Marketing Automation Setup
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About this service
Summary
FAQs
What if I don't know what I need automated?
That's what the audit call is for. I'll watch your workflow, ask questions, and identify where you're losing time. You don't need to know - that's my job.
Can you work with [specific tool I use]?
If it has an API or Zapier integration, yes. I've worked with 50+ tools. If yours is truly custom, we'll figure out a workaround.
What if something breaks after you're done?
30-day monitoring period covers this. I'm watching it, fixing issues, and optimizing. After 30 days, you're on your own unless you want ongoing support ($200/mo retainer).
Do I need to buy HubSpot or GoHighLevel?
Depends on your needs. HubSpot free tier works for many startups. GoHighLevel is $97/mo. I'll recommend based on your situation during the audit call.
How technical do I need to be to manage this after you build it?
If you can use email and click buttons, you can manage this. The training session covers everything. Plus you get documentation.
What if this doesn't actually save me 5 hours/week?
I'll build more workflows until it does. That's the guarantee. I don't get paid to waste your time.
What's included
Platform Build & Configuration
HubSpot, GoHighLevel, or your platform fully set up. CRM configured. Email connected. Analytics tracking. Ready to use day one.
Zapier Integration Layer (5-10 zaps)
Your tools connected and talking. CRM ↔ Email ↔ Analytics ↔ Slack ↔ Payment processor. Data flows automatically. No manual copying.
Custom Workflow Build
Lead routing, data sync, team alerts, behavioral triggers. Built for your specific business, not generic templates. Saves 10-15 hours/week minimum.
Team Training & Handoff
1-hour live session. Your team learns how to use it, manage it, add new automations. Plus documentation for reference.
30-Day Monitoring & Optimization
I watch it run. Fix anything that breaks. Optimize what's slow. Add workflows if time savings fall short. You focus on business.
Example projects
Industries