounds success and frees people to focus on higher-impact priorities.

Explore the Chaploop™

Chaploop 2025

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Principles that Guide Every Partnership

  • We focus on solving real challenges that hold your business back
  • We prepare you for what might happen, not only what is likely
  • We design solutions your teams can understand, run, and adapt
  • We define success by the results we achieve together
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Capabilities to Support Every Stage

Capabilities cover the full spectrum needed to design, build, and continually evolve modern, efficient marketing and sales operations. From marketing technology strategy and architecture, to AI-driven agent design, to scalable automation across campaigns, lead management, and sales enablement. Every capability is connected to create measurable business outcomes.

Team enablement is part of every step, ensuring your people grow the skills and confidence to use new capabilities effectively and keep pace with innovation.

Our capabilities

8 Capabilities and requirements to Support Every Stage

Examples of Results Achieved

Quintiq

Lead response time reduced from days to minutes
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Trend Micro

Double the number of campaigns delivered with the same team size
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More use cases

Companies That Automate With Us

From global enterprises to fast-growing mid-sized businesses, organisations across industries trust us to design and deliver automation that works. These companies are already shaping the next era of efficient, customer-focused growth. And you can join them. Partnerships span technology, manufacturing, business services, and more, all with the same goal: enabling people to focus on the work that creates real value.

 

Rob Tersteeg - VP Global Sales Operations - Dassault Systèmes "Constant innovation, alignment, and best-practices resulted in a state-of-the-art marketing- and sales engine to enable the business to perform at their top-best.”

Suggested Resources

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Automate What Slows You Down

Engage Smarter. Sell Faster.
Market More Effectively.

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Adobe Marketo Read more
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AI Automation Potential Scan

Discover how automation, smart workflows, and AI can unlock the most value in your marketing and sales processes.

In just minutes, you’ll receive a personalized opportunity map with quick wins you can act on today, larger projects for long-term growth, and real-life examples of solutions teams like yours have deployed to capture that potential.

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