Marketing Automation & CRM Workflows

Streamline your marketing operations and maximize your CRM investment

Scale Without Scaling Headcount

Marketing automation allows you to deliver personalized experiences to thousands of prospects simultaneously. We help you implement workflows that nurture leads, score engagement, and seamlessly hand off qualified opportunities to sales.

What We Automate

Lead Nurture Sequences

Multi-touch email campaigns that educate prospects and move them through the buyer journey automatically.

Lead Scoring & Routing

Automatically score leads based on engagement and demographics, routing hot leads to sales immediately.

Behavioral Triggers

Send timely messages based on actions: website visits, content downloads, email clicks, and more.

CRM Integration

Sync marketing data with Salesforce, HubSpot, or your CRM to give sales complete visibility into lead activity.

Implementation Roadmap

We follow a structured approach to marketing automation:

Phase 1: Strategy & Mapping

Map your buyer journey, define lead stages and scoring criteria, design workflow logic and content plan.

Phase 2: Platform Setup

Configure your marketing automation platform, integrate with CRM and other tools, build custom fields and segments.

Phase 3: Workflow Build

Create nurture sequences, set up scoring rules and triggers, build forms and landing pages, configure reporting.

Phase 4: Launch & Optimize

Test workflows thoroughly, monitor performance metrics, A/B test email content, refine based on data.

Ready to Automate Your Marketing?

Let's discuss how automation can scale your lead nurturing efforts.

Book a Strategy Call