Marketing Automation & Integrations
The repetitive work runs itself; your team does the thinking.
04.3 / Service
Marketing Automation & Integrations
In short
What is marketing automation?
Marketing automation reduces repetitive work through rules for lead routing, follow-ups and reporting. We audit your workflows, route leads from forms and channels into the CRM, set up stages and follow-up triggers, and connect the tools you already use. You get a runbook, failure alerts and an automated reporting feed.
The problem
The problem this solves
Leads copied by hand between tools, reports assembled every Monday, follow-ups that depend on memory: every growing team accumulates this invisible tax. It costs hours weekly and loses leads at every manual step.
Method
How we work
We automate what already repeats, never a process that does not work manually yet. Each workflow ships with an owner, monitoring and a measurable before/after in hours saved; anything judgment-based keeps a human step by design.
When it fits
When this is the right call
A form fill lands in one inbox, gets forwarded to a second, and reaches the salesperson two days later or never.
Someone spends Monday morning copying numbers from four platforms into one spreadsheet, and by Tuesday it is out of date.
You have a CRM, and half the deals in it were last touched three months ago because nobody was reminded.
A Zap built last year stopped running in March, and the leads it carried were only missed when the pipeline went quiet.
04.3 / In one line
CRM flows, lead routing, integrations
Scope
What's included
Workflow audit: what repeats, what it costs, what breaks
Lead routing: forms and channels into CRM, instantly
CRM workflows: stages, tasks, follow-up triggers
Reporting automation: numbers assembled without a human
Tool integrations across your existing stack
Documentation and failure alerts
Scope shown is indicative: the final scope is agreed with you before work starts.
Deliverables
What you receive
Workflow inventory with hours attached
Every repeating task listed with who does it, how often, how long it takes and where it fails, ranked by weekly hours.
Lead routing map
One diagram showing each form, chat and ad lead source, the fields it carries and exactly where it lands in the CRM.
CRM stage and trigger design
Pipeline stages defined, the tasks each stage creates, and the reminders that fire when a deal sits still too long.
Integration build with a test record
The connections themselves, each proven with a real submission and a screenshot of where it arrived, before anything is switched on.
Runbook and alert setup
A short document per workflow: what it does, what it touches, who owns it, and the alert that fires when a run fails.
Automated reporting feed
The Monday spreadsheet replaced by a sheet or dashboard that fills itself on schedule, with a timestamp for the last refresh.
Process
01 / 04
Audit
Repetitive work mapped and priced in hours per week.
02 / 04
Prioritize
Automations ranked by hours saved versus build effort.
03 / 04
Build
Workflows, integrations and alerts, tested on real cases.
04 / 04
Monitor
Dashboards and alerts; monthly review of what to automate next.
Timeline
A first engagement, step by step
Week 1
We sit with the people doing the repetitive work and time it. You receive the inventory and choose the first three workflows with us.
Week 2
Lead routing goes first, because a lost lead costs more than a slow report. Every source is tested with a real submission you can trace.
Weeks 3-4
CRM triggers and the reporting feed follow. Each workflow runs beside the manual version for a few days until both agree.
Month 2
Monitoring settles in, alerts have fired at least once for real, and the review picks the next workflows from the inventory.
Measurement
What we measure
Hours returned per week
Timed before and after, per workflow, by the person who used to do the task. Our estimates do not count.
Lead response time
Minutes from submission to first human contact. Routing exists to shrink this number, so it is the first one we watch.
Failed runs caught by alert
Every failure should surface through an alert, not through a missing lead. One found any other way is a monitoring gap.
Manual overrides
How often someone bypasses a workflow by hand. A rising count means the automation is wrong about the process, not the people.
Proof
Evidence, not adjectives
FAQ
Frequently asked questions
Which tools do you integrate?
Your existing stack wherever possible (CRMs, forms, ad platforms, spreadsheets, email), connected natively or via tools like Make and Zapier. Replacing tools is a last resort with a stated reason.
What happens when an automation breaks?
Each workflow includes error alerts and a documented owner. We agree how failures are reported and handled so the team can investigate and restore the process.
How do you measure whether it paid off?
Hours saved per week, lead response time and error rates, before versus after, per workflow. If something does not pay for itself, we say so and switch it off.
How is the work scoped and priced?
The audit and the first set of workflows are a project with a fixed list of deliverables. Monitoring and new workflows sit on a monthly retainer. The price moves with the number of systems connected and the custom logic a workflow needs, not with the number of leads flowing through it.
What do I need to prepare before you start?
Admin access to the CRM, forms and tools involved, one person who knows the current process well enough to describe it, and a decision on who owns each lead type. The first workflow is usually live within two weeks of access.
My team is small. Isn't this overkill?
A small team loses the most to manual steps, because one person doing five jobs is the one who forgets the follow-up. We start with the two or three workflows that eat the most hours and stop there if the rest would not repay the build.
Where to next
Keep going
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