Marketing Automation
Capturing, scoring and routing leads without manual triage.
Marketing automation connects the channels into one funnel, so a lead is captured, scored, routed and nurtured without a person re-entering data. We build the flows, wire them into your CRM, and write the rules down so sales and marketing agree on what a good lead is.
Tools we work in
- HubSpot
- Klaviyo
- Make
- Zapier
- Salesforce
- Pipedrive
- Google Analytics 4
Scope
What this covers
The specific work included when you engage us for this service.
- Lead capture and CRM integration across forms, ads and website
- Lead scoring and routing rules agreed with your sales team
- Nurture sequences triggered by behaviour and lifecycle stage
- CRM integration with clean data sync and attribution fields
- Reporting on funnel conversion from first touch to closed deal
- Reusable campaign templates your team can run without us
What you receive
- 01An automated lead flow from capture through to sales handover
- 02Documented scoring and routing rules your team can adjust
- 03A funnel report showing where leads are lost between stages
Questions
Marketing Automation, answered
Do we need an automation platform or just a CRM?
If you send campaigns, score leads and run nurture sequences, a dedicated automation tool earns its cost. If your volume is low and the process is mostly manual, a well-configured CRM is often enough, and buying more software first just adds a subscription you do not use. We size the recommendation to the volume.
How do you handle the sales and marketing divide?
By writing the routing and scoring rules down and getting both sides to agree them before anything is built. Most automation projects fail on the agreement, not the technology. We also review lead quality monthly so the rules adapt when the definition of a good lead changes.
Most often requested by
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Tell us where the manual work is
A 30-minute call. We map the process, tell you what we would automate or build first, and what it costs. No retainer before you agree the scope.
- No retainer before scope is agreed
- Written plan you can act on alone
- Worldwide delivery, on your hours