Automation that earns its keep.
CRM architecture, lifecycle automation and workflow design across HubSpot, Klaviyo, Salesforce and Customer.io. Fewer manual handoffs, faster follow-up.
Marketing Automation & CRM //Marketing Automation & CRM //Marketing Automation & CRM //Marketing Automation & CRM //Marketing Automation & CRM //Marketing Automation & CRM //
The Approach
“We map the real lifecycle first - stages, owners, SLAs, exit criteria - then build the automation around it. Lead scoring, routing, task creation and nurture sequences are designed so sales inherit context, not a raw email address.”
Data hygiene is part of the build: deduplication, field governance, lifecycle stage rules and reporting objects, so the CRM stays usable twelve months after launch rather than quietly rotting.
- 01CRM Architecture
- 02Lead Scoring & Routing
- 03Lifecycle Workflows
- 04HubSpot & Salesforce
- 05Klaviyo & Customer.io
- 06Data Hygiene & Governance
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