Marketing Automation
Nurture every lead. Personalise every message. Scale without adding headcount.
Manual marketing is a ceiling on your growth. We build marketing automation systems that nurture leads through personalised email sequences, trigger CRM actions based on behaviour, and run full funnel workflows in HubSpot, ActiveCampaign, or custom-built stacks — converting more of the audience you already have.
What you get
What's included in our
Marketing Automation engagement
Full-Funnel Lead Nurturing Sequences
Behaviour-triggered email sequences that guide leads from first contact through consideration to purchase decision — with branching logic that responds to opens, clicks, page visits, and CRM stage changes to deliver the right message at exactly the right moment.
CRM Workflow Automation
Automated lead scoring, deal stage progression, task creation, and internal notification workflows that ensure no lead falls through the cracks and every sales rep is working from an accurately scored, correctly staged pipeline without manual data entry.
Platform Configuration and Integration
We configure HubSpot, ActiveCampaign, or Klaviyo to work with your website, CRM, payment systems, and product — ensuring events flow correctly, custom properties capture the right data, and your automation logic has the inputs it needs to personalise at scale.
Our process
How we deliver Marketing Automation
Current State and Customer Journey Mapping
We map your complete customer journey, audit your existing marketing platform configuration, and identify the highest-leverage automation opportunities — typically lead nurturing gaps, manual processes taking significant team time, and poor-performing conversion points.
Automation Blueprint and Sequence Design
We design the complete automation architecture: sequence logic, trigger definitions, branching conditions, personalisation tokens, and CRM field mappings. The blueprint is reviewed and approved before any platform configuration begins.
Platform Configuration and Integration
We implement the automation sequences in your platform, configure all integrations, set up custom properties and scoring models, and test every automation path end-to-end — including edge cases like unsubscribes, bounces, and disqualified leads.
Launch, Monitor, and Improve
Post-launch, we monitor automation performance for 30 days, identifying sequences with below-average open or click rates, high unsubscribe rates, or incorrect branch conditions. We deliver a performance report with specific copy and logic improvements.
Stack
Technologies we use
Why Palsoro for Marketing Automation
We Design the Strategy Before We Touch the Platform
Most automation agencies go straight to the platform and build what you ask for. We first map your customer journey, define your lead lifecycle stages, and design the automation logic — so we're building the right automation, not just any automation.
Certified Across the Major Platforms
Our team holds HubSpot, ActiveCampaign, and Klaviyo platform certifications. We know the edge cases, the undocumented behaviours, and the configuration mistakes that cause automation to silently break — because we've fixed them for other clients.
Copywriters In-House for Sequence Content
Automation is only as good as the messages it sends. We have in-house copywriters who write email sequences for B2B and B2C contexts — so you don't have to stitch together a platform specialist, a copywriter, and a CRM admin from three different places.
We primarily work with HubSpot, ActiveCampaign, Klaviyo, and Mailchimp. We can also build custom automation systems using n8n or Make for complex multi-platform workflows that a single marketing platform can't handle natively.
Yes. Platform migration is a common engagement. We audit your existing automations, map equivalent functionality in the target platform, and rebuild the logic — improving sequences where the migration reveals opportunities to do so.
We define success metrics at the outset: lead-to-opportunity conversion rate, sequence engagement rates, MQL to SQL conversion, and contribution to pipeline. We build reporting dashboards that surface these metrics weekly so you can see the impact, not just trust it.
Both. Our engagements include copywriting for all automation sequences by default. We can also work from your existing copy if you prefer — but in our experience, copy written specifically for an automated sequence performs significantly better than adapted one-off email copy.