Scale output without scaling headcount
Lead scoring, CRM integration and triggered journeys that let a small team run like a much larger one — with reporting that still reconciles.
Free automation audit · No commitment · Findings in 5 working days
Where automation goes wrong
Most companies own a capable automation platform and use a fraction of it. The failure modes are consistent.
Expensive software, manual process
A platform licensed at enterprise prices while the team still exports spreadsheets and sends things by hand.
Sales and marketing on different data
Leads passed over with no context or score. Sales works the wrong ones, marketing never learns which sources were any good.
Workflows nobody can explain
Layers of automation built by people who have left. Nobody dares change anything, so nothing improves.
Automation as operational plumbing
Marketing automation is not a tool you buy, it is a set of connected processes: capture a lead, score it, route it, nurture it, hand it to sales at the right moment, and measure what happened.
The value comes from the connections. A scoring model is useless if it does not reach the CRM. A nurture sequence is useless if sales cannot see what the prospect read.
We design the process first, then implement it in whatever platform you already own, and document it so the next person can understand it without archaeology.
What's in scope
- Audit of current platform, workflows and data quality
- Lead scoring model based on behaviour and firmographics
- CRM integration and bidirectional data sync
- Lead routing and sales handoff, with SLAs
- Nurture journeys by segment and lifecycle stage
- Data hygiene: deduplication, enrichment and validation
- Attribution reporting from first touch to closed revenue
- Documentation and team training so you are not dependent on us
What you get out of it
A system that does the repetitive work so your team can do the work that needs judgement.
Manual work removed
Routing, follow-up and reporting handled automatically, giving hours back every week to a team that has none spare.
Sales working the right leads
Scoring and routing that put the best opportunities in front of sales first, with the context to act on them.
One version of the truth
Marketing and CRM data synced properly, so both teams argue about strategy rather than about whose numbers are right.
Attribution end to end
First touch through to closed revenue, so you can finally see which campaigns produced customers rather than clicks.
From audit to a working system
Most implementations take six to ten weeks depending on data quality and integration complexity.
- 1Week 1–2
Audit and process design
We map how leads currently move, where they stall, and what the process should look like before any tool is touched.
You get: Process map and prioritised gap analysis
- 2Week 2–3
Data foundation
Deduplication, enrichment and validation, plus the field structure the rest of the system depends on.
You get: Clean data model and hygiene rules
- 3Week 3–5
Scoring and routing
Lead scoring built from behaviour and firmographics, integrated with the CRM and agreed with sales rather than imposed on them.
You get: Live scoring model and routing rules
- 4Week 5–8
Journeys and nurture
Segment-specific journeys built, tested and launched, with handoff triggers agreed on both sides.
You get: Live nurture journeys and handoff SLAs
- 5Week 8–10
Reporting and handover
Attribution reporting built, documentation written and your team trained to run and change the system.
You get: Attribution dashboard, documentation and training
This is a good fit if
- You have a sales team that works marketing-generated leads
- Lead volume is beyond what manual follow-up can handle
- You already own a platform, or are ready to invest in one
- Sales and marketing leadership will agree on definitions and SLAs
This is the wrong fit if
- Your lead volume is small enough to handle by hand
- Sales and marketing cannot agree what a qualified lead is
- You want automation without changing any existing process
- Nobody will own the system after we hand it over
Typical results across our automation engagements
- Average reduction in manual marketing hours
- 0%Average reduction in manual marketing hours
- Improvement in lead-to-opportunity conversion
- 0×Improvement in lead-to-opportunity conversion
- Weeks to a fully implemented system
- 0-10Weeks to a fully implemented system
Marketing Automation FAQ
HubSpot, Salesforce Marketing Cloud, Marketo, Pardot, ActiveCampaign and others. We would rather implement properly in what you own than sell you a migration you do not need.
It replaces tasks, not people. The usual outcome is the same team handling more volume and spending their time on the work that genuinely needs a human.
That is normal and it is where we start. Automation built on bad data automates the mess faster, so hygiene comes before workflows every time.
You own it. We document everything and train your team. We can stay on for optimisation, but you should not be structurally dependent on us to change a workflow.
Find out what your automation could be doing
We will audit your current setup and show you which manual work could be automated, and what that time is worth.
- Free, no commitment
- Response within 24 hours
- Talk to a senior strategist