Your Marketing Runs on Autopilot. Your Revenue Doesn't Have To Wait.

I architect marketing systems that convert leads while you focus on closing deals—no manual follow-ups, no missed opportunities, no revenue left on the table.

Before Automation

❌ Manual follow-ups
❌ Leads go cold
❌ No lead scoring
❌ Team overwhelmed
❌ Can't prove ROI

With Automation

âś“ Automatic nurture
âś“ Optimal timing
âś“ Qualified leads only
âś“ Strategic focus
âś“ Clear attribution

Your Leads Are Leaking Revenue

The Delay

Most B2B buyers need 5-7 touchpoints before they're ready to talk to sales. But your team sends one follow-up email and moves on.

By day 3, your competitor who has a nurture system is already on touchpoint #4.

The Manual Trap

Your marketing team spends 15 hours a week building one-off email campaigns, updating lists, and checking if workflows broke.

That's 60 hours a month not spent on strategy, testing, or optimization.

The Visibility Gap

You can't answer: "Which marketing activity generated our $500K pipeline this quarter?"

Without attribution, every budget conversation becomes a guessing game.

These aren't strategy problems. They're infrastructure problems. And infrastructure can be fixed.

Marketing Systems That Think Three Steps Ahead

I build automated marketing engines that handle the repetitive work your team shouldn't be doing manually—lead scoring, multi-touch nurture, behavioral triggers, cross-channel orchestration.

The result: Your leads get the right message at the right time, every time. Your team gets time back. Your executive team gets clear ROI data.

Built for Your Buyer Journey, Not Templates

Every business has a different path from awareness to decision. I map yours first, then build automation around actual buyer behavior—not generic "best practices" that ignore your reality.

AI-Accelerated, Human-Validated

I use AI to build workflows 10x faster than traditional methods, then optimize based on your data. You get speed without sacrificing quality.

Systems That Scale With You

Whether you're handling 100 leads or 10,000, the automation adapts. No manual intervention required when volume increases.

Marketing Automation Systems I Build

From onboarding new users to re-engaging cold prospects, I design automation that matches your specific business model and buyer journey.

1. Onboarding Funnels

What It Solves:

New signups or trial users who never activate are burning your acquisition budget. Without structured onboarding, 60-70% of free trials never convert.

How It Works:

Behavioral trigger system that adapts based on user actions. If someone completes setup, they get advanced feature education. If they stall, they get motivation and support nudges. Each path is optimized for conversion.

What You Get:

  • Progressive engagement sequences (day 0, 3, 7, 14, 30)
  • In-app + email + (optional) SMS coordination
  • Drop-off prevention triggers
  • Conversion milestone tracking
  • A/B testing framework for continuous improvement
Typical Results: Trial-to-paid conversion increases by 25-40% within 90 days of implementation.

2. Welcome Email Sequences

What It Solves:

Someone downloads your content or signs up for your newsletter. You send one generic "thanks for subscribing" email. They forget about you by tomorrow.

How It Works:

Intelligent welcome series that segments based on signup source, content interest, and engagement level. Each subscriber gets a personalized journey designed to build trust and move them toward your core offer.

What You Get:

  • 5-7 email sequence with strategic content mix
  • Segmentation rules based on behavior and source
  • Progressive profiling to enrich contact data
  • Lead scoring integration
  • Engagement tracking and re-engagement triggers
Typical Results: Email engagement rates 3-4x higher than single welcome emails, with 15-20% of welcome series recipients becoming qualified leads within 30 days.

3. Retargeting Funnels

What It Solves:

Someone visits your pricing page, downloads a case study, or attends your webinar—then disappears. You have intent signals but no system to act on them.

How It Works:

Multi-channel retargeting based on high-intent actions. Visited pricing but didn't book a demo? They get a targeted email sequence + LinkedIn ads showing customer ROI stories + remarketing ads with social proof.

What You Get:

  • Behavioral trigger mapping (which actions matter)
  • Cross-channel orchestration (email + ads + social)
  • Dynamic content based on previous interactions
  • Sales alert system for hot leads
  • Attribution tracking across all touchpoints
Typical Results: 20-35% of high-intent visitors who previously went cold re-engage and enter sales conversations.

4. Social Media Funnels

What It Solves:

You're driving traffic from LinkedIn, Instagram, or Twitter, but there's no system to capture and nurture that audience. Social followers don't automatically become customers.

How It Works:

Bridge between social engagement and your CRM. Lead magnets optimized for each platform, followed by platform-specific nurture sequences that move people from "interested follower" to "qualified lead."

What You Get:

  • Platform-specific lead capture strategies
  • Post-signup nurture tailored to social audience mindset
  • Engagement tracking from social to conversion
  • Content amplification workflows
  • Community-to-customer conversion paths
Typical Results: 2-3x increase in social media ROI as followers convert to pipeline at measurable rates.

