Service Marketing Automation
Your CRM, customer journeys, tracking and reports, set up so your team decides the strategy and the software does the busywork. We run the same setup across six of our own sites.
A run you can read afterwards. When one fails, the step that failed is named rather than guessed at.
Why this matters
The first workflow ships clean. By the tenth, three teams own overlapping sequences, contacts get the same email three times, and no one remembers what lead score 73 means. We build automation programs that scale past the first quarter, with CRM hygiene, workflow versioning, and reporting tied to actual revenue. The kind of program your team grows into, not out of.
An automation in flight, illustrated
What a cross-channel workflow can look like. Lead arrives, CRM enriches, scoring branches, the right channel fires (email + Slack for hot, nurture for cold). Every step observable. Scroll up and back down to replay.
What we build
Workflows your operations team can read. CRM as source of truth. Lifecycle programs across channels. Attribution that survives reality. AI where it adds value. Reporting tied to revenue.
01
Visual orchestration in n8n or your existing automation platform. The workflow graph reads top to bottom. Operations team can audit any step at 3am without paging engineering.
Workflow changes ship without engineering tickets.
02
Every lead, every contact, every interaction lives in your CRM. Automation reads from and writes to the CRM, never around it. No silos, no duplicate records, no "wait, which system has the right number."
Duplicates and dead records cleared before anything is built on them.
03
Email, SMS, in-app, push, retargeting all coordinated. The customer hears one consistent story, not four uncoordinated ones. Frequency caps respected. Channel preference honored.
One coordinated story instead of four teams mailing the same person.
04
Server-side tracking, multi-touch attribution, ad blocker resilience, GA4 plus your own warehouse. CMO knows which channels close revenue, not just which channels claim credit.
CAC by channel becomes a real number.
05
AI handles judgment calls (lead scoring, content variants, churn prediction). Deterministic code handles plumbing. The workflow does not collapse when the model returns nonsense.
Workflows survive AI provider outages.
06
Monthly executive reports tied to pipeline, not opens. Weekly operations dashboards on your existing BI tool. Marketing decisions based on what closed, not what clicked.
Marketing budget decisions made on revenue impact.
6+
properties we run our own marketing automation on
The same workflows we ship to clients run on our own brands every day.
What it costs
A welcome sequence on one platform and a lifecycle programme spanning CRM, email and product are the same sentence and very different projects. Here is what moves the number.
What moves the number
Small, well-defined work is usually better handled as an hourly block than scoped as a project, and we will say so rather than inflate it into one.
Rough idea to delivery
How we work
Ongoing work uses one blended team rate that covers analysis, front end, back end and QA, with every hour logged.
Tell us about your projectQuick enquiry
Tell us which systems hold customer data and what you are trying to automate. If the honest answer is that the last attempt was switched off, that is useful to know.
Prefer the full form? Tell us about your project
Common questions
CRM: HubSpot, Salesforce, Pipedrive, Zoho, Attio. Marketing automation: HubSpot, Marketo, Customer.io, Klaviyo, ActiveCampaign, n8n, Temporal. Email: Postmark, Resend, SendGrid. We pick what fits your stack and your team. We do not push you toward a platform we get a kickback from.
No. The automation handles the work that should not be manual (segment updates, lifecycle sends, lead routing, attribution). Your marketing team keeps doing strategy, creative, and judgment. Done right, your team gets back the hours that drain morale.
Six to twelve weeks for a full program (CRM hygiene, lifecycle workflows, attribution, reporting). Two to three weeks discovery, four to seven weeks build, two weeks launch and tuning. Faster if your CRM is already clean.
Granular consent capture, separate consent for marketing versus product communication, data subject request workflow built in, data residency options. We document the data flow and review it with your legal team before launch.
Yes. We have migrated programs from HubSpot to Customer.io, Marketo to n8n, ActiveCampaign to Klaviyo, and several other directions. Lists, segments, sequences, and historical data all transferred. Migration window is typically four to six weeks.
Every project gets a fixed price within 48 hours of a free call, and ongoing work uses one blended team rate, separate from your CRM and email tool subscriptions. A focused programme on one CRM and one channel is a contained project; a multi-channel programme with custom workflows and reporting is larger, and many clients keep monthly hours afterwards to keep it tuned.
It connects the tools you already pay for so leads, customers and their behaviour sit in one record, then builds the welcome, nurture, win-back and reporting flows that run without someone pressing send. A good agency also cleans the data first and leaves your team able to change the flows themselves.
A CRM is the record of who your contacts and customers are and what they have done. Marketing automation acts on that record: it sends the welcome series, scores leads, moves people between lists and alerts sales at the right moment. Most teams need both, connected, so every automated message is based on what the CRM knows.
When the same follow-ups are being sent by hand every week, leads go cold because nobody replied in time, or customers get the wrong message because lists are out of date. A small team usually starts with three flows: welcome, follow-up after an enquiry or purchase, and win-back. Everything else is added once those prove their worth.
Where to go next
“Wbcom Designs was methodical, reliable, innovative, and knowledgeable. They communicated with us every step of the way and delivered on time and on budget.”
“A partner, very trustworthy, very reliable. Gets the job done.”
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Ready for automation that scales without breaking?
Discovery call is free. Fixed-price quote within 48 hours. NDA on request.
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