Automate the funnel, keep the judgment.
Lifecycle flows, lead routing, and triggered actions driven by your data, so the right message reaches the right person without manual work.
WHAT IT IS
The plain description.
We connect your funnel end to end: capture, enrich, score, route, and follow up automatically, across email, product, and sales tools.
Automation acts on signals, not schedules: a lead behaves a certain way and the right flow fires, the right owner is assigned, the right message goes out.
You keep control: every rule is visible, every flow is measurable, and nothing is a black box you cannot turn off.
WHEN YOU NEED IT
Signals that this fits.
Leads sit untouched because routing is manual
Auto-assign and follow up in seconds, not days.
Follow-ups depend on someone remembering
Your CRM and marketing tools do not talk
Onboarding emails are one-size-fits-all
You cannot see where leads drop off
HOW WE DO IT
A short, honest sequence.
- 01
Map the funnel
We map every stage from first touch to conversion, plus the drop-off points where automation matters most.
- 02
Connect the tools
We integrate your CRM, email, ads, and product data so the funnel can act as one system.
- 03
Define signals & rules
We define the behavior that triggers a flow, the rule that decides the next step, and the owner it routes to.
- 04
Build & test flows
We build flows in small, testable pieces, check edge cases, and run them with real data before launch.
- 05
Measure & tune
We track send rates, conversion, and drop-off, then tighten weak stages on a regular cadence.
WHAT YOU GET
Deliverables at the end.
- Connected funnel across your tools
- Lifecycle and routing flows
- Lead scoring wired into routing
- A funnel drop-off dashboard
- Documentation of every rule
STACK
Tools we reach for.
Automation
- Customer.io
- n8n
- HubSpot workflows
Data & CDP
- Segment
- RudderStack
Routing
- server-side logic
- webhooks
Tracking
- server-side GTM
- Stape
QUESTIONS
Answers, before you ask.
- No. We connect your CRM and marketing tools into one flow. You keep the systems you already use; we add the routing, scoring, and automation layer on top.
Next step
Book an intro call.
Fifteen minutes. We ask the sharp questions, tell you if we are a fit, and either scope a sprint or point you elsewhere.