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Marketing AutomationNo lead left waiting in a spreadsheet.

Connecting tools and workflows so leads don't fall through the cracks.

Discuss Marketing Automation See how it works
  • CRM Integration
  • Workflow Automation
  • Lead Routing

01 Workflow automation

Every trigger, handled the same way every time.

Automation removes the manual handoffs where leads go cold. Choose a workflow and flip the condition to follow either branch.

TriggerLead arrives from any form or ad platform
Created in the CRM with source
De-duplicated against existing contacts
ConditionExisting customer?
Yes
Assigned to their account manager
Task: follow up within the day
No
Routed by region and service
Welcome email sent automatically

Following the yes branch. Illustrative flow — timings and content are set per business.

02 Formats

What can be automated.

Automation connects the tools you already use. Select an area to see what it covers.

FormsAd platformsCRMEmail
Illustrative mock-up

CRM integration

Leads and data flowing into the CRM automatically.

Best for
Any business losing leads between tools.
What it needs
  • A CRM as the source of truth
  • Field mapping
  • De-duplication rules

03 Conversion journey

From trigger to done.

Select a stage to see what makes an automation reliable.

Workflow reviews and exceptions feed back into the rules.

Stage 1 of 6

Trigger

Something happens that starts the workflow.

  • Form, deal stage, date or inactivity
  • Clear start conditions
  • No duplicate triggers

04 Strategy to launch

Map, build, test, review.

Processes are mapped and agreed before anything is automated.

  1. Audit

    Current workflow and tool-stack audit — where time is lost and leads wait.

    Output Workflow audit

  2. Workflow map

    Processes mapped step by step, with owners and exceptions.

    Output Workflow map

  3. Integrations

    Tools connected and fields mapped between them.

    Output Configured integrations

  4. Automation rules

    Triggers, conditions, routing logic and actions built.

    Output Configured automations

  5. Validation & QA

    Every branch tested end to end before switch-on.

    Output QA test log

  6. Review

    Workflow performance reviewed monthly and refined.

    Output Monthly workflow review

05 Alignment

Trigger, rule and action — consistent.

Automation only helps when each step does what the team expects. Compare aligned and misaligned versions.

Trigger

New lead from the website form

Repeats the intent
Rule

Route lead by service and region

Repeats the intent
Action

Lead owner notified with full context

Repeats the intent

Why this works: Every lead has an owner and context immediately.

Illustrative examples — fictional businesses, not client work.

06 Measurement

Measuring workflows.

Automation should save time and catch leads. Select a metric to see how it's judged.

Report anatomyIllustrative layout · no account data
TriggersRunsCompleted actionsOutcomes
Reading the report

Speed to lead

Time from lead arrival to first contact

Question it answers
Whether automation gets leads to people faster.
Watch out for
Measure before and after automation to see the change.

07 Deliverables & onboarding

What you get, and how we get started.

A clear scope from day one, and a phased start so nothing goes live before tracking and approvals are in place.

What you get

  • Workflow and tool-stack audit
  • Workflow map
  • Configured integrations and automations
  • Lead routing logic
  • QA test log
  • Monthly workflow review
  1. Phase 1

    Audit & map

    We handle

    • Audit workflows and tools
    • Map processes and exceptions
    • Agree rules

    We need from you

    • Access to the CRM and tools
    • The people who run the process
    • Known pain points
  2. Phase 2

    Build & test

    We handle

    • Connect tools
    • Build automation rules
    • Test every branch

    We need from you

    • Approve rules
    • Test records
    • Integration access
  3. Phase 3

    Launch & review

    We handle

    • Switch on in stages
    • Monitor runs and exceptions
    • Review monthly

    We need from you

    • Feedback from the team
    • Process changes
    • Monthly review

08 FAQ

Marketing Automation questions, answered.

Which tools can you connect?

Most CRMs, form tools, email platforms and ad platforms, either natively or through integration tools. The audit confirms what's possible with your stack.

Will automation replace our team?

No — it removes repetitive handoffs so your team spends time on the work that needs people.

What if something breaks?

Workflows are monitored, failures alert someone, and every automation has a documented fallback.

Can we change the rules later?

Yes. Rules are documented and reviewed monthly, so they evolve as your process does.

Ready

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