Marketing automation services
Scale without adding headcount.
We build the systems that carry a lead from first click to paid invoice without anyone remembering a step, then we monitor them and repair what breaks.
Included in every plan · Customized to fit your exact business needs.
Automation Expert Plan at a glance
- Who it is for
- Teams whose lead volume, quoting or onboarding has outgrown what people can handle by hand
- Pricing
- Included in every plan
- Billed
- Per month
- Media spend
- Not applicable to this service.
- Deliverables
- 14 named deliverables, listed in full below.
- Process
- 4 phases. First phase: weeks 1 to 2.
- Where we work
- Texas and nationwide. Remote, with on-site work where the engagement needs it.
The Automation Expert Plan is a build-and-run engagement, not a setup fee. Most companies do not have an automation problem. They have a process problem that manual work has been hiding, so we start by mapping what actually happens between a form fill and a paid invoice: who touches the record, where it sits waiting, which steps get skipped when the week gets busy. Then we rebuild that path in software. The work usually spans a CRM, the ad platforms, a scheduler, a quoting or billing tool, and email and SMS. We connect them with Make, Zapier, native APIs and GSD CRM so a lead is routed, contacted, scored and followed up without anyone remembering to do it. Where a handoff genuinely needs a person, we make that person faster rather than cutting them out. Automation answers to the same numbers as every other service we run: speed to first contact, percentage of leads actually worked, cost per acquisition, revenue per lead. Hours saved are real, but they are a by-product, not the point. The engagement covers architecture, build, monitoring and continuous change. Integrations break when vendors ship updates, and a workflow built for today's volume behaves differently at ten times that, so the watching never stops.
What it changes
Why companies buy marketing automation
Speed To First Contact
Inbound leads get a real reply in seconds rather than whenever someone opens the inbox. A prospect answered while they are still comparing options is a different conversation from one called back tomorrow.
Nothing Falls Through
Every lead, quote, no-show and renewal sits in a sequence with an owner and a deadline. Nobody has to remember. The pipeline stops leaking at the points a dashboard never shows you.
Volume Without Headcount
The same team absorbs more lead flow, because the work that grows with volume is the work we moved into software. Growth stops being a hiring decision and becomes a capacity setting.
Data You Can Report On
One record per customer, synced across every tool, with source and spend attached. Attribution and cost-per-acquisition reporting only hold up when the underlying data is not retyped by hand three times.
Cash Collected Sooner
Quotes, agreements, invoices and payment reminders go out on schedule instead of when someone gets to them. Shortening that cycle pulls revenue forward without adding a single lead to the top.
Process
How our marketing automation engagements run
- 01Process Mapping Weeks 1 to 2We sit with the people who do the work and document the real path from inquiry to paid, workarounds included. You get a map of every handoff, delay and duplicate entry, with the most expensive gaps ranked first.
- 02Architecture Design Weeks 2 to 3We design the system before building it: which tool owns which record, how data moves, what triggers what, and where a person stays in the loop. You approve the blueprint and the success metrics in writing before we build.
- 03Build And Testing Weeks 3 to 6We build in a sandbox, push live data through it, then break it on purpose with bad phone numbers, duplicate submissions and API timeouts. Nothing goes live until every failure case routes somewhere a person will actually see it.
- 04Monitoring And Extension Ongoing, monthlyLive systems drift. We watch error logs and throughput, repair what vendor updates break, and spend the remaining hours each month automating the next process on your list. Reporting ties back to the metrics agreed in week three.
What is included
- End-to-end process map of your lead-to-revenue path
- Custom workflow builds in Make, Zapier or native APIs
- CRM pipeline, stage and field architecture
- Instant lead routing and speed-to-lead response
- Multi-step nurture sequences across email and SMS
- Two-way data sync between CRM, ads, scheduling and billing
- Error alerting, logging and monthly system health review
- Written documentation and team training for every workflow
Automation Expert Plan
Included
Teams whose lead volume, quoting or onboarding has outgrown what people can handle by hand
- Dedicated automation architect
- Continuous workflow builds every month
- Make, Zapier and native API integrations
- CRM and pipeline configuration
- Monitoring, error alerting and repairs
- Monthly reporting against agreed metrics
Tell us what you are trying to grow.
We reply within 10 minutes during business hours. No credit card, and a custom 90-day plan either way.
Questions
Automation Expert Plan: frequently asked questions
What software can you automate?
Anything with an API or a Make or Zapier connector, which covers most of what a marketing and sales team runs. That includes HubSpot, GSD CRM, the Google and Meta ad platforms, Shopify, scheduling tools and the major email and SMS providers. Where a system is genuinely closed, we automate around it with forms, webhooks or scheduled exports.
Will automation make my business feel robotic to customers?
Not if it is built properly, because the goal is faster and more relevant contact, not more of it. Automated messages carry real detail: the property they asked about, the quote number, the technician's name. Exit conditions stop a sequence the moment someone replies or books, so nobody gets nudged about a decision they already made.
How much time will this actually save us?
We measure it rather than predict it, because an honest number depends entirely on your process. During mapping we count the manual steps and the minutes each one costs, and that becomes your baseline. Hours removed then appear in the monthly report alongside speed to first contact, cost per acquisition and revenue.
How long before the first workflow is live?
Usually inside the first month. Mapping and architecture take two to three weeks, and the first build goes live shortly after, almost always lead routing and speed-to-lead response because it pays back fastest. Heavier work such as two-way billing sync or a full onboarding sequence lands across the following months, in the sequence we agreed.
Do we have to switch CRMs to work with you?
No. We build on whatever you already run, and most engagements start exactly that way. GSD CRM is there for teams who want to consolidate a scattered stack, and it is included in every plan, but it is never a condition of this one. If your current CRM does the job, automating it beats migrating.
Who owns the workflows if we stop working with you?
You do. Everything is built inside your own accounts: your Make or Zapier workspace, your CRM, your domains. It stays with you when the engagement ends. You get written documentation for every automation covering triggers, field mappings and error paths, and we spend the final month training whoever takes it over.
Evidence
Documented marketing automation work
Each of these links to the full write-up and to the source document its figures came from.