Stop doing by hand
what a system should do.
Most marketing teams have the tools. What they lack is a connected, automated workflow that makes those tools actually work together. We build the automations that eliminate manual effort and let your team focus on strategy.
Six things we automate
for marketing teams.
The patterns we see paying back fastest. Mix and match depending on where your team is bleeding time.
Lead Capture & Routing
Form fills, ad leads, and inbound inquiries automatically routed to the right person in your CRM with tags, scores, and context attached. No leads fall through the cracks.
Email Sequences
Triggered email sequences that nurture leads based on behavior, not just time. The right message to the right person at the right point in their journey.
CRM Automation
Deal stage updates, task creation, contact enrichment, and follow-up reminders triggered automatically based on lead behavior and sales activity.
Campaign Workflows
Multi-touch campaign sequences across email, SMS, and ads that trigger based on engagement signals. Coordinated campaigns without manual coordination.
Reporting Automation
Automated dashboards and scheduled reports pulled from your ad platforms, CRM, and analytics — formatted and delivered without anyone pulling data manually.
Tool Integrations
Connect CRM, email, ad accounts, website, and data tools so they actually talk to each other. Built with Zapier, Make, native APIs, or custom webhooks.
Four phases.
No black boxes.
We document everything we build so your team understands how it works — and so it survives staff turnover and tool changes.
Workflow audit
Map current manual processes, identify highest-value automation opportunities, document logic and triggers for each workflow before building anything.
Stack review
Work with what you have. If your current tools support the automation you need, we build within them. If not, we recommend what to add and why.
Build & test
Workflows built, tested with real data, validated before going live. Documented so your team understands how it works and how to maintain it.
Monitor & expand
Automations need maintenance as tools update and workflows evolve. Ongoing monitoring plus expanding the automation footprint as your operation grows.
Quick answers.
Real ones.
/01 What tools do you work with? +
HubSpot, Salesforce, ActiveCampaign, Klaviyo, Mailchimp, Zapier, Make (formerly Integromat), GoHighLevel, and most major CRM and email platforms. If you use it, we can likely build on it.
/02 How is marketing automation different from AI agents? +
Marketing automation connects existing tools and triggers rule-based workflows. AI agents are more flexible — they can reason, write, research, and execute tasks that can't be reduced to simple if-then logic. Many teams benefit from both. See our AI Marketing Agents service.
/03 Do we need to buy new software? +
Usually not. Most automation projects work within the tools you already have. We assess your stack first and only recommend new tools when your current setup genuinely can't do what you need.
/04 What's the ROI on marketing automation? +
Depends on the workflow, but most common returns are reduced staff time on manual tasks, faster lead response times, fewer leads falling through the cracks, and more consistent follow-up. Use our ROI Calculator to estimate value for your situation.
/05 How long does a typical automation project take? +
A focused automation (one workflow, 2–3 tools) ships in 2–3 weeks. A full automation audit + multi-workflow build runs 6–10 weeks. We scope after a workflow audit so you know exactly what you're getting.
What are you doing manually
that you shouldn't be?
A workflow audit usually surfaces more automation opportunities than teams expect. Let's take a look.