• Marketing Automation

Workflows that make your team faster, not just busier

Lead routing, scoring, nurture sequences, and CRM automation built to shorten your sales cycle and stop leads from falling through the cracks. HubSpot, Salesforce, ActiveCampaign, or whatever you already use.

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  • The problem

The automation that creates more work

Most marketing automation setups are either overbuilt (nobody understands them) or underbuilt (they don’t do anything useful). Both fail for the same reason: they weren’t designed around how your sales team actually works.

"We set up HubSpot workflows last year and nobody uses them anymore. Leads still fall through the cracks and our team complains the automation is getting in the way."

Automation fails when it makes jobs harder instead of easier. Good automation is invisible: it moves data, routes leads, triggers follow-ups, and stays out of the way. When done right, your team stops noticing it because everything just works. That's the goal.

  • What's included

Automation that actually gets used

Marketing Automation is structured as a monthly retainer covering workflow design, implementation, and ongoing optimization across your CRM and marketing tools.

01

2 sales workflows automated

Lead qualification, follow-up sequences, deal stage transitions. The workflows your sales team needs to close deals without manual overhead.

02

Onboarding email sequences

Up to 2 nurture sequences, around 5 emails each. Welcome flows, product education, conversion nudges for qualified leads.

03

Lead routing rules

Automated assignment based on territory, company size, deal value, or lead source. No lead sits in a queue waiting for a human to notice it.

04

Lead scoring and qualification

Firmographic and behavioral scoring that surfaces the leads most likely to close. Sales sees the best leads first.

05

CRM data hygiene automation

Deduplication, field standardization, and data enrichment running in the background. Your CRM stays clean without manual cleanup.

06

Sales and marketing handoff flows

Automated transitions from marketing qualified to sales qualified, with the context sales needs to pick up the conversation.

07

Workflow performance monitoring

Monthly reporting on which automations are actually working and which ones need to be revisited.

08

Ongoing optimization and maintenance

Automations decay over time as businesses change. We maintain and improve workflows continuously so they stay useful.

  • How it runs

How an Automation engagement runs

A working automation system takes 4 to 6 weeks to build. Optimization continues indefinitely as the business evolves.

Phase 1

Weeks 1 to 2

Audit and design

Review of current CRM, existing workflows, and data quality. Interviews with sales to understand how they actually work. Workflow design based on real behavior, not theoretical flowcharts.
  • Audit of current automation and CRM data
  • Sales team interviews on actual workflow pain points
  • Prioritized list of workflows to build
  • Documented workflow designs

Phase 2

Weeks 3 to 6

Build and launch

Workflows built in HubSpot, Salesforce, or your current platform. First nurture sequences go live. Lead routing rules activated. Dashboards connected.
  • First 2 sales workflows live
  • First nurture sequence in production
  • Lead routing and scoring rules active
  • Sales team trained on the new flows

Phase 3

Month 2 onwards

Tune and optimize

First performance data comes in. Scoring thresholds adjusted based on actual conversion rates. New workflows added as needs emerge. Old workflows retired if they’re not producing results.
  • Monthly workflow performance reviews
  • Scoring threshold tuning based on conversion data
  • New workflows added quarterly
  • Continuous data hygiene maintenance

A working system with lead routing, scoring, and nurture sequences in 4 to 6 weeks.

Ongoing optimization continues for the first 90 days as we tune scoring thresholds, message timing, and routing rules based on actual performance.
  • FAQ

What people ask about Marketing Automation

HubSpot is our primary platform because it covers CRM, marketing automation, and sales tools in one place. We also work with ActiveCampaign for smaller setups, Salesforce + Pardot for enterprise environments, and Make or Zapier for connecting tools that don’t natively integrate. We work with what you have when possible.

No, and it shouldn’t try. Automation handles the work that’s repetitive and time-sensitive: instant lead notifications, scheduled nurture emails, follow-up reminders, data routing. Sales reps handle the work that requires judgment: qualifying conversations, proposals, negotiations. Automation gives reps more time to do the human work, not less.

A working system with lead routing, scoring, and 1 to 2 nurture sequences takes 4 to 6 weeks to build and launch. Optimization continues for the first 90 days as we tune scoring thresholds, message timing, and routing rules based on actual performance.

Then we change how it’s built. The most common reason teams distrust automation is that it makes mistakes they can’t see or override. We design every workflow with human oversight points: leads get routed but reps can reassign, emails get scheduled but reps can pause sequences, scoring happens automatically but the criteria are visible to everyone. Trust comes from transparency.

Both. Acquisition automation (lead capture, scoring, routing) is the most common starting point. Retention automation (onboarding sequences, usage check-ins, expansion triggers, churn prediction) is often more valuable but requires customer data we don’t always have at the start. We typically build acquisition first, then layer retention on top once the data foundation is in place.

  • Start the conversation today

Let's fix your automation

Book a 30-minute strategy call. We’ll review your current automation setup, identify the highest-impact workflows to build, and map out what a 90-day automation engagement could look like.

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