Marketing Automation

Automation your team can run without you in every detail.

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Our Take

The most common marketing automation problem isn't a missing feature. It's a system that only one person - usually the most senior person on the team - really understands. When that person is in every workflow fix, every campaign launch, every scoring model question, your automation has become a dependency. It's supposed to free up time. Instead it's consuming it.

We've been that person. We know what a marketing automation platform looks like when it's been built by committee, patched over time, and never properly documented. We also know how to fix it in a way that actually sticks - not a clean rebuild that breaks two months after we leave, but something your team can maintain, improve, and hand to the next person who joins.

We work across Marketo, HubSpot, and the Salesforce integrations that connect them. We're platform-agnostic - if a different tool would serve you better, we'll tell you, with no vendor relationship shaping that recommendation.

What this covers:

  • MAP audit and architecture - assess what's working, what's broken, and what needs to be rebuilt before we touch anything

  • Lead scoring design - scoring models built on real behavior data, not guesswork, tied to lifecycle stages your sales team actually trusts

  • Lifecycle stage design and configuration - stages that reflect how your buyers actually move, not how the default setup assumes they do

  • Nurture workflow design and build - programs your team can understand, adjust, and run without a consultant in the room

  • Marketo and HubSpot implementation - we do the configuration, not just the strategy

  • Salesforce integration - so your MAP and CRM are telling the same story

  • Data hygiene frameworks - clean data is the foundation everything else depends on

  • Team training and documentation - when we hand it back, your team can run it

Retainer or project. Built around your stack.

Engagements typically run 20-40 hrs/month depending on scope. We price on a retainer for ongoing optimization work and a project basis for builds. Discounts scale with volume - ask us what makes sense for your timeline.

FAQs

We're already on Marketo or HubSpot. Does this mean we're starting over?

Rarely. Most of the time we're working with what's already there - cleaning it up, redesigning the pieces that aren't working, and documenting what exists so your team can maintain it. A full rebuild is the exception, not the default. The audit tells us which situation you're in before we recommend anything.

Our marketing team is small. Will they actually be able to run what you build?

That's the point. We design for the team that has to maintain it, not for the team we wish you had. That means simpler where simpler works, documented thoroughly, and trained before we leave. If we build something your two-person team can't run without us, we haven't done our job.

What's the difference between a MAP audit and a full implementation project?

The audit is a diagnostic - we assess what you have, what's working, what's broken, and what the right path forward looks like. It's useful on its own and it's the foundation for any implementation that follows. The implementation is where we do the actual redesign or rebuild based on what the audit surfaces. Some engagements are both in sequence. Some clients only need the audit.

We're already on Marketo or HubSpot. Does this mean we're starting over?

Rarely. Most of the time we're working with what's already there - cleaning it up, redesigning the pieces that aren't working, and documenting what exists so your team can maintain it. A full rebuild is the exception, not the default. The audit tells us which situation you're in before we recommend anything.

Our marketing team is small. Will they actually be able to run what you build?

That's the point. We design for the team that has to maintain it, not for the team we wish you had. That means simpler where simpler works, documented thoroughly, and trained before we leave. If we build something your two-person team can't run without us, we haven't done our job.

What's the difference between a MAP audit and a full implementation project?

The audit is a diagnostic - we assess what you have, what's working, what's broken, and what the right path forward looks like. It's useful on its own and it's the foundation for any implementation that follows. The implementation is where we do the actual redesign or rebuild based on what the audit surfaces. Some engagements are both in sequence. Some clients only need the audit.

The right fix starts with an honest diagnosis.

Thirty minutes. We'll tell you what we see and where we'd start. No pitch, no proposal - just a straight read on your situation.

The right fix starts with an honest diagnosis.

Thirty minutes. We'll tell you what we see and where we'd start. No pitch, no proposal - just a straight read on your situation.

The right fix starts with an honest diagnosis.

Thirty minutes. We'll tell you what we see and where we'd start. No pitch, no proposal - just a straight read on your situation.