– 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.
Example builds
Six automation builds we can ship.
Cart Abandonment
Three-touch recovery.
3 days · Email + SMS · Klaviyo + Postscript
Customer Onboarding
Welcome to milestone.
5 emails · 30 days · Customer.io + Stripe
New Lead Nurture
Five-day inbound drip.
5 emails · 6 days · HubSpot + Customer.io
Re-engagement
Win-back, then unsubscribe gate.
3 emails + form · 14 days · Klaviyo + Typeform
Renewal Reminder
60-30-7 day cadence.
3 emails + Slack handoff · 60 days · HubSpot + Stripe
Webinar Registration
Signup, reminders, no-show split.
5 emails · 7 days · HubSpot + Zoom + Make
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.
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.
Lead-routing logic
Source-based, score-based, or rep-based routing, mapped on a flowchart you sign off on before we wire anything up.
Lifecycle email flows
Welcome, nurture, post-purchase, win-back. Triggers based on behavior, not just date. Written copy included.
Segmentation strategy
A documented segment library with rules. Marketers can use it without asking, ops can audit it without guessing.
Integrations setup
CRM, ESP, payment, calendar, internal tools. Authenticated, error-handled, and tested with synthetic data.
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.
Documentation
Every flow, every segment, every integration. Loom walkthroughs plus a written runbook so the next person can take over.
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 come back with a quote, a timeline, and a clear plan inside one business day.
Process
Five clear stages, no surprises.
Every project follows the same five-stage flow. Weekly walkthroughs, a shared Notion or Basecamp workspace, and a named project lead from kickoff to handoff.
Discovery
Two-hour kickoff with your project lead. We walk through the funnel, the data, and the failure modes you’ve already seen.
Map
Flowchart of every trigger, branch, and outcome. Segment definitions written. You sign off on the logic before a single Zap runs.
Build
Flows wired up, segments built, integrations authenticated. Weekly progress walkthroughs. You see it before it goes live.
QA
Synthetic data through every branch. Real test contacts in a sandbox segment. Error alerts on integrations confirmed firing.
Launch
Phased rollout, monitored hourly for the first 48. Loom walkthroughs and a written runbook for your team. 30 days of post-launch care.
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 intake.
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.
No sales pressure. We say if it's not a fit.
Prefer to write it out
Send the details. One business day to reply.
Drop the basics. We come back inside one business day with a match and a scope.
Reply within one business day · Your details stay private · No sales pressure
Hand it off today.
Top 0.1% accepted. Matched within days. Your account manager is waiting.