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Our Marketing Automation services

Reliable solutions, tailored to your company's needs.

Marketing Automation

Scale your marketing without scaling your team

Work Smarter, Not Just Harder

There’s only so much your team can do manually. Follow-up emails, lead nurturing, customer onboarding, re-engagement campaigns—important work that often falls through the cracks.

Marketing automation handles the repetitive, time-sensitive work so your team can focus on strategy and relationships. The right automation runs 24/7, never forgets, never delays, and scales infinitely.

We’ve built automation systems for 200+ clients. We know what to automate, what to keep human, and how to build systems that actually work instead of creating more complexity.

Key takeaways

  • Workflow design across the customer lifecycle
  • CRM integration and data hygiene
  • Lead scoring and routing rules
  • Attribution reporting on pipeline impact

Our Automation Approach

Automation should simplify your business, not complicate it.

Strategy Before Software

We start with your processes and goals, not technology. What should be automated? What workflows need improvement? Technology serves strategy, not the other way around.

  • 200+Clients served
  • 2016Founded
  • 3Offices
  • 12Service lines

Customer Journey Mapping

We map the complete customer journey—from first touch to loyal customer—and identify automation opportunities at each stage.

Platform Optimization

Whether you’re on HubSpot, Salesforce, Marketo, ActiveCampaign, or another platform, we maximize its capabilities and integrate it with your other tools.

How working with us starts

  1. Discovery callWe start by understanding your business, goals and challenges.
  2. Marketing auditWe audit your current marketing to see what is working and what is not.
  3. Custom strategyWe develop a strategy built around your goals rather than a template.
  4. Monarch dashboardWe set up your Monarch dashboard so metrics live in one place. Most clients are fully onboarded within 2-3 weeks.

Continuous Improvement

Automation isn’t set-and-forget. We monitor, test, and optimize to improve performance over time.

What We Automate

  • Lead Capture — Forms, landing pages, and lead magnets that feed your CRM.
  • Lead Scoring — Automatically prioritize leads based on behavior and fit.
  • Lead Nurturing — Automated sequences that move leads through your funnel.
  • Email Automation — Triggered emails based on actions, dates, and behaviors.
  • CRM Workflows — Automated task creation, notifications, and data updates.
  • Sales Enablement — Alerts and content delivery that help sales close deals.
  • Customer Onboarding — Automated welcome sequences and education.
  • Reporting — Automated dashboards and scheduled reports.

Platforms We Work With

  • HubSpot — Full marketing and sales automation platform.
  • Salesforce + Pardot — Enterprise-grade CRM and marketing automation.
  • ActiveCampaign — Affordable automation for small to mid-size businesses.
  • Marketo — Enterprise marketing automation.
  • Klaviyo — Ecommerce-focused email and SMS automation.
  • Mailchimp — Email automation for smaller businesses.
  • Custom Integrations — Zapier, Make, and custom API integrations.

Questions we get asked

Do I need to be a big company to use marketing automation?

No. Small businesses often benefit the most because they have less time for manual follow-up. Automation lets you provide a big-company experience with small-business resources. We scale solutions to fit your needs and budget.

What can I automate in my marketing?

Welcome emails, abandoned cart reminders, lead nurturing sequences, appointment reminders, review requests, birthday offers, re-engagement campaigns, and more. We identify opportunities where automation can save time and improve results, then build the workflows in Monarch.

What is marketing automation?

Marketing automation uses software to handle repetitive tasks—email sequences, lead scoring, social posting, follow-ups—based on triggers and rules you define. It lets you nurture leads and customers at scale without manual effort for every interaction.

What if I already have some marketing in place?

No problem. We can audit what’s working, identify gaps, and integrate with your existing efforts. Whether you need us to take over completely or just fill specific gaps in your marketing team, we adapt to your situation—not the other way around.

Real Results

Our automation implementations deliver:

  • 50-70% reduction in manual marketing tasks
  • 2-3x improvement in lead-to-customer conversion
  • Faster response times (minutes instead of hours)
  • Complete visibility into customer journey

Ready to Automate Your Marketing?

Let’s assess your current processes and identify automation opportunities. We’ll show you what to automate, what to keep manual, and how to build systems that scale.

Get Your Automation Roadmap

Talk to us about this service

Tell us what you are trying to grow.

SUCCESS In NUMBERS

Like we said, we're relentless about results

Real results, driven by smart strategy, consistent execution, and a relentless focus on growth.

$100k

Average annual savings clients report after switching to Aelieve.

48hrs

Maximum response time from your Project Manager. That's our standard.

13yrs

We've been doing this since 2013. We know what works.
Resent Case Studies

We're proud of the work we do for small businesses like yours.

Not to toot our own horn, but we've won awards for our work.

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