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.

  1. 01

    Map the funnel

    We map every stage from first touch to conversion, plus the drop-off points where automation matters most.

  2. 02

    Connect the tools

    We integrate your CRM, email, ads, and product data so the funnel can act as one system.

  3. 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.

  4. 04

    Build & test flows

    We build flows in small, testable pieces, check edge cases, and run them with real data before launch.

  5. 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.

Book an intro call