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Based in Los Angeles · Serving partners across the U.S.

CRM & Automation

Smart systems that work while you sleep.

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Every lead captured. Every action attributed.

From lead gen to nurturing, our experience across multi-channel funnels ensures automation that converts, not just clicks.

Your growth engine is only as strong as your CRM (customer relationship management) and the automations behind it. We design a clean lead lifecycle, implement HubSpot (or Salesforce/Pipedrive), and connect your site, forms, calendars, and ad platforms so every contact is captured, scored, routed, and measured.

We standardize UTM tracking, set up GA4 (Google Analytics 4) + GTM (Google Tag Manager) events, and build dashboards that tie campaigns to pipeline and revenue. The result: faster speed-to-lead, fewer leaks, and a reliable feedback loop to scale what works.

What’s included

Lead Lifecycle

  • Define lifecycle stages (Subscriber → MQL → SQL → Opportunity → Customer)
  • Lead qualification matrix, lead scoring, SLA (service-level agreement) for follow-up
  • KPI plan (conversion rates, velocity, cost per opp, ROAS/ROMI)

CRM Implementation

  • HubSpot setup: objects, pipelines, deal stages, custom fields, teams/permissions
  • Sales tools: sequences, tasks/queues, meeting links, shared inbox
  • Alt: Salesforce/Pipedrive config aligned to the same lifecycle

Data Migration

  • Secure imports from spreadsheets or legacy CRMs
  • Deduplication, normalization (names, phones), consent & subscription types
  • GDPR/CCPA basics and data retention policy

Capture

  • HubSpot (or native) forms with hidden UTM fields + source capture
  • Conversational capture: live chat/chatbot, meeting scheduler embeds
  • Lead assignment rules by territory, product, or channel

Automation & Workflows

  • Nurture journeys by intent and lifecycle stage
  • Lead scoring, routing, owner notifications, SLAs & re-alerts
  • Sales handoff: auto-create deals, tasks, and checklists

Email, Templates & Deliverability

  • Brand-ready templates (newsletters, drips, transactional)
  • SPF/DKIM/DMARC setup to protect sender reputation
  • List hygiene, engagement-based throttling, sunset policies

Attribution & Dashboards

  • GA4 + GTM events (form_submit, call_click, meeting_booked, file_download)
  • UTM standards: source/medium/campaign taxonomy & governance
  • HubSpot/Looker Studio dashboards: channel → pipeline → revenue

Integrations & E-commerce

  • WordPress/Elementor, WooCommerce, Meta & Google Ads, LinkedIn
  • Webhooks, Zapier/Make automations, Slack/Email alerts
  • Product feed sync, order-to-contact enrichment (if applicable)

QA, Training & Hypercare

  • End-to-end testing: form → CRM → workflow → sales notification
  • Admin training + SOPs/playbooks (video + doc)
  • Optional post-launch support

Who this is ideal for

  • B2B & services needing qualified leads and clean handoff to sales
  • Performance marketers who must tie spend to pipeline/revenue
  • Multi-location teams requiring reliable routing & local reporting
  • Startups formalizing lifecycle, scoring, and measurement fast
  • Sales-led orgs improving speed-to-lead and follow-up consistency

Recommendations

  1. Decide the lifecycle early. Lock MQL/SQL definitions and deal stages before building.
  2. Standardize UTMs. One taxonomy for source/medium/campaign across ads, email, and partners.
  3. Instrument once, use everywhere. GA4 + GTM events mirrored in HubSpot properties.
  4. Start lean. Ship the critical workflows (capture → score → route) first; iterate monthly.
  5. Protect deliverability. Set SPF/DKIM/DMARC, segment by engagement, and prune unresponsive contacts.
  6. One source of truth. Build a single dashboard that leadership actually reads weekly.
  7. Enforce data hygiene. Required fields, picklists over free text, and routine dedupe.
  8. Align SLAs. Marketing + Sales agree on response times and next steps per lead grade.
CRM record and automated workflow diagram

FAQs

How long does a typical HubSpot implementation take?

Most projects launch core capture → scoring → routing → dashboards in 3–6 weeks, with advanced nurture and reporting layered in afterward.

Can you migrate our existing CRM data without a mess?

Yes — secure imports, dedupe, and field mapping preserve history while cleaning duplicates and standardizing formats and subscription types.

How do you prove marketing ROI?

We enforce UTM standards, deploy GA4/GTM events, and connect source data to the CRM so dashboards show channel → MQL/SQL → pipeline → revenue.

Will sales actually adopt it?

We build for adoption: meeting links, sequences, task queues, SLA alerts, and simple SOPs so reps get faster speed-to-lead and less manual work.