Module 06
AI and marketing automation
We connect your CRM, ad platforms and inbox to workflows that remove busywork: instant lead routing, enrichment, lifecycle email, and AI assisted reporting. Humans stay in the loop where judgment matters.
Talk to us about ai and marketing automationWhat you get
- CRM and marketing stack audit
- Lead scoring and routing logic
- Lifecycle email and SMS flows
- AI assisted content and reporting pipelines
- Governance, privacy and approval rules
What changes
- 01Faster speed to lead
- 02Hours back for your team every week
- 03Cleaner data across every tool
How we deliver it
Four steps, one owner.
- 01
Audit
Weeks 1 to 3
We read your numbers, interview customers and map what is really driving revenue. You get a written teardown with no jargon.
- 02
Architect
Weeks 3 to 4
One plan across brand, web, media and automation, with owners, budgets and a scoreboard everyone can read.
- 03
Build
Weeks 4 to 10
Creative, site, tracking and workflows ship together so the system works the day it goes live.
- 04
Run
Ongoing
A weekly operating rhythm: test, learn, reallocate. Monthly reviews tie everything back to revenue.
In practice
- Sample case studySaaS2025
Kestrel Analytics: product led growth for a data startup
A new website, onboarding and lifecycle program that turned free trials into paying teams.
- 7.2% to 12.8%Trial to paid
- +37%Activation rate
- 2.6xOrganic signups
- Sample case studyHealthcare2025
Northfield Dental: a booking engine for 14 clinics
Unified fourteen local sites into one platform with online booking, local SEO and automated reminders.
- +58%Online bookings
- -24%No show rate
- 2.3xLocal pack visibility
Questions
About ai and marketing automation
Will AI write our content without review?
No. We use AI to draft and analyze, and every customer facing asset goes through an editor and your approval rules.
Which tools do you work with?
HubSpot, Salesforce, Klaviyo, Zapier, Make, n8n and custom APIs, among others.
Start here
Find out what is leaking revenue in your marketing.
Book a free 30 minute audit. You will leave with three specific fixes, whether or not we work together.