Marketing Operations & AI Automation

Manage your pipeline and automate your workflow

Go-to-market teams lose deals to broken operations, not to bad marketing. Leads sit unrouted, the pipeline does not match the forecast, and campaigns wait on manual work. We fix the operations layer: a HubSpot CRM that holds a clean pipeline, buyer journeys that move deals forward, and AI workflows that do the repetitive work for you.

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HubSpot Marketing Hub, Sales Hub, and Operations Hub. AI workflows on n8n.

What we run

The four parts of a CRM that works

Each part depends on the one before it. We build them in order, then keep them current.

CRM build-out

We set up your HubSpot portal end to end: objects, properties, pipelines, lifecycle stages, lead scoring, forms, templates, and permissions. We also migrate your contacts and deals from your current tools.

One source of truth

Buyer journey mapping

We map each stage your buyer moves through, from first touch to closed deal. Every stage gets a trigger, a piece of content, and an owner. We then build those stages into HubSpot.

Fewer dropped leads

Data modeling

We define the objects, properties, and relationships that your reports depend on. Clean models keep attribution, forecasting, and segmentation accurate while your team grows.

Reports you trust

Campaign creation

We build and ship the campaigns: email, landing pages, forms, lists, nurture sequences, and lifecycle workflows. Each campaign reports against the same model, so you can compare results.

Faster launches
How we work

A pipeline management system, run by n8n

A CRM decays on its own. Properties multiply, workflows conflict, and duplicate records appear. Reports then stop matching the pipeline, and your team stops trusting them.

We treat your HubSpot portal as a product, and we put n8n behind it. n8n is an open-source workflow automation platform. We host it for you, or in your own infrastructure, and connect it to HubSpot and the rest of your stack.

The CRM build-out defines the pipeline. n8n then keeps that pipeline moving without more headcount. Each workflow does one job: enrich a new record, score and route it, create the deal, move the stage on a signal, draft the follow-up, or post the weekly pipeline report. Add a workflow when a task repeats, and the system scales with your volume instead of your team size.

  • n8n workflows that read from and write to HubSpot through the API.
  • Lead enrichment, scoring, routing, and deal creation without manual entry.
  • Stage movement and follow-up triggered by product, email, or billing signals.
  • Nightly data hygiene: duplicate control, field repair, and conflict alerts.
  • Pipeline, attribution, and campaign dashboards that stay accurate.
  • Integrations with Salesforce, Segment, Clay, Apollo, Stripe, and your product data.
An n8n workflow that enriches records and writes them back to HubSpot

A live n8n workflow. This one enriches records and produces campaign content, then writes the result back to the CRM.

Secondary layer

AI workflow automation on top of a clean CRM

Automation multiplies whatever your CRM already does. Build the system first, then add the agents.

Lead operations

Enrichment, scoring, and routing that write straight into HubSpot. New records arrive complete and reach the right owner.

Content production

Content engines that draft, repurpose, and schedule campaign assets. Your team edits and approves instead of starting from a blank page.

Reporting and hygiene

Scheduled agents that clean records, flag conflicts, and deliver pipeline summaries to your inbox or Slack.

Flexible pricing plans

Build the CRM, then let us run it

Flexible pricing plans that are focused on your success.

CRM Build+Launch

$3,000

Starting at $3,000, this plan is the build-out of your HubSpot CRM and the buyer journeys inside it. Subject to scope, priced at $800 per day.

  • HubSpot portal build-out and data migration
  • Data model, properties, and lifecycle stages
  • Buyer journey mapping and workflow builds
  • Campaign templates and dashboards
  • Tools integration and testing
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Ongoing

CRM Stack Management

$500/mo

We run your HubSpot stack every month. You get a managed CRM, shipped campaigns, and reports that stay accurate.

  • Portal administration and data hygiene
  • Campaign builds and email or landing page updates
  • Workflow, lifecycle, and integration maintenance
  • Dashboard and reporting upkeep
  • AI workflow monitoring and refinement
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Flexible Payment Options

Let's talk

We're flexible with payment terms if you're a bootstrapped startup or working on a social impact project. Options can include discounted rates, equity-based payments, or revenue sharing, such as a discounted 50% setup fee combined with a capped profit share.

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FAQ

Frequently asked questions

What is marketing operations?

Marketing operations is the system behind your marketing: the CRM, the data model, the buyer journeys, the campaigns, and the reports. We build that system in HubSpot and then run it for you.

Do you only work in HubSpot?

HubSpot is our primary platform. We build and manage Marketing Hub, Sales Hub, and Operations Hub. We also integrate HubSpot with Salesforce, Segment, Clay, Apollo, Stripe, and your product database.

What does a HubSpot CRM build-out include?

A build-out includes the object and property model, lifecycle stages, pipelines, lead scoring, list and segmentation logic, forms, email and landing page templates, workflows, dashboards, and data migration from your current tools.

What is buyer journey mapping?

We map each stage a buyer moves through, from first touch to closed deal. We then define the trigger, the content, and the owner for every stage. We build those stages into HubSpot as lifecycle stages, workflows, and campaigns.

Why does data modeling matter in a CRM?

Reports are only as good as the data model. We define the objects, properties, and relationships first, so attribution, forecasting, and segmentation stay accurate as your team grows.

Where does AI automation fit in?

AI automation sits on top of a clean CRM. Once the data model and journeys work, we add AI workflows for enrichment, lead routing, content production, and reporting. We use n8n, Zapier, Claude, and OpenAI models.

How long does a CRM build-out take?

Most CRM Build+Launch engagements go live in 2–4 weeks. The exact time depends on scope, the number of integrations, and the state of your current data.

Is my data safe?

Yes. We follow least-privilege access and we work in your own HubSpot portal and accounts. For AI workflows we can deploy self-hosted options, such as self-hosted n8n, so your data stays in infrastructure you control.

Why choose us?

A partner, not just a provider

You should choose us if you're looking for a partner, not just a provider. Most agencies run campaigns. We own the system those campaigns run on, so the results hold up over time.

We don't lock you into a cookie-cutter process. We come in, understand your challenges deeply, and build solutions that actually fit. And we stay accountable, from strategy to execution to results.

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