WE LEAD OUT.
You Get There Faster.
A lean delivery firm combining agentic AI, automation-first thinking, and deep Salesforce expertise. We engineer momentum — turning ambition into execution at speed.
A delivery firm built for speed, shaped by real work
From strategy to systems, we help teams move with confidence by designing and delivering AI-first solutions that scale.
ARCHITECTURE
Strategy, architecture, and scale
Lean, fast, outcome focused
AI-native from day one
Across the Salesforce platform — without compromise
From sales and service to automation, data, and AI, we work across the Salesforce platform to deliver value faster. Our strength is knowing how to use the tech to solve real business problems.
Agentforce
Deep expertise in Agentforce and generative AI. From intelligent triage to self service and escalation logic, we help you deploy Agentforce to scale service and reduce resolution time.
AI & Automation
From agentic assistants to smart workflows, we embed automation where it counts. Whether it is Einstein, Flow, or LLMs, we make AI real, usable, and scalable.
Data Cloud
Break down silos and make data usable. We activate Data Cloud to unify customer data, build real-time segments, and power smarter automation.
Core Platform
We build on Salesforce with the future in mind. Clean object design, automation best practices, scalable security models, and performance built in.
Service Cloud
AI-first service delivery that scales. From omnichannel support to Knowledge, bots, and field operations, we design Service Cloud to reduce time and increase satisfaction.
Sales Cloud
Streamline selling with automations, insights, and clean execution. From lead qualification to pipeline accuracy, we deliver Sales Cloud that works in the real world.
Marketing Automation
Smart marketing journeys that align with sales. Whether using MCAE or Marketing Cloud, we focus on clean data, real engagement, and ROI-driven automation.
Financial Services Cloud
Built for the complexity of financial services. We implement FSC to give advisors, bankers, and wealth managers a complete client view, smarter workflows, and compliant automation at scale.
Education Cloud
Support students from enquiry through to alumni. We implement Education Cloud to connect admissions, student success, and advancement teams on one unified platform built for the sector.
Managed Support
Flexible, outcome-focused support that evolves with your platform. From admin help and enhancements to issue resolution and enablement, we keep your systems sharp.
Strengthening every customer touchpoint
We partnered with Kinta Fitness to bring retail, service and support into one connected platform, improving conversion, streamlining qualification, and creating a future ready experience built to scale.
What changed
- Centralised lead capture and routing across channels
- Telephony and contact handling aligned to day to day workflows
- Messaging plus live chat to meet customers where they are
- Unified customer view to support faster decisions and better service
- Sales and service processes designed to work as one motion
- Faster qualification and cleaner handoffs
- Improved conversion through clearer next steps
- Reduced effort for the team during peak demand
- A platform designed to evolve as Kinta grows
We Lead Out delivered an outstanding Salesforce rollout end to end. The build was tailored to our operational needs, integrated cleanly with our existing processes, and guided by clear structure and communication throughout. The team took the time to understand the business, anticipate challenges, and steer us toward best practice. We now have a Salesforce instance that is efficient, user friendly, and ready to scale as we grow.
Elevating every collector journey
We Lead Out partnered with Michael Reid Gallery to strengthen the collector journey from enquiry to sale. We unified engagement and sales activity into one view, giving the team clear visibility of where each collector was in their buying journey and what to do next.
What changed
- Redesigned enquiry capture and qualification
- Bespoke collector scoring model to prioritise follow up
- Email and journey automation to prompt next best action
- Tasking, follow up and reminders aligned to day to day workflows
- Reporting and dashboards for collector journey visibility
- Clearer ownership and timing for collector follow ups
- More consistent relationship management across the team
- Better timed conversations and improved conversion flow
- A platform built to scale as engagement grows
WLO brought strategic clarity to our full collector journey, not just technical configuration. They redesigned how we capture and qualify enquiries, built a scoring model tailored to our market, and unified engagement and sales activity into one view. Our team now has real-time visibility of where each collector sits and exactly what to do next, with the consistency and timing to act on it.
Why we
lead out
We started WLO because we were tired of watching smart teams struggle with bloated delivery, buzzword-led projects, and slow-moving consultancies. We believe the future belongs to those who move fast, with clarity, structure, and systems that scale. That is why we built a firm that blends real delivery experience with AI-native design — lean by default, sharp in execution, and focused on outcomes over optics.
We're not here to follow the pack.
We're here to lead out.
Chris brings a rare mix of strategic clarity and delivery experience to every engagement. With a background in both solution design and transformation leadership, he specialises in helping organisations define their direction, architect fit-for-purpose platforms, and deliver programs that scale. From advising on vision to embedding in execution, Chris works at the intersection of strategy and systems, turning complexity into momentum.
Clancy is a platform and AI strategist who helps organisations move fast without breaking things. He blends system design, AI thinking, and sharp delivery to architect solutions that are scalable, efficient, and built for change. With deep experience across energy, retail, education, and public sector, Clancy brings the rare ability to balance technical depth with delivery pace. Whether launching new platforms or reimagining operating models, he ensures structure, speed, and impact are baked in from day one.
Let's start the conversation
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