Dormant lists
Thousands of contacts you paid to acquire, receiving nothing, slowly forgetting you exist.
CRM and Marketing Automation
CRM and Marketing Automation That Turns Your List Into Recurring Revenue
Most brands pay to acquire a customer once, then let the relationship go cold. The list sits in a platform nobody touches, the flows were built at launch and never revisited, and the second sale is left to chance. We rebuild the lifecycle so the customers you already paid for keep buying, and so every new lead is met with the right message at the right moment instead of a generic newsletter.
What Is CRM Automation
CRM automation defined
CRM and marketing automation is the system that moves a contact from first touch to repeat purchase without a person sending each message by hand. It combines your customer data, segmentation, and triggered email and SMS into flows that run on their own and respond to behavior. Done well, it pulls more revenue from people who already know you, which is almost always cheaper than buying more traffic.
The Full Lifecycle
Every stage of the customer lifecycle, automated and measured
We do not treat email as a channel off to the side. We map the full journey, from the first sign-up to the win-back two years later, and automate the moments that move revenue. Acquisition feeds it, the website converts it, and lifecycle keeps it compounding. One system, one set of numbers.
Common Problems We Find
What a CRM audit usually surfaces
Flows built once and forgotten
Welcome and abandonment automations set up at launch and never touched since.
No real segmentation
Everyone gets the same email, so the message is relevant to almost no one.
Leaky lead handoff
New leads sitting untouched for days while interest cools and sales never follows up.
Loyalty that does not retain
A points program that rewards people who were going to buy anyway and does little for the rest.
One channel doing all the work
Email carrying everything while SMS, the highest-engagement channel you own, sits unused.
Data trapped in silos
Your ecommerce platform, CRM, and ad accounts each holding a different version of the customer.
No lifecycle measurement
Revenue reported by campaign blast, with no view of what automated flows actually contribute.
What We Improve
The levers we move first
Welcome and onboarding
The first 30 days set the relationship, so we build a sequence that earns the second purchase, not just a discount blast.
Abandonment recovery
Cart, browse, and checkout flows that bring back the revenue most brands let walk out the door.
Segmentation and audiences
We split the list by behavior and value so the right people get the right message and the rest stop tuning out.
Lead nurturing
For longer cycles, a sequence that stays in front of a lead until they are ready, then routes the warm ones to sales.
Win-back
A defined path for lapsing customers that recovers a share of revenue you have already written off.
Loyalty and retention
A program built to change behavior and lift repeat rate, not to hand points to your best customers for nothing.
The SMS layer
Permission-based SMS added to the moments where speed matters, without burning the channel.
Data and sync hygiene
We connect your platforms so the customer record is consistent and the automations fire on accurate data.
Deliverables
What you receive at the end of the engagement
- 01
Lifecycle audit
A clear map of every flow you run today, what is working, and where revenue is leaking.
- 02
Flow architecture
The full set of automations your business should run, prioritized by revenue impact.
- 03
Segmentation model
The audiences and rules that drive relevance, built into your platform.
- 04
Message calendar
A 90-day plan of automated and broadcast sends, mapped to the lifecycle.
- 05
Automation buildout
The priority flows built, tested, and live in your platform, not a deck of suggestions.
- 06
Performance dashboard
Revenue, repeat rate, and lifetime value tracked so you can see lifecycle contribution, not just opens.
Who This Is For
CRM engagements built for revenue-accountable teams
This is for brands with a list worth working: enterprise, franchise, and multi-location operators who have spent to build an audience and want more from it. If you are measured on customer lifetime value, repeat rate, and revenue per contact, this is the work that moves those numbers. If you just want more email blasts, we are not the fit.
Pairs Well With
Connect CRM to the rest of the growth system
Lifecycle is strongest when it shares data with everything upstream. Paid media learns from your best customers, the website converts traffic the flows then nurture, and analytics ties it together. We run CRM as one part of an integrated system rather than a bolt-on tool, so a gain in one channel compounds across the rest.
FAQ
CRM and marketing automation FAQ
What is CRM automation?+
CRM automation uses your customer data and triggered messaging to move contacts from first touch to repeat purchase without sending each message by hand. It combines segmentation, email, SMS, and timing into flows that run on their own and respond to what each person does.
How is this different from email marketing?+
Email marketing usually means broadcasts, one message to the whole list. CRM automation is the system underneath it, using behavior and data to send the right message to the right segment automatically, including flows that fire long after a campaign ends.
Which platforms do you work in?+
We work across the major CRM and lifecycle platforms, including HubSpot, Klaviyo, Salesforce, Braze, and Mailchimp. We build in the platform you already use rather than forcing a migration, unless your current tool is genuinely holding you back.
How long before automated flows produce revenue?+
The core revenue flows, welcome and abandonment recovery, can be live within the first few weeks and start contributing almost immediately. The full lifecycle build compounds over the following 60 to 90 days.
Do you build the flows or just advise?+
We build them. You get audited, architected, and live automations in your platform, not a document of recommendations you have to execute yourself.
Does this work for B2B lead nurturing?+
Yes. For longer B2B cycles we build nurturing sequences that stay in front of a lead, score engagement, and route warm contacts to sales. Different work from ecommerce flows, same system.
How do you measure success?+
On revenue, repeat purchase rate, and customer lifetime value, with automated flows tracked separately so you can see exactly what lifecycle contributes beyond your broadcast sends.
Can you fix a messy or dormant list?+
Yes, and it is often the fastest win. We clean and re-segment the list, run a re-engagement sequence, and rebuild deliverability so the audience you already paid for starts producing again.
Request a CRM Audit
Tell us what is in your platform today and we will show you where the recurring revenue is hiding.