Posting often, ranking rarely.
What we did
- Built topic clusters around buyer questions
- Refreshed and consolidated thin posts
- Added internal linking + schema
Result Organic entrances grew and a few pillar pages started driving pipeline.
Demand + Content
Marketing Automation & Lifecycle
Lead capture, scoring, nurture, and email and SMS flows. Built around your funnel, wired to your systems, and run by us, not mapped on a whiteboard and handed off.
What it is
We build it, we manage it, and we run it.
Most automation breaks because someone set it up once and walked away. We design your lifecycle from capture to nurture to retention, build the flows in your stack, wire them to your CRM and CDP, then operate the whole thing. Strategy and hands-on build from one senior team, sized for mid-market and enterprise.
Core services include
- Lifecycle strategy mapped to pipeline, retention, and LTV, not vanity opens
- Lead capture, forms, and routing that feed qualified contacts straight to sales
- Lead scoring and segmentation that put your team on the right contacts first
- Email and SMS nurture flows built, tested, and optimized over time
- CRM and CDP wiring that keeps data, triggers, and handoffs clean
- Builds and migrations across HubSpot, GoHighLevel, Klaviyo, and Customer.io
- AI-assisted segmentation and content where it lifts results, built on our stack
- Reporting tied to revenue and pipeline, not just engagement metrics
Definition
What is Marketing Automation & Lifecycle Marketing?
Marketing automation and lifecycle marketing is the practice of capturing leads, scoring them by fit and interest, and moving them through timed, triggered email and SMS sequences matched to where each contact is in their journey; from first touch to customer to repeat buyer. The "lifecycle" part means the messaging changes as the relationship changes, instead of sending everyone the same thing.
How it works
Software watches for signals, a form fill, a page view, an abandoned cart, a stalled deal, and fires the right message or task automatically based on rules you set, so follow-up never depends on someone remembering. Leads are scored so sales talks to the ready ones first, and flows are wired into your CRM and website so the system runs off one source of truth instead of disconnected tools.
Who it’s for
For businesses with more leads than their team can follow up on by hand, or a sales cycle long enough that prospects go cold without steady nurture; B2B, high-consideration services, and e-commerce alike. The outcome that fits is more qualified handoffs to sales and consistent follow-up that recovers deals otherwise lost to silence, plus the time savings of not doing it manually.
In practice
A prospect downloads a pricing guide, gets tagged and scored, then enters a nurture flow: a welcome email, a case-study email two days later, and an SMS reminder if they revisit the pricing page. When their score crosses a threshold, the system creates a task and alerts a rep to call, and once they buy, they roll off nurture and onto an onboarding sequence.
What we handle.
- Full lifecycle build, from lead capture through retention and win-back
- Scoring models and segmentation that sales and marketing both trust
- Email and SMS flows: welcome, nurture, cart, onboarding, re-engagement
- CRM, CDP, and tool integrations so every system shares the same data
- Ongoing operation, testing, and optimization, run by us, not a one-time setup
See if Marketing Automation & Lifecycle is the right move for your team.
Request a free quoteSee it in action
From capture to close, flows someone actually runs.
LIFECYCLE FLOW · LAST 30 DAYS
Demo Request Nurture
●Trigger · demo form or 2+ pricing-page visits412 in
●Score · +15 pricing, +10 reply, MQL at 5087 MQL
●Email 1 · case study + calendar link58% open
●No open in 48h → SMS · replies route to a rep31% reply
●CRM handoff · deal created, rep assigned44 SQLs
Tuned 2 days ago, SMS fallback added after a mid-funnel open-rate dip
Illustrative example, styled to show the kind of output we deliver.
Selected work
Representative engagements.
Content, email, and demand programs we’ve built to compound over time.
One newsletter, no automation.
What we did
- Built welcome, abandoned-cart, and post-purchase flows
- Segmented the list
- Cleaned up deliverability
Result Email became a top revenue channel with flows running on autopilot.
Examples are anonymized to honor client NDAs and edited to illustrate typical scope, outcomes vary by market, budget, and starting point.
How & why it works
From capture to close, flows someone actually runs.
Results come from wiring behavior and CRM data into triggered flows, then operating them: automation only works when a real lead's actions move them through scoring, routing, and messaging on a tight timeline, streaming events acted on in near real time, modeled attributes synced on a schedule, not from a diagram that never gets touched again.
- Map the lifecycle to real stagesWe define the actual stages a lead moves through (subscriber, MQL, SQL, opportunity, customer, at-risk) and the entry and exit conditions for each, so every automation has a defined trigger and a defined off-ramp instead of leads getting stuck or looping. This becomes the data model the flows and CRM enforce.
- Build fit + behavior lead scoringScoring runs on two axes: fit (firmographics, ICP match) and behavior (page views, form fills, verified engagement like clicks and replies) with time-decay so stale activity cools off. Thresholds trigger MQL status and hand-off, and we tune the model against closed-won data instead of guessing point values.
