Work smarter every day. Put lead nurturing, follow-ups, and handoffs on autopilot. No calls, no meetings. Just a clear plan by email.
Manual marketing creates delays and mistakes. Automation turns your funnel into a reliable system—capturing leads, qualifying them, and following up at the right time with the right message. We’ll review your stack and workflows, identify bottlenecks, and send a prioritized roadmap to automate your marketing—delivered entirely by form and email.
Marketing on autopilot starts with clear systems.
No calls. Custom plan by email.
What This Includes
- Journey design and lifecycle mapping (from new lead to loyal customer)
- Email/SMS automations (welcome, nurture, onboarding, upsell, win-back)
- Lead scoring and qualification rules (MQL/SQL criteria, routing)
- CRM hygiene and field mapping (dedupe, lifecycle stages, ownership)
- Abandonment flows (cart/browse/lead form recovery) and re-engagement
- Triggers and events (site behavior, product usage, webhook events)
- Integrations between tools (native, Zapier, Make, n8n, custom)
- Reporting and alerts (goal tracking, error notifications, SLA timers)
- Consent and compliance (opt-in handling, unsubscribe, GDPR/CCPA basics)
Platforms & Tools We Support
- CRM: HubSpot, Salesforce, Pipedrive, Zoho
- Marketing automation: HubSpot, Klaviyo, ActiveCampaign, Marketo, Mailchimp
- E-commerce/CMS: Shopify, WooCommerce, Magento, WordPress/Webflow
- Automation: Zapier, Make (Integromat), n8n
- Data & analytics: GA4, Tag Manager, Looker Studio, Segment/CDP (where applicable)
How It Works
- Audit — We map your journeys, tech stack, and current automations to find friction.
- Plan — You get a prioritized roadmap with quick wins and scalable automations.
- Execute — We build flows, integrations, and scoring; test and document everything.
- Support — Ongoing iterations to keep engagement high and ops low-touch.
Mini Results (examples)
- 2.4× more qualified opportunities after adding lead scoring + nurture sequences
- 36% lift in repeat purchases from post-purchase and win-back automations
Related Reading
- Agentic Personalization: The Future of Smart Cross-Channel Orchestration — why the next wave is smarter, adaptive automation (not just “more” automation).
- Mastering HubSpot: AI-Powered Marketing, Smarter Integrations, Actionable Tactics — practical ways to push HubSpot beyond basics with cleaner data and tighter ops.
- Beyond the Click: Post-Click Optimization for Higher Conversions — wire up forms → CRM → automations; reduce friction and trigger timely flows.
- The Future of Cold Emailing: AI-Driven Automation for Continuous Optimization — move from static sequences to learning systems that improve every send.
- Using Marketing Automation to Streamline Your Campaigns and Drive Results — what to automate (and why) across email, social scheduling, lead management, and analytics.
- Automated Email Workflows: Examples & Best Practices — proven nurture, onboarding, and recovery flows; segmentation + scoring basics.
- Smart E-com Brands Adopting Klaviyo — why lifecycle automation wins in ecommerce; where to start with flows.
- Marketing Automation for Small Medical Clinics — vertical example: reminders, follow-ups, and patient workflows that translate to any service business.
Ready to Automate Your Marketing Workflow?
Turn manual tasks into reliable, automated systems that nurture, score, and convert leads—without calls or meetings. Use our central contact form to share your tech stack and goals. We’ll review your information and send you a prioritized automation roadmap—typically within 3–14 days, depending on scope.
Marketing Unplugged 