Service Marketing Automation
CRM workflows, lifecycle programs, attribution, and reporting wired so your team owns the strategy and the platform handles the plumbing. Built by a team that runs marketing automation across 6+ properties.
Active marketing workflows
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.
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."
CRM hygiene improves measurably in 30 days.
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.
Unsubscribe rate falls 30 to 50 percent.
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, with public revenue results
The same workflows we ship to clients run on our own brands every day.
Process
01
Two to three weeks. CRM hygiene audit, current workflow inventory, channel inventory, attribution gap analysis, 90-day roadmap. You approve before we touch the production CRM.
Roadmap grounded in your real data.
02
Four to seven weeks. Workflows ship in stages: CRM hygiene first, then transactional, then lifecycle, then attribution. Operations team trained throughout, not just at handoff.
Team using new workflows in week three.
03
Two weeks. Phased rollout, weekly tuning sessions with marketing and ops leads. Handoff includes the maintenance runbook and ongoing optimization plan.
Your team owns the program at the end.
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.
Marketing automation projects are scope-dependent for a focused program (one CRM, one channel, full attribution). Full multi-channel programs with custom workflows and reporting are scoped after discovery. Discovery call is free.
Ready for automation that scales without breaking?
Discovery call is free. Fixed-price quote within 48 hours. NDA on request.
