What this service solves
Marketing Automation is focused on turning commercial communication into an automated, structured and measurable system.
Problems we solve
- Leads with no follow-up.
- Inconsistent communication.
- Team dependency to respond.
- Lost opportunities.
- No prospect nurturing.
- Not reactivating old leads.
- Low conversion.
- Generic messaging.
- No personalization.
- Repetitive manual processes.
What's included
- Automation strategy design
- Automated sequence creation
- Audience segmentation
- Channel automation
- System integration
- Message personalization
- Measurement and optimization
How we work
- Diagnostic
- Strategy definition
- Flow design
- Technical implementation
- Testing
- Activation and optimization
How we work: service methodology
- Phase 1 · Customer Lifecycle Mapping — defining commercial stages (New Lead → Qualified Lead → Opportunity → Customer → Promoter) and activation triggers (Week 1)
- Phase 2 · Multichannel Content Strategy & Copywriting — writing email sequences (welcome, nurture, objections, final offer) and WhatsApp templates approved by Meta (Weeks 1-2)
- Phase 3 · Platform Setup — implementation in ActiveCampaign/HubSpot/Brevo/n8n, tags, dynamic lists and webhooks (Weeks 2-3)
- Phase 4 · Smart Segmentation & Lead Scoring — assigning scores based on user actions (Week 3)
- Phase 5 · Testing, Monitoring and Launch — sending test sequences, deliverability validation (DKIM, SPF, DMARC) and going live (Week 4)
- Additional phase (paid omnichannel campaigns) · Ad Account and Conversion Pixel Audit — setting up Meta Conversions API, Google Enhanced Conversions and TikTok Events API
- Additional phase (paid omnichannel campaigns) · AI-Generated Master Creative Bank — images, video ads and copy built on proven persuasion formulas
- Additional phase (paid omnichannel campaigns) · Activating Algorithmic Optimization Rules — periodic monitoring and automatic budget adjustments
What we need from your team
- A clean current database of prospects and customers in CSV/Excel format
- A product/service catalog with pricing and existing educational/promotional material
- Corporate email accounts for technical deliverability setup
- An active account on an automation platform (ActiveCampaign, HubSpot, Brevo or an n8n server)
- Access to your domain provider to configure email DNS records (SPF, DKIM, DMARC, MX)
- For paid omnichannel campaigns: access to Meta Business Manager, a Google Ads and TikTok Ads account, a monthly ad budget and existing graphic/video material
Deliverables
- Automated flows.
- Message sequences.
- Configured segmentation.
- Active integrations.
- Channel automation.
- Basic documentation.
- Defined KPIs.
- A usage guide.
- An optimization plan.
Who it's for
- Companies with leads that get no follow-up.
- Digital businesses.
- E-commerce.
- Sales teams.
- Consultants.
- Companies that want to automate communication.
- Growing businesses.
- Companies with high lead volume.
- Personal brands.
Signs you need it
- You have a contact database that grew over the years, but no one follows up on it systematically.
- The sales team only handles today's prospects, and the ones who need more time to decide get forgotten.
- Your emails tend to land in the promotions or spam folder instead of the primary inbox.
- There's no clear way to tell which contacts are ready to buy and which are just browsing.
Benefits
- Higher conversion.
- Better follow-up.
- Constant communication.
- Automation.
- Reduced operational load.
- Personalization.
- Scalability.
- Improved customer experience.
- Greater sales efficiency.
Measurable KPIs
- Open rate.
- Click-through rate.
- Response rate.
- Conversion.
- Number of leads nurtured.
- Time to conversion.
- Automation ROI.
- Engagement.
- Retention.
- Repeat purchase.
Expected outcome
The result is an automated communication system that accompanies the customer through their entire journey. The client gets: • Automatic flows. • Better conversion. • Constant follow-up. • Fewer manual tasks. • Greater control. • Measurable data. • A scalable system.
Frequently asked questions about this service
What does the Marketing Automation service include?
Customer lifecycle mapping, multichannel nurture sequences (email + WhatsApp), platform setup, lead scoring and technical deliverability validation.
How long does implementation take?
The custom approach takes 3 to 4 weeks; there's also a more self-serve option for standard funnels.
What do I need to have ready before starting?
A clean prospect database, a product/service catalog with pricing, educational/promotional material, and access to domain DNS management to configure SPF, DKIM and DMARC.
How is the result measured?
With a dashboard of opens, clicks, conversions and lead scoring; if the paid omnichannel module is added, ROAS and CPA metrics are included.
Can ad spend also be automated?
Yes, through the AI-Powered Marketing Automation and Omnichannel Campaigns module, which generates creatives and redistributes budget toward the best-performing ads.
Technology stack
- HubSpot
- Mailchimp
- ActiveCampaign
- GoHighLevel
- WhatsApp Business
- n8n
- Make
- CRM
- Email marketing
- APIs
- Webhooks