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Service · Automation · CRM

Marketing
automation.

Automated flows that make the most of your contact base instead of burning it. Lead nurturing, scoring, reactivation, retention, CRM integration. Serious automation isn't scheduled spam — it's relationship at scale.

60-80%
Email tasks automatable
4-12
Weeks of setup
30+
Platforms known
Who this service is for

For organisations with an underused contact base.

Organisations with sleeping lead database

You have 10,000, 50,000 or 200,000 contacts you never recontact. Every month that passes is value evaporating — with sales focused on new leads instead of the base.

Teams sending manual newsletters

Marketing dedicates 4-8 hours/month to putting together the newsletter. That's initial configuration work, not eternal operations. Automation frees that time for strategy.

B2B with long sales cycle

Your leads take 3-6 months to mature. Without automated nurturing, sales loses them by simple oversight. A good system keeps the conversation alive without manual effort.

E-commerce with one-off customers

You capture new customer and never sell them a second purchase. Retention automation (post-purchase, win-back, cross-sell) multiplies LTV without additional acquisition cost.

Methodology

From manual sending to system that learns.

Phase 01

Base + stack audit

I review your CRM, email platform, forms, database, integrations. I detect duplicates, inactives, tracking gaps and GDPR (RGPD in Spanish/French) consent gaps.

Phase 02

Design of priority flows

I identify the 3-5 flows with the highest return: welcome, lead nurturing, reactivation, post-purchase, birthday, dormant segment. Each flow with its KPI.

Phase 03

Technical implementation

Building flows in your platform (HubSpot, ActiveCampaign, Klaviyo, Mailchimp, Salesforce). Integration with CRM, web, e-commerce. A/B tests from day one.

Phase 04

Scoring and governance

Scoring system that prioritises leads by temperature. Internal governance (who handles what, compliance criteria, unsubscribe protocols). Without this, automation ends up as spam.

What you gain

What serious automation delivers.

Well-done automation doesn't replace the team — it multiplies their capacity. Concretely:

01 · Time recovered

Marketing leaves operations.

Recurring tasks (newsletter sending, abandoned cart follow-up, event reminders) become automatic. Marketing recovers 30-50% of its time for strategy.

02 · Multiplied conversion

Lead that matures.

A nurtured lead converts 2 to 4 times better than a cold lead. Automation makes that nurturing possible at a scale no sales rep could sustain manually.

03 · Multiplied LTV

Customers who come back.

Post-purchase flows (cross-sell, upsell, retention) raise LTV between 15 and 40% without additional acquisition cost. It's the highest ROI in digital marketing.

04 · Actionable data

You know what works.

Each flow brings data: opens, clicks, conversion by segment, optimal sending moment. The system learns and tunes itself if you govern well.

05 · Clean base

Goodbye to duplicates.

Initial audit removes duplicates, inactive contacts, dirty data. Your base is a real asset, not an inflated dead archive.

06 · GDPR compliance

Without legal risk.

Consents managed properly, immediate unsubscribes, auditable records. GDPR well implemented is competitive, not burden.

Real cases

Automation in real businesses.

E-commerce · 180K contacts

Dormant base reactivation.

Online store with massive base but no retention work. Win-back and cross-sell flows deployed in 10 weeks. LTV +32% in six months.

References: AENOR · BOE · ISO

El marketing del cerebro es más predictible que el marketing de la opinión. — Ángel Ortega Castro
B2B SaaS · 5K leads/month

Lead nurturing in 4-month cycle.

B2B platform with long sales cycle. Nurturing setup with 8 automated touchpoints. Lead-to-customer conversion +47%.

Winery · DTC + B2B

Double flow, double audience.

Winery with direct-to-consumer and hospitality sales. Two separate systems with their own scoring. B2B acquisition improved +60% without additional cost.

Anatomy of the case

How a case of AI applied to marketing is composed.

Input

Clean data

CRM, events, content, campaign history.

Process

Model + judgement

Trained or generative algorithm guided by rules.

Output

Measurable action

Lead prioritised, content published, decision taken.

When you need it

Signals that say it's the right time.

Marketing automation delivers value when there is a base, willingness to measure and operational discipline. These are the four scenarios where it pays back most:

01

Your contact base is large and dormant

You have thousands of contacts who only receive the occasional newsletter. Every month without automation is revenue left on the table.

02

Marketing consumes time on operations

Your 2-4 person team spends 60% of time setting up sends and maintaining lists. Automation frees those hours for real strategic work.

03

Your CRM is a repository, not an active tool

Sales registers leads but the CRM doesn't trigger automatic actions. It's an archive, not an operating system. Automation activates it.

04

Your leads cool down without follow-up

Marketing generates leads, sales chases them 2 weeks and abandons them. Automation keeps the conversation alive throughout the customer's natural maturation cycle.

Frequently asked questions

What I get asked most about this service.

Which platform do you recommend?+

It depends on the case. For B2B SME with long cycle: ActiveCampaign or HubSpot. For e-commerce: Klaviyo or Mailchimp with Shopify/WooCommerce integration. For large organisations: Salesforce Marketing Cloud or HubSpot Enterprise. The platform is chosen by case, not fashion.

Isn't marketing automation scheduled spam?+

Only when applied badly. Serious automation respects the logic of relationship: value first, offer when appropriate, easy unsubscribe always. The difference between ‘spam’ and ‘valuable automation’ lies in the judgement of whoever configures it.

What about privacy and GDPR?+

It's part of the work from day one. Granular consents, clear unsubscribe options, limited data retention, auditable records. Without well-applied GDPR, no automation is viable in Europe.

Can my team manage it afterwards?+

Yes — that's the idea. I design the system and train the team so they can iterate autonomously. If you need permanent support, we set it up as a light retainer — but the objective is self-sufficiency.

Is it suitable for small companies?+

Yes. Today an SME can have serious automation with platform budgets of €50-150 per month + reasonable initial setup. The efficiency it brings justifies the investment quickly.

Next step

Shall we talk about your specific case?

First 45-minute session, free of charge and no commitment. If we fit, I send you a detailed proposal within 5 days. If we don't, you take away a useful initial diagnosis.