Marketing automation

Level up your CRM to improve your ROI

When you’re a small business, productivity is key. You’re juggling a lot of plates, and it’s important to find ways to streamline your tasks and processes to make things easy as possible.

That’s where marketing automation comes in. It removes some of the reliance on your team and works away in the background to increase your sales; such as sending follow up emails, or reminding customers if they’ve left something in their basket. 

And you can get even smarter with it too, by getting notifications when your customers have viewed a page on your website or a document they’ve been sent… creepy, but clever!

If you’d like to implement marketing automation, the first thing we’ll do is to map out customer journeys for each of your target personas. We consider all their touch points, work out what they need at each one and decide if it should be a digital or human point of contact. 

We’ll collaborate with you to plan workflows using data from your CRM. The marketing messages can use personalisation based on your data, so we can include things like the product purchased, location, time since enquiry, and so on. 

A workflow can be as straightforward as a follow up email after an enquiry, or as complicated as it needs to be to get the job done. The aim is to maximise the potential ROI from your marketing with as little effort as possible. 

Areas of expertise


Content planning


Client results

StaffCo Direct

StaffCo is a logistics recruitment agency who supplies HGV drivers to some of the biggest brands in the UK. At the time of working together, the UK was facing a driver shortage as a result of the pandemic. We used marketing automation to help StaffCo convert over 1,000 cold leads. 



For marketing automation to work, you will need a CRM as it relies on data-driven logic. However, if you’re just starting out, we can help you get set up and start simple. If you’re collecting customer data, you can create automated emails. We’re here to help guide you through the process.

Do you find yourself sending lots of emails? Chasing up customers after quotes, for invoices, or reviews? Are you looking for ways to communicate more effectively with customers?

If you’re looking to save time, increase your productivity, and send more effective communication to your customers, then you should look into how marketing automation can help you. We can help you identify the possibilities and what you should to prioritise.

Firstly, it increases the effectiveness of your marketing because your messaging can become more relevant, timely and personalised to the customer. We can identify your most engaged contacts and feed them useful content to drive more sales. And you can improve your operational efficiency by removing repetitive tasks from your plate.

There are lots of software options out there, varying in functionality and cost. Identify what you’re going to use marketing automation for and find the best option for you (or we can help!).

Hubspot is our favourite marketing automation software as it combines CRM, marketing and sales all in one platform, and connects with lots of external software too.

Partner with a content marketing agency

Want to know more about how we can work with you to drive results using content? Get in touch for a casual chat.