Leads nurtured while you sleep
CRM workflows, lead scoring, and campaign automation that move MQLs to SQLs without manual follow-up.
Marketing automation is CRM workflows, lead scoring, routing, campaign automation, and internal workflow automation sequenced deliberately - CRM hygiene and scoring first - so automation moves the right priorities faster instead of moving bad data faster.
The 30-40% problem
Most teams we work with are surprised to find that 30-40% of their "leads" were never real opportunities - they just looked like leads because no scoring system existed. We build the minimum viable scoring model first (ICP fit, intent signals, recency), then automate the follow-through across CRM workflows, routing, campaigns, and broader workflow automation.
Most businesses don't need all five built at once - the right starting point is whichever manual task is costing the most time or losing the most leads, and the rest gets sequenced from there. Sequencing matters: automating campaign delivery on top of a CRM with duplicate records and no scoring model just moves bad data faster, so we start with CRM hygiene and scoring before layering the rest on top.
Problems we solve in Marketing Automation
30-40% of "leads" were never real opportunities
Without a scoring layer, a downloaded whitepaper gets the same follow-up urgency as a demo request from a target account.
Deal stages and follow-up depend on memory
Reps forget to move a deal forward or create a task, so the CRM does not reflect what actually happened.
Leads sit unassigned or fall through the gaps
A lead waits in a shared inbox until someone checks it, and edge cases that do not fit a rule get missed entirely.
The same campaign gets rebuilt from scratch
Email, ads, and CRM logic is recreated by hand each cycle instead of triggering from one workflow.
Internal requests stall in an inbox
Asset requests and approvals depend on someone remembering to forward them, and reports get manually assembled every month.
Automation layered on top of bad data
Automating campaign delivery or routing before CRM hygiene and scoring exist just moves duplicate records and bad priorities faster.
Everything covered in Marketing Automation
CRM Automation
Deal-stage triggers, task automation, and data hygiene so the CRM moves deals forward without manual entry.
Lead Scoring
A point-based fit-and-intent model so sales knows who is actually worth calling first.
Lead Routing
Automated assignment by territory, product, or rep capacity, with speed-to-lead notification and escalation.
Campaign Automation
One workflow that triggers email, ads, and CRM together, so campaigns run the same way every cycle.
Workflow Automation
Internal marketing ops handoffs - asset requests, approvals, reporting - automated end-to-end.
What actually changes
| Before | After |
|---|---|
| Every lead gets the same follow-up urgency | Leads prioritised by a fit-and-intent score built from real closed deals |
| Deal stages lag behind what actually happened | Deals advance and follow-up tasks fire automatically |
| A lead waits until someone checks the queue | A lead is assigned to the right rep the moment it qualifies |
| Campaign logic rebuilt by hand every cycle | One workflow triggers consistently across email, ads, and CRM |
| Requests and approvals sit in an inbox for days | Handoffs route and escalate automatically |
What we report on
Manual task reduction
Tracked as the share of stage updates, follow-ups, and handoffs now handled automatically instead of by memory.
Score-to-close correlation
Calibrated against actual closed-won and closed-lost deals on a regular cycle.
Time from qualification to assignment
Measured to confirm leads reach the right rep without sitting unassigned.
Campaign consistency & time to launch
Tracked against the old manual rebuild process each cycle.
Tools we work with
Every Marketing Automation service, broken down
Stop Losing Deals to Follow-Ups Nobody Remembered to Send
We automate deal-stage triggers, tasks, and data hygiene so your CRM moves deals forward on its own.
Lead ScoringNot all leads deserve the same follow-up speed
Point-based lead scoring models combining fit and intent signals to prioritise sales follow-up.
The right lead, to the right rep, immediately
Automated lead routing rules by territory, product, or rep capacity - no manual assignment queue.
Stop Rebuilding the Same Campaign From Scratch Every Month
One workflow triggers your email, ads, and CRM together, so campaigns run the same way every time.
