Marketing Automation Setup
Lifecycle automation built in HubSpot, Zoho, Klaviyo, or ActiveCampaign, covering the flows you don't have, the ones that conflict, and the routing that decides whether a lead ever reaches a human.
What's included
Foundation
- Lifecycle stages defined so marketing and sales mean the same thing by the same words
- Data model check on the fields your automation depends on
- Deliverability setup covering SPF, DKIM, DMARC, and sending domain
- Consent capture and preference handling
- Suppression and sunset rules for unengaged contacts
Flows
- Coverage mapped against the lifecycle so you can see which stages have nothing running
- Welcome, nurture, abandonment, winback, and post-purchase sequences built where they're missing
- Trigger, delay, and exit conditions set so flows stop when someone converts
- Overlap resolved between flows and campaigns hitting the same person the same day
- Branching by segment or behavior rather than one message for everyone
Sales handoff
- Lead scoring built from what actually closes rather than from arbitrary points
- Routing and assignment rules with a fallback owner
- Notification design that reaches a human, not a shared inbox nobody opens
- Task and reminder automation for follow-up
- Meeting booking integration
Tracking and reporting
- Attribution preserved through the automation, so source survives to the deal record
- Engagement and revenue reporting per flow
- ESP-reported revenue reconciled against GA4 and your CRM
- Failure alerting, since broken workflows fail quietly and nobody notices for months
Handover
- Documentation of every flow, trigger, and exit condition
- Training so your team can change a delay without breaking a sequence
- Thirty day review after launch
Why it matters
Automation platforms accumulate mess faster than anything else in the stack. A workflow built for a campaign that ended in 2023 still runs, two sequences enroll the same person, and a scoring model nobody has revisited assigns forty points for opening an email.
The part with the most money in it is the handoff. Plenty of setups nurture beautifully and then drop the lead into a queue where it sits for two days. Fixing what happens in the ten minutes after someone raises their hand usually beats any amount of additional nurture content.
What clients say
“Wow! Blown away by their expertise and speed as well as communication. We had a botched Google tagging job that needed to be fixed and they jumped right in and had it done in the same day. I'm recommending them to everyone I know needing help with the Google suite of business tools.”
Jennifer Roberge
“Finding SmartMetrics was a real relief – as a research and education institute with a somewhat unconventional focus within Google Analytics, we previously struggled to find an online training program or consultant that could help us. SmartMetrics helped us to review our entire GA4 setup, and finalized multiple dashboards that addressed our subdomain website complications and redesigned our PDF download tracking. Tomas was clear, communicative and efficient, and took time to provide helpful advice at every stage of the project. We would definitely choose SmartMetrics again for future GA4 improvements.”
Micah Greyeyes
Yellowhead
“We worked with Tomas to set up some tracking for marketing analytics on our website. I'd recommend working with him - he's communicative, efficient, and effective.”
Julia
Dyneti
Custom Project
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Not every project fits a fixed price. Tell us what you need — we'll scope it out and get back to you within 24 hours with a clear proposal.
- Free scoping call — no commitment
- Fixed-price or retainer options available
- Transparent deliverables & timeline
Work with Tomas
Lead Generation Expert