Marketing Automation Agency
TimeZ Marketing is San Francisco’s leading marketing automation agency — designing and deploying intelligent automation workflows on HubSpot, Salesforce, Klaviyo and ActiveCampaign that nurture leads, reduce manual effort, and accelerate revenue. From email automation and CRM integration to full-funnel lifecycle marketing, we build systems that convert while you sleep.
- HubSpot Automation
- Email Drip Campaigns
- CRM Integration
- Lead Nurturing Workflows
- Lifecycle Marketing
- Salesforce Marketing Cloud
- Behavioural Triggers
- Marketing & Sales Alignment
Marketing Automation Agency Services That Nurture Leads, Accelerate Pipelines, and Scale Revenue
Our marketing automation agency designs, builds, and manages end-to-end automation programs — from CRM setup and lead scoring to multi-stage nurture sequences, behavioral triggers, and closed-loop revenue reporting — enabling your marketing and sales teams to convert more leads, shorten sales cycles, and grow revenue without proportionally growing headcount, across HubSpot, Marketo, ActiveCampaign, Pardot, and every major marketing automation platform.
Marketing Automation Goals and Revenue Alignment
Before configuring a single workflow, our marketing automation agency maps every proposed automation to a measurable business outcome — lead volume, sales cycle length, MQL-to-SQL conversion rate, customer acquisition cost, or revenue per contact — connecting your automation program directly to the commercial KPIs that matter to your sales, finance, and executive teams and ensuring every hour invested in marketing automation delivers a transparent, financially credible return on investment your business can track and defend.
Marketing Tech Stack Audit and Platform Assessment
Conducting a comprehensive audit of your existing marketing automation platform — evaluating HubSpot, Marketo, Pardot, ActiveCampaign, Klaviyo, or Salesforce Marketing Cloud configuration for workflow errors, data hygiene issues, duplicate contacts, broken integrations, and underused automation features — identifying the quick wins and structural changes that will immediately improve lead management efficiency and reporting accuracy before any new workflows are built on a foundation that would otherwise undermine program performance.
Lead Lifecycle and Funnel Stage Mapping
Mapping your complete lead lifecycle — from anonymous website visitor through identified lead, marketing qualified lead, sales qualified lead, opportunity, and closed customer — defining the precise behavioral and demographic criteria that qualify a contact for each stage, the automation triggers that advance or recycle contacts through the funnel, and the handoff protocols between marketing and sales that ensure no qualified lead is lost, delayed, or duplicated during the transition from marketing nurture to sales engagement across your business.
Competitor Automation Benchmarking and Gap Analysis
Analyzing how your competitors are using marketing automation — evaluating their email nurture sequences through prospect-side intelligence, their landing page personalization approaches, their retargeting automation, and their content gating strategies — to identify the automation capabilities your business lacks that are allowing competitors to convert a higher share of shared addressable market, and building the roadmap that closes those gaps systematically over a defined implementation timeline.
Automation Platform Selection and Migration Support
Supporting marketing automation platform selection and migration decisions — evaluating HubSpot vs Marketo vs Pardot vs ActiveCampaign vs Klaviyo against your specific use cases, budget, team size, and CRM ecosystem — with total cost of ownership modeling, integration capability assessment, scalability analysis, and hands-on migration planning that protects data integrity, preserves existing workflow performance, and minimizes disruption to active lead nurture programs during any platform transition your business undertakes.
Automation Roadmap and Phased Implementation Planning
Building a phased marketing automation roadmap — sequencing workflow builds by commercial priority, technical dependency, and team readiness — so your automation program delivers measurable pipeline improvements within the first 30 days while systematically building toward the full-funnel automation architecture that drives compounding revenue growth over a 12-to-24-month implementation horizon, with each phase producing clear, documented ROI evidence that justifies continued investment in the program from stakeholders across your organization.
