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.
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.
- 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
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 quoteAutomation that drives revenue.
We build the lifecycle, wire it to your systems, and run it so the right message reaches the right contact at the right time. It is designed to help improve pipeline, retention, and LTV, automated and operated by us.
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 and improve deliverability 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 and carrier requirements. 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.