Stage 1 · Exploration
Work that has to be redone every month usually doesn't have to be.
A lot of marketing runs on manual work. Updating lists, retyping data, the same check every week. I turn that into something that runs on its own, so you and your people can focus on the things that do deserve attention.
Where it usually goes wrong
Four situations you will probably recognise.
A lead that waits three days
Someone fills in your form and only gets a follow-up when somebody happens to check the inbox.
Two lists that no longer match
The spreadsheet says something different from the CRM. Nobody knows which one is right any more.
Setting it up again every month
The same campaign, the same steps, the same afternoon gone.
Product data that differs per supplier
Someone irons out the differences by hand, item by item.
It isn't that people do it wrong. It is that it is manual work, and manual work doesn't scale with your growth.
What I build
Three kinds of work, tied together.
Connecting
Linking systems that don't talk to each other. Form to CRM, CRM to email, ad data to your dashboard. Or automatically recognising companies that visit your website, matching them to your CRM and setting them up as a follow-up task for sales.
Enriching
Filling in data automatically so your lists are usable instead of a half-complete export.
Keeping it running
Sequences that respond to what happens. Someone opens but doesn't click, someone visits the pricing page, someone doesn't reply after two messages. All moments to act, and nobody has to keep track.
What if you stop working with me?
A fair question. That is why I build it so you don't depend on me.
Everything runs on your accounts. Your subscriptions, your data, your property. Not mine.
Documentation is part of it. What runs, why, and where to look if something stops.
No obscure tools. Clay and my integrations are systems other people can work with. You don't depend on something only I understand.
If we stop, you keep everything. Working, with an explanation.
When it isn't worth it
Not everything needs to be automated.
Just keep doing it
Automation only pays off above a certain frequency. Below that, building it costs more than the manual work.
That deserves a system
The same thing every time, by hand every time. That is where time comes back fastest. In between it is a calculation, and I'd rather make it honestly than optimistically.
Automating a bad process
doesn't make it better. Just faster at going wrong. So first we check whether the step itself makes sense.
What it delivers
Hours that come back, and data that is right.
Hours each month you no longer spend retyping
Errors that disappear because nobody does it by hand any more
Follow-up that doesn't depend on who happens to be looking that day
One place where the data is right
The tools
Existing systems, smartly tied together.
Clay
Fills in data
Integrations
Connects the systems
Webhooks
Passes on the signal
Marketing Automation
Keeps follow-up running
CRM & email
Where the work lands
What work do you redo every month?
Name it in thirty minutes and I'll tell you whether it is worth building. Even if the answer is no.
Book a strategy call