Marketing Automation Setup
Lifecycle automation built in HubSpot, Zoho, Klaviyo, or ActiveCampaign, covering the flows you don't have, the ones that conflict, and the routing that decides whether a lead ever reaches a human.
What's included
Foundation
- Lifecycle stages defined so marketing and sales mean the same thing by the same words
- Data model check on the fields your automation depends on
- Deliverability setup covering SPF, DKIM, DMARC, and sending domain
- Consent capture and preference handling
- Suppression and sunset rules for unengaged contacts
Flows
- Coverage mapped against the lifecycle so you can see which stages have nothing running
- Welcome, nurture, abandonment, winback, and post-purchase sequences built where they're missing
- Trigger, delay, and exit conditions set so flows stop when someone converts
- Overlap resolved between flows and campaigns hitting the same person the same day
- Branching by segment or behavior rather than one message for everyone
Sales handoff
- Lead scoring built from what actually closes rather than from arbitrary points
- Routing and assignment rules with a fallback owner
- Notification design that reaches a human, not a shared inbox nobody opens
- Task and reminder automation for follow-up
- Meeting booking integration
Tracking and reporting
- Attribution preserved through the automation, so source survives to the deal record
- Engagement and revenue reporting per flow
- ESP-reported revenue reconciled against GA4 and your CRM
- Failure alerting, since broken workflows fail quietly and nobody notices for months
Handover
- Documentation of every flow, trigger, and exit condition
- Training so your team can change a delay without breaking a sequence
- Thirty day review after launch
Why it matters
Automation platforms accumulate mess faster than anything else in the stack. A workflow built for a campaign that ended in 2023 still runs, two sequences enroll the same person, and a scoring model nobody has revisited assigns forty points for opening an email.
The part with the most money in it is the handoff. Plenty of setups nurture beautifully and then drop the lead into a queue where it sits for two days. Fixing what happens in the ten minutes after someone raises their hand usually beats any amount of additional nurture content.
What clients say
“Wow! I can't say enough about the team at SmartMetrics! They are super fast, intelligent, and helpful in understanding and addressing your problem. I have worked with them multiple times on different accounts. I highly recommend them! I will continue to use them going forward! Big shout out to Tomas for all his help!”
Anna Crowe
“We worked with Tomas to set up some tracking for marketing analytics on our website. I'd recommend working with him - he's communicative, efficient, and effective.”
Julia
Dyneti
“Wow! Blown away by their expertise and speed as well as communication. We had a botched Google tagging job that needed to be fixed and they jumped right in and had it done in the same day. I'm recommending them to everyone I know needing help with the Google suite of business tools.”
Jennifer Roberge
What clients say
“Tomas at SmartMetrics has been fantastic to work with. He consistently delivers high-quality work quickly, communicates clearly and proactively, and makes even complex implementations feel straightforward.”
Gray Digital Group
5.0 on Google · All reviews“A huge difference to the business, and we know where the next dollar goes.”
Blitzy“We can scale spend now without guessing what is actually working.”
PermitFlow“Extremely knowledgable & capable!”
Dj Haer Jr
Work with Tomas
Founder, San Diego, CA
20 years in marketing, CRO, CRM, and analytics. Now building the systems AI runs on.
You work with me directly, from scope to delivery. No account managers.