Most companies have a CRM, a marketing automation tool, an email service, and a help desk — none of them talking. We design and build lifecycle systems that operate as one workflow: lead capture, scoring, routing, nurture, sales handoff, and post-sale expansion. Your sales team stops working in the dark. Your CFO sees attribution that adds up.
A typical revenue stack has 6–12 tools and roughly half the integrations needed to run as one system. Leads slip between tools. Sales reps follow up too late. Marketing nurture stops once a lead becomes an opp. Post-sale onboarding sequences fire from a tool nobody owns. Each leak costs deals and creates friction your buyers feel.
We design the lifecycle from end to end — every stage, every touch, every handoff — and build it across the tools you already own (or recommend the smallest set that does the job). The result is a revenue system your CFO can audit and your reps actually trust.
See client outcomesMarketing → SDR → AE → CS — every stage and handoff documented, automated, and observable.
HubSpot, Salesforce, Pipedrive, Marketo, Klaviyo, Customer.io — we use what fits, not what we resell.
Every closed deal traceable to the campaign, channel, and touch that started it. Your CFO and your CMO read the same dashboard.
Five disciplines in sequence — lifecycle strategy first, tool architecture second, builds third. Each phase has a written deliverable signed off before the next begins.
Most automation projects fail because they automate a broken process. We start by mapping your full lifecycle — every stage, every entry/exit criterion, every handoff between teams. The output is a written lifecycle document that marketing, sales, and CS all sign off on before any tool work begins.
Generic 'all leads' nurture is a tax on your domain reputation. We segment by ICP, by buying stage, by intent signal, by lifecycle stage — and we build the data infrastructure to keep those segments accurate as records change. The segment a lead is in when they enter is rarely the segment they're in by month three.
Most teams have plenty of top-of-funnel content and almost nothing for the middle and bottom. We build the missing pieces — sales-stage email sequences, persona-targeted nurture tracks, post-sale onboarding flows — written by senior writers who know how to convert without sounding like an automation tool.
We build the workflows — in HubSpot, Marketo, Salesforce, Customer.io, Klaviyo, whatever your stack uses — that execute the lifecycle map. Trigger logic, branching, A/B testing, suppression, exit criteria. Documented so any future team can debug them without us.
Open rates and click rates are vanity metrics for a lifecycle program. We report against pipeline progression: which stages compress, which sequences accelerate close rates, which segments produce expansion revenue. The dashboard your CFO sees is the same dashboard your CMO uses to plan the next quarter.
Same four-stage cadence as our other programs — but with the longest mapping phase, because automating a broken process makes the problem worse, not better.
Three weeks: stakeholder interviews, lifecycle map, lead scoring model, routing logic. Approved before any tool work begins.
Weeks 1–3Tool architecture, integration map, data model, segment definitions, content roadmap. Written and approved before building.
Weeks 3–6Workflows built, integrations connected, content produced, sequences activated. Stage-gated approvals through launch.
Weeks 6–14Live dashboard, monthly review, quarterly business review. Optional retainer for ongoing optimization.
Month 4+Three reasons that come up in every reference call our prospective clients run.
Most automation consultants resell one platform and shape the engagement around it. We use what your stack actually needs — HubSpot, Salesforce, Marketo, custom — and tell you when a tool isn't worth keeping.
Stack-ledWe won't automate a broken lifecycle. The first 3 weeks are mapping, with marketing, sales, and CS in the room. Tool work doesn't start until the process is signed off.
Process-firstEvery workflow, every integration, every business rule documented in a runbook. Future team takes it over without us. No agency lock-in.
DocumentedWhat revenue ops leaders ask before signing on. If your question isn't here, send it directly.
HubSpot (Marketing/Sales/Service Hubs), Salesforce (Pardot, Account Engagement, MC), Marketo, Customer.io, Klaviyo, ActiveCampaign, Iterable, Braze, Mailchimp, Constant Contact, plus most CRMs (Pipedrive, Close, Copper, Dynamics). We don't resell — we use what fits.
No — we work with your existing stack 80% of the time. We'll recommend changes only if a tool is genuinely the bottleneck (e.g., Marketo with 200 contacts is overpaying; Mailchimp with B2B sales motion will block you). Recommendations come with TCO analysis, not vibes.
8–14 weeks for the build phase. Lifecycle mapping is 3 weeks. Architecture is 2–3 weeks. Build is 6–8 weeks. Companies with simpler scopes (single workflow, one tool) can be done in 4–6 weeks; complex multi-team B2B engagements run 14–18 weeks.
Yes — through an optional retainer ($6,500–$18,000/month depending on scope). Most clients keep us on for the first 6 months, then transfer ownership to their internal team with our runbooks. Some keep the retainer indefinitely. No lock-in either way.
Modestly — and the changes are documented before they happen. Most reps actually prefer the new process because it removes the manual data entry and follow-up tasks that nobody actually wants to do. We run a 1-hour training before launch and a 1-week embedded support period.
A platform partner is good if you're 100% committed to one platform and need to install it correctly. We're better if you have multiple tools, a complex lifecycle, or sales/marketing alignment issues that aren't really a tool problem. Many clients use us first to map and architect, then bring in a platform partner for execution.
A sampling of recent engagements that match this work.
A Southern Illinois accounting firm with no digital footprint became Monroe County's most-visible CPA — 101% Google Search visibility lift, 62% Maps visibility, 56% more calls.
A SaaS subscriber-acquisition tool overcame onboarding-leak issues with funnel rebuilds, automated drip campaigns, and a 4-channel launch — 300% activation lift, 3,000 customers in week one, and 400+ daily subscribers post-launch.
A K-12 + higher-ed SaaS provider replaced broad-targeted ads with persona-driven Google + LinkedIn campaigns — 70% more qualified decision-maker leads, 28% lower CPA, and 6× LinkedIn engagement.