Marketing automation
Marketing automation that follows up every lead, on time, without anyone typing.
Marketing automation connects your website, CRM and email platform, so that what a person does decides what happens next. A form submission creates the contact, scores the lead, starts the right sequence and alerts sales when the lead is ready. We map the workflows, connect the events, set up sender authentication and consent records, and report what each workflow produced. Just need newsletters and a few automated emails? See email marketing.
Since 2021 serving Canadian businesses
Vancouver based, working across Canada
CASL consent recorded for every contact
Chosen by
Workflows we build
Twelve marketing automation workflows, from lead capture to win-back.
Each card names what the workflow does and what it runs on. Most businesses start with two or three and add more once the first ones have shown what they bring in.
Lead capture and routing
Every form, chat and call request becomes a CRM contact with its source attached, assigned to the right person in seconds.
Webhooks · UTM capture · round-robin assignment
Lead scoring and sales alerts
Points for pages viewed, emails clicked and forms filled. When a lead crosses the line, sales gets an alert with the full history.
Behaviour scoring · thresholds · Slack and email alerts
Lead nurture sequences
A timed series that answers what a buyer wants to know before they are ready to talk, and stops the moment they reply.
Drip sequences · exit conditions · reply detection
Quote follow-up
A follow-up the day after a quote goes out and again a week later, unless the quote has been accepted first.
CRM stage triggers · delays · goal exit
Welcome and onboarding
New subscribers and new customers get the right first messages in order, based on what they signed up for or bought.
Tag-based entry · branching · dynamic content
Abandoned cart and enquiry recovery
A reminder when someone leaves a cart or a half-finished form, showing the items or answers they left behind.
WooCommerce events · product feed · suppression after purchase
Appointment reminders
An email and a text before the appointment, with a link to confirm or reschedule.
Booking webhooks · SMS gateway · two-way confirmation
Review requests
A request sent once the job is marked done, with a direct link to your Google Business Profile.
Job-status trigger · one-time send · link tracking
Win-back and renewals
Customers who have gone quiet, or whose plan or product is coming due, hear from you before they forget you.
Last-purchase date · recurring date triggers · segments
Ad audience sync
CRM segments pushed to Google and Meta, so ads reach open leads and skip people who already bought.
Customer Match · custom audiences · exclusion lists
Internal automations
Tasks created, deals moved and the team notified, so the admin after a sale is not typed by hand.
CRM tasks · Zapier or Make · REST APIs
AI steps inside a workflow
A model reads the enquiry, tags the topic and urgency, and drafts the first reply for a person to approve.
Classification · draft replies · human approval
How it works technically
How marketing automation is wired: events, profiles, segments and workflows.
Every platform uses its own names, but the parts are the same. If these six are set up properly, a workflow can be trusted to run without anyone watching it.
Capture events
Form submissions, orders, abandoned carts, bookings and page views are sent to the automation platform as they happen, through webhooks, its API or a tracking script.
Build one profile
Each event is attached to a single contact record, matched by email address. Duplicates are merged and the first lead source is kept.
Record consent
The profile stores how and when the person agreed to hear from you. Contacts without valid consent can receive transactional messages only.
Segment and score
Rules place contacts in segments, such as quoted but not booked, and add points for behaviour. Both update in real time as new events arrive.
Run the workflow
A trigger starts the workflow. Delays, if/else conditions and goals decide each next step, and exit conditions remove anyone who replied, booked or bought.
Send, measure, feed back
Messages go out from your authenticated domain. Opens, clicks, replies and purchases return to the profile, change the score and can start the next workflow.
The technical setup, component by component
| Component | What we use | Why it matters |
|---|---|---|
| Automation platforms | HubSpot, ActiveCampaign, Klaviyo, Mailchimp and Brevo, or the platform you already pay for. | Chosen to fit your CRM, store and list size. |
| Event sources | Gravity Forms, WooCommerce, Shopify, booking tools, site tracking scripts, webhooks and REST APIs. Zapier or Make where there is no direct connection. | Workflows react to what actually happened. |
| Triggers and logic | Event, date, segment-entry and score triggers. Delays, if/else branches, goals and exit conditions. | The right next step for each person. |
| Segmentation | Tags, custom fields, purchase history, engagement and lead score, updated as events arrive. | Messages go only to people they apply to. |
| Deliverability | SPF, DKIM and DMARC on a sending subdomain, one-click unsubscribe headers, list cleaning, gradual warm-up for a new domain. | Gmail and Yahoo require this of bulk senders. |
| Personalization | Merge fields, conditional content blocks, product and cart data pulled into the message. | A reminder shows the cart, not a generic line. |
| Testing | Test contacts through every branch. A/B tests on subject lines and timing. Rendering checks in the main mail clients and dark mode. | Mistakes are found before customers see them. |
| Compliance | Canada’s anti-spam law (CASL): express or implied consent recorded per contact, sender identification and a working unsubscribe in every message. | You can show how each contact consented. |
| Reporting | Per workflow: entered, completed, replied, converted, and revenue where the store reports it. UTM tags into Google Analytics 4. | You see which workflow earns its place. |
What every automation build includes
Eight things behind a workflow you can leave running.
Dragging boxes in an automation tool is the easy part. The work is in the data going in, the rules for who gets what, and proving it behaves before real customers enter it. This is what your quote covers.
A workflow map before any build
Each workflow drawn as a diagram: the trigger, the waits, the conditions, the messages and the exits. You approve the map, and the build is checked against it.
