Marketing Automation
CRM and marketing automation workflows that connect marketing, sales, and customer lifecycle data.
Marketing automation connects the dots between a lead's first touch and their eventual outcome, scoring, routing, and nurturing prospects so sales teams focus on the right conversations.
We design and build automation workflows inside your CRM or marketing platform, connecting forms, email, and sales handoff so nothing falls through the cracks between systems.
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Not sure if Marketing Automation is the right starting point? A free marketing audit will tell you.
Free Marketing Audit Book a ConsultationWhat Marketing Automation delivers
Lead scoring and routing
Prospects are scored and routed to the right owner based on behavior and fit.
Connected systems
Marketing, CRM, and sales tools are integrated so data flows without manual entry.
Built for your actual funnel
Workflows reflect your real sales process, not a generic automation template.
Ongoing workflow maintenance
Automations are monitored and refined as your process and offers evolve.
How we approach marketing automation
Process Mapping
Document your current lead flow from first touch through sales handoff.
Platform & Workflow Design
Design automation logic and integrations across your marketing and CRM tools.
Build & Test
Workflows are built and tested end-to-end before going live.
Monitor & Refine
Ongoing monitoring to catch breakages and refine scoring and routing logic.
Common questions about Marketing Automation
We've built workflows in HubSpot, Salesforce, Zoho, and several other common CRM platforms.
Not necessarily; we typically work within your existing platform unless it genuinely can't support your requirements.
Simple workflows can launch within a few weeks; full lead-to-revenue automation typically takes six to ten weeks.
We can maintain them on an ongoing basis or train your internal team to manage them, depending on your preference.
Pairs well with Marketing Automation
Analytics & Reporting
Clean tracking setup and clear dashboards so every channel's performance is visible and trustworthy.
Learn moreConversion Rate Optimization
Structured testing of your website and funnel to convert more of the traffic you already have.
Learn moreEmail Marketing
Lifecycle and campaign email built to nurture leads and retain customers without overwhelming inboxes.
Learn moreReady to talk about Marketing Automation?
Book a no-pressure consultation with a strategist, not a salesperson.