Workflow AutomationFewer manual steps, fewer dropped handoffs
Internal marketing operations workflows automated end-to-end, from asset requests to reporting.
Industries we work with
Built for teams like yoursPairs well with Marketing Automation
Pipeline, not just leads
B2B-specific demand generation and lead gen built around how enterprise buying committees actually decide.
The channel you already own
Lifecycle sequences and cold outreach that read like a real person wrote them, because someone did.
Automation that improves as it learns your data
Content automation, AI-enhanced lead scoring, enrichment, and personalisation layered on top of your existing marketing automation.
Why choose EASI7
We fix tracking before we touch results
Every engagement starts with the same audit we'd run on our own accounts, so the numbers you're optimizing against are actually true.
One accountable team, not siloed vendors
The same team that does this also owns the rest of your stack - no handoff, no blame-shifting between vendors.
Built for how AI search actually works
Everything we build is structured to be extractable by AI answer engines, not just ranked in a list of blue links.
Reporting tied to your own dashboard
Every number we report ties back to GA4/GTM events you can see directly - not a screenshot from a tool you can't independently verify.
How to engage us for this
Project-based
A defined outcome with a start and end date - an audit, a migration, a campaign build, a tracking overhaul. Fixed scope, fixed price, agreed upfront.
Ongoing retainer
Continuous management and optimization once the initial build is live - campaigns, SEO, reporting, and iteration run every month under one accountable team.
Advisory
Strategy and oversight without full delivery - we review what's already running, unblock decisions, and point an in-house or existing team in the right direction.
Common questions
We work within whichever CRM you already run rather than pushing a migration - HubSpot, Zoho, Salesforce, and similar platforms all support the automation patterns we build.
Most of the manual load disappears within the first few weeks once the scoring model and core workflows are live - the bigger time investment is upfront in mapping the process correctly.
No - it removes the repetitive follow-up and qualification work so sales spends time on leads that are actually ready, not on chasing everyone equally.
No - most engagements start with whichever one is causing the most manual pain right now, usually CRM hygiene or lead scoring, and add the others once that foundation is solid. Building everything at once without a working scoring model underneath tends to just automate the wrong priorities faster.
No - automation makes an existing, agreed process run without manual effort, it does not redesign a process that was not working in the first place. If the underlying process has real gaps, we will flag them, but fixing those is a separate conversation from automating them.
Still following up on leads manually?
A scoring model and a handful of workflows usually fix most of the manual work in a single build.
Ready to get started?
We usually reply within 24 hours.
Marketing Automation, in detail
Scope, area by area
| Area | What we deliver |
|---|---|
| CRM Foundation | Deal-stage triggers, data hygiene, and follow-up task automation |
| Lead Prioritisation | A fit-and-intent scoring model tied to routing rules and speed-to-lead notification |
| Campaign Mechanics | Multi-channel workflows that trigger once and run the same way every cycle |
| Internal Operations | Approval and handoff automation connecting the tools marketing already uses |
How this compares
| Automated as a Sequenced System | Automated in Isolation |
|---|---|
| CRM hygiene and scoring built first, then routing, campaigns, and ops layered on top | Automation added wherever felt urgent, on top of duplicate records and no scoring model |
| A shared score and routing rule sales and marketing both trust | Sales and marketing arguing over what actually counts as qualified |
| Campaigns and handoffs run the same way every cycle without a rebuild | The same manual rebuild and chase-down repeats every cycle |
Sequencing matters more than which piece gets automated first - automating campaign delivery on top of a CRM with no scoring model just moves bad data faster.
What we measure this against
- Which manual task is actually costing the most time or losing the most leads right now
- Score-to-close correlation, recalibrated against real closed-won and closed-lost deals
- Time from lead qualification to assignment, and from assignment to first response
Where this applies
- A team surprised to find 30-40% of its "leads" were never real opportunities
- A growing sales team arguing about who a lead should have gone to
- A marketing team rebuilding the same campaign logic by hand every month
- A marketing ops team where one person holds all the process knowledge for approvals and reporting