Marketing Automation (HubSpot, ActiveCampaign, Klaviyo)

Overview

What we deliver

We design and build marketing automation programs that nurture leads, score behavior, and hand qualified accounts to sales with full visibility.

We help B2B teams turn manual marketing into reliable, automated programs. Our team works inside HubSpot, ActiveCampaign, Klaviyo, and similar platforms to build lifecycle journeys, lead scoring models, and sales handoff workflows that align with your funnel. We map every stage from first touch to closed deal, then translate it into triggers, segments, and content that move buyers forward. Each automation is documented, tested, and tied to a clear KPI. We also audit existing instances, clean up data, and consolidate tools where it makes sense. Beyond setup, we run the program week to week, ship new sequences, monitor performance, and improve deliverability. You get a partner that treats automation as an engineering discipline rather than a one-off project, with clear reporting that explains what changed and why. The result is a system marketing and sales can both trust.

Fit Check

Built for teams like yours

Who it's for

B2B SaaS companies
Ecommerce and DTC brands
Professional services firms
Demand generation teams
RevOps leaders

Pain points we solve

Manual, repetitive marketing tasks
Leaky lead nurturing flows
Poor sales and marketing alignment
Unreliable lead scoring
Low email deliverability

What's included

Capabilities

Everything we cover in this engagement.

Platform audit and setup
Lifecycle and nurture workflows
Lead scoring and routing
Email template and campaign build
Data hygiene and list management
CRM and platform integration
A/B and multivariate testing
Reporting and dashboards

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Audit

Review current platform, data, and workflows.

02

Strategy

Map lifecycle stages, triggers, and scoring.

03

Build

Configure workflows, templates, and integrations.

04

Launch

Activate programs and validate with QA.

05

Optimize

Test, report, and iterate every sprint.

What you get

Deliverables & outcomes

What you get

Lifecycle workflow diagrams
Configured automation platform
Lead scoring model
Email template library
Reporting dashboards
Documentation and SOPs

Outcomes you can expect

Faster lead to sales handoff
Higher MQL to SQL conversion
Improved email engagement
Cleaner CRM data
More predictable pipeline

Timeline

6 to 10 weeks for full build

Engagement

Monthly retainer, Project, Sprint

Tools we use

HubSpot, ActiveCampaign, Klaviyo, Salesforce, Zapier

KPIs we track

MQL volume, MQL to SQL rate, Email open rate, Click rate, Pipeline influenced

Client stories

What clients say

"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.

"

We had 14 cornerstone pages stuck on page two for 18 months. Their SEO crew rewrote the internal linking, cleaned up our schema, and shipped 22 supporting briefs over a quarter. Eight of those pages broke top three by month five. Organic pipeline went from a trickle to our second-largest source. Felt like watching interest compound.

James T.

Proof