Marketing Automation
Lifecycle automation that closes the gap between marketing and revenue.
HubSpot, Salesforce, and Customer.io wired into a clean lead-scoring model, lifecycle nurtures, and attribution your CFO will actually trust. We connect the tools — and the org chart they pretend to ignore.
What we deliver
What lifecycle automation should actually deliver.
The four building blocks of a revops program that reconciles — from first touch through closed revenue.
01
Lifecycle Nurture Programs
Welcome, education, re-engagement, and post-sale flows mapped to the moments that matter — written, built, and tested end-to-end.
02
Lead Scoring & Routing
Behavioral and firmographic scoring tied to SLAs and automated routing — so reps get the right lead routed fast, not just any lead.
03
CRM Architecture
Object model, lifecycle stages, ownership rules, and data hygiene that finally make HubSpot or Salesforce a reliable source of truth.
04
Attribution & Reporting
Multi-touch attribution wired into your warehouse and Power BI — so marketing spend, opportunities, and revenue actually reconcile in one report.
Tooling & stack
We work in the platforms your revops team already runs.
We pick the right tool for the job — and stay out of religious wars about which logo is best.
HubSpot
Salesforce
Marketo
Customer.io
Segment
Pardot
Zapier
Power BI
Outcomes
Revenue lift you can measure in the CRM.
- 2x
- MQL→SQL conversion after scoring overhaul
- <5min
- average lead routing SLA, automated
- 1
- reconciled revenue number across marketing, sales, finance
- 30%
- lift in nurtured-lead win rate at 90 days
Showcase
Real projects. Real outcomes.
A look at recent engagements and the measurable impact they delivered for mid-market teams.
From spreadsheet chaos to a single source of truth
Migrated a 14-spreadsheet weekly reporting workflow — Shopify DTC, Amazon, Sephora/Ulta retail, and wholesale — into a single Power BI data model with permissions by channel and self-serve analytics.
- 5 days → 1 hour
- weekly close-to-report cycle
- 12
- executive dashboards delivered
- 100%
- self-serve adoption across channels
Growth dashboard that finance, growth, and ops all trust
Unified GA4, HubSpot, ad platforms, and transaction-warehouse data into a single Power BI report — with shared CAC, LTV, and revenue definitions on a daily refresh.
- 1
- shared source of truth
- 3x
- faster monthly reporting
- 9
- data sources unified
HubSpot rebuild that cut sales-cycle time by a third
Funnel rebuild with lead scoring tuned to the mid-market and enterprise accounts that actually closed, automated lead routing to sales reps, and a single Power BI report that ties marketing back to revenue.
- 2x
- marketing-to-sales conversion in one quarter
- <5min
- lead routing to sales reps
- -33%
- average sales-cycle time
Frequently asked
Questions we hear most.
Don’t see yours? Drop us a note and we’ll answer in plain English.
Available for Q3 engagements
Stop guessing. Start thriving.
Book a free 30-minute strategy call. Tell us your biggest challenge — we'll map out a clear plan with concrete next steps. No commitment required.
20+
years combined experience
15+
Microsoft certifications across the team
2-week
sprints from kickoff to launch
50+
projects delivered