Lead Lifecycle Strategy & Customer Journey Mapping
We start by defining your Ideal Customer Profile (ICP), sales cycle, and customer journey. We then map out clear lifecycle stages, from unknown visitor to lead, Marketing Qualified Lead (MQL), Sales Qualified Lead (SQL), opportunity, customer, and finally, loyal advocate. Each stage is equipped with automated touchpoints, clear exit criteria, and precise handoff rules between marketing and sales, ensuring no lead slips through the cracks.
Lead Scoring and Lead Routing
Behavioral scoring (page views, downloads, email engagement, demo bookings) combined with firmographic scoring (company size, industry, revenue, job title) allows your sales team to prioritize the hottest leads. Automated lead routing based on territory, product interest, or account ownership in Salesforce or HubSpot ensures the right salesperson receives the right lead within minutes, not days.
HubSpot, Klaviyo, ActiveCampaign, and Salesforce Expertise
We are certified in HubSpot (Marketing, Sales, and Service Hub), Klaviyo, ActiveCampaign, Salesforce Marketing Cloud, Pardot, and Mailchimp. We can set up new instances from scratch, migrate between platforms, or clean up existing setups riddled with data debt, duplicates, and poorly defined properties. We build contact databases, segments, workflows, and reports that scale efficiently, avoiding bottlenecks.
CRM Integration and Data Orchestration
Marketing automation without CRM integration is only half effective. We connect HubSpot/Klaviyo/ActiveCampaign to Salesforce, Pipedrive, Microsoft Dynamics, or your ERP via native integrations, Zapier, Make, or custom APIs. This ensures two-way synchronization of contacts, leads, deals, and offline conversions, establishing a single source of truth for all customer data.
ABM (Account-Based Marketing) Automation
For B2B companies with longer sales cycles, we build ABM programs that include targeted account lists, ABM advertising on LinkedIn and Demandbase, personalized landing pages with Mutiny or HubSpot Smart Content, and sales-marketing alignment through Slack notifications, automated task creation, and pipeline reporting per target account.
Attribution, Reporting, and Pipeline Measurement
We set up multi-touch attribution, a comprehensive UTM strategy, GA4, server-side tracking, and reporting in HubSpot Reporting, Salesforce Einstein, or Looker Studio. This provides precise insights into which campaigns, channels, and flows are generating pipeline, opportunities, and closed revenue. We focus on key metrics like CAC, payback period, LTV, and ROI on your marketing budget, eliminating fluff metrics.
Get started with marketing automation.
We run a free analysis, present a plan and send you a proposal – all within a week.
