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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