Marketing Automation Setup

Marketing automation that follows up so you don't have to

We build the workflows that capture leads, send the right message at the right time, and keep prospects warm — automatically, across email and SMS.

What automation takes off your plate

  • ✓ Follow-up that never gets forgotten
  • ✓ Leads routed to the right person instantly
  • ✓ Appointment reminders sent automatically
  • ✓ Cold leads re-engaged without manual work

What marketing automation actually does

It handles the repetitive, time-sensitive work that your team keeps meaning to do but never has time for — consistently, every time.

✓ Captures leads from forms, ads, and your website into one place
✓ Sends follow-up emails and texts automatically, on schedule
✓ Scores and qualifies leads based on how they engage
✓ Routes each lead to the right salesperson or calendar
✓ Tracks every interaction so nothing gets lost
✓ Scales your follow-up without adding headcount

What we build for you

Every business needs a different mix. We start with the workflows that will save you the most time and win the most leads.

1

Lead capture workflows

Forms, landing pages, and your site connected so every lead lands in the CRM and triggers the next step.

2

Email sequences

Welcome, nurture, re-engagement, and promotional sequences that send based on real behavior.

3

SMS automation

Appointment reminders, follow-ups, and time-sensitive offers sent by text where they get seen.

4

Lead routing & booking

Leads assigned to the right person and booked straight into the right calendar, no back-and-forth.

5

Review & referral requests

Automated asks for reviews and referrals sent at the moment a customer is happiest.

6

Re-engagement campaigns

Automatic outreach that brings cold and inactive leads back into your pipeline.

Platforms we automate on

We build on the platform you already use, or recommend the one that fits your business best.

GoHighLevel

CRM, email, SMS, and automation in one platform — ideal for agencies and service businesses.

ActiveCampaign

The strongest email automation for businesses that live and die by their sequences.

Keap

Sales and follow-up automation built for service-based small businesses.

Zapier & Make

The connective tissue that links your tools and triggers automations across platforms.

How automation helps each part of your team

Good automation isn't just a marketing tool — it changes how the whole business runs.

✓

Sales

More qualified leads, automatic follow-up, and no prospect left waiting for a reply.

✓

Marketing

Clear tracking of which campaigns and messages actually turn into customers.

✓

Management

Real visibility into the pipeline and where every lead stands, without chasing updates.

✓

Everyone

Less time on repetitive admin, more time on the work that actually needs a human.

What changes after your automation is live

The point isn't fancy workflows. It's a business that follows up faster, more consistently, and with less effort.

Faster follow-up

Leads get a response in seconds, not hours — while they're still interested.

Consistent nurture

Every lead gets the full follow-up sequence, not just the ones someone remembered.

More time back

Hours of manual sending and reminders disappear from your team's week.

Common questions about marketing automation

Do I need a specific platform to automate?

No. We work with GoHighLevel, ActiveCampaign, Keap, and connect tools with Zapier or Make. We'll build on what you have, or recommend the best fit if you're starting fresh.

Will automation make my messages feel robotic?

Done well, it's the opposite. Automation sends the right message at the right moment based on what a lead actually does — which feels more relevant, not less.

Can you automate both email and SMS?

Yes. We build across both channels and route messages to wherever your leads are most likely to respond.

What if I already have some automation set up?

We audit what exists, keep what works, and rebuild what doesn't. You don't start over unless the current setup is holding you back.

How much does marketing automation setup cost?

It depends on how many workflows and channels you need. We'll scope it on a short call and give you a clear number before any work starts.

Do you work with businesses outside the US?

Yes. We work with clients across the US, UK, Canada, and Australia.