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We map how leads actually arrive today, what happens to each one, where they are recorded and where they are lost, then look at the state of the existing data — duplicates, empty fields, contacts nobody can source. This stage frequently uncovers that the problem is a process gap rather than a missing tool, and automating a broken process only breaks it faster.
We agree the stages a contact moves through and, critically, what qualifies a lead to move between them — written down, not assumed. Marketing and sales having different definitions of a qualified lead is the most common reason automation projects produce arguments instead of revenue.
We design where consent is captured, what exactly the person agreed to, when, and how that is stored so it can be produced later if anyone asks. Alongside it we set field standards, deduplication rules and source tracking, because scoring and segmentation built on inconsistent fields will quietly mislead everyone who reads the reports.
Only now do we choose the tool: HubSpot when an integrated CRM and marketing suite fits the team, Salesforce Marketing Cloud in larger environments already standardised on Salesforce, custom Node and TypeScript services when the requirement is specific and licence costs outweigh the benefit. We give you the licence cost implications in writing so the decision is made with full numbers.
We build the flows — capture, scoring, routing, nurture, handoff, re-engagement — and connect the systems that feed them through APIs and webhooks: website forms, e-commerce, chat and messaging channels. Everything is built with test contacts first, because a misconfigured flow can email your entire database before anyone notices.
You get documentation of every flow, field and integration, plus training for the people who will run it day to day. We then monitor deliverability, routing failures and stage conversion, and revise the scoring model once real outcomes show which signals actually predicted a sale.
We believe in radical transparency. You'll always know where your project stands and what comes next.
Progress reports every week
Communicate with your team
Clear deliverable checkpoints
Complete technical handoff
Let's begin with a conversation about your project goals.