Marketing Automation
Your ops layer, done right the first time.
Most teams buy HubSpot or Marketo to solve a workflow problem and end up with a data problem. Lists drift, attribution breaks, lead scoring stops meaning anything, and nobody can tell you what any given automation is supposed to do anymore. We build automation programs that stay coherent over time: documented data model, reliable lead scoring, lifecycle automations that actually route leads to the right owner, CRM hygiene enforcement, and an attribution layer that survives a new campaign. Full build or managed-service, depending on how your team is staffed.
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You're here because something isn't working, right?
Common challenges we solve for teams like yours.
Automation tech debt compounds like code debt. We do a full audit - workflows, lists, lead scoring, properties, integrations - and ship a refactor plan: what to consolidate, what to delete, what to rewrite. Then we execute the rebuild with documentation that actually stays current.
A proven approach that delivers results
Tech + Data Audit
Platforms, integrations, properties, workflows, lead scoring, and attribution reviewed end-to-end.
Data Model
Documented schema for accounts, contacts, deals, products, and events. Shared vocabulary across MKT/SALES/OPS.
Lifecycle Workflows
Welcome, nurture, MQL/SQL handoff, sales-assist, win-back, expansion, churn-save - each mapped and built.
Lead Scoring
Behaviour + fit scoring anchored in closed-won outcomes. Re-calibrated quarterly.
Attribution Layer
First-touch, multi-touch, and influenced revenue models. UTM governance. BI dashboard or native reports.
Documentation & Handover
Runbook, data dictionary, workflow inventory, and escalation contacts - kept current.
Questions from Professionals Like You
- Yes - HubSpot, Marketo, Salesforce Marketing Cloud, Pardot/Account Engagement, Customer.io, Iterable, Klaviyo, Braze, and a handful of smaller tools. Platform migration projects (e.g. Marketo → HubSpot) are a common engagement. We also build on top of Segment, mParticle, and Rudderstack when a CDP layer makes sense.
- Both options. Some teams have marketing ops talent and just need us to build and hand over with documentation. Others want us to run it continuously. We price differently for each - handover includes a 30-day support window; managed service is monthly with a 3-month minimum.
- Our AI agents read from and write to your marketing automation platform via its API - so an outbound agent can enrol a lead in a nurture sequence, a content agent can publish to your blog via CMS integration, and a lifecycle agent can trigger a win-back when a user goes dormant. Same rails your human team uses; the agents just operate at a higher cadence.
Bad automation is worse than no automation.
Book a tech-stack audit and we'll tell you exactly what's broken, what's overkill, and what's missing - with a remediation plan sized to your team's capacity.