Clear, owned outputs.
- Journey maps and workflow designs
- Configured workflows and integrations
- A lead scoring model
- Data field definitions and clean-up rules
- Documentation and team training
Marketing automation connects your website, email, forms, ads and CRM so the right follow-up happens without manual work. Done well, it nurtures leads until they are ready, alerts sales at the right moment and keeps data clean. We design the journeys first, then build and test them in your platform.
The problems Marketing Automation solves.
Platform set-up, CRM integration, lead scoring and nurture workflows connected to sales.
Leads arrive in the CRM with no context and no follow-up.
The automation platform is paid for but barely used.
Sales and marketing systems don't share data reliably.
Workflows were built over years and nobody knows what they all do.
What Marketing Automation covers.
Platform set-up
Configuration of HubSpot, Marketo, Pardot or similar tools.
CRM integration
Reliable data sync between marketing and sales systems.
Lead scoring
Rules that combine fit and behaviour to prioritize follow-up.
Nurture journeys
Automated sequences based on interest, stage and behaviour.
Sales alerts and routing
Assigning leads and alerting owners when it matters.
Automation audit
Reviewing and cleaning up existing workflows and data.
Building a lifecycle journey.
Marketing automation sends the right message when a customer does something, instead of on a fixed schedule.
- 01
Map the lifecycle
Stages from first visit to repeat customer, with the moments that matter at each stage.
- 02
Define triggers
Sign-ups, product usage, page visits or inactivity that start a journey.
- 03
Build the journeys
Email, SMS or in-app messages with branches based on behaviour, in HubSpot, Marketo, Klaviyo or similar.
- 04
Lead scoring
Scores from fit and behaviour that decide when sales should get involved.
- 05
Optimise
Each journey reviewed against its goal and tested step by step.
Why it's worth it.
Faster follow-up
Leads reach the right person with context, quickly.
Scalable nurture
Relevant communication without manual effort.
Cleaner data
Consistent fields and sync rules improve reporting.
When Marketing Automation is the right move.
- A B2B company with a long sales cycle and many early-stage leads.
- A business that has outgrown spreadsheets and manual emails.
- An existing platform that needs auditing and simplifying.
Technologies & platforms
- HubSpot
- Salesforce
- Marketo
- Pardot
- ActiveCampaign
- Zapier
- Make
How Marketing Automation work runs.
- 01
Assess
Current tools, data, journeys and reporting reviewed against your goals.
- 02
Design
Journeys, data model, scoring or measurement plan agreed in writing.
- 03
Build
Configuration, integrations, templates and tracking set up and tested.
- 04
Launch
Go-live with monitoring and quick fixes in the first weeks.
- 05
Optimize
Ongoing tests, data quality checks and regular reviews.
Marketing Automation questions.
Which automation platform should we use?
It depends on your CRM, team size, budget and complexity. We'll compare options against your needs rather than recommending one by default.
Will automation feel impersonal?
Not if it's based on what people actually do and written in a human voice. Good automation feels timely, not robotic.
Can you fix an existing set-up?
Yes. We audit workflows, fields and integrations, then simplify and document what remains.
Talk to us about marketing automation.
Send us your current marketing automation plan, or the problem you want it to fix. We'll reply with what we would do first and why.