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Marketing Automation Consulting

Automation that nurtures, converts and never sleeps.

Marketing automation lets you respond to every lead, customer and opportunity at the right moment, without adding headcount. Strategiza designs and builds sales funnels, always-on customer journeys, workflows and autoresponders that turn interest into revenue around the clock.

Talk to us about automationHow we work

01 Sales funnels that convert

02 Always-on customer journeys

03 Workflows and autoresponders

04 Platform setup, integration and reporting

Why it matters

Most leads go cold waiting for a follow-up.

Prospects expect fast, relevant responses. When follow-up depends on someone remembering to send an email, leads go cold, customers don’t come back and sales teams waste time on contacts who aren’t ready to buy.

Marketing automation fixes that. We map your buyer and customer journeys, then build funnels, workflows and autoresponders that deliver the right message at the right time, score and route leads to sales, and keep customers engaged, all running automatically and measured in revenue.

Signs you need marketing automation

  • New leads wait too long for a response.
  • Follow-up is manual, inconsistent or forgotten.
  • Everyone gets the same emails regardless of interest or stage.
  • Sales receives leads that aren’t ready to buy.
  • You have a marketing automation platform but use only basic features.
  • You can’t see how automated campaigns contribute to revenue.

How we work

From journey map to automated revenue.

We design automation around your buyers, then build, test and improve it.

01

Map

We map your buyer and customer journeys, funnel stages, lead sources, sales process and the moments that matter.

02

Design

We design funnels, journeys, segments, lead scoring, triggers and the content each step needs.

03

Build

We configure your platform, build workflows and autoresponders, connect integrations and test every path.

04

Optimize

We monitor performance, A/B test messages and timing, and refine journeys based on conversion and revenue.

What we deliver

Automation across the whole customer lifecycle.

01

Sales funnels

Landing pages, lead magnets, offers and follow-up sequences that move prospects from first click to sale.

02

Always-on journeys

Onboarding, nurture, re-engagement and loyalty journeys that run continuously in the background.

03

Workflows & autoresponders

Triggered emails, SMS and internal alerts based on behavior, form fills, purchases and lifecycle changes.

04

Lead scoring & routing

Scoring models, lifecycle stages and automated handoff so sales focuses on the best opportunities.

05

Platform setup & integration

Setup and integration of platforms such as HubSpot and Klaviyo with your CRM, website, store and ad platforms.

06

Reporting & optimization

Dashboards and testing that show how automation drives pipeline, sales and customer value.

Why Strategiza

Automation built by marketers who own revenue.

Strategiza’s leadership has built marketing technology and automation as an in-house CMO and operated eCommerce businesses where automated customer journeys drive repeat sales. We design automation that supports your sales process and customer experience, not automation for its own sake.

  • Strategy first. Journeys mapped before anything is built.
  • Platform neutral. We work with the tools you have or recommend the right fit.
  • Sales aligned. Scoring, routing and handoffs agreed with your sales team.
  • Measured in revenue. Reporting that shows the impact on pipeline and sales.
  • Month-to-month. Ongoing optimization with no long-term lock-in.

Engagement models

Build projects and ongoing optimization.

Automation audits, journey design and builds are fixed-fee projects. Ongoing management and optimization run month-to-month. See how pricing works.

Done with you

We map journeys and design the automation, then guide and train your team as they build and manage it.

Done for you

We build and manage your automation end to end: funnels, journeys, workflows, autoresponders, testing and reporting.

FAQ

Marketing automation questions.

Which platforms do you work with?

We work with leading platforms including HubSpot for B2B CRM and marketing automation and Klaviyo for eCommerce email and SMS, and can advise on others.

What’s an always-on journey?

A sequence of automated messages and actions that runs continuously for everyone who meets certain criteria, such as new subscribers, trial users or customers who haven’t purchased recently.

Will automation make our marketing feel impersonal?

Not when it’s done well. Good automation uses behavior and data to send more relevant, timely messages than manual campaigns can.

Can you fix automation we already have?

Yes. An automation audit identifies broken, outdated or underperforming workflows and prioritizes improvements.

How do you measure success?

We track engagement and conversion at each step, plus the pipeline, sales and customer value generated by each journey.

Let’s talk about automation.

Book a free 30-minute strategy call. Tell us about your funnel and tools, and we’ll recommend the right next step.

Book a strategy call

info@strategiza.com
+1 480 215 5282 · Irvine, California