Marketing Automation & CRM

Get full value from the platform you already pay for.

Salesforce Marketing Cloud, Braze and HubSpot, set up properly, connected to your data and actually used by your team.

Book a free callSee the Platform Audit package
Sound familiar?

Signs you need this

  • You pay for SFMC, Braze or HubSpot but mostly send one-off newsletters
  • No one on the team fully understands how the platform is set up
  • Your data is messy, duplicated or not connected to your CRM
  • Journeys break, sends fail or reports don't match
  • You're moving platforms and need it done without losing data
What's included

What we cover

Salesforce Marketing Cloud

  • Journey Builder and Automation Studio
  • Contact Builder and data extensions
  • AMPscript personalization
  • SQL segmentation and queries

Braze

  • Canvas journeys
  • Push, in-app and email orchestration
  • Segments and user attributes
  • Deliverability set-up

HubSpot

  • CRM and pipeline set-up
  • Workflows and lead scoring
  • Forms, lists and lifecycle stages
  • CMS websites and landing pages

Across platforms

  • Audits and health checks
  • Migrations and clean-up
  • Data models and integrations
  • Team training and documentation
How it works

From first call to finished work

  1. Audit

    We review your set-up, data, journeys and reporting.

  2. Fix list

    A prioritized list of fixes with effort and impact.

  3. Build

    We fix, rebuild and automate, with testing at every step.

  4. Hand over

    Documentation and training so your team owns it.

What you walk away with

Deliverables

Platform audit

What's working, what's broken and what's missing.

Working journeys

Automated programs built, tested and live.

Playbook

Documentation and recorded training for your team.

Platforms & methods
Salesforce Marketing CloudBrazeHubSpotSalesforce CRMAMPscriptSQLData Cloud
Where to start

Platform Audit

2-3 weeks to a full health check and fix list.

View package
Questions

Common questions

See all FAQs →
Are you certified?

Yes. Salesforce Marketing Cloud Consultant, Administrator and Email Specialist, Braze Certified Practitioner and Email Deliverability, and HubSpot CMS.

Do you work alongside our in-house team?

Most of the time, yes. We can lead the work, support your team, or train them to take it over.

Got a product to launch or a marketing engine to fix?

Book a free 30-minute call. You'll leave with at least one idea you can use, whether we work together or not.

Book a free call