Marketing Automation implementation for SaaS, eCommerce and B2B
Starting at
$
4,000
About this service
Summary
FAQs
What is included in your Marketing Automation Strategy service?
My service includes end-to-end automation strategy development, from auditing your current setup to designing and implementing automation workflows for lead nurturing, onboarding, re-engagement, and retention. It also covers CRM integration, segmentation, lead scoring, campaign automation, and performance tracking to ensure long-term success.
What tools and platforms do you work with?
I specialize in HubSpot, Salesforce, Customer.io, Klaviyo, Marketo, Braze, Mailchimp, and automation platforms like Zapier, Make (Integromat), and webhooks to connect different systems. I select the best tools based on your business needs and existing tech stack.
How do you ensure the automation strategy aligns with our business goals?
I start with a discovery and audit phase, working closely with stakeholders to understand your sales funnel, customer journey, and conversion goals. The strategy is fully customized to align with your lead generation, retention, and revenue growth objectives, ensuring all automations serve a clear purpose.
How do you measure the success of the automation strategy?
I implement custom dashboards and performance tracking, measuring key metrics like lead conversion rates, engagement levels, email performance (open & click-through rates), and customer retention improvements. Regular A/B testing and optimization ensure continuous improvement.
How long does it take to implement the automation strategy?
The full project typically takes 8-10 weeks, depending on the complexity of your workflows and integrations. After implementation, I offer ongoing support to optimize and refine automation strategies as your business scales.
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
Example projects
Duration
8 weeks
Skills and tools
Industries