You have the platform licence; the journeys, scoring and reports in it were never fully built.
Leads come in from forms and ads, and follow-up happens when someone remembers.
You run HubSpot, Klaviyo or ActiveCampaign and need the integrations the platform does not ship.
Clinics, law firms, real estate and B2B sales teams that need lead scoring and nurturing, not blasts.
Numbers from Ascend2’s marketing automation research and a 2025 small-business survey — the platforms are bought, the journeys are rarely finished.
of marketers have fully or mostly automated their multichannel campaigns; the rest run them by hand or not at all (Ascend2, 2023).
Backlinko, marketing automation statistics ↗of marketers fully agree their platform makes building a customer journey easy (Ascend2, 2024).
Backlinko, marketing automation statistics ↗have both a marketing automation platform and a customer data platform that are not integrated; only 18% run them connected (Adobe).
Backlinko, marketing automation statistics ↗call their marketing automation “very successful”; 66% say only “somewhat successful” (Ascend2, 2023).
Backlinko, marketing automation statistics ↗of small businesses name a lack of time and resources as the barrier to automation, and 34% a lack of clear use cases and ROI.
Reimagine Main Street AI survey, 2025 ↗choose a marketing automation platform on price and 54% on ease of use (Ascend2, 2022) — and then need someone to set it up.
Backlinko, marketing automation statistics ↗Put your monthly volume into the calculator and see hours and dollars.
A marketing automation agency builds the working layer between your lead sources and your sales team: capturing leads from forms and ads, cleaning and enriching them, scoring them, sending the right sequence and reporting what each channel cost. Most companies already own a platform for this. What is missing is the setup — only about a quarter of marketers have automated their multichannel campaigns, and fewer than a third find building a customer journey in their platform easy.
We build marketing automation around the tools you already use — HubSpot, ActiveCampaign, Klaviyo, Mailchimp, your CRM and your ad accounts — rather than selling a new one. A new lead starts the run: it is deduplicated, enriched and checked for consent; a language model scores it against your ideal customer profile and writes a summary; hot leads reach a rep in minutes, the rest enter a nurture sequence you approved. Replies are classified and routed, a weekly sweep reactivates silent contacts, and Google Ads, Meta Ads, GA4 and CRM data land in one dashboard.
Automating marketing turns follow-up from something that depends on who remembers into something that happens every time, within minutes, with consent recorded. Sales gets context instead of a bare email address, the team spends its time on the offer and the creative, and marketing and automation finally report in the same numbers.
The run path of one lead. Each lead travels it on its own; anything without consent or outside the rules stops and goes to a person.
Webhooks from website forms, Meta and Google lead forms, webinar sign-ups and Calendly bookings start a run per lead.
Cleans email and phone formats, matches the contact against HubSpot, ActiveCampaign or Klaviyo, and merges instead of creating a duplicate.
Looks up company size, industry and site from Apollo or Clearbit-style APIs and the website itself.
Only contacts with a recorded opt-in go into email and SMS sequences (CAN-SPAM, TCPA); the rest get a sales task only.
A language model reads the free-text answers and the company site, scores fit against your ICP and writes a two-line summary for the rep.
High scores go to sales within minutes with the summary in Slack; the rest enter a nurture sequence.
Writes the contact, company, source and score to HubSpot, Salesforce or Pipedrive and assigns an owner by territory or round-robin.
Slack or email card with the lead, the summary and a one-click call or email action.
Drafts the welcome and nurture emails from your approved templates, filling in industry and use-case details — tone and offer stay as you approved them.
Sends each step through your platform, waits for opens, replies or a booking, and exits the sequence as soon as the contact responds or buys.
Sorts replies as interested, not now, question or unsubscribe and routes each one; unsubscribes are honoured immediately.
Weekly selection of contacts with no activity in 90 days gets one personal message; still-silent contacts are tagged and left alone.
Pulls Google Ads, Meta Ads, GA4 and CRM data into BigQuery or Sheets and builds the Looker Studio dashboard with cost per lead and per opportunity by channel.
Typical minutes per lead in a small marketing team. Your own numbers go into the calculator below.
Based on 19 min by hand and 1.5 min with the flow per item, from the table above.
The flow captures, scores, routes and sends. People keep the strategy and every message a customer sees for the first time.
What you sell, to whom and at what price is never decided by a workflow.
Every template and sequence is approved by you before the first send; the model only fills in details.
Your sales lead sets what a good lead looks like; the flow applies it.
The flow hands them over with a summary; the conversation is yours.
CAN-SPAM and TCPA rules are built into the flow, and a person decides the edge cases.
You pick the KPIs the dashboard reports on before the first sequence runs.
Flip a switch to hand a step to the flow or take it back.
Benchmarks from Ascend2’s State of Marketing Automation research (via Backlinko) and the Reimagine Main Street small-business AI survey, 2025.
We map the process as it runs today, count the minutes and agree what the flow must never do on its own.
A working flow on your real data, in a sandbox. You see every run and every exception.
Edge cases, approvals and alerts, then the switch-over — with the old way kept as a fallback.
Monitoring, fixes when a vendor changes a format, and a monthly report of hours saved.
The licence gives you the tools; the journeys, scoring, integrations and reports still have to be designed and built. We finish that work inside your HubSpot, Klaviyo or ActiveCampaign, and connect the sources the platform does not reach on its own.
No. Automated marketing is built around what you already pay for. The flow writes into your platform through its API and reads from your ad accounts and GA4; switching tools is a separate decision, not a requirement.
Every sequence starts from templates you approved, goes only to contacts with recorded consent, and exits the moment someone replies or buys. The model personalises details, not the offer, so the emails read as yours.
We agree the metrics before building: speed to first contact, lead-to-opportunity rate, cost per lead by channel, sequence replies. The channel dashboard reports them weekly, so the result is visible rather than estimated.
A lead-capture and scoring flow with one nurture sequence usually runs within the first weeks; more sequences and the reporting layer follow. Each step goes live on its own, so you see value before the whole system is finished.
A language model reads the form answers and the company site, scores the lead and writes a short summary for the rep, then fills industry and use-case details into your approved templates. Tone, claims and the offer stay exactly as you wrote them.
Usually lead capture into the CRM with deduplication, instant notification of the rep, and one welcome sequence. That is the automation for marketing that pays back fastest; reporting and reactivation come next.
Describe it in two sentences — we reply within a day with a workflow sketch.
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