- Wire the flows to your CRM and CDPFlows are built in your stack (Klaviyo, HubSpot, Customer.io, GoHighLevel) and connected to the CRM and CDP so state stays in sync. Two paths feed them, and they arrive at different speeds: native and CDP behavioral events stream in and can trigger flows in near real time, while attributes modeled in the warehouse and synced via reverse-ETL land on a schedule (typically every 15-60 minutes). Lead status, scores, and lifecycle stage write back so sales sees one source of truth.
- Branch nurture, route, and enforce SLAsNurture sequences branch on segment and behavior rather than sending everyone the same drip, and channel fallbacks (e.g. an SMS nudge to contacts with valid SMS opt-in and compliant opt-out handling) fire on safer signals such as no click, reply, or conversion in a set window rather than on raw opens. MQLs route via assignment rules (round-robin or territory). SLA alerts help surface stalled leads so they're far less likely to sit without follow-up. Suppression logic keeps active opportunities and unsubscribes out of marketing sends.
- Operate, test, and protect deliverabilityWe run the system: A/B test subject lines and send timing, monitor flow completion and drop-off against verified engagement (clicks, replies, conversions) since raw open rates are now only a directional signal, and manage list hygiene with re-engagement and sunset flows for chronically unengaged contacts. This helps protect sender reputation and improves the odds of strong inbox placement, so the volume you send is more likely to keep landing.
Worked exampleA mid-market B2B SaaS with ~1,800 monthly leads, a HubSpot CRM, and a single generic welcome email doing all the nurturing.
- Rebuilt scoring as two axes: fit (firmographics, ICP match) and behavior (pricing-page visits, demo requests, doc reads with decay), so a hot lead who goes quiet cools instead of staying flagged forever
- Piped native product-usage events (activated, invited-a-teammate, hit-a-limit) in so real usage triggers flows in near real time, and synced warehouse-modeled attributes via reverse-ETL on a 15-60 minute schedule, rather than relying on email opens
- Replaced the one welcome email with branched nurture: separate tracks for self-serve vs sales-assisted, an SMS fallback tested for opted-in contacts after a dip in verified engagement (clicks, replies, booked meetings), and an MQL-to-SDR handoff via round-robin assignment with a 15-minute SLA alert
- Added a 90-day re-engagement flow plus a hard sunset on chronically unengaged contacts, which helped protect deliverability and let SDRs stop chasing dead records
Why it works
Lifecycle automation compounds because it acts on intent close to when it appears: a lead who hits your pricing page can get the right message from a native or CDP event while they are still in-market, rather than three days later in a batch send. The naive approach, one static drip plus a manual export to sales, decays fast because scoring drifts from reality, dead records erode deliverability, and no one owns the handoff. A model that keeps writing state back to the CRM and gets tuned against real outcomes can stay better calibrated as your funnel changes, which is why operating it beats building it once and walking away.
FAQ
Questions, answered.
We build and operate on HubSpot, GoHighLevel, Klaviyo, and Customer.io, and we wire them to most major CRMs and CDPs, or any platform with an open API, subject to technical review. If you are switching, we handle the migration end to end: exporting lists and segments, rebuilding flows, remapping properties and triggers, and preserving consent and subscription status so contacts do not get double-messaged or lost. For example, moving from Mailchimp to Klaviyo, we rebuild your automations natively rather than copy-pasting them, because a flow that worked in one tool often behaves differently in another.
A focused build, like lead capture plus a welcome and nurture sequence, is typically live within two to four weeks. A full lifecycle program with scoring, segmentation, and CRM and CDP wiring usually takes four to eight weeks depending on how clean your data is and how many systems we have to connect. We launch in phases so the highest-value flows start working while the rest of the build continues, rather than holding everything for one big go-live.
We build scoring on real signals: form fills, email and SMS engagement, page and pricing visits, and firmographic fit, then weight them against what your closed-won deals actually looked like. We tune the model with your sales team in the room so the threshold for a sales-ready lead matches who they genuinely want to call. For example, a contact who views your pricing page twice and opens three emails should outrank someone who downloaded one guide a month ago, and the score routes them straight to the right rep.
We do. On email we set up authentication (SPF, DKIM, DMARC), warm sending domains, and monitor inbox placement to reduce the risk of messages landing in spam. On SMS we build proper opt-in capture, quiet-hour rules, and unsubscribe handling to keep you aligned with TCPA, CTIA guidelines, and carrier requirements (including 10DLC registration). We watch bounce, complaint, and unsubscribe rates as part of running the program, and we monitor sender reputation and address issues early to reduce deliverability risk.
You own all of it: the platform accounts, the contact data, the flows, and the scoring logic stay in your systems under your access from day one. Run by us means we operate the program week over week: monitoring flows, A/B testing subject lines and timing, refreshing segments, fixing breaks when an upstream tool changes, and reporting against pipeline and LTV rather than just opens. If you ever take it in-house, everything is already built in your stack and documented, so there is nothing locked away with us.
Let’s make it measurable.