Marketing Automation
Marketing automation builds across HubSpot, Klaviyo, Marketo, and Customer.io. Workflows that route, score, nurture, and re-engage.
What marketing automation removes.
Methodology that ships.
Two-week sprints, senior team always, fixed-fee pricing. The same shape every time.
- Step 0101
Discovery
We map your current state: stack, team, motion, blockers. No assumptions, no demo data.
- Step 0202
Architecture
We design the system. You sign off before we build.
- Step 0303
Build & Migrate
Senior team builds in 2-week sprints. Validated, tested, signed off.
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Train & Hand Off
Documentation, runbooks, 30 days of post-launch support included.
Built on real engagements.
Inside the automation build.
Platform selection
Which automation platform fits your motion. HubSpot for B2B, Klaviyo for DTC, Marketo for enterprise.
Workflow architecture
Lead lifecycle workflows, behavioral triggers, decision branches, exit criteria, all designed before built.
Scoring & routing
Lead scoring inputs, score thresholds, routing rules. The mechanics that get hot leads to reps fast.
Nurture campaigns
Drip sequences for trial users, lapsed leads, executive prospects, content downloaders.
Personalization
Dynamic content based on lifecycle stage, persona, industry, account engagement.
Optimization & QA
Workflow audits, error monitoring, conversion tracking. Automation that doesn't quietly break.
A few of the brands we've delivered for.
“Senior team, sprint cadence, fixed fees. The same expert who scoped our project led delivery. I never got handed off. That alone is worth the premium.”
Marketing automation, answered.
How long does this take?
Most engagements run 6-12 weeks build, then transition to optional ongoing operations.
How is this priced?
Fixed-fee against scope for projects. Monthly for retainers. Specifics on the strategy call.
Who's on my account?
A senior project lead plus relevant specialists. One named account lead end-to-end.
How do we get started?
Book a 30-minute strategy call. We cover scope, timeline, pricing. Proposal within 48 hours if we're a fit.
Related work.
Ready to ship this?
Book 30 minutes. We'll cover what good looks like for your stage, stack, and team.
How INSIDEA works
