// SERVICE 06 · AUTOMATION

Marketing automation and AI built for actual workflow shipping, not slides.

Senior-led marketing automation and business AI implementation. HubSpot, Salesforce, ActiveCampaign workflows, plus production-grade AI agents for content, support, and lifecycle marketing. We deploy systems, not strategy decks.

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// PLATFORMS WE OPERATE ACROSS

HubSpot

Salesforce

ActiveCampaign

Klaviyo

Iterable

Zapier

// THE PROBLEM

Why most automation stacks quietly stop working.

Most companies have bought twice the marketing automation tooling they actually use — and built workflows that nobody trusts.

The marketing automation tooling stack inflated over the past decade. HubSpot. Salesforce Marketing Cloud. ActiveCampaign. Klaviyo. Customer.io. Iterable. Zapier wrapping them all together with brittle webhooks. Most companies paid for capacity they never deployed, then quietly switched back to manual processes because the automated ones broke and nobody noticed for a week.

Three patterns show up in every automation audit. One: workflows built years ago by someone who's no longer at the company, running on undocumented logic with no monitoring — quietly sending the wrong emails to the wrong segments. Two: lead scoring models that don't actually predict conversion, so sales teams ignore them. Three: AI tools deployed as productivity theatre — a ChatGPT subscription per team member without any actual integration into operational workflows.

Doing this well in 2026 means treating automation as software: version-controlled, monitored, instrumented, and reliable. AI agents in production need guardrails, evals, and human-in-the-loop on the work that matters. The shift from 'we use AI' to 'AI ships measurable work in our business' is the chasm most companies haven't crossed yet.

That's the gap we close.

// HOW WE WORK

Our six-step Marketing Automation & AI methodology.

Every engagement follows the same architecture, calibrated to your business model, customer economics, and operational constraints.

Audit & process mapping

Document current workflows: lead intake, lifecycle stages, scoring logic, handoffs, communications cadence. Identify what's actually running, what's broken silently, and where manual work is filling automation gaps. Decisions get made based on what is, not what was promised.

Tooling rationalisation

Most clients are paying for 3-5 overlapping tools. We audit subscriptions against actual usage, recommend consolidation, and design the target architecture. HubSpot vs Salesforce vs ActiveCampaign isn't a religious question — it's a fit analysis against your team, sales motion, and data structure.

Workflow rebuild

Lead nurture sequences, lifecycle automation, behavioural triggers, sales handoff routing, post-purchase journeys. Each workflow documented with logic flowcharts, monitored with success rates, and version-controlled like software. No more black-box magic that nobody can debug.

Lead scoring & predictive modelling

Statistical lead scoring based on behavioural and firmographic data that actually correlates with conversion in your business — not generic templates. For higher-volume B2B clients, we deploy predictive lead scoring via HubSpot, Salesforce Einstein, or custom models in Python.

AI agent deployment

Production-grade AI agents for specific business functions: content drafting with brand voice, lead enrichment, support triage, internal knowledge retrieval. Built on Claude, GPT-4, or Gemini depending on use case. Evals, guardrails, and human review built in from day one.

Monitoring & iteration

Every workflow gets a monitoring dashboard. Failed sends, completion rates, conversion lifts, AI agent accuracy — all visible. When something breaks, we know within hours, not weeks. Monthly reviews iterate on what's working and retire what isn't.

// WHAT'S INCLUDED

Everything in a Marketing Automation & AI engagement.

HubSpot, Salesforce, ActiveCampaign deployment — implementation, migration, ongoing management
Klaviyo, Iterable, Customer.io — for ecom and product-led growth lifecycle automation
Zapier, Make.com, n8n — low-code workflow orchestration between platforms
Lead scoring models — statistical, predictive, or rule-based depending on data volume
AI agent architecture — production deployment on Claude, GPT-4, Gemini APIs
Workflow monitoring — alerting on failures, completion rates, performance drift

Lifecycle journey design — onboarding, activation, expansion, retention, win-back
Sales-marketing handoff — MQL-to-SQL routing, attribution, and feedback loop measurement
Content automation — brand-voice AI for blog drafts, ad copy iteration, social content
Customer support AI — tier-1 triage, knowledge retrieval, escalation routing
Process documentation — every workflow flowcharted and versioned
Direct strategist access — senior implementation specialist, no junior account manager

// PROVEN ACROSS

Industries we've delivered automation for.

