Marketing automation that follows up on every lead while your team sells
Every lead that waits an hour for a reply is a lead your competitor may already be talking to. A vetted automation specialist maps your customer journey, builds the workflows and connects the tools so nothing falls through.
Free, with no commitment. 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 specialist does
What the marketing automation specialist does for you
Automation is only useful when it removes a step a person is doing badly or late. The specialist starts by mapping how a lead moves through your company today, then automates the steps that leak.
At the start
Journey map and tool setup
Maps every step from first click to closed deal, marks where leads stall, configures 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 were handled automatically, how fast they got a reply and what the sequences converted, then adds or retires workflows based on those numbers.
Scope of work
When a company needs marketing automation and what shapes the scope
You need this service when leads sit in an inbox until someone finds time, when sales and marketing keep separate spreadsheets, when the same question gets answered by hand many times a week, or when your tool has dozens of workflows that nobody remembers building. It also fits a company that is growing faster than its ability to follow up.
The scope depends on which tools you use and how well they talk to each other, how many lead sources feed the funnel, whether you sell to consumers or to businesses, how long the sales cycle runs and whether SMS is part of the mix. 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 the work is designed 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 the senior project manager before the start, and the same person oversees the work.
How we match
You do not 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
Speed to lead is the first thing automation fixes for a US company, because the form fill that gets a text or a call within minutes turns into a customer far more often than the 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 of those leads to call first, based on what people did rather than on gut feeling.
The common mistakes are automating a process that is broken to begin with, building sequences nobody on the team reads or trusts, sending SMS without proper consent and quiet hours, letting duplicate and half-filled records pile up until the scoring is meaningless, and connecting tools with a chain of triggers that breaks the day someone renames a field. Another is treating the setup as finished: workflows need pruning every few months or the tool fills with automations that fire into the void.
Your project manager agrees the journey map and the priorities with you, and the specialist builds inside the tools you already own, documenting each workflow so your team can read it later. Every sequence is approved by you before it goes live, and SMS is added only where the law and the platform allow it. The monthly report shows how many leads were handled without a person, how fast they got an answer and which sequences produced sales, alongside the list of workflows to add or switch off next.
How we work
How marketing automation starts
Step 1
Free analysis
Send your website and tell us which tools you use for forms, email and CRM. Within 24 hours you get a PDF that shows where leads wait, what is already automated and what should be.
Step 2
Call and scope
On a short call you walk us through how a lead reaches a sale today. The project manager turns that into a journey map, a list of workflows to build first and the integrations they need.
Step 3
Matching
A senior project manager with 15+ years in the field assigns an automation specialist who has built workflows on your platform and for your kind of sales cycle. You meet them and decide whether to proceed.
Step 4
Work and reporting
The specialist builds and documents, the project manager approves each workflow before it fires, and the monthly report shows reply times, automated volume and sequence conversion.
FAQ
Questions before you start
If your question is not here, order the analysis: the project manager answers everything 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 cannot do the job, in which case the analysis explains what a change would involve. Buying a new tool is never the first recommendation.
02Can you connect our forms, CRM and ad accounts?
Yes. The usual build sends every form fill into the CRM with its source, routes it to the right person, triggers the follow-up sequence and pushes conversions back to Google Ads and Meta so the platforms learn from real leads. Native integrations are used where they exist, and a connector like Zapier only where they do not.
03Will automated emails and texts annoy our customers?
Only if they are built that way. Sequences are short, written in your voice and stop the moment the person replies or books. SMS goes only to people who opted in, inside 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?
Each action a lead takes, such as visiting the pricing page, opening three emails or requesting a quote, adds or subtracts points, and fit data like company size or service area does the same. Once a lead crosses a threshold, the salesperson gets an alert and a task. The scoring model is checked against closed deals each month 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 connect to a tool that adds it. The analysis looks at what your current system can do before anything else is suggested. If your CRM is the reason leads get lost, the specialist says so and lays out what a move would involve rather than automating around it.
Begin with a free analysis
Find out what marketing automation could take off your team's plate
Request the free marketing analysis and you will have a PDF within 24 hours on where leads wait, what is automated and what should be. If the plan holds up, a senior project manager matches an automation specialist to your company.
- Analysis within 24 h
- No commitment
- PDF and 5 competitors
- Team picked by your PM