Marketing Automation implementation for SaaS, eCommerce and B2BHubert Witkowski
I help businesses design and implement a data-driven marketing automation strategy that streamlines lead generation, nurturing, and retention. By integrating best-in-class automation tools, CRM systems, and AI-driven segmentation, I create scalable, high-converting workflows that reduce manual effort and increase customer engagement.
My expertise in multichannel automation, CRM optimization, and advanced analytics ensures a tailored approach that drives measurable growth while keeping your sales and marketing teams aligned.
What's included
ā
Milestone 1: Discovery & Audit
š Objective: Understand the business model, current automation setup, pain points, and opportunities for optimization.
š¹ Deliverables:
- Deep-dive consultation & stakeholder interviews
- Audit of existing marketing automation workflows & CRM integration
- Analysis of lead generation, nurturing, and retention processes
- Identification of inefficiencies, gaps, and quick wins
- Benchmarking against industry best practices
ā
Milestone 2: Strategy Development & System Architecture
š Objective: Define the marketing automation strategy, system design, and key workflows.
š¹ Deliverables:
- Marketing automation blueprint (Lead lifecycle, CRM structure, segmentation strategy)
- Defined lead scoring model & nurturing sequences
- Channel selection & recommended automation tools (Email, SMS, push notifications, chatbots)
- Customer journey mapping with automation triggers
- Compliance & data governance guidelines (GDPR, CAN-SPAM, etc.)
ā
Milestone 3: Workflow Implementation & Automation Setup
š Objective: Build and deploy automated workflows, integrate systems, and optimize campaign execution.
š¹ Deliverables:
- Configuration of automation workflows (e.g., lead nurturing, onboarding, reactivation)
- CRM & marketing automation integration (HubSpot, Salesforce, Customer.io, etc.)
- API & webhook setup for cross-platform connectivity
- Dynamic segmentation & personalization implementation
- A/B testing framework for workflow optimization
ā
Milestone 4: Performance Tracking & Optimization
š Objective: Ensure the strategy is measurable, refine processes, and optimize automation performance.
š¹ Deliverables:
- Custom marketing analytics & reporting dashboards
- Performance tracking for lead conversion, engagement, and automation success
- Iterative A/B testing on workflows, emails, and trigger points
- Optimization roadmap for scaling automation efforts
- Final training & knowledge transfer for internal teams
FAQs
Example work
Hubert's other services
Starting at$4,000
Duration8 weeks
Tags
Braze
Customer.io
HubSpot
Salesforce
Zapier
Automation Engineer
Business Strategist
Marketing Strategist
Service provided by
Hubert Witkowski Warsaw, Poland
- $5k+
- Earned
- 1
- Paid projects
- 14
- Followers
Marketing Automation implementation for SaaS, eCommerce and B2BHubert Witkowski
Starting at$4,000
Duration8 weeks
Tags
Braze
Customer.io
HubSpot
Salesforce
Zapier
Automation Engineer
Business Strategist
Marketing Strategist
I help businesses design and implement a data-driven marketing automation strategy that streamlines lead generation, nurturing, and retention. By integrating best-in-class automation tools, CRM systems, and AI-driven segmentation, I create scalable, high-converting workflows that reduce manual effort and increase customer engagement.
My expertise in multichannel automation, CRM optimization, and advanced analytics ensures a tailored approach that drives measurable growth while keeping your sales and marketing teams aligned.
What's included
ā
Milestone 1: Discovery & Audit
š Objective: Understand the business model, current automation setup, pain points, and opportunities for optimization.
š¹ Deliverables:
- Deep-dive consultation & stakeholder interviews
- Audit of existing marketing automation workflows & CRM integration
- Analysis of lead generation, nurturing, and retention processes
- Identification of inefficiencies, gaps, and quick wins
- Benchmarking against industry best practices
ā
Milestone 2: Strategy Development & System Architecture
š Objective: Define the marketing automation strategy, system design, and key workflows.
š¹ Deliverables:
- Marketing automation blueprint (Lead lifecycle, CRM structure, segmentation strategy)
- Defined lead scoring model & nurturing sequences
- Channel selection & recommended automation tools (Email, SMS, push notifications, chatbots)
- Customer journey mapping with automation triggers
- Compliance & data governance guidelines (GDPR, CAN-SPAM, etc.)
ā
Milestone 3: Workflow Implementation & Automation Setup
š Objective: Build and deploy automated workflows, integrate systems, and optimize campaign execution.
š¹ Deliverables:
- Configuration of automation workflows (e.g., lead nurturing, onboarding, reactivation)
- CRM & marketing automation integration (HubSpot, Salesforce, Customer.io, etc.)
- API & webhook setup for cross-platform connectivity
- Dynamic segmentation & personalization implementation
- A/B testing framework for workflow optimization
ā
Milestone 4: Performance Tracking & Optimization
š Objective: Ensure the strategy is measurable, refine processes, and optimize automation performance.
š¹ Deliverables:
- Custom marketing analytics & reporting dashboards
- Performance tracking for lead conversion, engagement, and automation success
- Iterative A/B testing on workflows, emails, and trigger points
- Optimization roadmap for scaling automation efforts
- Final training & knowledge transfer for internal teams
FAQs
Example work
Hubert's other services
$4,000