Marketing automation that follows up so your team doesn’t have to
Most leads are not ready the day they enquire, and most businesses never contact them again. Marketing automation closes that gap: every lead gets the right email, text or sales task at the right time, based on what they did, without anyone remembering to send it. We design and build automation in HubSpot, Klaviyo, Mailchimp and ActiveCampaign for Canadian B2B companies, clinics, professional firms and ecommerce brands.
You need this if
- Leads from your website go into an inbox and get one reply, or none
- Your CRM has thousands of contacts nobody has emailed in a year
- Sales and marketing argue about whether leads were followed up
- Your ecommerce store sends a receipt and then nothing
- You bought HubSpot and are using it as a contact list
Automation starts with the customer journey, not the software
The platforms are capable. The gap is almost always design: nobody has mapped what should happen after someone downloads a guide, books a consultation, abandons a cart, goes quiet for ninety days or becomes a customer. Without that map, automation becomes a weekly newsletter and a thank-you email, and the expensive software goes unused.
We begin by mapping the lifecycle for your business. For a B2B manufacturer that is enquiry, qualification, quote, follow-up and reorder. For a dental clinic it is new-patient enquiry, booking, reminder, post-visit review request and recall. For an ecommerce brand it is welcome, browse and cart abandonment, post-purchase, replenishment and win-back. Each stage gets defined triggers, content and a handoff to a human where one is needed.
Then we build it, connect it to your website forms, booking tool and ads so attribution flows through, and measure the two numbers that matter: how many more leads convert, and how much faster.
What we build
Platform setup and migration
HubSpot, Klaviyo, Mailchimp or ActiveCampaign configured properly: properties, lifecycle stages, pipelines, lists and segments, consent tracking, and migration from spreadsheets or a legacy CRM without losing history.
Lead nurturing workflows
Sequences triggered by form fills, content downloads, demo requests and pricing-page visits, with branching based on engagement and a sales task created when a lead becomes hot.
Ecommerce flows
Klaviyo and Shopify flows: welcome series, browse and cart abandonment, post-purchase, replenishment, VIP and win-back, with SMS where it earns its keep.
Sales and marketing alignment
Lead scoring, rotation and assignment, meeting booking, deal stage automation and the reporting that shows marketing-sourced revenue rather than just leads.
Email design and copy
Templates that render everywhere, copy written for the stage the reader is at, and a sending setup (SPF, DKIM, DMARC, warm-up) that lands in the inbox. Pairs with our email marketing service.
Integrations and tracking
Website forms, Calendly or booking tools, call tracking, Google Ads and Meta conversions, accounting or practice-management software where it matters, so the CRM is the single record of truth.
Six weeks to a working system
Map
Lifecycle workshop with sales and marketing, audit of the current platform and data, and a prioritized list of flows to build.
Build
Platform configuration, integrations, first three to five workflows with copy and design, test contacts run through every branch.
Launch
Go live with monitoring, deliverability checks and a review after the first two weeks of real traffic.
Optimize
Monthly reporting on conversion by flow, subject-line and send-time tests, and new flows as the business changes.
Built for CASL from the start
Canada’s Anti-Spam Legislation is stricter than the rules most platforms default to. Every automation we build records consent type and date, honours implied-consent expiry, includes compliant identification and unsubscribe on every message, and keeps the records you would need if challenged. Clients in regulated sectors such as healthcare and legal get additional review for privacy and confidentiality.
Marketing automation questions
Which platform should we use?
HubSpot for B2B and professional services that need a CRM and marketing in one place. Klaviyo for ecommerce. Mailchimp or ActiveCampaign for smaller businesses that mostly need email. We are not tied to a vendor and will tell you when the free tier is enough.
How much does marketing automation setup cost?
A platform setup with three to five core workflows typically runs $4,000 to $9,000 depending on integrations and data migration. Ongoing management, new flows and reporting are usually $1,200 to $3,000 per month. Platform subscription fees are separate and paid by you.
We already have HubSpot. Can you fix what we have?
Yes, that is a common starting point. We audit the portal, clean up properties and lifecycle stages, retire broken workflows and rebuild the ones that matter. Most portals are under-used rather than wrongly chosen.
How long until we see results?
Abandonment and follow-up flows produce measurable conversions within weeks of launch because they act on leads you were already losing. Nurturing of longer B2B cycles shows in pipeline within one to two quarters.
Do you write the emails?
Yes. Copy, design and sequencing are included, written for the stage the contact is at and approved by you. We can also train your team to write within the system.
Is this CASL compliant?
Yes. Consent capture and records, identification, unsubscribe handling and implied-consent expiry are built into every workflow, and we document them so you can show compliance if asked.
Find the leads you are already losing
A free review of your current platform, forms and follow-up, with a map of the three automations that would recover the most revenue first.