Solution
Turn Marketing Activity into a Repeatable Revenue Process.
Connect campaigns, content and CRM data so every inquiry is captured, scored, nurtured and followed up consistently.
Who this is for
Marketing and sales leaders who generate inquiries but lose them between the form, the CRM and the sales team.
The problem
Contacts sit in lists with unclear consent, everyone receives the same emails, and sales hears about a hot lead days late. Reporting cannot connect campaigns to pipeline.
Example workflow: inquiry to sales handoff
Step 1
Capture
Form submissions record source, campaign and the exact consent wording the person agreed to.
Step 2
Segment
Contacts are grouped by interest, company size and lifecycle stage. Anyone without marketing consent receives service messages only.
Step 3
Trigger
Actions such as a pricing-page visit, a guide download or no response for 14 days start the matching sequence.
Step 4
Score
Fit and engagement rules agreed with sales raise or lower the lead score.
Step 5
Handoff
When a lead passes the threshold, an owner is assigned in the CRM with history attached, and nurture emails stop.
Inputs we need
- Consent wording and lawful-basis decisions
- Agreed lead definitions and scoring rules
- Content for each stage
- Sales territories or owner rules
Systems involved
- CRM (for example HubSpot or Salesforce)
- Email platform
- Website forms and analytics
- Ad platforms for audience sync
What you get
- Segments that update themselves
- Owned, timestamped sales handoffs
- Campaign-to-pipeline report
Exception handling
- Unsubscribe or consent withdrawn: removed from all marketing sequences immediately
- Duplicate contact: merged by email with the oldest source kept
- Lead not accepted by sales within the agreed time: reassigned and flagged
- Bounced address: suppressed and excluded from reporting
Permissions
- Marketing edits sequences and segments
- Sales sees lead history but cannot change consent records
- Only admins can export contact data
Included
- Lifecycle stages and scoring design with sales
- Sequence build and testing
- CRM sync and handoff rules
- Attribution reporting
Not included
- Legal advice on consent — your counsel confirms wording
- Buying contact lists
- Ongoing content writing unless agreed separately
What affects cost
- Number of segments and sequences
- CRM and email platform in use
- Volume of existing data to clean
- Attribution depth required
Illustrative example
A B2B firm gets demo requests and guide downloads but treats both the same. Splitting them puts demo requests with sales within one working day, while guide readers get a five-email sequence until they show buying intent.
FAQs
Marketing Automation: common questions
Which platforms do you work with?
We use the CRM and email tools you already have when they fit. We confirm platform support during discovery, before we quote.
How do you handle consent?
Consent is stored on each contact with source and date, and every sequence checks it before sending. Your legal advisor approves the wording.
Who decides what a qualified lead is?
Marketing and sales together, in a working session. We write down the rules and use them for scoring.
Will sales actually use the handoff?
We build the handoff into the CRM view sales already works from and track acceptance time so gaps are visible.
Can we see which campaigns create pipeline?
Yes, as long as source data is captured at the form and kept through CRM stages. We set that up first.
Discuss marketing automation for your team
A short call is enough to check fit, the systems involved and a sensible first release.
No obligation. Clear recommendations. Confidential discussion.