Ondrevi Pipeline Desk
Bot-run sales operations for companies that sell to insurers.
Start with your target insurers organized, likely buying roles mapped, and a documented process from first conversation to procurement and contract.
How it works
Bots do the groundwork. Your team runs it. Your sellers sell.
Bots work inside your own HubSpot and never contact anyone. Your team sends all outreach.
Who it's for
Built for teams selling into insurance
Claims-services, inspection, consulting and insurance-technology companies that have sellers pursuing larger insurance accounts but no dedicated sales operations function.
The bots
Three bots, plus one optional
Each bot works inside your HubSpot. A person reviews what it produces.
Account Intelligence
- Target insurer research
- Account plans
- Buying-role maps
- Win/loss analysis
CRM and Pipeline Ops
- HubSpot setup and admin
- Data cleanup
- Lead routing
- Pipeline reporting
- Forecast drafts
- Commission math
Deal and Procurement Desk
- RFP and procurement tracking
- Quote and discount drafts
- Post-sale handoff
- Playbooks and training
Enablement and Briefing
one-person option- Drafts pipeline-review and forecast briefings and slides
- Prepares seller training materials
- Creates process nudges as HubSpot tasks (never messages anyone)
- Tracks cross-team follow-ups for RFPs, security reviews and handoffs
The people
Your sales ops team: two options
Your sellers keep selling. These two people run the operation behind them, with the bots doing the heavy lifting.
Two-person team
One technical person and one people-facing person, supported by the three core bots.
Sales ops systems and data specialist
- HubSpot admin (properties, pipelines, automations, permissions)
- Advanced spreadsheets (lookups, pivots, data cleanup, imports)
- Owns data quality, deal stages and routing rules
- Builds the reports, dashboards and forecast draft
- Checks and approves bot output and changes
Sales ops enablement and engagement lead
- Presents pipeline reviews and forecasts to leadership clearly
- Trains sellers and keeps them using the process and HubSpot
- Coordinates with sellers, delivery, legal and finance on RFPs, security reviews, quotes and handoffs
- Turns bot reports into decisions and next actions
- Keeps playbooks current
One-person team
For companies that can't staff two people. One manager, supported by the three core bots plus the Enablement and Briefing bot.
Sales ops manager (all-in-one)
- HubSpot admin and advanced spreadsheet skills
- Presents pipeline reviews and forecasts clearly
- Owns data quality, deal stages and routing rules
- Checks and approves bot output and changes
- Uses the Enablement and Briefing bot for briefings, slides, training materials and cross-team follow-ups
Deliverables
What you get
- Researched target-account foundation with sources and dates
- Named business contacts only from public or properly licensed sources, verified where possible, with gaps marked
- Configured CRM
- Separate tracking of relationship, procurement and real opportunities
- Account plans, bid checklists, handoff record
- Dashboards and training
Pricing
Boundaries
What we don't do
We don't sell on your behalf, send mass outreach, write RFP responses, or give legal advice. We don't sell insurance, act as an insurance producer or adjuster, lobby, or act as a procurement agent for any insurer. Results depend on your service and your team; we don't guarantee meetings, revenue or contracts.
Built by a founder with insurance-operations and CRM experience.