5. Custom-Built Funnels

What It Solves:

Your business model doesn't fit standard templates. You need automation that matches your specific sales process, customer journey, and integration requirements.

How It Works:

Discovery phase to map your unique needs, then custom architecture designed around your business logic. Could be account-based marketing, partner referral automation, event follow-up systems, or multi-product cross-sell engines.

What You Get:

  • Full requirements analysis and journey mapping
  • Custom workflow architecture
  • Integration with your existing tech stack
  • Testing and optimization protocol
  • Documentation and knowledge transfer
Typical Results: Varies by use case, but typical outcome is 30-50% time savings for marketing team + 20-40% improvement in conversion metrics.

What Changes When Your Marketing Runs on Automation

1

Revenue You're Not Leaving Behind

Every lead gets optimal nurture timing and messaging. No more "we should have followed up sooner" regrets. Your conversion rates reflect your actual value, not your follow-up speed.

2

Marketing Team Operating at 10x

Build campaigns in hours, not weeks. Test variations without manual campaign cloning. Spend time on strategy instead of execution busywork.

3

Sales Receives Only Ready-to-Buy Leads

Lead scoring identifies true intent. Sales talks to people who already understand your value and are ready for conversations, not education.

4

Clear Picture of What's Working

Attribution shows which campaigns drive pipeline. Budget decisions become data-driven. Executive reporting takes minutes, not days.

How We Work Together

Phase 1: Discovery & Mapping

Week 1
  • Deep dive into your current systems and processes
  • Map your actual customer journey (not the ideal one)
  • Identify highest-impact automation opportunities
  • Define success metrics and attribution model
Strategic automation roadmap with prioritized initiatives

Phase 2: Architecture & Build

Weeks 2-4
  • Design workflow logic and segmentation rules
  • Build automation using AI-accelerated development
  • Integrate with your CRM and tech stack
  • Create email templates and content assets
Fully built, tested automation ready for launch

Phase 3: Testing & Optimization

Weeks 5-6
  • Launch to small segment for validation
  • Monitor performance and identify improvements
  • Make data-driven refinements
  • Train your team on management and reporting
Optimized, scaled system with team enablement

Phase 4: Ongoing Optimization

Month 2+
  • Monthly performance reviews
  • A/B testing recommendations
  • Workflow updates based on new data
  • Expansion to additional use cases
Continuously improving system that scales with growth

Systems Built for Growth-Stage Companies

Experience Highlights

  • Architected lead nurture systems processing 5,000+ monthly leads
  • Built cross-channel attribution frameworks tracking $2M+ influenced pipeline
  • Designed onboarding automation improving trial conversion by 35%
  • Implemented lead scoring models increasing sales efficiency by 50%

Industries Served

  • B2B SaaS
  • Fintech
  • Professional Services
  • Healthcare Technology

Platforms & Tools

HubSpot Marketo Salesforce Outreach.io ActiveCampaign Pardot ZoomInfo Clearbit Google Analytics Mixpanel LinkedIn Ads Custom APIs

Investment Options

Strategy Consultation

$500
Single 90-Minute Session

Perfect for:

  • Audit of your current automation setup
  • Roadmap for your next 90 days
  • Specific technical questions or troubleshooting

What's included:

  • Pre-call audit of your systems
  • Live strategy session with screen sharing
  • Written recommendations document
  • 2 weeks of email follow-up support
Book Consultation

Fractional Marketing Ops

$8K-15K
per month

Perfect for:

  • Companies scaling from 100 to 500+ leads/month
  • Teams building marketing ops function from scratch
  • Organizations needing strategic automation partner

What's included:

  • 15-25 hours per week dedicated to your systems
  • Ongoing builds, optimization, and maintenance
  • Monthly strategy sessions with leadership
  • Priority support and troubleshooting
  • Quarterly roadmap planning
Minimum: 3 months
Discuss Options
Pricing Transparency: Project pricing varies based on complexity, number of workflows, and integration requirements. Strategy consultation provides exact scope and pricing for your needs.

Risk Reversal

Strategy Consultation Guarantee:

If you don't leave our 90-minute session with at least three actionable improvements you can implement immediately, I'll refund 100% of the consultation fee. No questions asked.

Project Guarantee:

All automation projects include 30 days of post-launch optimization. If the system doesn't meet the success criteria we define together in the discovery phase, I'll continue working at no additional cost until it does.

Why I Can Offer This:

I only take on projects where I'm confident I can deliver measurable results. The discovery process ensures we're aligned on goals and feasibility before any major commitment.

Common Questions

Do I need to have a specific marketing automation platform already?