Why Start With Automation Strategy
- Every automation tied to a measurable revenue outcome before build begins
- Tech stack audit preventing new workflows from inheriting existing data problems
- Lead lifecycle mapped so no qualified contact falls through the funnel
- Competitor gap analysis identifying the automation wins your rivals already have
- Platform guidance based on your use case — not agency platform preference
- Phased roadmap delivering pipeline wins within 30 days of program start
HubSpot CRM Setup and Portal Configuration
Configuring HubSpot CRM from the ground up — building custom contact and company properties aligned to your ICP and sales process, defining deal stages and pipeline milestones that reflect how your sales team actually sells, setting up user permissions and team structures, configuring lifecycle stages and lead status fields, and integrating your website forms, Google Ads, paid social ad accounts, and email platform to ensure every new contact and interaction is captured and attributed correctly within HubSpot from day one.
Salesforce CRM Configuration and Marketing Cloud Integration
Setting up and configuring Salesforce CRM for marketing automation use — building custom objects, fields, validation rules, and process flows aligned to your lead management requirements, connecting Salesforce Marketing Cloud or Pardot for email automation, and establishing the bidirectional data sync between marketing and sales systems that ensures real-time lead handoff, accurate contact record updates, and the closed-loop revenue reporting that proves marketing’s pipeline contribution to your sales and finance leadership teams.
CRM Data Hygiene and Contact Database Cleanup
Auditing and cleaning your existing CRM database — deduplicating contact records, standardizing property values, correcting email formatting errors, updating outdated lead statuses, removing unsubscribed and bounced contacts, merging company associations, and enriching contacts with missing firmographic data — creating the clean, reliable data foundation that marketing automation workflows require to segment, trigger, and personalize communications accurately, and that digital marketing campaigns depend on for accurate audience targeting and attribution reporting.
Website Tracking and Form Integration
Implementing website tracking code and form integrations that capture every lead interaction on your website — installing HubSpot, Marketo, or Pardot tracking scripts, connecting native and third-party forms to your CRM, configuring page view and click event tracking, setting up chatbot and live chat integrations, and ensuring every conversion event on your site creates or updates a contact record with accurate source attribution data that feeds correctly into your lead scoring models and marketing automation workflow triggers.
Ad Platform and Martech Stack Integration
Connecting your full marketing technology stack to your CRM and automation platform — integrating Google Ads, LinkedIn Ads, and Meta Ads for closed-loop ad conversion data, linking Google Analytics 4 for session and traffic attribution, connecting webinar platforms, event tools, content syndication systems, and sales engagement tools — creating the unified data environment where every marketing touchpoint across every channel is captured, attributed, and available to inform automation triggers, lead scoring, and revenue attribution reporting.
CRM Migration Planning and Execution
Managing full CRM migration projects — from legacy platforms to HubSpot, Salesforce, or ActiveCampaign — with comprehensive pre-migration data auditing, field mapping documentation, migration sequencing that protects active workflow performance, post-migration data validation, and team training on the new platform that ensures your marketing and sales teams can work confidently in the new CRM from launch day without productivity loss, missed follow-ups, or data discrepancies that undermine trust in the new system during the critical adoption period.
CRM Setup and Integration Benefits
- Single source of truth for every lead and customer across marketing and sales
- Clean data foundation preventing automation errors caused by bad records
- Full ad platform integration enabling closed-loop revenue attribution
- Website tracking capturing every conversion event for scoring and triggers
- Zero data loss migrations protecting pipeline during platform transitions
- Team training ensuring platform adoption and accurate data entry from day one
Multi-Stage Lead Nurture Sequence Design
Designing multi-stage lead nurture sequences aligned to your buyer journey — building awareness-stage educational workflows for new top-of-funnel leads, consideration-stage comparison and proof sequences for mid-funnel prospects, and decision-stage urgency and objection-handling workflows for bottom-of-funnel contacts — ensuring every lead entering your database receives a tailored nurture experience that systematically builds trust, communicates value, and advances their readiness to engage with your sales team at exactly the right moment in their purchase evaluation.
