Marketing automation

Automation that hands sales leads worth calling

We set up HubSpot and Salesforce/Pardot so leads get nurtured, scored and routed without anyone babysitting a spreadsheet. Sales gets the right people at the right time.

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Services

Marketing Automation services

HubSpot Setup

New HubSpot setups and messy-portal cleanups with properties, workflows and reports built around how you sell.

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Salesforce & Pardot

Account Engagement (Pardot) and Salesforce wired together with clean sync, real scoring and pipeline reporting.

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Email Marketing

Domain authentication, list hygiene and segmented campaigns so your email reaches the inbox and gets acted on.

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Lead Scoring & Nurture

Fit and engagement scoring sales trusts, plus nurture programs that keep future buyers warm until they're ready.

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CRM Cleanup & Integrations

Deduplicated, standardized CRM data and integrations with clear sync rules so reports and automation hold up.

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Not sure which one fits?

Tell us about your project and we will recommend the right service, with no commitment.

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You paid for the platform. You're using a fraction of it.

Most companies buy HubSpot or Pardot with big plans. A year later it's an expensive email sender. Forms dump contacts into one giant list. Nobody trusts the lead score. Sales ignores the leads marketing passes over because half of them are students, competitors or people who downloaded one PDF in 2022.

The license is the smallest cost. The bigger one is the good leads that sit untouched for two weeks because nobody knew they were ready. It's the reps who stop checking the queue. It's the marketing team that can't say which campaigns actually turned into pipeline, so budget decisions come down to gut feel.

None of that is a software problem. It's a setup problem. The tools can do the job. They just need clear rules, clean data and someone who has wired them together before.

How we build it

We start with how your sales team actually works, then build the automation around it. Not the other way around. A nurture program is only useful if it ends with a real person picking up the phone, so we design backward from the handoff.

01

Agree on what a good lead is

We sit down with sales and marketing and write the definition down. Fit, behavior and timing, in plain language both teams sign off on.

02

Fix the data first

Scoring and segmentation are only as good as the fields underneath them. We clean up properties, duplicates and lifecycle stages before building anything on top.

03

Build nurture that earns the next step

Each program has one job: move someone from curious to ready. Emails, timing and exit rules are built around that, not around sending more email.

04

Close the loop with reporting

We connect marketing activity to opportunities and revenue in the CRM so you can see which programs produce pipeline and which just produce opens.

What's included

  • Audit of your current HubSpot or Pardot setup
  • Written lead definitions and lifecycle stages
  • Lead scoring model for fit and engagement
  • Nurture programs mapped to buyer stages
  • Lead routing and sales alert rules
  • Email authentication and deliverability checks
  • CRM sync review and field mapping
  • Funnel reporting from first touch to closed deal

How it works

From first call to results

  1. 01

    Audit

    We review your platform, data, forms, emails and CRM sync and list what's broken, unused or missing.

  2. 02

    Define

    We agree with sales and marketing on lead stages, scoring rules and the exact moment a lead gets handed off.

  3. 03

    Build

    We configure scoring, nurture programs, routing and reporting in your platform and test every path with real records.

  4. 04

    Tune

    We watch how leads move for the first weeks and adjust thresholds, content and rules based on what sales tells us.

Who this is for

  • B2B companies with a sales team that needs better leads, not more of them
  • Teams on HubSpot or Salesforce/Pardot who feel they're underusing it
  • Marketing leaders who can't connect campaigns to pipeline today
  • Growing companies moving from spreadsheets to real automation

FAQ

Questions we get a lot

Do you work with HubSpot or Salesforce?

Both. We set up and fix HubSpot Marketing Hub and Sales Hub, and Salesforce with Account Engagement (formerly Pardot). If you run HubSpot for marketing and Salesforce as your CRM, we handle the sync between them too.

We already have automation running. Do we have to start over?

Usually not. We audit what's there, keep what works and fix or retire what doesn't. Rebuilding from scratch only makes sense when the existing setup is causing more harm than it's worth, and we'll tell you plainly if that's the case.

Who writes the nurture emails?

We can write them, or we can build the programs around content your team already has. Either way we'll map each email to a stage and a goal so nothing gets sent just to fill a calendar.

How do we know if it's working?

We agree on the numbers up front: how many leads reach sales, how fast they get followed up, and how many turn into opportunities. Then we build reports in your CRM so you can check those numbers yourself any time.

Get your automation pulling its weight

Book a call and we'll walk through your current setup and where leads are getting stuck.

Book a free audit →