# Marketing Automation URL: https://okayrelax.com/services/marketing-automation/ Published: 2026-05-26 Modified: 2026-11-05 --- – Marketing Automation # Lifecycle, lead routing, segmentation. Built and run. Scoped, shipped, documented. Build it once and own it, or keep us on as your account team after launch. Same work, two ways to engage. [Talk to us →](/services/?inquiry=automation) [See sample builds](#portfolio) 4 to 6 week typical timeline30-day post-launch support included flows / customer-journey Form fill trigger Lead score > 60? branch Yes No SDR alert Slack 5-email drip HubSpot Live flow preview Example builds ## Six automation builds we can ship. [Talk to us about your build →](/services/?inquiry=automation) ### Cart Abandonment Three-touch recovery. 3 days · Email + SMS · Klaviyo + Postscript View demo → ### Customer Onboarding Welcome to milestone. 5 emails · 30 days · Customer.io + Stripe View demo → ### New Lead Nurture Five-day inbound drip. 5 emails · 6 days · HubSpot + Customer.io View demo → ### Re-engagement Win-back, then unsubscribe gate. 3 emails + form · 14 days · Klaviyo + Typeform View demo → ### Renewal Reminder 60-30-7 day cadence. 3 emails + Slack handoff · 60 days · HubSpot + Stripe View demo → ### Webinar Registration Signup, reminders, no-show split. 5 emails · 7 days · HubSpot + Zoom + Make View demo → What’s included ## Eight things every project ships with. No “audit fee” charged on top, no “sync fee” charged on top. Every package below includes the eight things every solid automation build needs. Tiers differ in flow count, integration complexity, and dashboard depth, not fundamentals. 01 ### Discovery and current-state audit We map what’s already firing, what’s broken, and what’s a Zap nobody documented. You get a written audit before week 2. 02 ### Lead-routing logic Source-based, score-based, or rep-based routing, mapped on a flowchart you sign off on before we wire anything up. 03 ### Lifecycle email flows Welcome, nurture, post-purchase, win-back. Triggers based on behavior, not just date. Written copy included. 04 ### Segmentation strategy A documented segment library with rules. Marketers can use it without asking, ops can audit it without guessing. 05 ### Integrations setup CRM, ESP, payment, calendar, internal tools. Authenticated, error-handled, and tested with synthetic data. 06 ### Dashboard and reporting A single place to see flow health, conversion by stage, and last-run errors. Built in your existing BI tool or HubSpot. 07 ### Documentation Every flow, every segment, every integration. Loom walkthroughs plus a written runbook so the next person can take over. 08 ### 30-day post-launch care Bug fixes, copy edits, segment tweaks, all included for 30 days after launch. No hourly clock running. Scope ## Scope it in one conversation. Every build is scoped to the work, not slotted into a tier. Tell us what you need and we’ll typically come back with a quote, a timeline, and a clear plan within one business day. [Talk to us →](/services/?inquiry=automation) Process ## Five clear stages, no surprises. Every project follows the same five-stage flow. In depth discovery call, map, build, QA and launch. 01 ### Discovery Two-hour kickoff with your project lead. We walk through the funnel, the data, and the failure modes you’ve already seen. Week 1 02 ### Map Flowchart of every trigger, branch, and outcome. Segment definitions written. You sign off on the logic before a single Zap runs. Weeks 1 to 2 03 ### Build Flows wired up, segments built, integrations authenticated. Weekly progress walkthroughs. You see it before it goes live. Weeks 2 to 4 04 ### QA Synthetic data through every branch. Real test contacts in a sandbox segment. Error alerts on integrations confirmed firing. Week 4 or 5 05 ### Launch Phased rollout, monitored hourly for the first 48. Loom walkthroughs and a written runbook for your team. 30 days of post-launch care. Weeks 5 to 6 Every automation build is custom. Scoped on a call, shipped in 4 to 6 weeks. **Want us to keep running it after launch?** Add an ongoing care plan when we scope the build. The quickest path ## Book a 20-minute discovery call. Talk to a real person first. Bring what’s on your plate, the tools you’re already using, and where it’s breaking. You leave with a scope, a price, and the name of your match, or the honest answer that this isn’t a fit. [Book a discovery call →](/book-call/) Free. About 20 minutes. No sales pressure. We say if it’s not a fit. Prefer to write it out ### Send the details. We typically reply within one business day. Drop the basics. We typically reply within one business day with a match and a scope. Leave this field emptyYour name *Email *Interested in *Select oneMarketing automation (build or ongoing)Website (build or ongoing)AI agent buildSpecialist: BookkeeperSpecialist: CopywriterSpecialist: Creative ProductionSpecialist: Customer SupportSpecialist: Email Marketing SpecialistSpecialist: Marketing StrategistSpecialist: Sales Development RepSpecialist: SEO SpecialistSpecialist: Social Media / Content CreatorFamily StoriesTravel planningInbox & calendar (personal)ADHD supportOther personal servicesOther / not sure yetTell us a little about what you needSend Typically replies within one business day · No sales pressure ## Hand it off today. Matched within days. An account manager runs your account. [See plans](/pricing/) [Book a discovery call](/book-call/) Free. About 20 minutes.