Book a Call

Marketing Automation

Every Lead Followed Up On, Automatically, Every Time

CRM workflows, lead scoring, and sales handoff automation built so no lead sits untouched because a human forgot to follow up.

Automate My Follow-Up

Building CRM and automation workflows for B2B and ecommerce accounts across 10+ countries.

500%+

Peak ROAS Delivered

10+

Markets Managed

9+

Years In Growth Marketing

The Problem

Leads Fall Into A CRM And Just Sit There

Most CRMs are configured once during setup and never touched again, meaning new leads land in a list with no automated response, no scoring, and no clear path to a sales rep. By the time someone manually follows up, the lead has already gone cold or bought from a competitor who replied faster. A CRM without workflows behind it is just an expensive spreadsheet.

  • New leads sit unanswered until someone manually notices and reaches out.
  • Every lead gets the same treatment, regardless of fit or buying intent.
  • Sales has no visibility into what marketing knows about a lead before the handoff.

What’s Included

Everything Your Automation Setup Needs

account_tree

CRM Workflow Design

Automated sequences triggered the moment a lead enters your system, not hours later.

verified

Lead Scoring

Leads ranked by fit and intent automatically, so sales knows who to call first.

handshake

Sales Handoff Automation

Sales reps see exactly what marketing knows the moment a lead reaches them.

integration_instructions

Tool Integration

Your CRM, email platform, and ad accounts connected so data flows automatically.

forward_to_inbox

Nurture Sequences

Behavior-triggered follow-up that adapts to what a lead actually does.

insights

Pipeline Reporting

Automated dashboards showing exactly where leads are getting stuck.

How It Works

From CRM Audit To Automated Follow-Up In 4 Steps

01

CRM Audit

We audit your current CRM setup, existing workflows, and lead sources to find exactly where follow-up breaks down.

  • CRM & workflow audit
  • Lead source & volume review
  • Sales handoff process review

02

Design The Workflows

We design lead scoring and automated workflows mapped to how your sales process actually works.

  • Lead scoring model design
  • Automated workflow mapping
  • Sales handoff rules

03

Build & Integrate

Workflows get built and every tool in your stack gets connected so data flows automatically, end to end.

  • Workflow build & QA
  • Tool & platform integration
  • Trigger & sequence testing

04

Monitor & Refine

We monitor workflow performance and refine scoring and sequences as your business and lead sources evolve.

  • Workflow performance monitoring
  • Monthly scoring refinement
  • Documented response time improvement

Proof, Not Promises

A Workflow Diagram Isn’t The Same As Leads Actually Getting Followed Up On

Anyone can draw a workflow diagram in a sales meeting. Here’s the actual difference between what gets shown off and what gets tracked on every automation account we run.

What Gets Shown Off

  • A workflow diagram that looks sophisticated
  • Number of automations built, regardless of use
  • Emails sent, with no reply or booking context
  • A demo of the tool, not the actual live setup

What Actually Gets Tracked

  • Average time from lead capture to first response
  • Percentage of leads receiving zero manual touch and still converting
  • Lead score accuracy against actual closed deals
  • Pipeline velocity before and after automation
The Standard
If a lead can sit for more than a few minutes without any automated response, the workflow isn't finished. That's how every automation build we ship gets tested.

Who This Is For

Built For Businesses Whose Leads Deserve Faster Follow-Up

This is built for businesses generating leads through paid, organic, or outbound channels who need those leads followed up on consistently, without relying on someone remembering to do it manually.

  • You're generating leads but follow-up depends on someone remembering to do it.
  • You use a CRM already, or need one set up as part of this engagement.
  • You're open to combining this with our lead generation or email marketing services.
Sounds Like Your CRM? Let's Talk

FAQ

Common Questions

What CRM platforms do you work with?
HubSpot, Salesforce, and most major CRMs, we'll work within your existing platform before recommending a migration.
We don't have a CRM yet, can you set one up?
Yes, CRM selection and setup can be part of this engagement if you're starting from scratch.
Is this different from your lead generation service?
Yes, lead generation focuses on getting new leads in, this focuses on what happens after a lead enters your system, many clients run both together.
How does lead scoring actually work?
We build a scoring model based on firmographic fit and behavioral signals specific to your business, so sales sees a ranked list, not a raw feed.
How is pricing structured?
Pricing depends on the complexity of your sales process and how many workflows and integrations are involved, we'll walk through this after the CRM audit.

The Basics

What Actually Counts As Marketing Automation?

Marketing automation gets confused with email marketing constantly, but it’s broader: it’s the logic layer connecting your CRM, lead sources, scoring, and sales handoff, so the right action happens automatically the moment a lead does something specific. Email is often one channel that logic triggers, not the whole system.

Done properly, it means a lead who fills out a form at 2am on a Saturday gets an immediate automated response, gets scored against your ICP, and lands in front of the right sales rep with full context, not a cold, generic notification days later.

bolt

Instant Response

Leads get an automated first response the moment they enter your system.

verified

Consistent Scoring

Every lead ranked the same way, no gut-feel prioritization by whoever's free.

handshake

Context-Rich Handoff

Sales sees exactly what a lead did before reaching them, not a blank contact card.

Our Take
Every lead you paid to generate deserves a response faster than a human can reasonably promise. If automation isn't handling that, you're losing deals to whoever replies first.

Investment

How We Price Marketing Automation Engagements

Most engagements run as a fixed-fee build for the initial setup, with an optional lighter retainer for ongoing refinement. Pricing depends on the complexity of your sales process and how many tools need to be integrated.

account_tree

Number Of Workflows

More distinct automation sequences increase build complexity and time.

integration_instructions

Tool Integration Count

More platforms to connect means more integration and testing work.

update

Ongoing Refinement

Businesses with evolving sales processes benefit from ongoing scoring updates.

  • Fixed-fee build pricing, no open-ended hourly billing.
  • Optional ongoing refinement retainer after the initial build.
  • Custom quote after a CRM audit, no generic package.
No Surprises
No hidden add-on fees, no scope creep mid-build. What we quote after your audit is what you're billed.
Get My Automation Quote

Our Stack

The Tools & Platforms Behind Every Automation Build

The platforms we run connect your CRM, lead sources, and communication tools into one automated system, so nothing depends on a person remembering a manual step.

hub HUBSPOT
business_center SALESFORCE
bolt ZAPIER
mail KLAVIYO
forward_to_inbox ACTIVECAMPAIGN
monitoring GA4
hub HUBSPOT
business_center SALESFORCE
bolt ZAPIER
mail KLAVIYO
forward_to_inbox ACTIVECAMPAIGN
monitoring GA4

If a tool needs a human to remember to check it, it’s not automation, it’s just another dashboard.

Ready For Leads That Never Sit Untouched?

Tell us how leads currently flow into your CRM, we’ll show you exactly where automation would close the gap.

Book An Automation Strategy Call