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Marketing Automation

Marketing Automation Services

Turn lead capture, lifecycle stages, nurture campaigns, scoring, routing, sales handoffs, and reporting into reliable marketing automation workflows across your CRM and campaign stack.

Discuss automationSee how we work

  1. 01 Audit

    Audit forms, fields, lifecycle stages, lead scoring, routing, nurture flows, and reporting gaps.

    step in the workflow

  2. 02 Design

    Design workflows with clear triggers, suppressions, ownership, CRM sync, and sales handoff rules.

  3. 03 Measure

    Measure automation impact through pipeline movement, source quality, response speed, and conversion context.

Scope

Automation across the marketing system

High-performing marketing automation ties lifecycle design to CRM hygiene, lead scoring, routing, nurture journeys, and revenue reporting.

  1. Lifecycle workflows

    Automate nurture, onboarding, reactivation, retention, and sales-ready handoffs.

What You Get

What your automation engagement includes

Marketing automation works when lifecycle rules, CRM data, workflows, and reporting are designed as one operating system.

  • lifecycle_model.md

    Lifecycle model

    Stages, lead statuses, scoring signals, suppression rules, and ownership definitions agreed before build.

    Subscriber  opted in, no fit data
MQL         score 60+ and fit
SQL         accepted by sales in 24 h
-- each stage has one owner

  • workflows/

    Workflow architecture

    Triggers, branches, delays, alerts, field updates, tasks, and handoff rules documented and tested.

    Score 60+Assign ownerround robin
    No reply 3 dSend case studyemail
    CustomerStop nurturesuppress

  • crm_sync.md

    CRM alignment

    Properties, sync behavior, routing, dedupe, and source tracking connected to marketing journeys.

    lifecycle_stageHubSpotsync
    lead_scoreHubSpotsync
    first_sourceCRMkeep

  • automation_report

    Performance review

    Reporting for enrollment, conversion, response speed, pipeline movement, and workflow quality.

Process

Make automation visible and useful

We map the customer journey before building flows, so automation supports the business process.

  1. Step 01 of 05

    Audit

    Review forms, lists, fields, lifecycle stages, CRM syncs, and current automations.

  2. Step 02 of 05

    Workflow design

    Define triggers, conditions, content, owners, timing, exceptions, and reporting needs.

  3. Step 03 of 05

    Build

    Create workflows, properties, segments, emails, notifications, and integrations.

  4. Step 04 of 05

    QA

    Test branches, enrollment, suppression, dedupe, attribution, and rollback paths.

  5. Step 05 of 05

    Optimize

    Review performance and improve targeting, routing, timing, and reporting.

Best Fit

For teams ready to systemize growth

Ship campaigns with fewer manual follow-ups and cleaner reporting.

One lifecycle view. 3 of 7 columns matter to Marketing teams; with one owner and one definition per stage.

WorkflowTriggerEnrolled / wkConvertsHandoff timeOwnerCRM updateStatus
Welcome seriesForm fill42024%NoneMarketingStage: leadLive
MQL handoffScore 60+6447%4 minRevOpsOwner + taskLive
OnboardingDeal won3878%NoneCSStage: customerLive
Old drip v1Any list add9101%NoneUnknownNoneSwitch off

Illustrative rows

Proof

Why partner with Multivariate

We connect campaign thinking with CRM operations and analytics, so automation is not just active; it is understandable and measurable. Each engagement is shaped around practical buying criteria: integrations, governance, quality checks, handoff, and measurable operating outcomes.

  1. Exhibit A

    We document triggers and ownership.

  2. Exhibit B

    We avoid hidden workflow sprawl.

  3. Exhibit C

    We build reporting into the system from the start.

FAQ

Marketing automation FAQs

Multivariate analytics team

Replies within 24 hours

Which platforms can you work with?

We can support common CRM, email, marketing automation, analytics, and integration tools depending on your stack.

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