Accepting new audits — Accepting Q3 projects

B2C Marketing Automation designed for scale.

A senior operator audits your tech stack, maps your customer journey, and builds automated workflows that scale personalization without adding headcount.

✓A complete platform audit We review your ESP, CDP, and CRM configuration to find data silos and deliverability issues.
✓Automated trigger blueprints Detailed branch diagrams for cart recovery, browse abandonment, and win-back flows.
✓A 90-day implementation roadmap A clear, phased plan to configure, test, and launch your new lifecycle strategy.

CadencePhased engagement

FormatCollaborative + Slack

Book your kickoff

30 minutes with a senior operator

Free

[PLACEHOLDER: HubSpot calendar]

What you walk away with.

Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.

Outcome 1

Map your customer lifecycle from discovery to repeat loyalty

Visual diagrams plotting out the ideal buyer journey, including cart checkout, post-purchase onboarding, and repeat purchase triggers.

Visual customer journey and lifecycle map

Outcome 2

Segment audiences dynamically based on real-time behavior

Detailed documentation of audience segments using product browsing history, lifetime value, and order frequency to deliver personalized messaging.

Dynamic segmentation schema

Outcome 3

Connect your e-commerce platform and CRM seamlessly

A technical integration map detailing data flows, API connections, and field mapping between Shopify, BigCommerce, or custom platforms and your automation tools.

Technical integration mapping

Our six-phase approach.

We don't deliver generic slide decks. We work through a structured, hands-on process to audit, design, and configure your B2C automation architecture.

1

Phase 1-2

Assess, discover & align

We audit your current ESP, CDP, or CRM configurations, evaluate data quality, and define measurable KPIs tied to your revenue goals.

Tech stack & platform auditCustomer lifecycle mappingKPI & goal alignmentData quality evaluation

2

Phase 3

Blueprint & roadmapping

We design a detailed 90-day strategic implementation roadmap, complete with sequence layouts, rules logic, and technical integration requirements.

90-day strategic roadmapAutomated workflow blueprintsOmnichannel orchestration planCustom consumer scoring framework

3

Phase 4-5

Configure, build & test

We execute the technical setup, construct automated workflows, map CRM fields, and rigorously test triggers and data synchronization in active environments.

Workflow & trigger constructionCRM field mappingTrigger reliability testingData synchronization check

4

Phase 6

Measure & optimize

We analyze initial campaign performance metrics, set up attribution tracking, and establish a continuous A/B testing plan for messaging and send times.

Performance analysisAttribution tracking setupA/B testing frameworkReporting dashboard mockups

Built for reliability.

8

Core deliverables

From audits to technical integration maps

90-day

Implementation roadmap

A clear, prioritized sequence of work

100%

Senior delivery

Led by operators with over a decade of experience

6-phase

Structured process

From discovery to launch and optimization

Start here.

Pick a time, or send context first. Either way, a senior operator replies in one business day.

Book a 30-minute kickoff

Zoom · recorded · senior operator on the line

Free

[PLACEHOLDER: HubSpot calendar]

Prefer to write first?

Tell us what you're seeing. We'll reply with a candid take.

[PLACEHOLDER: contact form]

Replies from a senior operator, never an SDR.

Questions, briefly answered.

B2B marketing automation focuses on long sales cycles, lead nurturing, and scoring for sales team handoffs. B2C marketing automation focuses on high-volume, real-time behavioral triggers (like browse abandonment or cart recovery), dynamic segmentation based on purchase history, and immediate conversion across channels like email, SMS, and push notifications.