Marketing Operations Buildout & Automation System SetupWhit Wilburn
This 4-week MOps buildout takes your marketing strategy and turns it into a fully operational, automated digital communication system. I configure your ESP, build essential flows and segments, integrate triggers, repair funnel gaps, and create the infrastructure needed for ongoing campaigns using low/no-code solutions. At the end, you’ll have a clean, scalable marketing engine ready for immediate use.
What's included
ESP Configuration & Infrastructure Setup
Set up your ESP (Klaviyo, Braze, Iterable, Mailchimp, HubSpot, etc.) with core configurations, tracking parameters, data fields, permissions, and brand-aligned foldering/organization.
Segmentation Framework Buildout
Creation of audience segments based on behavior, lifecycle stage, interests, purchase history, recency/frequency, and engagement—ready for targeting across email, SMS, push, and other channels.
Lifecycle Flows & Automation Setup
Build essential 0–1 lifecycle automations (e.g., welcome, abandoned cart, browse abandonment, post-purchase, winback, churn prevention, milestone flows) aligned with strategy recommendations or direction.
Cross-Channel Trigger & Event Integration
Integrate available events, triggers, and conversion actions from your website, store, CRM, or app—ensuring all digital communication channels can activate at the right moment.
Funnel Gap Repair & Operational Plug-Ins
Identify and fix funnel breaks (missing events, broken logic, tracking gaps, unmanaged data), enabling a clean foundation for future campaigns and automations.
FAQs
Yes. If you already have a marketing plan or lifecycle strategy, I can implement your existing roadmap and build out the operational systems to match.
I implement your existing templates and modular assets inside the ESP. If you need custom branded templates or a full modular design system, that is a separate service.
Welcome, onboarding, lead nurture, abandoned cart, post-purchase, upsell/cross-sell, winback, churn prevention, and milestone/engagement flows. Additional flows can be scoped as needed.
Yes—as long as your tools support it. I configure channel triggers, behavior-based automation, and events from your website/app to ensure coordinated communication.
Yes. I connect your ESP to Shopify, Webflow, WooCommerce, custom forms, CRM systems, or other available integrations to ensure your flows have the data they need.
Copywriting is not included. I can plug in your existing copy or collaborate with your team during QA to ensure the messaging is formatted correctly. I also offering ongoing campaign support that includes copywriting on an hourly or retainer basis.
Klaviyo, Braze, Mailchimp, HubSpot, Iterable, and most mainstream ESP/CRM platforms.
Yes. I offer hourly and retainer-based ongoing MOps support, but it is separate from this 4-week buildout service.
A fully functioning automation system, segmentation library, organized ESP workspace, and a documentation guide for internal teams or future contractors.
Starting at$8,500
Duration4 weeks
Tags
Airtable
Klaviyo
Marketo Engage
Zapier
Zoho Marketing Automation
Business Strategist
Marketing Strategist
Service provided by
Whit Wilburn San Francisco, USA
Marketing Operations Buildout & Automation System SetupWhit Wilburn
Starting at$8,500
Duration4 weeks
Tags
Airtable
Klaviyo
Marketo Engage
Zapier
Zoho Marketing Automation
Business Strategist
Marketing Strategist
This 4-week MOps buildout takes your marketing strategy and turns it into a fully operational, automated digital communication system. I configure your ESP, build essential flows and segments, integrate triggers, repair funnel gaps, and create the infrastructure needed for ongoing campaigns using low/no-code solutions. At the end, you’ll have a clean, scalable marketing engine ready for immediate use.
What's included
ESP Configuration & Infrastructure Setup
Set up your ESP (Klaviyo, Braze, Iterable, Mailchimp, HubSpot, etc.) with core configurations, tracking parameters, data fields, permissions, and brand-aligned foldering/organization.
Segmentation Framework Buildout
Creation of audience segments based on behavior, lifecycle stage, interests, purchase history, recency/frequency, and engagement—ready for targeting across email, SMS, push, and other channels.
Lifecycle Flows & Automation Setup
Build essential 0–1 lifecycle automations (e.g., welcome, abandoned cart, browse abandonment, post-purchase, winback, churn prevention, milestone flows) aligned with strategy recommendations or direction.
Cross-Channel Trigger & Event Integration
Integrate available events, triggers, and conversion actions from your website, store, CRM, or app—ensuring all digital communication channels can activate at the right moment.
Funnel Gap Repair & Operational Plug-Ins
Identify and fix funnel breaks (missing events, broken logic, tracking gaps, unmanaged data), enabling a clean foundation for future campaigns and automations.
FAQs
Yes. If you already have a marketing plan or lifecycle strategy, I can implement your existing roadmap and build out the operational systems to match.
I implement your existing templates and modular assets inside the ESP. If you need custom branded templates or a full modular design system, that is a separate service.
Welcome, onboarding, lead nurture, abandoned cart, post-purchase, upsell/cross-sell, winback, churn prevention, and milestone/engagement flows. Additional flows can be scoped as needed.
Yes—as long as your tools support it. I configure channel triggers, behavior-based automation, and events from your website/app to ensure coordinated communication.
Yes. I connect your ESP to Shopify, Webflow, WooCommerce, custom forms, CRM systems, or other available integrations to ensure your flows have the data they need.
Copywriting is not included. I can plug in your existing copy or collaborate with your team during QA to ensure the messaging is formatted correctly. I also offering ongoing campaign support that includes copywriting on an hourly or retainer basis.
Klaviyo, Braze, Mailchimp, HubSpot, Iterable, and most mainstream ESP/CRM platforms.
Yes. I offer hourly and retainer-based ongoing MOps support, but it is separate from this 4-week buildout service.
A fully functioning automation system, segmentation library, organized ESP workspace, and a documentation guide for internal teams or future contractors.
$8,500