Marketing Automation

Stop doing manually
what a system can do for you.

Most small businesses lose leads not because they don't care, but because they don't have a system. We build automation workflows that follow up within minutes, not days — and keep following up until there's a decision.

What it is

Marketing automation that actually works for small business

Marketing automation is software that sends the right message to the right person at the right time — without you having to trigger it manually. A lead fills out your form, books a consult, or clicks a link, and a sequence of emails, texts, and tasks fires automatically based on what they did.

Done well, automation makes your business feel bigger than it is. You're responsive at 2am. You follow up five times without lifting a finger. You nurture a prospect for six months and they come back when they're ready.

We're a Keap Certified Partner — which means we've been trained and tested on the platform, not just tinkering with it. Keith has set up dozens of automation sequences for businesses across industries.

Worth knowing
Studies consistently show that businesses that follow up within 5 minutes of a lead inquiry are 21x more likely to close that lead than those who wait 30 minutes. Automation makes instant follow-up default — not exceptional.
Keap Certified Partner
Keith holds official Keap certification — one of a small number of certified partners in the US. Keap (formerly Infusionsoft) is one of the most powerful CRM and automation platforms for small business.
What we build

The automation systems
small businesses actually need.

🎯

Lead Follow-Up Sequences

Automated emails and texts that fire the moment someone inquires. 3–7 touchpoints over the first week — tailored to what they asked about.

🔄

CRM Pipeline Setup

Custom stages, tags, and pipelines so you always know where every lead stands — and what the system should do next.

📋

Onboarding Automation

New client signed? Automation sends welcome emails, requests documents, assigns tasks, and schedules check-ins — without your involvement.

💌

Nurture Campaigns

Long-cycle prospects get a drip sequence that keeps you top-of-mind over months — so when they're ready, they call you first.

Review & Referral Requests

Automatically ask happy clients for Google reviews and referrals at the right moment — when the job is done and satisfaction is highest.

🔌

Tool Integrations

We connect your CRM to your website, booking tool, payment processor, and any other platform you're using — via Zapier, Make, or native APIs.

Platforms we work in

We meet you where you are

We're not locked into one tool. Keith holds Keap certification — it's our preferred platform for small business CRM and automation because it handles contact management, sequences, and sales pipeline in one place.

But we also work in Zapier, Make (formerly Integromat), ActiveCampaign, Mailchimp, HubSpot, and custom API integrations. Jonathan's no-code background means we can wire almost anything together.

  • Keap (formerly Infusionsoft) — Certified Partner
  • Zapier — complex multi-step workflows
  • Make (Integromat) — high-volume automations
  • ActiveCampaign — email + automation combined
  • Airtable automations — connected to your database
  • Custom API work — when off-the-shelf won't cut it
Who it's for

This works best when...

  • You have leads coming in but follow-up is inconsistent
  • You're losing deals to competitors who respond faster
  • Onboarding new clients takes too much manual work
  • You want to grow without hiring another person
  • Your sales cycle is long and prospects go cold
  • You're ready to invest in infrastructure, not just tactics
Book a free call
Related services

Your leads deserve
a faster response.

Book a free call. We'll map your current follow-up gap and show you exactly what automation would fix it — with a price before you leave.

No commitment. No hard sell.