Senior specialists with hands-on operator experience across the verticals that matter most.

Retail & E-commerce

Multi-SKU catalogues, margin-aware bidding, seasonal demand modelling. Clients include Best&Less, Runaway The Label, Ozmobiles, and Icon By Design.

Health, Fitness & Supplements

TGA-compliant claims, subscription LTV optimisation, conversion-quality tracking. Clients include Fitness First, Body Science, The Man Shake, and Zap.

Travel, Auto & Services

Geo-targeted intent, seasonal demand, lead-quality measurement. Clients include Hertz and iBuyNew.

B2B & Lead Generation

Long sales cycles, CRM-integrated measurement, MQL-to-SQL pipeline modelling, offline conversion imports.

// RESULTS

What senior-led marketing automation & ai delivers.

+215%

MQL volume

B2B SaaS client. HubSpot workflow rebuild + predictive lead scoring + AI content engine.

7.4×

Email program ROAS

DTC ecom client. Klaviyo lifecycle rebuild + behavioural segmentation + win-back automation.

−42%

Time-to-lead-response

Professional services. AI agent triage + Slack-integrated routing + sales SLA monitoring.

// ENGAGEMENT

How pricing works.

Marketing automation and AI implementation is offered as either project work (platform migrations, system builds) or ongoing retainer. Retainers start from $4,500/month + GST, calibrated to workflow complexity and AI agent maintenance scope. Implementation projects are quoted by scope.

Platform subscriptions (HubSpot, Salesforce, etc.) are billed direct to the client. We're certified partners on most major platforms and can typically negotiate better contract terms than retail pricing.

AI agent infrastructure (API costs for Claude, GPT-4, etc.) runs $50-2,000/month depending on agent volume — billed pass-through with full transparency on token usage.

Every engagement starts with a free automation strategy session valued at $1,500. You get a written assessment of current state, prioritised opportunities, and recommended target architecture — independently implementable.

// QUESTIONS

Marketing Automation & AI FAQs.

Should we use HubSpot or Salesforce?+

Depends on team size, sales motion, and existing stack. HubSpot is faster to deploy and better-suited for marketing-led companies up to ~200 employees. Salesforce scales further but requires more administration overhead. Most clients we work with on automation are on HubSpot Marketing Hub Professional or Enterprise. We're certified partners on both.

What's the ROI on marketing automation?+

For mid-market B2B, typical returns are 3-5× on automation investment within 12 months — primarily from faster lead response, better-qualified handoffs to sales, and re-engagement of dormant pipeline. For DTC ecom on Klaviyo or similar, email and SMS lifecycle programs typically drive 25-40% of total revenue.

Are AI agents safe to deploy?+

With proper guardrails, yes. Production AI deployment requires: clear scope of authority, deterministic guardrails on critical actions, human-in-the-loop on consequential decisions, and continuous evaluation of output quality. We build all four into every deployment. Without them — yes, AI is unsafe.

Can AI replace our content team?+

No, and we'd push back on anyone selling you that. AI augments good content teams — making them faster, scaling production, removing low-creative tasks. It replaces bad content teams — those producing generic, undifferentiated work. The right framing is leverage, not replacement.

How long does HubSpot or Salesforce implementation take?+

HubSpot implementation: typically 6-12 weeks for full marketing hub deployment with workflow architecture. Salesforce Marketing Cloud: 3-6 months given the complexity. Migrations from existing platforms add 4-8 weeks for data cleanup and journey re-mapping. Faster timelines exist but usually mean technical debt later.

Do you do CRM admin or just automation?+

Both, on a retainer basis. CRM admin (custom objects, permissions, user training, reporting) and automation (workflows, sequences, lifecycle journeys) are the same skill set in practice. Most clients need both, and splitting them across two vendors creates handoff problems.

Can you integrate AI into our existing tools?+

Yes. Most clients want AI capability inside tools they already use — HubSpot, Salesforce, Slack, Notion, Linear — rather than yet another standalone tool. We build via APIs and webhooks: AI drafts that appear inside HubSpot, support routing inside Zendesk, content generation triggered from Slack. Embedded over standalone whenever possible.

// LIVE · Senior specialist standing by

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