Events connected at the source
Forms, the store and the booking tool send their events straight to the platform through webhooks or its API. Nothing depends on someone exporting a spreadsheet.
One record per contact
Duplicates merged, fields standardized and the lead source stored on the record, so segments and scores are built on clean data.
Sender authentication
SPF, DKIM and DMARC set on a sending subdomain, with one-click unsubscribe headers, so automated mail reaches the inbox and not the spam folder.
Consent on record
For every contact: how they agreed to hear from you, when, and through which form. Each message carries your identification and a working unsubscribe, as Canada’s anti-spam law requires.
Messages written with you
Emails and texts drafted in your voice and approved by you before they go into a workflow. Short, specific, and tied to what the person did.
Tested end to end
Test contacts are run through every branch, delay and exit before a real customer enters. Emails are checked in the main mail clients and in dark mode.
Reporting per workflow
For each workflow: how many entered, finished, replied and converted, with links tagged so the results also show in Google Analytics.
The account and the list are yours
The automation platform account is opened in your name. The contacts, the workflows and their history stay with you.
Not sure what to automate first?
Tell Ella what happens after someone enquires. Ella will outline the workflows worth building first.
Six quick questions about where leads come from, the tools you use and what gets dropped today. You get a plain-words outline of the first workflows, what each needs connected and where a person should stay involved. Two minutes, no obligation.
Ella is automated and can make mistakes. Your written quote from a project lead is the final word.
How it works
From a workflow map to automations that run themselves.
One or two workflows on tools that already connect can be running in about two weeks. A full set across a CRM, a store and a booking system takes longer. Your plan shows the real dates.
01
Your request and a workflow map
You send us the details: how a lead reaches you and what happens next today. We confirm which of your tools can be connected, then send the workflow map and a fixed price within one business day.
Day 1 to 2
02
Connect events, clean the list
Forms, store and bookings are connected to the platform. The existing list is imported, de-duplicated and sorted by consent. The sending domain is authenticated.
Week 1
03
Build, write and test
Workflows are built from the map and the messages are written with you. Test contacts go through every branch, and you receive each message in your own inbox before approving it.
Week 1 to 2
04
Switch on, measure, add the next
Workflows go live one at a time. We watch the first real contacts through, report what each workflow produced, and use that to decide which one to build next.
Every month
What it costs
A fixed price for the setup. Optional monthly after that.
We do not publish one price because a quote follow-up for a contractor and lead scoring across a CRM, a store and a booking system are different jobs. What we do promise is a workflow map with a fixed price for the setup, and it does not change unless you add to the map.
What moves the price
How many workflows, how many systems have to be connected, whether the list needs cleaning and consent sorted, and how many messages have to be written.
Payment plans up to 24 months
Pay by milestone, or spread the cost over up to 24 months. Credit and debit cards and bank transfer are both fine.
Platform cost kept separate
The automation platform bills you directly, usually by number of contacts. We recommend the one that fits your CRM, store and list size, and we say so when a free tier is enough.
Questions
What owners ask about marketing automation.
If yours is not here, the full list is one click away, or just pick up the phone.
Still have a question?
Call us on a weekday, or send a note and we will get back to you within one business day.
What is marketing automation?
Marketing automation is software that sends the right message, or does the right task, when a person does something specific. Someone requests a quote, books an appointment, abandons a cart or goes quiet for six months, and a workflow you designed once responds every time. It covers email and text messages to the customer, and the internal steps too, such as creating the CRM record, assigning it, and alerting sales.
How is marketing automation different from email marketing?
Email marketing is you deciding to send something, such as a newsletter or a promotion to a list on a date. Marketing automation is the customer’s own action starting the message, one person at a time, with rules for what happens next. Most businesses need both, and they run on the same platform. Our email marketing page covers the first.
Which marketing automation platform do you use?
We use the marketing automation platform that fits what you already run. HubSpot or ActiveCampaign when the CRM and sales pipeline matter most, Klaviyo for online stores, Mailchimp or Brevo for smaller lists. If you already pay for one of these, we build inside it.
What happens if a lead replies or buys in the middle of an automated sequence?
A lead who replies or buys leaves the sequence. Every workflow is built with a goal and exit conditions, so a reply, a booking, a purchase or an unsubscribe removes the contact before the next message. Nothing makes automation look worse than a follow-up asking for something the customer did yesterday, so this is tested for every branch.
Do I need a CRM for marketing automation?
A CRM is not always needed for marketing automation. For follow-ups, reminders and review requests, an email platform with automation is enough, and it keeps its own contact list. A CRM earns its place when several people handle leads, when you want a pipeline with stages, or when sales needs alerts and tasks. If you do not have one, we tell you whether you need it before quoting.
Is marketing automation legal under Canadian anti-spam law?
Yes, marketing automation is legal under Canadian anti-spam law when consent is handled properly. CASL allows commercial messages to people who opted in, and for a limited period to people who bought from you or sent an enquiry. Every message must identify you and include an unsubscribe that works. We record consent on each contact, keep contacts without it out of marketing workflows, and never use bought lists. This is how we set things up, not legal advice.
Start today
Tell us what happens after someone enquires. A project lead replies within one business day.
Two minutes to fill in, no obligation. Tell us where your leads come from, which tools you use and what gets dropped today. You get a workflow map with a fixed price for the setup.
- Workflow map and fixed price within one business day
- Built in the platform you already use, where possible
- The account and the list stay in your name
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