Behavioral Trigger Workflows and Event-Based Automation
Building behavioral trigger workflows that respond to real-time contact activity — firing personalized follow-up sequences when a contact visits your pricing page, downloads a specific content asset, watches a product video, clicks a particular email link, or reaches a defined lead score threshold — ensuring your marketing automation responds to buying signals immediately with relevant, context-aware messaging, rather than sending generic scheduled emails that ignore the behavioral cues your contacts are providing through their actual engagement with your content and website.
Welcome and Onboarding Email Sequence Development
Creating welcome and onboarding sequences for new contacts, new subscribers, and new customers — writing and designing the sequenced emails that introduce your brand, communicate your core value proposition, deliver on the content promise that prompted opt-in, set expectations for future communications, and guide new contacts toward their first meaningful interaction with your product, service, or sales team within the critical first seven days when new contact engagement rates are highest and first impressions are permanently formed.
Re-Engagement and Win-Back Automation
Building re-engagement automation programs for inactive contacts and lost opportunities — identifying contacts who have stopped opening emails, prospects who went dark after a sales conversation, and churned customers who have not repurchased within a defined window — and executing sequenced win-back campaigns that test different messaging angles, offers, and content formats to recover commercially valuable contacts before they are permanently lost to your database, preserving the pipeline potential of leads your business has already invested marketing spend to acquire.
Personalization and Dynamic Content in Automated Emails
Implementing personalization and dynamic content in your automated email workflows — using contact property data, behavioral history, firmographic attributes, and CRM segmentation to vary email body copy, subject lines, CTAs, imagery, and product recommendations for different contact segments within a single workflow — moving beyond first-name personalization to the contextually relevant, segment-specific communication that dramatically improves open rates, click-through rates, and conversion rates across every automated sequence in your marketing program.
Email Deliverability and List Health Management
Managing the technical and strategic factors that determine whether your automated emails reach the inbox — configuring SPF, DKIM, and DMARC authentication records, managing sending domain reputation, maintaining healthy list hygiene through regular bounce removal and engagement-based suppression, warming new sending domains appropriately, and monitoring deliverability metrics across Gmail, Outlook, and other major email clients — ensuring that the automation workflows your team invests in building actually reach your contacts’ inboxes rather than being silently filtered into spam folders.
Lead Nurture and Email Workflow Benefits
- Behavioral triggers responding to buying signals within minutes, not days
- Multi-stage sequences moving leads from awareness to sales-ready automatically
- Personalization producing 4-10x higher open rates vs generic broadcast email
- Re-engagement campaigns recovering leads your team has already paid to acquire
- Deliverability management ensuring workflows actually reach the inbox
- 33% lower cost per lead versus non-automated outbound programs
Custom Lead Scoring Model Design and Implementation
Designing custom lead scoring models that reflect how your specific buyers actually progress toward purchase — combining positive score attributes for high-intent behaviors such as pricing page visits, demo requests, case study downloads, and email click sequences with demographic fit scoring based on job title, company size, industry, and geographic market — and calibrating score thresholds against your actual historical closed-won data so the MQL threshold your model triggers at corresponds to a lead quality level that your sales team consistently agrees represents a genuinely qualified opportunity worth pursuing.
Behavioral and Demographic Scoring Criteria
Developing comprehensive behavioral and demographic scoring criteria — assigning positive point values to high-intent actions such as repeat website visits, content downloads, webinar attendance, email engagement sequences, and social media interactions, and negative point values to disqualifying signals such as competitor email domains, excluded geographies, and student or personal email addresses — creating a scoring model that surfaces your best leads based on a combination of who they are and how they are behaving, rather than either criterion alone.
MQL Definition and Sales Handoff Protocol
Establishing the agreed MQL definition and sales handoff protocol that transforms lead scoring from a marketing tool into a shared revenue mechanism — working with your sales leadership to define the exact score threshold that constitutes marketing qualified, the SLA your sales team commits to for MQL follow-up speed, the lead routing rules that assign MQLs to the correct sales representative, and the feedback loop through which sales disqualification reasons flow back to continuously improve scoring model accuracy over time.
