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Marketing Automation Agency for B2B

Automation that moves deals, not just emails.

We are a marketing automation agency for B2B SaaS, fintech, and law firms. We connect your campaigns, CRM, and revenue reporting in one build.

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B2B automation failures

Why your automation platform is not producing pipeline.

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Broken CRM sync.

Form fills never reach sales. We rebuild the sync so every new contact lands in your CRM.
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Dirty, duplicate data.

Duplicates and dead emails wreck reporting. We clean the database before any flow runs.
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No lifecycle stages.

Every contact sits in one big bucket. We define stages so nurture matches buyer intent.
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Untuned lead scoring.

Sales chases tire kickers while buyers wait. We score on fit and intent, not raw clicks.
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No handoff SLA.

MQLs sit for days and go cold. We set routing rules and response times sales signs off.
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No closed-loop reports.

You cannot see which campaign made money. We wire attribution from click to closed deal.
Fix My Pipeline

Automation inside the Demand Engine

Marketing automation is one layer inside a bigger system.

The automation buildout

What the automation build includes

Every build starts with a platform audit and CRM sync repair, because workflows on top of bad data just automate the mess. Then we define lead scoring and lifecycle stages, ship nurture and re-engagement workflows, set the sales SLA, and stand up dashboards your finance team can read.

We work across HubSpot, ActiveCampaign, GoHighLevel, Keap, Klaviyo, and Salesforce. You keep the full documentation.

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HubSpot-first builds

Your HubSpot implementation partner

We build HubSpot-first as a HubSpot partner agency, with deep work in ActiveCampaign, GoHighLevel, Keap, Klaviyo, and Salesforce when your stack calls for it.

The difference is sequence: we fix data and sync before we touch workflows, and we treat automation as RevOps, not an email tool. That order comes from 19+ years of B2B growth work, 45,000+ leads delivered, and a 230% average ROI across client work.

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The first 90 days

From messy data to live flows

  • Days 1 to 30: platform audit, CRM sync repair, and database cleanup.
  • Days 31 to 60: the lifecycle stage model, lead scoring, and a sales SLA both teams sign.
  • Days 61 to 90: five to eight core workflows go live with a weekly pipeline dashboard.

Most B2B builds reach a first working system in 60 to 120 days, depending on data quality. We give you that range upfront, because a rushed launch on dirty data fails.

Read the Pioneer Story
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Revenue attribution

Measuring B2B marketing automation

Five numbers on one dashboard: MQL to SQL conversion, sourced pipeline, deal velocity, CAC by source, and attributed revenue in your CRM.

Nucleus Research found automation returns $5.44 per dollar spent over three years, but only instrumented teams can prove their share. Every workflow maps to the stage it moves and the revenue it touched. If a flow cannot prove its keep, we rebuild it or kill it.

See Lead Generation

Proof from client CRMs

Results that survived the finance review.

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65%

Lower training costs
Enterprise Tech
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worldpay 4

$7.9M

Pipeline
influenced

Fintech
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Guidance Residential team at an Islamic home financing expo booth showcasing Shariah-compliant mortgage solutions

500%

Company growth
Financial Services
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300%

More conversions
Law Firm
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43%

Pipeline growth
B2B SaaS
Atombeam
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35+

Enterprise appointments
B2B SaaS
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65% Lower training costs
Enterprise Tech
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$7.9M Pipeline influenced
Fintech
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500% Company growth
Financial Services
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300% More conversions
Law Firm
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43% Pipeline growth
B2B SaaS
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35+ Enterprise appointments
B2B SaaS
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Start with the audit or the build.

One finds what is broken. The other ships the fixes in a single sprint.

Book My Demand Engine Audit

For teams whose automation stack never proved its ROI.

Free Demand Audit
Growth marketing agency free marketing plan: 90-day growth strategy and marketing performance audit to uncover traffic, funnel, and conversion leaks

Get My Free Pipeline Teardown

For teams that know the gaps and want them closed fast.

Free Pipeline Teardown
  • Database cleaned and deduplicated
  • Lifecycle and scoring model built
  • Core nurture workflows shipped live
  • Sales SLA signed and enforced
  • Weekly pipeline dashboard shipped
  • Playbooks and team training included

The automation rollout

Four steps from an idle platform to attributed pipeline.

Step 01. Strategize

Audit the stack.

We audit your platform, CRM sync, and data quality, then agree on the lifecycle model before anything gets built.

audit

Step 02. Execute

Build the flows.

Scoring, routing, nurture, and re-engagement workflows go live in priority order, on clean and tested data.

systems

Step 03. Measure

Prove the revenue.

Attribution runs inside your CRM, so sourced pipeline, velocity, and CAC by source sit where finance can check.

growth

Step 04. Accelerate

Tune what works.

Workflows that move deals get expanded. Flows that stall get rebuilt or retired. The dashboard decides, not opinion.

growth
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Automation fit criteria

Who B2B marketing automation is built for.

Good fit: B2B SaaS, fintech, and law firms from $500K to $30M in revenue, deals worth $10K to $500K, a sales team on a CRM, and a platform owned or budgeted.

Not a fit: no ICP, high-volume ecommerce, or no internal CRM owner.

Tell us what's broken.

What buyers ask automation vendors

Marketing Automation Agency FAQs

A marketing automation agency connects your marketing platform, CRM, and reporting so campaigns produce tracked revenue. We audit the stack, clean the data, define lifecycle stages and scoring, build workflows, and wire attribution from first touch to closed deal.
Email marketing sends messages. B2B marketing automation runs your revenue plumbing: lead scoring, lifecycle stages, routing, sales handoffs, and attribution across the funnel. Nurture emails are one output of the system, not the system itself.
A platform audit, CRM sync and data cleanup, a lifecycle and lead scoring model, five to eight core workflows, a sales SLA, dashboards, and team training. We work in HubSpot, ActiveCampaign, GoHighLevel, Keap, Klaviyo, and Salesforce.
By revenue movement, not sends: MQL to SQL conversion, sourced pipeline, deal velocity, CAC by source, and attributed revenue inside your CRM. Open and click rates are diagnostics we watch, never the scoreboard we report.
Most B2B builds reach a first working system in 60 to 120 days: audit and data cleanup first, lifecycle and scoring next, workflows last. Timelines depend on data quality and how fast approvals move on your side.
Pricing follows scope: platform count, database size, integrations, and how many workflows we build. After the Marketing Automation Audit, you get a fixed monthly quote on month-to-month terms with 30-day written notice.

Automation playbook library

Guides behind the automation work.

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Stop depending on referrals. Demand programs that fill pipeline.

B2B marketing agency financial services client acquisition system: prospect, advise, and retain with 35% more qualified clients, 24% higher retention, and 31% more tax consultations
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Your CRM is full of buyers going cold.

Let us turn the contacts you already paid for into pipeline your board can verify monthly.

Talk to a Strategist