HomeMarketplaceMarketingMarketing Automation Setup

Set up the automation your team keeps meaning to build.

Lead nurture, onboarding, internal alerts, pipeline triggers — the workflows that quietly do the work — configured inside your own CRM or automation tool. Built right by a senior operator, so 'we should automate that' finally turns into something that actually runs. Your stack, your data, done for you.Built in your own CRM / automation toolWorkflows, triggers & logic done for youClean data & sensible stagesTested before it goes liveYou own your account & dataDocumented so your team can run itDelivered organized to your portal

A connected set of workflows running your funnel
Automation Set
$249One-time · ~5–7 business days
Buy now — $249
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Full refund before work startsChange your mind after buying? Refunded in full, no questions, until we begin.
You own everythingSource files, copy and licences transfer to you. No lock-in, no monthly anything.
No junior handoffThe senior who scoped it does the work. Not a ticket queue, not an offshore team.
What's included

Pick the outcome, not a feature list.

3 packages. The difference is how much we build around it.

One working automation, live and tested
Workflow Starter
A team that needs its single most valuable workflow built correctly inside its own tool.
$99~3–5 business days
Automation brief
One workflow built in your tool
Trigger, conditions & actions configured
Up to 4 steps / touches
Any needed email or task copy
Test run & QA before go-live
Setup notes for your team
Choose Workflow Starter
Most popular
Automation Set
A business ready to automate a full slice of its funnel — lead nurture plus onboarding or follow-up.
$249~5–7 business days
Everything in Workflow Starter
Up to 3 connected workflows
Lead nurture + onboarding or follow-up
Pipeline stage / status triggers
Lead scoring or tagging setup
Internal notifications & task automation
CRM field & stage clean-up
Buy $249 →
A documented automation system your team can run
Automation System
A serious operation that wants its whole lead-to-customer journey automated and documented.
$499~7–10 business days
Everything in Automation Set
Up to 6 connected workflows
Full lead-to-customer lifecycle logic
Advanced branching & conditional paths
Multi-tool connections (forms, calendar, Slack, etc.)
Reporting & pipeline dashboard setup
Automation map & documentation
Choose Automation System
How it works

5 steps. No guesswork.

You never wonder what happens next or who has it.

01
Pick your package
Choose one workflow, a connected set, or a full documented system across your funnel.
02
Map the process
A short brief: your tool, your pipeline, and the process you want automated. Give us access and we work inside your own account.
03
We build it
We configure the workflows, triggers, fields, and any copy — inside your stack, connected to the tools it needs to talk to.
04
Review & test
You review the setup in your portal; we run test contacts through the workflows so you see them fire correctly before real leads hit them.
05
Launch & document
We switch it live, hand over a clear map of how it's built, and walk your team through it — so you own a system, not a black box.
Questions

Straight about scope.

4 questions about this package specifically. If yours isn't here, ask before you buy — not after.

Usually replies in minutes
Not sure it fits?
Ask us before you buy — we'll tell you if a different package or a full project is the better call.
Which tools do you work in?
HubSpot, ActiveCampaign, GoHighLevel, Salesforce, Zoho, Klaviyo, and the automation layers around them — plus connectors like Zapier and Make. We build inside your own account on the stack you already run.
Can you fix our existing setup instead of starting over?
Usually the smarter move. Untangling a neglected CRM and rebuilding the automation on top is one of the most common reasons clients come to us — we keep what works and fix what doesn't.
Will my team be able to run it after?
Yes — that's the point of the documentation and walkthrough. Everything is built in your account and mapped out, so your team can operate and adjust it without needing us for every change.
Will the automation feel robotic to my leads?
Not if it's done right. Good automation feels timely and personal — the whole craft is making it not feel automated. A senior operator writes and times it so it reads like a person, not a machine on a schedule.
Where this goes next

Bigger than one deliverable?

Most people start here and keep going. These are the natural next steps.

Managed CRM & Automation
Want it run and improved every month? We manage your CRM and automation as a service — kept clean, kept human, tied to revenue.
Explore →
Full Growth Engine
When you're ready to grow the whole business: web, SEO, paid, email, and automation, run end-to-end by one senior team.
Explore →
Email & SMS Setup
Pair your CRM automation with lifecycle email and SMS flows so every lead and customer gets nurtured automatically.
Explore →
Pairs well with
Email Automations$99Email Campaign$99SMS Campaign$99Affiliate Program Setup$99
Ready when you are

Buy it today. Live this week.

Or if this is bigger than one deliverable, tell us what you're building and we'll scope the whole thing.