Rule 1 · Map
WHEN
Lifecycle mapping and CRM audit
THEN
- Lifecycle mapping
- CRM & data audit
- Segmentation strategy
We map every customer stage and audit your current CRM setup before building a single flow.
Retention that runs without a person clicking send
CRM setup and lifecycle email flows that keep customers coming back automatically — welcome series, win-backs, and everything between.
- Average lift in repeat purchase / retention rate
- 0
- CRM and lifecycle programs built or migrated
- 0
Average lift in repeat purchase / retention rate
CRM and lifecycle programs built or migrated
Welcome journey
Active · 1,284 in flowTrigger
Signs up for account
Delay
Wait 1 day
Condition
Opened welcome email?
YES
Send 10% offer
NO
Resend, new subject
The lifecycle
Automation that still feels personal
Flows are segmented by real behavior, not just a first name merge tag, so an automated email reads like it was actually written for the person receiving it.
Welcome
Day 0“You're in — here's where to start”
62% openNurture
Day 3“3 ways customers get more out of it”
44% openBrowse abandon
+1 hour“Still thinking it over?”
51% openPost-purchase
Order +2d“How to get the most from your order”
57% openWin-back
60d quiet“We saved something for you”
38% open
How it's built
Five steps, wired together
Every automation engagement moves through the same five capabilities — scoped up or down to fit your project.
Setupstep_01
CRM setup & migration
A clean CRM setup or migration with your existing customer data mapped correctly.
Mapstep_02
Lifecycle mapping
Every customer stage — welcome, browse abandon, win-back — mapped before a single email is written.
Buildstep_03
Flow build & segmentation
Automated flows built on real behavioral segments, not just list membership.
Scorestep_04
Lead scoring & routing
Scoring models that route hot leads to sales the moment they're ready.
Teststep_05
Testing & optimization
Ongoing A/B testing on subject lines, timing, and flow logic.
Connected toHubSpotKlaviyoSalesforceZapierSegmentCustomer.io
Process as rules
Map, build, optimize — switched on
Rule 2 · Build
WHEN
Flow build and CRM configuration
THEN
- Flow build & QA
- CRM configuration
- Lead scoring setup
Automated flows and CRM workflows are built and QA'd against real test contacts before going live.
Rule 3 · Optimize
WHEN
Testing and performance reporting
THEN
- A/B testing cadence
- Retention reporting
- Quarterly flow refresh
Ongoing A/B testing on flows plus monthly reporting on retention and pipeline impact.
Get started
Tell us about your marketing automation project
- 1
A reply within one business day
From a strategist, not an auto-responder.
- 2
A 30-minute scoping call
We ask the awkward questions early.
- 3
A fixed, itemised estimate
Scope, timeline and price — in writing.
Better together
Pair Marketing Automation with…
Digital Marketing
Paid search, paid social, and email run as a single connected funnel with shared reporting — so you see what's actually driving revenue.
2.3x average return on ad spend across active accounts
Support & Growth
A dedicated pod for ongoing iteration, testing, and monitoring — so momentum doesn't stall the month after go-live.
98% client retention across active retainer accounts
E-commerce
Shopify and headless commerce builds with checkout, inventory, and payments wired up correctly the first time — then optimized after launch.
$40M+ in gmv processed across client storefronts
- #email-marketing
- #crm-setup
- #lead-scoring
- #lifecycle-flows
- #marketing-automation
- #segmentation