Marketing Automation & CRM
Your growth engine on autopilot.
HubSpot, Salesforce, ActiveCampaign, and custom automations — lead scoring, nurturing, sales handoff, and attribution done right.
What it is
Marketing automation turns one-off campaigns into compounding systems. We architect CRM, workflows, lead scoring, and sales handoff so nothing slips and every lead gets the right message at the right time.
Why it matters
- Nurtured leads make 47% larger purchases than non-nurtured leads (The Annuitas Group).
- Companies with mature lead-generation and management practices have 9.3% higher sales-quota achievement rates (CSO Insights Sales Performance Study).
- Marketing automation adoption drives an average 14.5% increase in sales productivity and 12.2% reduction in marketing overhead (Nucleus Research).
Outcomes
- Faster lead response
- Higher MQL→SQL conversion
- Full funnel visibility
Tools we love
Who this is for
Growth-stage teams that want automation & crm treated as a discipline — not a side project. You have a real business to grow, budget to deploy thoughtfully, and an exec team that wants answers in numbers.
When you'd hire us
- Launching a new brand, product, or market.
- Current results are plateauing and you need a reset.
- You need senior thinking without hiring a full-time team.
Engagement shape
Standalone sprint, multi-month program, or embedded team — you pick what fits. Fixed-fee sprints start small; programs scale with scope; embedded engagements run on a monthly retainer.
Compare tiers →Our process
A transparent, six-step cadence we run for every engagement — adapted to your business.
CRM Audit
Data model, pipeline, properties, and integrations review.
Architecture
Lead lifecycle, scoring, routing, and SLAs.
Build & Integrate
Workflows, integrations, and attribution.
Enable Sales
Dashboards, playbooks, and training.
What you get
- CRM setup
- Lead scoring model
- Automated nurture sequences
- Attribution dashboards
How we're different
Automation & CRM is a noisy space. A few things we believe — and push back on — that shape how we run every engagement.
- Sell you a fixed template and adapt your business to it.
- Hand the work to juniors after the pitch.
- Report on vanity metrics that don't tie to revenue.
- Lock you into proprietary tools you can't take with you.
- Chase shiny tactics without a durable strategy.
- Build a automation & crm system tuned to your P&L.
- Senior practitioners on every call, every week.
- Report on pipeline, revenue, CAC, LTV — not impressions.
- All files, data, and docs live in your accounts. No lock-in.
- Strategy first. Tactics second. Always in that order.
FAQs
Do you do HubSpot implementations?+
Yes — from Starter through Enterprise tiers, including custom objects, workflows, HubDB, and bi-directional integrations with Salesforce, Segment, and product databases. We're a certified HubSpot Solutions Partner.
Do you migrate from one CRM to another?+
Yes. Migrations from Salesforce to HubSpot, Pardot to HubSpot, HubSpot to Salesforce, and custom CRMs to both. Typical migration timeline is 8–14 weeks including data cleanup, field mapping, workflow rebuild, integration re-platforming, and team enablement.
What does a lead scoring model look like?+
A proper lead scoring model uses demographic fit (ICP match, company size, industry) and behavioral signals (pricing page views, demo requests, email engagement). Score thresholds route leads to sales, nurture, or disqualification automatically. We typically tune scores quarterly based on win/loss data.
Industries we deliver Automation & CRM for
Every industry has its own buyer, compliance, and economics. Click through for the playbook we use in your category.
Recent writing on Automation & CRM
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Ready to start Automation & CRM?
Book a free strategy call — we'll draft a automation & crm plan tailored to your business.