Marketing automation that follows up on every lead while your team sells
Every lead that waits an hour for a reply may already be talking to your competitor. A vetted automation specialist maps your customer journey, builds the workflows and connects your tools so nothing slips through the cracks.
Free, no obligation. A senior project manager walks you through the analysis.
What you get
You get workflows that route, follow up and score every lead automatically, and a report on how many of them a person never had to touch.
What the work includes
What the marketing automation specialist does for you
Automation only helps when it takes over a step a person does badly or late. The specialist starts by mapping how a lead moves through your company today, then automates the steps where leads leak out.
At the start
Journey map and tool setup
Maps every step from first click to closed deal and flags where leads stall. Then sets up the automation tool you already pay for and cleans the data it will run on.
During the build
Workflows and integrations
Builds lead routing, welcome and nurture sequences, reactivation flows and lead scoring, and connects forms, the CRM, email, SMS and ad platforms so data moves without exports.
Every month
Report and next workflows
Reports how many leads the workflows handled on their own, how fast those leads got a reply and what the sequences converted, then adds or retires workflows based on the numbers.
Scope of work
When a company needs marketing automation and what shapes the scope
Leads sitting in an inbox until someone gets to them is the classic sign. So are sales and marketing working from separate spreadsheets, a team typing the same answer by hand several times a week, or a tool packed with workflows nobody remembers building. It also fits a company growing faster than it can follow up.
Scope depends on your tools and how well they talk to each other, and on how many lead sources feed the funnel. Consumer or business buyers, the length of the sales cycle and whether SMS is in the mix all change it too. A home services company needs fast routing to a dispatcher. A SaaS company needs a trial sequence and a handoff to sales at the right moment.
Metrics this work is built to improve
- Share of leads handled automatically
- Time to first reply
- Conversion from automated sequences
Typical scope
- Customer journey and process map
- Tool selection and configuration
- Lead routing and alerts
- Welcome, nurture and reactivation sequences
- Lead scoring and sales handoff
- Integrations between forms, CRM and ads
You agree on the scope with your senior project manager before work begins, and the same person oversees it from start to finish.
How we match
You don't pick the marketer. A senior project manager with 15+ years of experience does.
What to know
What to know about marketing automation before you order it
For a US company, the first thing automation fixes is speed to lead. A form fill that gets a text or a call within minutes turns into a customer far more often than one that gets an email the next morning. The second is consistency: a nurture sequence sends the same follow-up to every lead, on schedule, whether or not the salesperson is on vacation. Lead scoring then tells your team which leads to call first, based on what people did rather than a gut feeling.
Most failures start the same way. Someone automates a process that was broken to begin with, writes sequences nobody on the team reads or trusts, or sends texts without proper consent and quiet hours. Duplicate and half-filled records pile up until the scoring means nothing, and tools get linked by a chain of triggers that breaks the day someone renames a field. Then there's the setup everyone calls finished. Workflows need pruning every few months, or the tool fills up with automations firing into the void.
You and your project manager agree on the journey map and priorities. The specialist then builds inside the tools you already own and documents each workflow so your team can follow it later. You approve every sequence before it goes live, and SMS only goes in where the law and the platform allow it. Each monthly report covers how many leads never needed a person, how fast they heard back and which sequences led to sales. It also names the workflows to add or switch off next.
We match a specialist to your task
Request a free analysis, and a senior project manager will match a Marketing automation specialist, remote included, within 24 hours.
In your city
Marketing automation by city
Most of the work happens remotely. When a project calls for meetings, we match a Marketing automation specialist from your city.
Related services
Alongside Marketing automation, companies most often need
One project manager runs the whole engagement, so the next channel is added without changing who you deal with and without a new contract with a stranger.
Email marketing HubSpot management WhatsApp marketing SMS marketing Push notification marketing AI chatbots Webinar marketing All services
FAQ
Questions before you start
Don't see your question? Request the analysis, and the project manager will answer it on the first call.
01Which automation tools do you work with?
HubSpot, ActiveCampaign, Klaviyo, Mailchimp, GoHighLevel, Zapier and Make, plus the native automation in most CRMs. The specialist works in what you already have unless it can't do the job, and in that case the analysis explains what a switch would involve. Buying a new tool is never the first recommendation.
02Can you connect our forms, CRM and ad accounts?
Yes. In a typical build, every form fill lands in the CRM with its source attached and goes straight to the right person, who gets the follow-up sequence running. Conversions flow back to Google Ads and Meta, so both platforms learn from real leads. The specialist uses native integrations where they exist and a connector like Zapier only where they don't.
03Will automated emails and texts annoy our customers?
Only if they're built that way. Sequences are short, written in your voice, and they stop the moment someone replies or books. SMS only goes to people who opted in, within allowed hours, with an easy way to stop. The specialist watches unsubscribes and replies as closely as conversions, and trims anything people ignore.
04How does lead scoring work in practice?
Every action a lead takes earns or loses points: a visit to the pricing page, three opened emails, a quote request. Fit data such as company size or service area counts the same way. Once a lead crosses a threshold, the salesperson gets an alert and a task. Each month the specialist checks the model against closed deals so it reflects who actually buys.
05Do we need to change our CRM to use automation?
Usually not. Most CRMs have enough automation built in, or they connect to a tool that adds it. The analysis looks at what your current system can do before suggesting anything else. If your CRM is the reason leads get lost, the specialist will say so and lay out what a move would involve instead of automating around it.
Begin with a free analysis
Find out what marketing automation could take off your team's plate
Order the free marketing analysis and you'll have a PDF within 24 hours on where leads wait, what's automated and what should be. If it's a fit, a senior project manager matches your company with an automation specialist.
- Analysis within 24 hours
- No obligation
- PDF covering 5 competitors
- Team picked by your PM
Free marketing analysis
- PDF analysis
- 5 competitors
- Prioritized action list
Your analysis is prepared by a senior project manager with 15+ years of experience in marketing.
Are you a marketer with experience in a specific industry? Join the team