Marketing Automation
Connect customer data, consent, and lifecycle journeys for relevant messages and sales handoffs, with scoped tracking support.
Why?
Automation works when the underlying decisions are clear. We define entry and exit rules, data ownership and exception handling before activating workflows, so your team can maintain them without guesswork.
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Journeys with clear boundaries
Entry, suppression and exit rules keep messages relevant to the customer’s actual stage.
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A dependable sales handoff
Qualification criteria, owners and follow-up rules reduce ambiguity between marketing and sales.
Our process
Map lifecycle priorities
Identify the moments where automation supports onboarding, engagement or sales follow-up.
Audit data and permissions
Check contact identity, consent records and event quality. For tracking work, map agreed conversions and compare recorded values and currencies with the client’s order records.
Design journey logic
Specify triggers, exclusions, frequency limits, exit conditions and human escalation paths.
Configure workflows and handoffs
Implement agreed workflows and sales handoffs. Where tracking repair is commissioned, apply approved changes through supported platform tools and record the prior configuration.
Test before activation
Test consent changes, duplicate records and failure paths before activation. For tracking, check duplicate events separately from attribution overlap between platforms; obtain approval for live transaction tests.
Monitor and hand over
Hand over agreed configuration, test evidence, ownership and known limitations. For measurement work, reconcile available conversion data with client-owned order records and explain remaining attribution gaps.
Questions?
We assess its integrations, permissions and workflow capabilities first. Configuration and any migration are scoped around what the platform supports.
Yes, where technically supported and authorized. We map fields, retain consent and suppression records, and test imports before activation.
We use frequency limits, journey exclusions and shared suppression rules. Unsubscribes and consent changes must propagate across connected workflows.
Your designated team receives the configuration record, test cases and operating guide. Ongoing monitoring and changes are included only when agreed.
Yes, as a separately agreed scope. We review access, consent and platform support, then audit agreed events and implement approved fixes where feasible. Checks can cover duplicate events, order value and currency, with client-owned order records as a reconciliation reference. Attribution overlap across ad platforms is not necessarily duplicate tracking. You receive test evidence and remaining limitations; live purchases or refunds require approval. We do not promise complete attribution or higher sales.
