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freelance marketing automation

Refining your process doesn’t need to be complicated.

Get fast and flexible expertise bespoke to your funnel.

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who is this for

Effective for both new and established funnels.

CRM assistance may be beneficial if:

  • You are developing or updating a marketing and sales process.
  • You are choosing or configuring a CRM platform.
  • You want to increase KPI visibility and reporting.
  • You want to improve data hygiene practices.
  • You want to launch new campaigns faster.

when is it worthwhile

Hundreds of hours saved through efficiency.

Marketing automation is often cost-effective in these scenarios:

  • Your contact data would be more effective and easier to sort with filters.
  • New campaigns would generate less pre and/or post-launch overhead.
  • Your reporting would be more efficient with automated dashboards.
  • Your marketing and sales teams would save time on routine actions.

why velocity

Actionable and adaptive automation:

  • Refined workflow setups developed over multiple implementations.
  • Suggestions from many past marketing and sales processes.
  • Flexible for different integration needs and configurations.
  • Infrastructure built with an emphasis on data hygiene.
  • Specialized platform knowledge to sidestep difficulty.
  • Multiple full CRM migration processes conducted.
  • Practices backed by 8 years of experience.

example outcomes

Here are some real automation use-cases and outcomes from past configurations:

• An SMB that had limited sales resources and a very high daily volume of new leads had auto-responders set up to automatically greet standard leads, while conditional logic flagged high-ticket leads for manual outreach. This reduced manual reply overhead by 60-80%.

• A sales team was tracking most follow-up activities manually before automated task reminders. Another automation moved unresponsive leads to a “stalled” stage of the sales pipeline for future re-engagement, which removed human error from marketing and sales.

• A company launching with an initial GTM strategy developed a sales process from scratch, including the use of automated lead processing and meta data capture. The company achieved full funnel visibility via real-time updates to daily, weekly, and monthly KPI dashboards.

• A SaaS company with solid blog traffic had blog CTAs installed that were connected to their CRM. This allowed them to automatically distribute collateral like “lead magnets” and “HVCOs” (high-value content offers) which increased blog conversions without manual effort.

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