Send the right message at the right moment, automatically, from a system you can actually trust.

The narrow problem this solves.

How the work runs.

A concrete sequence, not a generic drip. We start from how you actually sell, then build the automation to match.

1. 1

   Map the lifecycle to your real funnel

   We define lifecycle stages, lead scoring, and handoff rules against how your team actually qualifies and closes, not a default template. Marketing and sales agree on what each stage means before anything is automated.

2. 2

   Fix the data going in

   Forms pass source, UTM, owner, and lifecycle into HubSpot or Marketo. We clean properties, dedupe, and set the field logic so every new contact arrives with its source and context intact.

3. 3

   Build nurture and lifecycle email

   Segmented sequences, behavioural triggers, and re-engagement flows that move people forward instead of emailing everyone the same thing. Sales gets timely, relevant signals, not a firehose.

4. 4

   Wire attribution and reporting

   We mirror marketing events into CRM campaigns and design reporting so contribution reconciles from first touch to closed deal. The dashboard is something marketing can defend to the board.

What is included.

Scope spans the strategy, the build, and the reporting layer.

• Lifecycle stage definition, lead scoring, and MQL to SQL handoff logic mapped to your sales process
• Form-to-CRM data capture passing source, UTM, owner, and lifecycle stage
• Segmented nurture sequences, behavioural and event triggers, and re-engagement flows
• HubSpot and Marketo workflow build, list logic, and property cleanup
• Suppression, consent, and deliverability hygiene so sends stay compliant and land in the inbox
• Campaign and event mirroring into CRM for attribution that reconciles
• Lifecycle and revenue reporting marketing can defend, with documentation handed back

Where this sits in the business.

The stack and method behind it.

Built on the platforms you already run, with the integration depth that keeps the data clean.

Questions, answered.

Do you build marketing automation in HubSpot, Marketo, or both?

Both. We build lifecycle email, nurture, and workflow automation in HubSpot and in Marketo, on your real sales process rather than a default template. If you run a mixed or multi-portal stack, we keep the lifecycle logic consistent across it.

How do you stop nurture from emailing the wrong people at the wrong time?

We segment on real data and behaviour, not a single schedule. Sequences trigger on lifecycle stage, source, and actions, with suppression and re-engagement rules so people who already bought or went cold are handled correctly.

Will the automation keep attribution accurate?

Yes. We pass source, UTM, owner, and lifecycle into the CRM at capture, then mirror marketing events into CRM campaigns. Reporting reconciles from first touch to closed deal so marketing can defend its pipeline contribution.

Will you respect our consent, deliverability, and IT constraints?

Yes. We build suppression and consent logic, keep sends compliant and deliverable, and work within your access controls. Every workflow and property is documented so the system stays maintainable.

Can you build bilingual nurture in English and French?

Yes. We deliver lifecycle and nurture email in both English and French, which few comparable agencies offer.