Marketing & Sales Automation Agency
Marketing and sales automation helps businesses stop losing revenue to slow follow-up by wiring your CRM, forms, and sales sequences into workflows that fire without anyone remembering to press send. We deliver a CRM audit, lead scoring model, routing rules, nurture workflows, and a reporting dashboard, built on the platform you already run — HubSpot, Salesforce, ActiveCampaign, Zapier, or Make. Most builds land in the first 3-5 weeks. Projects typically start as a fixed-scope Automation Build, then move to a Growth Retainer once it's live and needs ongoing management.
Who it's for
Businesses with enough lead or contact volume that manual follow-up is already failing — a multi-location home services group where a missed call after hours goes straight to the next search result instead of a text-back; a professional services firm that wants its referral pipeline nurtured automatically instead of depending on a partner remembering to follow up; an ecommerce brand losing checkout revenue to abandoned carts nobody re-engages. You already have a CRM, ad account, or analytics history with real data in it — we're wiring what exists into workflows, not building your first CRM from a blank account.
Who it's not for
ULEY isn't a fit if: you don't have a live product, storefront, or service offer yet — we automate what's already selling, we don't validate an idea from zero. You're a solo operator with no dedicated marketing budget beyond occasional DIY spend — our entry point assumes a real ad account, CRM, or analytics history to audit. You're already retained by a $15,000+/month agency with an in-house RevOps team. You're shopping on lowest price alone. You want guaranteed lead counts or a pay-per-lead arrangement — automation changes how leads are handled, not how many arrive; we won't sell that conflation. You want a wholesale CRM migration or a from-scratch RevOps rebuild as the primary ask — that's a larger, different-shaped project than wiring follow-up, routing, and reporting onto what you already run, and we'll say so before scoping it as an Automation Build.
What You Get
| Deliverable | What it means |
|---|---|
| CRM and process audit | Where leads currently sit unworked, what data is missing, and what your CRM already tracks correctly. |
| Lead scoring model | Deterministic rules built first, on clean CRM data — the report-recommended sequencing before layering in any AI-assisted scoring. |
| Lead routing rules | By territory, product line, deal size, or whatever criteria match how your sales team actually works. |
| Nurture and sales sequence workflows | Email, task creation, and pipeline alerts wired together so follow-up runs without a manual trigger. |
| Missed-call / after-hours follow-up automation | Text-back and callback-request flows for businesses where a missed call is a lost job, not just a missed message. |
| CRM cleanup and enrichment rules | Deduplication and data-enrichment logic so routing and scoring run on accurate records. |
| Reporting dashboard | One screen replacing the manual export-and-assemble routine, tied to the workflows actually running. |
| Documentation and handover training | Every workflow diagrammed and explained to your team — not a system only ULEY can maintain. |
Platforms & Integrations
- HubSpot
- Salesforce
- ActiveCampaign
- Zapier
- Make
How It Works
- 1
Audit
Week 1: map where leads currently sit unworked, what the CRM already tracks, and where follow-up depends on someone remembering.
- 2
Design
Week 1-2: write the lead scoring rules and routing logic with sales in the room — agreed before anything gets built.
- 3
Build
Week 2-4: build the nurture workflows, sequences, and any missed-call or after-hours automation the audit surfaced.
- 4
Automate
Week 3-5: wire it all together, test the edge cases (a lead with no phone number, a duplicate record, an after-hours submission), and connect the reporting dashboard.
- 5
Scale
Month 2 onward, under a Growth Retainer: expand the workflows that are reducing response time and improving close rate, adjust or retire the ones that aren't.
Timeline: First audit findings in week 1; scoring and routing rules agreed by week 2-3; nurture workflows, missed-call automation, and the reporting dashboard live by week 4-6, depending on how many systems are involved. This is a build with a fixed end date — ongoing management and expansion move to a Growth Retainer after handover, not an open-ended build phase.
What It Costs
For a defined build: one connected set of workflows — scoring, routing, nurture, and reporting — automated end-to-end and documented. Fixed price, agreed before we start. A single-workflow build (just missed-call text-back, for example) scopes smaller within the same fixed-price model; a multi-system build scopes larger.
US market range, 2026 research: $5,000-25,000 setup for HubSpot, Salesforce, ActiveCampaign, or similar — for context, not our price.
For ongoing management once the automation is live: new workflows, scoring adjustments as your sales cycle changes, and one-screen monthly reporting. No annual contract, 30 days notice to leave.
US market range, 2026 research: $2,000-8,000/month for marketing and sales automation management — for context, not our price.
For a narrower scope — auditing an existing automation setup, or fixing one broken workflow — billed hourly against a defined task list, no retainer or fixed-scope build required.
Methodology & Evidence
The ULEY Hive System applied to automation: Audit maps where leads currently sit unworked and what your CRM already tracks correctly. Build is where scoring rules, routing logic, and nurture workflows get written and agreed with sales before anything goes live. Automate is the wiring itself — connecting the workflows, testing edge cases, and standing up the reporting dashboard. Scale expands only the workflows that are measurably reducing response time or improving close rate, and retires the ones that aren't. Automating before the Build stage exists — wiring workflows around scoring rules nobody agreed on — is how an automation project ships fast and gets ignored by the sales team it was meant to help.
Deterministic rules before AI scoring, every time
We don't start with an AI-scored lead model on day one. Rules-based scoring on clean CRM data comes first — it's explainable, sales can audit it, and it doesn't need months of closed-deal history to work. AI-assisted scoring gets layered in later, once there's enough real outcome data to train it against, not before. Skipping straight to AI scoring on messy or thin data is how a scoring model loses sales' trust in week one.
Rules-based scoring shipped first on every engagement; AI-assisted scoring only added once sufficient closed-deal data exists.
Marketing automation agency — Common Questions
No. We build on what you already run — HubSpot, Salesforce, ActiveCampaign, Zapier, Make, or whatever's in place. Migrating platforms is a separate, optional conversation if your current CRM genuinely can't support the workflow, not a requirement to get started.
Usually: lead routing, follow-up sequences, scoring, and reporting. The stuff that eats an hour a day and doesn't need a human decision each time — not the sales conversation itself, and not decisions that genuinely need a person's judgment.
It's documented and handed over, not a black box only we can touch. If something breaks after handover, that's a support conversation — either under a Growth Retainer or scoped hourly — not a mystery you have to solve alone.
We start with deterministic, rules-based scoring on clean CRM data, because it's explainable and sales can audit it immediately. AI-assisted scoring gets added later, once there's enough closed-deal history to train it against — building AI scoring first, on thin data, tends to produce a model nobody trusts.
Yes — missed-call text-back and after-hours follow-up automation is one of the more commercially direct pieces of this service for multi-location home services businesses, where an unanswered call after hours often just becomes a competitor's booked job.
Marketing strategy consultation is the plan — what to say, to whom, in what order. This is the implementation: the CRM workflows, routing rules, and sequences that carry that plan out automatically once it's decided. If you don't have a strategy yet, that's a separate, earlier conversation.
You need something with real lead or contact data in it — a CRM, a form tool with submission history, or an ad account with lead data flowing somewhere. We're auditing and automating what exists, not standing up a CRM from a blank account as the primary deliverable.
The Automation Build is the fixed-scope project that gets scoring, routing, and workflows live and documented. The Growth Retainer is what comes after — ongoing adjustments as your sales process changes, new workflows as needs come up, and monthly reporting. Most engagements start with the Build and move to the Retainer once there's something live to manage.
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