Lifecycle & CRM Automation

Close the loop between spend and closed revenue.

Lifecycle, CRM, and marketing automation wired into HubSpot or Salesforce with server-side, privacy-compliant tracking — so every touch is attributable and every handoff is clean.

What we deliver

The plumbing that makes revenue defensible.

We model marketing automation and CRM as one system, instrument it server-side, and hand it back documented — so the number on your board deck has a source you can defend.

  • Lifecycle and nurture automation across the funnel
  • HubSpot / Salesforce architecture and hygiene
  • Lead scoring and routing tied to fit and intent
  • Closed-loop attribution from first touch to closed-won
  • Server-side, consent-aware event tracking
  • Sales and marketing SLA and handoff instrumentation
  • Live dashboards finance and revenue both trust

How we're different

Built to be owned, not rented.

Dedicated teams, not fractional. No junior hand-offs. We instrument first, ship in increments, and prove what moved.

Consent-aware by design

Server-side tracking that respects consent and survives browser-pixel limits — privacy-compliant across regions, security-review ready.

One source of truth

Marketing automation and CRM modeled together, so there is a single defensible number — not two that disagree on the board call.

Built to hand off

Clean documentation and clear ownership — your RevOps team runs it confidently after we leave. No lock-in, audit-ready.

Selected outcome

Proof, not promises.

+17%
MQL-to-SQL conversion

Re-architected scoring and routing plus closed-loop attribution lifted MQL-to-SQL conversion and shortened the sales cycle.

// Anonymized engagement data; see more on the Work page.

Start here

Ready to put Lifecycle & CRM Automation to work?

Tell us where the loop breaks between spend and closed revenue. We'll come back with a sharp opinion, a written path, and an honest read on the fastest way to close it — within 2 business days.

Request a strategy call