Your brilliant business idea is stuck on a whiteboard. Meanwhile, your competitors are shipping custom code, scaling their infrastructure, and capturing your market share. It hurts to watch potential customers...
A lead that fills in your form on Tuesday and receives a call on Friday — when they’ve already spoken to two competitors — is a lead your team spent budget to acquire and then lost through process delay. The highest-converting follow-up is immediate, contextual, and consistent. That’s only possible with automation.
Of B2B buyers choose the vendor who responds first — not cheapest or best-known
Higher lead qualification rate for companies with mature nurture automation
Optimal first-response window — after which conversion probability drops 80%
Marketing automation is only as valuable as the logic behind it. These four disciplines — built on a deep understanding of your buyer journey — determine whether automation accelerates revenue or just generates noise.
Every contact has a relationship with your brand that evolves over time — from first awareness through consideration, decision, onboarding, and retention. Lifecycle automation maps the right communication to each stage: a welcome sequence for new subscribers, a nurture sequence for unconverted leads, an onboarding sequence for new customers, a re-engagement sequence for dormant contacts, and a renewal sequence for subscription accounts. Each stage has its own goals, messaging, and success criteria — not one generic email sequence for all of them.
Not every lead deserves sales attention immediately — some are researching, some are ready, and most are somewhere between. Lead scoring assigns point values to contact actions — page visits, content downloads, email opens, pricing page views, demo requests — building a composite score that reflects purchase intent. When a contact crosses the sales-readiness threshold, the CRM creates a task automatically and the sales team contacts a warm, context-rich lead rather than a cold one.
The most effective marketing communication is contextual — sent because of something the contact just did, not because it’s Tuesday and the batch send is scheduled. We build trigger-based workflows that fire on specific actions: a contact visiting the pricing page twice gets a personal follow-up in 30 minutes; one who downloads a case study gets a relevant email sequence; one who abandons a demo booking gets a re-engagement nudge 24 hours later. Every trigger is deliberate, with a clear intent and a defined action path.
Automation without CRM sync creates two separate pictures of the same contact — one in the marketing platform and one in the sales system, neither complete. We build bidirectional CRM integration: marketing actions (email opens, page visits, score changes) update the contact record in your CRM; CRM actions (deal stage changes, sales notes, won/lost status) trigger the corresponding marketing workflow. Sales sees full contact history; marketing responds to sales signals — both working from one source of truth.
Every workflow is designed around the specific buyer journey of your business. These are representative examples — the actual flows, triggers, and branch logic are always tailored to your audience and product.
Form submit or list import
Immediate · Who we are and what we do
Day 2 · Case studies · 3 client outcomes
Day 5 · "Ready to talk?" · Low friction ask
Yes → Sales task · No → Nurture sequence
Behavioural threshold crossed
Day 0 · Content matched to company type
Day 4 · How similar companies use us
Day 9 · Common concerns addressed
Sales team notified · Hot lead context shared
Tracked via website pixel · known contact
Allow browsing to complete naturally
Personal tone · direct · specific offer or demo
Yes → CRM sales task · No → Follow-up Day 3
Lead context + visit history in task notes
Last open / visit > 60 days ago
Short copy · no hard ask · single CTA
Day 7 · Product updates / new content
Yes → Return to nurture · No → Sunset flow
Day 14 · "Stay or go?" · clean the list
We build a scoring model calibrated to your buyer journey — positive scores for high-intent actions, negative scores (decay) for inactivity. When a contact crosses the threshold, sales is notified automatically.
| Signal | Points |
|---|---|
| Pricing page visit | +20 pts |
| Demo request form | +40 pts |
| Case study download | +15 pts |
| Email open | +5 pts |
| Email link click | +10 pts |
| Webinar attended | +25 pts |
| Company size: 50–500 employees | +15 pts |
| Total | 130 pts |
| Signal | Points |
|---|---|
| No activity for 30 days | −10 pts |
| Email unsubscribe | −50 pts |
| Visited “Careers” page only | −20 pts |
| Free plan only — no upgrade signal | −15 pts |
| Sales-ready threshold | ≥ 75 pts |
Total possible deductions: −95 pts
We work across the major marketing automation and CRM platforms — recommending the right one if you don’t have one yet, or building on what you already have if you do.