Contact Segmentation and List Building Automation
Building dynamic contact segmentation in your marketing automation platform — creating smart lists and active lists that automatically update as contact properties and behaviors change, segmenting your database by ICP tier, lifecycle stage, product interest, engagement level, geographic region, industry, and purchase history — ensuring every email workflow, paid social custom audience, and sales outreach sequence targets the most relevant subset of your database rather than broadcasting to your entire contact list with undifferentiated messaging.
Account-Level Scoring for B2B Marketing Automation
Implementing account-level scoring for B2B marketing automation programs — aggregating individual contact scores and behavioral signals at the company level to identify accounts where buying intent is building across multiple stakeholders simultaneously, enabling your ABM agency programs and sales team to prioritize outreach toward accounts showing the strongest collective purchase intent rather than individual contact engagement in isolation, which is particularly critical for enterprise deals where no single contact makes a purchasing decision alone.
Lead Scoring Performance Monitoring and Model Iteration
Monitoring and iterating your lead scoring model on a quarterly basis — analyzing the actual close rates, deal sizes, and sales cycle lengths of leads that convert at different score thresholds, identifying scoring criteria that are over- or under-weighted based on pipeline outcome data, adjusting thresholds to reflect changes in your ICP or product positioning, and recalibrating the model as your business scales — ensuring the scoring model that qualified your first 100 customers continues to identify your best leads accurately as your market position, product, and customer profile evolve.
Lead Scoring and Segmentation Benefits
- Sales team spending time on leads most likely to close — not cold contacts
- 68% higher close rate on MQLs that meet the defined scoring threshold
- Dynamic segmentation ensuring every workflow targets the right audience
- Account-level scoring surfacing enterprise buying intent across committees
- Shared MQL definition ending the marketing and sales alignment friction
- Quarterly model iteration keeping scoring accuracy high as your business grows
Workflow Monitoring and Error Management
Monitoring your marketing automation workflows on an ongoing basis — checking for enrollment errors, failed actions, broken integrations, email sending failures, and workflow logic errors that can silently prevent contacts from progressing through nurture sequences — and resolving issues within defined SLA windows to ensure no lead falls out of automation due to a technical failure, protecting the pipeline value of every contact in your database and maintaining the consistent automated experience that your nurture program depends on to perform at scale.
A/B Testing and Workflow Conversion Rate Optimization
Running continuous A/B tests across your automation workflows — testing subject lines, preview text, send time, email body copy, CTA placement and copy, content format, sequence length, and email frequency — to systematically identify the messaging variables that drive the highest open rates, click-through rates, and conversion rates for each audience segment in your database, applying winning test variants permanently and building the institutional knowledge of what works for your specific buyers that compounds automation performance improvement month over month.
New Workflow Development and Automation Expansion
Building new marketing automation workflows as your business grows and new use cases emerge — adding product-specific nurture sequences when you launch new offerings, building event follow-up automations, creating cross-sell and upsell sequences for your existing customer base, developing partner and channel marketing workflows, and expanding automation coverage to new buyer segments — ensuring your automation program continuously advances your growth marketing strategy rather than remaining static after initial implementation.
Platform Upgrades and Feature Adoption
Keeping your marketing automation platform configured to take advantage of new features and platform upgrades — monitoring HubSpot, Marketo, ActiveCampaign, and Pardot release notes for new workflow capabilities, AI-powered tools, reporting features, and integration options — and implementing relevant upgrades that improve automation performance, expand personalization capabilities, or reduce the manual workload your team carries in managing the platform, ensuring your automation investment delivers increasing returns as platforms add capabilities rather than plateauing at initial implementation sophistication.
Data Quality and Contact Database Maintenance
Maintaining ongoing CRM and contact database health — running regular deduplication processes, archiving and suppressing unengaged contacts that damage deliverability, enriching contact records with updated firmographic data, correcting field values corrupted by form submissions or integration errors, and enforcing data governance standards across your team — ensuring the data quality your scoring models, segmentation logic, and personalization workflows depend on remains reliable as your database grows and your marketing programs scale in complexity and contact volume.
