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Marketing Automation Consulting

When your automation is running but not working, this is where we start.

Your Automation Is Running. It’s Just Not Working.

Most “broken” marketing automation isn’t broken — it’s running exactly as built, and it was built wrong: bad triggers, no lead scoring, nurture sequences nobody’s touched in a year. I audit and rebuild automation so it drives pipeline instead of just sending email.

Automation Audit

root-cause diagnosis of underperforming workflows, using the same 7-cause framework behind my most-read post on this

Lead Scoring & Routing

building or fixing scoring models so sales gets the right leads, not all of them.

Nurture & Lifecycle Workflows

rebuilding sequences around actual buyer lifecycle stages, not generic drip.

Trigger & Logic Fixes

correcting the enrollment/exit criteria and branching logic that quietly break workflows.

Cross-Tool Integration

making sure automation platform, CRM, and ad/analytics tools pass data cleanly between them.

Reporting & Attribution Setup

so you can see what’s actually working, not just that emails sent.

This is for teams whose automation stopped working for them.

No lecture on best practice. Just automation that actually moves leads forward.

A few signs this is you:

Open/click rates look fine but nothing’s converting to pipeline.
Nobody remembers why a workflow was built the way it was — or who owns it.
Leads sit in a nurture sequence and never get routed to sales.
You’ve bolted on tools (CRM, ads, analytics) and data isn’t syncing cleanly between them.
Automation was set up once at launch and never revisited.

How I work

01
Diagnose
I map every active workflow against the 7 common root causes of automation failure, and flag which apply to you.
02
Prioritize
We rank fixes by revenue impact, not by what’s easiest to touch.
03
Rebuild
Workflows, scoring, and integrations rebuilt in scoped phases, tested before full rollout.
04
Instrument
Reporting/attribution set up so the impact is visible, and so the next problem gets caught early.

Automation running, but nothing to show for it?

17 +

years running marketing/marketing-automation programs for clients

160 +

Scoring parameters → 50% more demo bookings, 50% faster deal-stage movement

89.7 %

of one client’s attributed revenue driven by 3 automated flows

5 +

Platforms: HubSpot, Marketo, Klaviyo, Zoho One, Adobe Campaigns

Automation running, but nothing to show for it?

Get in touch

Your Automation Is Running. It’s Just Not Working.

Clients Say

Three automated flows — cart offer codes, product-page pop-up, order confirmation — went from generating nothing to carrying 89.7% of a brand’s attributed revenue in 6 months. The tool was already installed. Nothing was running until the workflows were rebuilt.

FAQs

Almost always one of a short list of root causes — bad triggers, no lead scoring, or nurture built for the wrong lifecycle stage. Full breakdown in the linked post below.

Both — audits/fixes for existing builds, or ground-up builds for teams starting fresh.

HubSpot and Klaviyo primarily; the diagnostic approach applies to Marketo, Zoho One, and Adobe Campaigns too.

Depends on sales cycle length — workflow health improves immediately, pipeline impact shows over the next 1-2 cycles.

Yes — building or repairing scoring models is one of the most common engagements here.

Scoped after a free initial call — no fixed packages.