Your CRM is either your most powerful revenue engine or the world's most expensive contacts list. For most growth-stage businesses, it's the latter — a system full of contacts with batch campaigns going out and minimal behavioral logic driving revenue. We fix that.
Our CRM Optimization engagement transforms your CRM — whether HubSpot, Klaviyo, or Salesforce — into an automated revenue machine. We build RFM segmentation models, wire up seven core behavioral flows, implement lead scoring, and set up revenue attribution so you can see exactly what's working. The result: more revenue from your existing audience, with less manual effort.
Key Deliverables
Full CRM audit and data cleanup | RFM segmentation model across your customer base | 7 behavioral flows (welcome, post-purchase, browse abandon, cart abandon, win-back, VIP nurture, sunset) | Lead scoring and routing | Revenue attribution dashboard | Full automation playbook
Our Process
Weeks 1–2: CRM audit, data hygiene, and segmentation design. Weeks 3–5: Flow build and testing in shadow mode. Weeks 6–7: Go-live and revenue attribution setup. Week 8: Optimization and handoff.
✓Prioritized 90-day implementation roadmap
✓Tool selection & architecture design
✓Full build, testing & deployment
✓Team training & documentation
✓90-day post-launch support
Our Process
1. CRM Audit & Diagnosis
We audit your entire CRM: data quality, pipeline stages, automation gaps, and reporting accuracy. You get a prioritized list of what's broken and what's costing you deals.
Weeks 1–2
2. Data Cleanup & Architecture
We deduplicate contacts, standardize fields, and rebuild your pipeline stages and lifecycle definitions. Your CRM becomes a system your sales team actually trusts.
Weeks 2–4
3. AI Scoring & Automation Build
We implement AI-driven lead scoring, build automated nurture sequences, and configure behavioral segmentation. Every automation is tested against real pipeline data.
Weeks 4–6
4. Launch & Optimization
We go live, monitor performance for 2 weeks, and tune scoring models based on real conversion data. Full training and documentation delivered before handoff.
Weeks 6–8
Discovery & Workflow Audit
We spend 1–2 weeks mapping your current processes, identifying automation opportunities, and calculating ROI potential for each. You get a prioritized list of workflows by business impact, not technical complexity.
Architecture Design & Sign-off
We design the full workflow architecture — tool selection, data model, error handling logic, and security approach. You review and approve before we write a single node.
Build, Test & Staging
Full workflow build in a staging environment. We run every edge case, test failure modes, and validate outputs against your real data before touching production.
Production Deployment & Monitoring
Coordinated production cutover, monitoring setup, and live observation for the first 72 hours. Full handoff documentation delivered within 5 days.
FAQ
How long does an automation engagement typically take?
Most automation engagements are complete in 6–12 weeks from signed contract to production deployment. The timeline depends on complexity — a single workflow can ship in 3 weeks, while multi-system enterprise builds take 10–14 weeks. We’ll give you a specific timeline after the discovery audit.
Do we need technical staff to maintain the automations after delivery?
No. We build with maintainability in mind. Simple parameter changes (like updating an email template or changing a threshold value) can be done by any non-technical team member. For structural changes, our ongoing retainer clients get direct access to our team. Otherwise, you can return to us for a scoped change request.
What’s the typical investment for an automation engagement?
Scoped automation projects start at $8,500 for a single workflow build. Multi-workflow packages range from $18,000–$45,000 depending on complexity and integrations. Enterprise implementations are priced on discovery. All engagements include a full ROI analysis before we ask you to commit — if we can’t justify the investment on paper, we’ll tell you.