Team Training and Internal Capability Building
Providing ongoing training and support for your internal marketing and sales team — running platform training sessions when new team members join, documenting all workflows and automation architecture in accessible internal guides, coaching your team on best practices for CRM data entry and contact management, and transferring the strategic and technical knowledge needed for your team to manage day-to-day automation tasks independently while relying on our agency for complex builds, optimization, and strategic program development that requires deeper platform expertise.
Platform Management and Optimization Benefits
- 99.9% workflow uptime preventing silent lead loss from automation errors
- Continuous A/B testing compounding conversion improvements month over month
- New workflows built as your product, team, and buyer base evolve
- Platform feature adoption maximizing your automation investment returns
- Data quality maintenance keeping scoring and segmentation accurate at scale
- Team training building internal capability without dependence on the agency
Marketing Automation Revenue Attribution Model
Building closed-loop revenue attribution for your marketing automation program — connecting workflow enrollment and email engagement events to CRM contact records, then tracing those records through the pipeline to opportunity creation and closed-won revenue — to calculate the precise revenue contribution of each automated workflow, each email sequence, and each nurture program, replacing the anecdotal claims about automation impact with financially auditable evidence that your CFO, CEO, and board can evaluate with confidence when reviewing marketing investment returns.
Workflow Performance Reporting and Email Analytics
Delivering detailed workflow performance reporting — tracking enrollment rates, open rates, click-through rates, unsubscribe rates, conversion rates, and MQL generation by workflow and by individual email within each sequence — to identify the specific messages, content offers, and timing decisions that are driving or suppressing conversion performance at every stage of your automation program, enabling data-driven optimization decisions that are based on actual contact behavior rather than assumptions about what your audience wants to receive and when.
Pipeline and Lead Quality Reporting
Reporting on the pipeline quality generated by marketing automation — tracking MQL volume, MQL-to-SQL conversion rate, SQL-to-opportunity conversion rate, and opportunity close rate by lead source, workflow, and contact segment — to demonstrate that the leads your automation program delivers to sales are not only higher in volume but superior in quality to unautomated lead sources, providing the sales-aligned evidence that builds marketing credibility within your organization and justifies continued investment in automation infrastructure.
Marketing and Sales Funnel Reporting
Building marketing and sales funnel reports that track conversion rates at every stage of the demand funnel — from first website visit through lead capture, MQL, SQL, opportunity, and closed-won — providing the funnel visibility that identifies where the greatest volume of commercially valuable contacts is being lost, which stages have the highest conversion improvement potential, and how changes to automation workflows, lead scoring thresholds, or sales follow-up processes would impact total pipeline and revenue at the bottom of the funnel.
Executive Dashboard and Marketing ROI Reporting
Delivering executive marketing dashboards that consolidate automation performance, pipeline contribution, email engagement, lead volume, and revenue attribution into a single view accessible to marketing directors, CMOs, and CEOs — connected to Google Analytics 4, your CRM, and your marketing automation platform — presenting performance in the commercially credible terms that executive and finance stakeholders need to evaluate marketing automation ROI without requiring them to navigate multiple platforms or interpret raw technical metrics.
Marketing Automation ROI Calculation and Business Case
Calculating and documenting the full financial ROI of your marketing automation program — quantifying the revenue generated by automated nurture versus unautomated channels, the sales time saved through automated lead qualification and follow-up, the cost per MQL and cost per acquisition improvements versus manual outbound programs, and the compounding pipeline benefits of improved lead scoring accuracy — providing the comprehensive business case that justifies automation platform investment to boards, investors, and executive teams who need to evaluate marketing technology expenditure against commercial returns.
Reporting and Revenue Attribution Benefits
- Every workflow’s revenue contribution calculated with financial accuracy
- Funnel reporting identifying where leads are lost between marketing and sales
- MQL quality reporting proving automation delivers better leads than broadcast
- Executive dashboards presenting automation ROI in language CFOs trust
- Weekly insights driving continuous optimization across all active workflows
- Full business case documentation securing continued automation investment