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Marketing Automation

Generate leads, follow them up properly and sell around the clock — with journeys that were designed once, measured honestly and improved every single month.

The problem

Most leads aren’t lost. They’re just never followed up.

The uncomfortable arithmetic of almost every business we look at: a large majority of enquiries receive between one and three follow-ups, and then silence. Not through laziness — through capacity. People get busy, the list gets long, and the lead that needed a nudge in week six quietly goes and buys from somebody else.

Marketing automation is simply the decision to stop relying on someone remembering. You design the conversation once — what gets said, to whom, in what order, and what should happen when they respond — and then it runs, identically and patiently, for every single person who raises their hand.

The hard part was never the software. It is deciding what deserves to be said, and having the discipline to measure whether it worked. That is the part we do with you.

What changes when this is working

  • Every enquiry gets a same-minute response, not a same-week one
  • Long-cycle prospects stay warm for months without anyone chasing
  • Sales spend their time on people who are actually ready to talk
  • Abandoned carts, expired quotes and lapsed customers get worked automatically
  • You can finally see which campaign, channel and message produced the revenue
What we build

The workstreams inside marketing automation

Lead capture & qualification

Forms, landing pages, chat, ad lead objects and offline sources — all landing in one database with clean source data and instant acknowledgement.

Nurture & lifecycle journeys

Multi-step, multi-channel sequences mapped to the real buying cycle: education, objection handling, social proof, offer, and graceful exit.

Email & SMS programmes

Broadcast, segmented and triggered messaging with deliverability set up properly — authentication, warm-up, list hygiene and suppression discipline.

Recovery & reactivation

Cart abandonment, quote follow-up, failed payment recovery, renewal reminders and win-back campaigns for customers who quietly drifted away.

Digital marketing strategy

Positioning, offer design, channel mix and content cadence — connected to reputation and review generation rather than run as a separate silo.

Campaign measurement

UTM discipline, conversion tracking and lifecycle dashboards so each programme has a number attached to it and a decision behind it.

How the engagement runs

From first call to running system

Map the journey

We document how people actually find, evaluate and buy from you today — including the awkward manual steps everyone forgets to mention.

Design the programmes

Message architecture, segmentation, triggers and exit conditions, written out and agreed before a single automation is built.

Build and test

Configuration, copy, templates, integrations and edge cases. We test with real data and deliberately try to break our own logic.

Launch and iterate

Staged go-live, then a monthly cycle of reading the numbers, forming a hypothesis and changing one thing at a time.

Deliverables

What you actually receive

Every engagement ends with something you own, understand and can run without us in the room. That is the test we hold ourselves to.

Typically built on Ontraport, HubSpot, ActiveCampaign, GoHighLevel, Klaviyo or Customer.io — chosen to fit your data and your team, and always licensed in your own company name.

  • A documented customer journey map covering every stage and channel
  • Live automation programmes built in your own platform account
  • Written message architecture: what is said, to whom, when and why
  • Templates, forms and landing pages in your brand
  • Deliverability configuration — SPF, DKIM, DMARC and sending reputation
  • A reporting dashboard and a monthly optimisation log
  • Recorded walkthroughs and written runbooks for your team
Questions

Worth asking early

Will this make our marketing feel robotic?

Only if it is written badly. Automation controls the timing and the routing; it does not have to control the tone. We write in your voice, keep sequences short enough to be welcome, and build in exits so nobody receives a sales message the day after they have already bought.

How many emails is the right number?

Fewer than most agencies sell and more than most owners are comfortable with. The honest answer depends on your buying cycle: a considered B2B purchase might justify a twelve-touch sequence over three months, while an impulse e-commerce product may need three touches over four days. We set it from your data, not a template.

What about GDPR and consent?

Consent capture, lawful basis, preference centres, suppression lists and honest unsubscribe handling are built into the design rather than retrofitted. We are not your lawyers, but we will not build you something that puts you on the wrong side of the rules.

Can you write the copy as well?

Yes. Most engagements include the sequence copy, because the writing and the logic are genuinely the same job. If you have an in-house writer or an agency you like, we will happily supply the brief and structure instead.

Also in our practice

The rest of the system

AI Automation

AI woven into the operations you already run: support triage, content production, data enrichment and back-office workflows, with a human in the loop where it matters.

Read more

CRM & Revenue Operations

CRM design, migration and pipeline architecture — so every lead is routed, scored and attributed, and your numbers finally reconcile.

Read more

Client Management & Portals

Client portals, onboarding sequences, membership areas and e-commerce that make your business feel bigger, tidier and easier to buy from.

Read more
Next step

Talk it through with someone who has built this before.

Thirty minutes, no pitch deck, no obligation. Bring the process that annoys you most and we’ll tell you honestly whether it can be automated well.