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Marketing automation and CRM

HubSpot or Salesforce set up so marketing and sales share one view of the customer, with lead scoring, nurture and clean handovers.

Typical timing
8–12 weeks
Engagement
Fixed scope, then retainer
Delivery framework
User researchDiscoveryAlphaBetaLive
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Objective

Connect marketing and sales around one customer record: lifecycle stages everyone agrees on, lead capture and scoring, automated nurture that respects consent, and reporting from first touch to closed revenue.

You may need this if

  • Leads fall between marketing and sales
  • The CRM is full of duplicates and nobody trusts it
  • Follow-up and nurture depend on manual effort
How it runs

Activities, step by step

The plan follows our delivery framework. Steps that do not apply to this kind of work are left out rather than padded.

  1. 02 · Discovery2 weeks

    Process design

    • Current sales and marketing process mapped
    • Lifecycle stages, lead scoring and handover rules agreed
    • Data model and integration plan
  2. 03 · Alpha3–5 weeks

    Configure

    • CRM configured and data cleansed and migrated
    • Forms, scoring and routing automation
    • Nurture journeys and email templates
  3. 04 · Beta2 weeks

    Test and train

    • End-to-end journey testing
    • Sales and marketing team training
    • Dashboards from lead to revenue
  4. 05 · LiveOptional monthly

    Optimise

    • Adoption and data quality monitoring
    • Nurture and scoring optimisation

Deliverables

What you keep at the end.

  • Configured CRM and marketing automation
  • Lifecycle, scoring and routing rules
  • Nurture journeys
  • Clean, migrated customer data
  • Funnel dashboards and training

Outcomes

What it is built to change.

  • No leads lost between teams
  • Faster follow-up and higher conversion
  • Revenue attributed from first touch to close

Often combined with

Every engagement starts with a 45-minute working session with the SME who would own the work. No deck.

Discuss Marketing automation and CRM