Best-in-class for SMB and mid-market. Unified CRM, email, workflows, and reporting in one platform. Our most-deployed stack.
Enterprise-grade automation for organisations already on Salesforce CRM. Deep data model and complex workflow capability.
Powerful automation builder with sophisticated conditional logic at a lower price point — excellent for product-led and e-commerce use cases.
E-commerce first — tightly integrated with Shopify and WooCommerce for customer lifecycle, cart abandonment, and post-purchase flows.
Cost-effective all-in-one for Indian SMBs already in the Zoho ecosystem. Workflows, email, and CRM without switching platforms.
For bespoke stacks — we build automation logic via webhooks, Zapier, Make (Integromat), or n8n connecting any combination of tools.
From lifecycle mapping and workflow architecture through to lead scoring, behavioural triggers, CRM integration, and reporting — the complete marketing automation stack, built on your platform of choice.
Customer lifecycle mapping — defining every stage from first touch to loyal customer, documenting the actions, triggers, and communications appropriate to each stage, and building the workflow architecture that delivers them automatically without gaps or overlaps.
Email copy written for every step in every workflow — with subject lines, preview text, body copy, and CTA — calibrated to the contact’s lifecycle stage, the trigger that fired the sequence, and the goal of that specific email in the series.
Lead scoring model design and implementation — positive and negative score actions, decay rules, sales-readiness threshold, automatic sales task creation at threshold, and monthly score model review against actual conversion data to calibrate scores to reality.
Trigger-based workflow build for every high-intent action in your funnel — pricing page visits, form submissions, content downloads, demo abandonment, and free trial inactivity — with branch logic for different contact segments and time-sensitive follow-up paths.
Two-way integration between your marketing automation platform and CRM — contact property sync, deal stage triggers, sales activity updates feeding marketing workflows, and a unified contact timeline showing both marketing and sales interactions in one view.
Monthly automation performance report — email open and click rates by sequence, workflow conversion rates, lead score distribution, time-to-sales-handoff, and revenue attributed to automation-influenced contacts — connecting automation activity to pipeline and revenue outcomes.
Platform-agnostic automation expertise — from major marketing automation platforms through to CRM, analytics, and integration middleware.
Our marketing automation methodology — from journey mapping and platform audit through to workflow build, CRM integration, and ongoing optimisation. Click each stage to explore.
Lifecycle stages, current gaps & automation opportunity
Platform config, tracking, CRM sync & deliverability
Score actions, thresholds & sales handoff rules
Workflow logic, email copy & branch conditions
Activation, deliverability monitoring & quick iteration
Performance review, sequence refinement & new workflows
Workflow architecture build in the platform — trigger conditions, delay settings, branch logic, contact segmentation conditions — plus email copy for every step in every workflow: subject lines, preview text, body copy, and CTA, reviewed for deliverability and tone before activation.
The four principles behind every automation engagement — and why the workflows we build convert contacts rather than just email them.
We start every engagement by mapping the buyer journey — what your leads know, feel, and need at each stage — before opening the platform. The workflows we build reflect that journey. Generic drip sequences that ignore where the contact is in their decision process have poor conversion rates regardless of the platform they run on.
A scheduled weekly email to all contacts treats every contact as equivalent regardless of their behaviour. A triggered email that fires 30 minutes after a pricing page visit treats the contact as an individual with a specific intent. We build trigger-based flows wherever the contact's behaviour gives us a signal worth acting on.
Automation without CRM sync creates information silos where sales and marketing have different and incomplete views of the same contact. We treat CRM integration as a core requirement of every engagement — not an optional add-on — because the full picture of a contact's history is what enables both teams to communicate appropriately.
Open rate is a signal. Conversion rate is the outcome. We track automation performance against pipeline contribution and revenue attributed to automation-influenced contacts — adjusting sequences based on which steps in each workflow produce conversion, not which produce the best open rate.
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Your brilliant business idea is stuck on a whiteboard. Meanwhile, your competitors are shipping custom code, scaling their infrastructure, and capturing your market share. It hurts to watch potential customers...
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