Not necessarily. If you're starting from scratch, part of the strategy consultation involves recommending the right platform for your needs and budget. If you already have HubSpot, Marketo, Salesforce, or similar, I work within your existing ecosystem.

How long does it take to see results?

You'll see the system working immediately—automated emails sending, leads being scored, workflows executing. Meaningful business impact (improved conversion rates, pipeline growth) typically shows within 60-90 days as enough data accumulates to measure true performance.

What if my business is too unique for standard automation?

That's exactly why custom-built funnels exist. I start every project by mapping YOUR specific buyer journey, sales process, and business model. The automation gets built around your reality, not forced into generic templates.

Can you work with my existing marketing team?

Absolutely. Most projects are collaborative—your team provides the industry expertise and content strategy, I handle the technical architecture and implementation. I also train your team on managing and optimizing the systems so you're never dependent on me long-term.

What happens if something breaks after you've finished the project?

All projects include 30 days of post-launch support. After that, minor troubleshooting is typically covered via email. For ongoing maintenance, optimization, and updates, the Fractional Marketing Ops arrangement makes sense. I also provide documentation so your team or future contractors can maintain the systems.

How is this different from hiring a full-time marketing ops person?

Cost and speed. A full-time Marketing Ops Manager costs $80K-120K plus benefits—around $100K-150K total annually. My fractional option at $8K-15K/month gives you senior-level expertise without the overhead, and you can scale up or down based on needs. For project work, you get specific deliverables without any ongoing commitment.

What platforms and tools do you work with?

Primary platforms: HubSpot, Marketo, Salesforce (with Pardot or Marketing Cloud), ActiveCampaign, and Outreach.io. I also integrate with data enrichment tools (ZoomInfo, Clearbit), analytics platforms (Google Analytics, Mixpanel), ad platforms (LinkedIn, Google), and can work with custom APIs for unique requirements.

How technical do I need to be to work with you?

You don't need to be technical at all. I handle all the technical implementation. What you need to bring is knowledge of your business—your customer journey, your sales process, your goals. I translate business requirements into technical solutions.

Why Companies Hesitate (And Why They Eventually Move Forward)

"We don't have enough leads yet to justify automation"

Reality:

This is backwards. Automation isn't just for high-volume operations. Even with 50-100 leads per month, a proper nurture system can increase your conversion rate by 30-40%, effectively giving you the results of 150 leads while spending the same on acquisition.

Small volume is actually the best time to set up automation—you can test and optimize without the chaos of managing thousands of leads manually.

"Our sales process is too complex for automation"

Reality:

Complex sales processes benefit MOST from automation. The complexity is exactly why your team is drowning in manual work. Automation handles the complexity systematically—multi-stakeholder buying committees, long sales cycles, multiple product lines.

I've built systems for 12-18 month enterprise sales cycles with 5+ decision-makers. Complexity is manageable with the right architecture.

"We tried automation before and it didn't work"

Reality:

Most automation failures come from three mistakes: wrong platform choice, template-based implementation that doesn't match actual buyer behavior, or no ongoing optimization.

I start with YOUR buyer journey (not best practices), build for your specific needs (not templates), and include optimization in every project. Past failures don't predict future results when the approach is different.

"We need to focus on generating more leads first, then optimize"

Reality:

If you're leaking 40-60% of leads due to poor follow-up and nurture, generating more leads just means more waste. Fix the leak first, then scale volume.

Think of it this way: Would you rather have 100 leads with 20% conversion (20 customers) or 200 leads with 10% conversion (20 customers)? Same outcome, but the first scenario costs half as much in acquisition spend.

"This seems expensive"

Reality:

Let's do the math: A marketing coordinator who manually manages campaigns costs $50K-65K annually. They can build maybe 2-3 campaigns per month, with high error rates and no time for optimization.

For a $5K project, you get a complete automated system that runs 24/7, handles unlimited volume, never makes mistakes, and frees up your team to be strategic.

The real question isn't "can we afford this?" It's "can we afford NOT to have this while our competitors do?"

Your Next 90 Days, Two Scenarios

Without Automation

  • Marketing team spends 60% of time on manual execution
  • Sales complains about lead quality (no scoring system)
  • 50-70% of marketing leads never convert
  • Can't answer "what's working?" with data
  • Competitors with better systems win deals

With Automation

  • Marketing team focuses on strategy and creative
  • Sales receives qualified leads at optimal timing
  • Conversion rates improve 25-40% within 90 days
  • Clear attribution and ROI reporting
  • You're the competitor with the better system

Start With a Strategy Session

In this 90-minute consultation, we'll:

Or Start a Conversation

Not ready to book yet? Email me your situation and I'll send you:

  • Specific questions to assess your readiness
  • Resources relevant to your use case
  • Estimated timeline and investment range