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Services
Marketing Automation & CRM
Lifecycle flows and CRM architecture that turn leads into pipeline on autopilot.
What's included
Everything this engagement covers
- CRM setup & architecture
- Lifecycle email & SMS flows
- Lead scoring & routing
- Marketing/sales handoff automation
- Reporting & attribution setup
Our approach
How a Marketing Automation & CRM engagement runs
01
Map
Document your current lead lifecycle and where it's leaking.
02
Architect
Design CRM structure, scoring, and routing logic.
03
Build
Implement flows, automations, and integrations.
04
Tune
Ongoing optimization based on conversion data by stage.
41%
average lift in lead-to-close rate
90 days
to first measurable signal
1
dedicated strategist, always
FAQ
Questions, answered
The things prospective clients ask us most before signing on.
Which CRMs do you work with?
HubSpot, Salesforce, and most major marketing automation platforms.
Can you integrate with our sales tools?
Yes — routing and handoff automation is a core part of every engagement.
Do you write the email/SMS copy too?
Yes, lifecycle copywriting is included as part of the automation build.
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Editorial calendars, community management, and creative that earns the follow.
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