We connect your marketing and sales stack, build the workflows that actually fire, and set the handoff rules so leads get scored, routed, and nurtured without manual work. The result is a system you can trust and revenue you can trace.
Half-built workflows and disconnected tools mean good leads go cold, and no one can trace which campaign produced the last ten customers.
Half-built workflows, disconnected tools, and leads that fall through the cracks between them.
Issue 01
Leads live in one platform, deals in another, and connecting them means another manual export every week.
Issue 02
Someone started automating, hit a snag, and moved on. Now no one trusts what fires and what doesn't.
Issue 03
Marketing passes leads with no definition of sales-ready, so good leads go cold and sales chases junk.
Issue 04
Nobody can say which campaign produced the last ten customers, so budget decisions stay blind.
A review of your current stack and, where needed, a recommendation and setup of the right CRM and automation tools. Behavioral workflows and multi-step sequences that fire on real triggers, not guesswork.
A review of your current stack and, where needed, a recommendation and setup of the right CRM and automation tools.
Behavioral workflows and multi-step sequences that fire on real triggers, not guesswork.
Scoring rules and routing so sales-ready leads reach the right rep at the right moment. Forms, ads, and tools connected so leads move automatically with source tags intact.
Scoring rules and routing so sales-ready leads reach the right rep at the right moment.
Forms, ads, and tools connected so leads move automatically with source tags intact.
Deal stages and dashboards that tie marketing activity to closed revenue. Clear documentation and a walkthrough so your team can run and trust the system.
Deal stages and dashboards that tie marketing activity to closed revenue.
Clear documentation and a walkthrough so your team can run and trust the system.
From tangled tools to one connected revenue system.
Current stack review, lifecycle mapping, and a build plan for automation and CRM structure.
Week 1–2
CRM cleanup, core workflows, lead scoring, and integrations built and tested.
Week 3–4
System goes live, sales and marketing handoff activated, and your team trained on it.
Month 2
Workflows tuned against real data, with reporting that ties campaigns to closed revenue.
Month 3+
A connected stack, working workflows, and reporting you can act on.
A review of your current stack and, where needed, a recommendation and setup of the right CRM and automation tools.
Behavioral workflows and multi-step sequences that fire on real triggers, not guesswork.
Scoring rules and routing so sales-ready leads reach the right rep at the right moment.
Forms, ads, and tools connected so leads move automatically with source tags intact.
Deal stages and dashboards that tie marketing activity to closed revenue.
Clear documentation and a walkthrough so your team can run and trust the system.
Trust signals from real client work, not vanity metrics.
12,000 contacts sat in the system with a single welcome email automated and no connection between marketing activity and closed deals.
Behavioral automation and clean CRM handoffs lifted demo booking rate 180% once leads were scored, routed, and nurtured automatically.
Read the full case studyThe outcomes a connected stack is built to produce.
of truth for marketing and sales
follow-up and lead routing
revenue back to its campaign
A focused build starts at $1,000. A full setup with workflows, scoring, and reporting is $2,500. Complex multi-tool systems with deep integrations run $5,000 or more. Platform license fees are billed separately by the vendor.
HubSpot, Salesforce, ActiveCampaign, GoHighLevel, Klaviyo, and most common CRMs and automation tools. If you already have a platform, we usually work within it rather than push a migration you don't need.
Yes, and often that's the right call. We audit what you have, keep what works, fix what's broken, and build only what's missing so you get a working system without throwing away the investment you've already made.
Either. Most projects end with documentation and training so your team can run it. If you'd rather we manage and keep optimizing the system, we offer that on a retainer.
No deck. No rehearsed presentation. Bring your actual situation: what's not working, what you've already tried, what you're hoping to fix. We'll have an honest conversation about whether we can help.
No long-term contracts. Month to month.
