Marketing Automation

    Automated workflows that nurture leads and drive sales.

    From CRM setup to complex multi-step automations, our team of certified specialists build the systems that run your marketing on autopilot. We're certified in ActiveCampaign, Ontraport, Keap, GoHighLevel, and 50+ platforms.

    Your Team

    Automation Experts

    Automation Experts

    Expert Team

    Certified specialists in ActiveCampaign, Keap, GoHighLevel, and 50+ platforms. We build the systems that run your marketing on autopilot.

    Meet the team

    50+

    Platforms

    Certified

    Specialists

    1-2 weeks

    Complex Builds

    100%

    Documented

    Quick Overview: What We Handle

    CRM Setup
    Email Sequences
    Lead Scoring
    Workflow Automation
    Zapier Integrations
    Form Connections
    Pipeline Setup
    Payment Integration
    Membership Automation
    Appointment Booking

    What We Deliver

    Detailed breakdown of marketing automation services we provide. Each category shows exactly what's included.

    CRM Setup & Configuration

    2-3 days

    Get your CRM properly configured from the start. Custom fields, pipelines, tags, and settings optimized for your business.

    Initial CRM setup
    Custom fields creation
    Pipeline configuration
    Tag structure setup
    User permissions
    Account settings

    Email Automation Sequences

    1-2 days

    Automated email sequences that nurture leads and drive conversions. Welcome series, sales sequences, and re-engagement campaigns.

    Welcome sequences
    Sales sequences
    Abandoned cart emails
    Re-engagement campaigns
    Post-purchase sequences
    Event follow-ups

    Workflow Automation

    3-5 days

    Complex multi-step automations that respond to user behavior. Lead scoring, segmentation, and conditional logic.

    Lead scoring systems
    Behavior-based triggers
    Conditional branching
    Multi-step workflows
    Cross-platform sync
    Automation testing

    Integrations & Connections

    1-2 days

    Connect your tools together so data flows automatically. Zapier, Make, native integrations, and API connections.

    Zapier automation
    Make (Integromat) flows
    Native integrations
    API connections
    Webhook setup
    Data sync testing

    Payment & Membership

    2-3 days

    Connect payment processors and membership platforms. Automated access, renewals, and dunning sequences.

    Stripe integration
    PayPal connection
    Membership access automation
    Renewal reminders
    Failed payment handling
    Upgrade/downgrade flows

    Migration & Cleanup

    1-2 weeks

    Move from one CRM to another without losing data. Contact cleanup, tag consolidation, and automation migration.

    Contact migration
    Tag mapping
    Automation recreation
    Data cleanup
    Duplicate removal
    Verification testing

    Ready to Get Started?

    Join hundreds of coaches, consultants, and creators who save 20+ hours per week with our team.

    What's Not Included

    Transparency helps you plan better

    CRM software licensing (you provide accounts)
    Writing email copy (see Copywriting service)
    Email design/graphics (see Graphic Design)
    Custom API development
    Data entry or manual contact input
    Marketing strategy (see Strategy service)
    Running ad campaigns
    Social media posting

    Need something not listed? Contact us for a custom quote.

    How It Works

    1

    Describe your automation needs

    Tell us about your current setup, goals, and what you want to automate.

    2

    Get matched with specialists

    Our certified automation experts review your requirements and plan the build.

    3

    Build and configure

    We set up your automations, test thoroughly, and document everything.

    4

    Training and handoff

    Receive documentation and optional training on how to manage your new systems.

    Christine Rivett

    Christine Rivett - GlobalMac IT

    I love when your team looks outside the instructions to be sure I've touched on everything that may need to be set up for the task. The attention to detail is incredible.
    View More Customer Stories

    Frequently Asked Questions

    Related Capabilities

    Marketing Strategy

    Website Development

    Copywriting

    Ready for Expert Marketing Automation?

    Stop struggling with marketing automation. Let our team handle it while you focus on growing your business.