Automation & Workflows
Save hours every week with smart automation. CRM workflows, lead nurturing, and AI-powered systems that let you scale without adding headcount.
Is this for you?
This service is for marketing teams and business owners who:
- Spend hours each week on repetitive manual tasks that could be automated
- Have leads falling through the cracks because follow-up isn't consistent
- Can't scale their marketing efforts without adding more headcount
- Have tools that don't talk to each other—data lives in silos
- Want to nurture leads automatically while focusing on high-value work
- Need their CRM to actually support their sales process, not fight against it
What you get
CRM Setup & Optimization
HubSpot, Salesforce, or your platform of choice—configured with custom deal pipelines, optimized contact views (organizing 70+ fields into usable cards), and lead source attribution that supports your sales process.
Email Automation
Drip sequences, triggered emails, and nurture campaigns that move leads through your funnel automatically.
Lead Scoring & Routing
Automatically qualify leads and route hot prospects to sales with round-robin assignment, web form vs paid lead routing logic, and conflict resolution workflows. No more manual sorting or missed opportunities.
Power Automate, Zapier & Make
Connect your tools so data flows where it needs to go. SQL database syncs to CRM, abandoned cart recovery flows, multi-source deduplication—all automated across your tech stack.
AI-Powered Workflows
Custom GPT agents, automated content generation, and AI-assisted processes that save hours of manual work.
Documentation & Training
Clear documentation so your team can manage and extend automations. You'll own and understand everything we build.
Platforms I work with
HubSpot
Deal pipelines, contact view optimization, workflows, form integrations, custom property creation, and lead routing.
Power Automate
SQL database syncs, multi-system integrations, data transformation flows, and enterprise Microsoft 365 workflows.
Salesforce
Marketing Cloud integrations, form embedding, CRM data flows, and cross-platform lead management.
Zapier & Make
Multi-app automations, trigger-based workflows, and no-code integrations connecting hundreds of tools.
Results that matter
Real-world examples
B2B SaaS Lead Routing
Challenge: Web forms and paid leads needed different routing logic—manual sorting was causing delays and assignment conflicts.
Solution: Built a Master Lead Router with Power Automate featuring ISR round-robin assignment, source-based routing rules, and automatic conflict resolution.
Result: Leads now route instantly to the right rep with proper source attribution.
E-commerce Abandoned Cart Recovery
Challenge: SQL database cart data wasn't reaching the sales team—thousands of potential leads were falling through the cracks.
Solution: Created a Power Automate → HubSpot sync with phone-first deduplication to prevent duplicates from multiple data sources.
Result: Automated lead capture with clean data, enabling timely follow-up on abandoned carts.
CRM View Optimization
Challenge: A HubSpot instance with 70+ contact fields made records nearly unusable for the sales team.
Solution: Designed an 8-card contact view grouped by workflow priority—key info front and center, secondary data organized logically.
Result: Immediate sales team productivity boost with faster access to the right information.
Ready to automate the boring stuff?
Let's talk about where automation can save you time and increase revenue.
Start the ConversationCommon questions
What platforms do you work with?
Most major CRMs (HubSpot, Salesforce, Pipedrive), email platforms (Mailchimp, ActiveCampaign, Klaviyo), and automation tools (Zapier, Make, Power Automate, n8n). If you're using something else, we can discuss compatibility.
Do you have HubSpot expertise?
Yes—extensive experience with deal pipelines, workflows, contact view customization, form integrations, custom property creation, lead scoring, and routing. I've optimized HubSpot instances with 70+ fields and built complex multi-stage automation workflows.
Can you connect systems that don't have native integrations?
Yes. Using Power Automate, Zapier, or Make, I can bridge SQL databases, CRMs, forms, and other tools that don't connect out of the box. This includes custom API integrations, data transformation, and deduplication logic.
What about Microsoft 365/Power Platform environments?
Power Automate is my go-to for enterprise Microsoft ecosystems. I've built SQL-to-CRM data syncs, SharePoint workflows, and complex multi-step flows that integrate with HubSpot and other external systems.
Will I be able to manage the automations myself?
Yes. Every automation comes with documentation and training. The goal is to build systems you can maintain and extend—not to create dependency. For ongoing management, retainer options are available.
What's involved in an AI workflow project?
It depends on the use case, but typically: identifying manual processes that can be AI-assisted, building custom GPT agents or prompts, integrating them into your existing workflow, and training your team. Common applications include content drafts, lead qualification, and customer support triage.
How long does a typical project take?
Simple automations (email sequences, form handling) can be done in 1-2 weeks. More complex CRM overhauls or multi-system integrations typically take 4-8 weeks. I'll provide a timeline estimate after understanding your specific needs.
Related Reading
View All Insights
Ready to automate?
Let's talk strategy. No pitch decks, no pressure—just a real conversation about your goals.