CRM & Marketing Automation
Most of the leads a business loses aren't lost to bad marketing, they're lost to a follow-up that never happened because nothing was tracking them properly. This pillar connects everything else, campaigns, website, and CRM, into one system that doesn't rely on someone remembering to check a spreadsheet.
CRM Setup (HubSpot, Zoho & Salesforce)
Setting up or reconfiguring HubSpot, Zoho, or Salesforce so leads from every channel land in one place, with the pipeline stages and fields that match how your team actually sells.
- CRM setup & configuration
- Pipeline & lead-stage design
- Team onboarding
Server-Side Tracking & Conversions API
Server-side pixel and Conversions API setup for Meta and Google, so conversion data keeps flowing accurately even as browser-based tracking becomes less reliable.
- Server-side pixel setup
- Conversions API integration
- Cross-platform attribution
Marketing Automation Workflows
Automated follow-up sequences, lead scoring, and internal notifications, so a new lead gets a response in minutes, not whenever someone next opens their inbox.
- Automated email & follow-up sequences
- Lead scoring & routing
- Internal notifications & alerts
Growth Marketing
Running structured experiments across acquisition, conversion, and retention together, not just one channel in isolation, so a win in one place compounds instead of staying stuck there.
- Cross-channel experimentation
- Full-funnel testing, not just ads
- Retention & lifecycle campaigns
Frequently asked questions
Which CRMs do you work with?
HubSpot, Zoho, and Salesforce most often. If you're using something else, get in touch and we'll confirm fit.
What is server-side tracking, and why does it matter?
It's a way of sending conversion data, like a completed lead form, directly from your server to platforms like Meta and Google, instead of relying only on a browser-based pixel. It matters because browser tracking has become far less reliable: ad blockers, cookie restrictions, and iOS privacy changes all reduce what a standard pixel can see.
We already have a CRM, can you just fix the automation?
Yes. Most of this work is improving or rebuilding automation inside a CRM you already have, not necessarily replacing it.