(01)AI & automation
We set up marketing automation that sends the next message because of something a person did, such as downloading a guide, visiting the pricing page or going quiet after a demo. Lead scores update on their own, and sales hears about a lead when it is ready, not when a calendar says so.
(01)what we do
what Marketing automation covers.
- 01
Platform setup or clean-up
HubSpot, Zoho Marketing Automation, ActiveCampaign, Brevo or Klaviyo configured properly, or an existing account untangled.
- 02
Behaviour tracking
Website visits, form fills, email engagement and product events captured against each contact, with consent respected.
- 03
Lead scoring
Scores built from fit and behaviour, agreed with sales, so the hand-off point means something to both teams.
- 04
Nurture journeys
Email and WhatsApp sequences for each stage, from first download to booked demo, with branches based on what people open and click.
- 05
Triggered campaigns
Messages sent when someone revisits pricing, abandons a form or stops engaging, instead of on a fixed schedule.
- 06
Sales hand-off
Marketing-qualified leads routed to the right rep with their history attached, and pulled back into nurture if sales says not yet.
- 07
Reporting
Which journeys move people forward and which leak, reported monthly in plain terms.
(02)who it is for
this is for you if.
- You pay for HubSpot or a similar platform but mostly use it to send newsletters.
- Leads download content or attend webinars and then hear nothing relevant for weeks.
- Sales and marketing disagree about what counts as a good lead.
- Your campaigns go out on a calendar to everyone, whatever they did last.
(03)how we work
how it runs.
- 01Audit the funnelWe review your platform, lists, forms and current emails, and map the stages a lead moves through.
- 02Agree the rulesDefine stages, scoring and hand-off with sales so both teams work from the same definitions.
- 03Build the journeysSet up tracking, scoring and the first journeys, tested with internal contacts before going live.
- 04Run and refineMonthly reviews of journey performance, new branches and copy tests, and scoring adjusted from sales feedback.
(04)what connects around it
one service, or part of the system.
- 01Marketing automationthis service
- 02CRM
- 03Email
- 04WhatsApp
- 05AI sales
- 06Attribution
(05)questions
Marketing automation, answered.
Marketing automation services cover setting up your platform, tracking behaviour, scoring leads, building nurture journeys and handing qualified leads to sales. We also write the emails and messages in each journey and report on which ones move leads forward. The aim is that the right message goes out because of what a person did.
Usually the one that fits your CRM and sales process, not the one with the longest feature list. HubSpot suits B2B teams that want marketing and sales in one place; Zoho fits businesses already on Zoho CRM; ActiveCampaign, Brevo and Klaviyo suit email-led and ecommerce businesses. We recommend after the audit and can work in what you already pay for.
A first working setup with tracking, scoring and two or three core journeys typically takes four to eight weeks. The time depends mostly on how clean your contact data is and how quickly sales and marketing agree on definitions. More journeys are added month by month after launch.
Setup and migration are a fixed fee agreed after the audit. Running the programme, including new journeys, copy and monthly reporting, is a flat monthly fee. We never charge hourly, and the platform subscription stays in your name.
(07)your move
start with Marketing automation.
Tell us what you are trying to fix. We will show you what we would do first, what it connects to, and what it would take.
growth audit · 30 min · google meet · with the founders
- 01
the bottleneck
Where time, money or customers are leaking, in your tools and numbers.
- 02
the first build
What we would automate, build or optimise first, and why that one.
- 03
what it takes
Scope, timeline and a fixed price. If we are not the right fit, we say so.
opens the calendar right here
prefer email? hello@whitethread.co
or explore services first