Lifecycle & Retention
Marketing automation that runs like clockwork.
We implement, rebuild and run marketing automation platforms so every lead is scored, routed and nurtured correctly — and your team stops doing work software should do.
Marketing Automation, the Solved way
Most marketing automation platforms run at a fraction of their capability: broken workflows, duplicate data, scoring nobody trusts and nurture programs nobody remembers building. We fix the foundations, then build the automation that scales your team.
We have implemented automation platforms from scratch and built custom workflow tools — including AI-assisted workflows that handle responses and follow-ups.
What’s included
Everything it takes. Nothing it doesn’t.
Scoped to your goals — engage the full program or the pieces you need.
Platform implementation
Setup, migration and integration of HubSpot, Marketo, Account Engagement and more.
Data architecture
Field structure, deduplication, enrichment and governance.
Scoring & routing
Fit and behavior scoring with routing and SLA automation.
Nurture programs
Stage-based and persona-based nurture across email and ads.
Workflow automation
Operational automation across marketing, sales and service.
Training & documentation
Playbooks and training so your team can run it confidently.
How we run it
From first call to compounding results.
- 01
Audit
Platform, data and process review.
- 02
Architect
Design data model, lifecycle stages and workflows.
- 03
Build
Implement, migrate and QA.
- 04
Operate
Run, maintain and improve, or hand off with training.
What we measure
Held to numbers that matter.
Platforms we work in
Fluent in your stack.
Free lifecycle & retention review
Let’s see what Marketing Automation could do for you.
Book a free growth audit. A specialist reviews your current program and shows you the highest-impact fixes.
Reply within one business day
FAQ
Marketing Automation FAQs
Something else on your mind? Ask us directly — a strategist replies within one business day.
Which marketing automation platform should we use?
It depends on your CRM, team skills, complexity and budget. HubSpot suits many growing companies; Marketo and Account Engagement suit complex enterprise needs. We are platform-agnostic.
Can you migrate us between platforms?
Yes — including data, assets, workflows and integrations, with a plan that avoids disruption.
Do you offer ongoing administration?
Yes. Many clients retain us as their marketing operations team after implementation.
Start here
Tell us what you’re solving.
Three quick steps. A strategist — not a salesperson — replies within one business day with next steps.
- Free, no-obligation review of your current program
- Clear recommendations, sized by impact
- Recommendations that are yours to keep