AI automation / Workflows
Marketing automation services.
Our marketing automation services clean up your CRM, then build the email and lead workflows that run on their own: welcome series, lead nurture, abandoned cart, re-engagement and sales handoff. Every workflow triggers on a real action a contact takes, follows CAN-SPAM and reports what it earns.
of B2B marketers say their organizations personalize content.
of B2B marketers who personalize do it in email campaigns.
is the maximum FTC penalty for each separate email that breaks the CAN-SPAM Act.
Source: FTC CAN-SPAM guide
Inside our marketing automation work
- 01
CRM cleanup
Duplicates merged and fields standardized before anything sends.
- 02
Segments
Lists built on behavior and stage.
- 03
Email workflows
Welcome, nurture, cart and win-back flows.
- 04
Lead scoring
Points for buying signals, with a sales alert.
- 05
Sales handoff
Hot leads routed to the right rep with context.
- 06
Compliance setup
Working unsubscribes, footers and consent fields.
What marketing automation does
Marketing automation sends the right message when a contact does something specific: joins your list, downloads a guide, leaves a cart or goes quiet for 90 days. You set the rules once, and the system runs them for every contact, every day, without anyone on your team pressing send.
Workflows make deeper personalization practical. Content Marketing Institute's 2026 trends research found that nearly 60% of B2B marketers personalize in only one or two channels, often just a first name in an email. A workflow can use data you already hold:
- Service interest. A contact who read three pages on roof repair gets roof repair content.
- Stage. A new subscriber gets a welcome series. A past customer gets a seasonal reminder and, later, a review request.
- Behavior. Clicking a pricing link twice flags a contact for sales.
- Silence. A contact who hasn't opened in months gets a short win-back series, then a clean exit.
Getting the data right first
Automation is only as good as the CRM behind it, so data comes first. Before we build any workflow, your records go through our Clean Contact Checklist. Without it, a flow can greet five-year customers as strangers.
- One record per person. Duplicates merged. HubSpot, for example, deduplicates contacts by email address, so two addresses for one buyer can mean two records.
- Required fields filled. Name, email, source and service interest on every new contact.
- Lifecycle stages defined. Subscriber, lead, customer and past customer, with rules for moving between them.
- Consent recorded. Opt-in source and date saved, plus a working opt-out.
- Lead sources tagged. Every form and ad labeled so reports show what works.
- Old contacts reviewed. Hard bounces removed before the first send.
- Owner assigned. Each contact has a rep, so handoffs land.
The audit can also turn up quick fixes, like a form that never wrote to the CRM.
Get a free automation map of your funnel.
Map my workflowsWorkflows we build most
Five workflows handle the core jobs of email automation. We build them in your existing platform and switch them on one at a time.
| Workflow | Trigger | What it does |
|---|---|---|
| Welcome series | New subscriber or lead | Introduces you and offers one next step |
| Lead nurture | Form fill or guide download | Answers common questions over two to four weeks |
| Abandoned cart | Cart left without checkout | Reminds and links back to the cart |
| Re-engagement | No opens in a set period | Asks if they still want emails |
| Post-purchase | Order or job complete | Thanks them and asks for an honest review |
Where AI fits in
AI works inside the workflow. It drafts subject line options for you to approve, sorts free-text form answers into service categories and summarizes a lead's activity for sales. Review requests always go to real customers, and we never write or post reviews for you. The FTC's 2024 rule bans fake reviews, including AI-generated ones.
A sample workflow, mapped
This welcome series makes a simple first build. It starts when someone joins your list, branches on what they do and ends by handing warm contacts to sales. Each box becomes a step in HubSpot, Klaviyo or GoHighLevel.
| Step | Timing | Action | Branch |
|---|---|---|---|
| 1 | Instant | Welcome email with your best guide | None |
| 2 | Day 2 | "What are you working on?" email with topic links | Clicked a topic: tag interest |
| 3 | Day 5 | Content matched to their tagged interest | No click: send general tips |
| 4 | Day 9 | How-it-works email | Visited pricing page: alert sales |
| 5 | Day 14 | Soft offer with a booking link | Booked: exit and assign rep |
Sample data for illustration.
Every email in the series carries your physical address and a working unsubscribe, as the FTC's CAN-SPAM guide requires. Opt-outs are honored within 10 business days. Contacts who never click after Day 14 move to a lighter monthly newsletter, which helps protect your sender reputation.
How marketing automation services are priced
Setup is a one-time build at a fixed price, covering CRM cleanup and your first workflows. If you want new flows and tuning later, an optional care plan is there, never required. Setup cost rises with the size and state of your database and the number of workflows. Platform fees are billed separately.
Foundation
Custom quote- Clean Contact Checklist
- Welcome series
- Compliance setup
Growth
Custom quote- Foundation, plus three workflows
- Lead scoring
- Sales alerts
Care Plan (optional)
Custom quote- New workflows
- Testing
- Reporting
What affects cost
- Contacts and data sources
- How many workflows you need
- Platform migration
Every plan starts with a free review, so your quote matches what your site actually needs.
Is this right for you?
Right for you if
- You have a CRM and a growing list.
- Your team sends follow-ups by hand.
- Leads go quiet after first contact.
- You can review drafts weekly.
Not the right fit if
- Your list is under a few hundred contacts.
- You plan to switch CRMs next quarter.
- You want to email bought lists.
- No one can approve copy.
How it works, step by step.
- 01
Audit the CRM
We run the Clean Contact Checklist and fix data gaps.
- 02
Map the flows
Triggers, timing and branches agreed on paper first.
- 03
Build and test
Flows tested with internal contacts.
- 04
Launch and tune
Flows go live one at a time.
Related services.
AI Marketing Automation
Chatbots, follow-up, workflows and dashboards connected so every lead gets a fast, accurate answer.
AI Lead Follow-Up
Fast, personal replies to every new lead by email and text, with consent built in.
Marketing Reporting Dashboards
Live dashboards that show leads, sales and spend by channel in one place.
Questions, answered.
Ask us directlyWhat are marketing automation services?
Marketing automation services set up the software and workflows that send emails, update records and alert sales based on what contacts do. A provider cleans your CRM data, plans triggers, writes and builds the flows, then tunes them using click and conversion data.
What are the top marketing automation platforms?
HubSpot suits businesses that want CRM, email and sales tools in one place. Klaviyo is built for ecommerce, especially Shopify stores. GoHighLevel bundles CRM, texting and funnels for local service firms. Zapier, Make and n8n connect tools that don't link to each other natively.
What does a marketing automation specialist do?
A marketing automation specialist plans and builds the workflows that move contacts from first touch to sale. Day to day, that means cleaning data, building segments, writing email sequences, setting lead scores, testing triggers and reporting on which flows bring in leads and revenue.
What are examples of marketing automation?
Common examples include a welcome series for new subscribers, abandoned cart reminders, lead nurture emails after a guide download, re-engagement emails for quiet contacts and post-purchase review requests. Behind the scenes, automation also updates lifecycle stages, assigns owners and alerts sales reps.
How long does marketing automation setup take?
Setup time follows the state of your data and the number of workflows. A clean CRM with one welcome series is a short project. A messy database with several flows and lead scoring takes longer. We set a timeline once the CRM audit is done.
Is email automation legal under CAN-SPAM?
Yes, when it follows the rules. CAN-SPAM requires honest sender and subject lines, your physical postal address and a clear way to opt out, honored within 10 business days. It applies to business-to-business email too. We build these into every workflow by default.
Appear now.
Set it once. Let it run.
Your free automation map
- A health check on your CRM data
- The first three workflows to build
- A setup price for your data