Changes to the agreed pipelines, fields, and journeys inside the quoted scope, plus report wording on a running retainer.
CRM & marketing automation
CRM & marketing automationCRM and automation set up and run under your name.
Setup and running of CRM and automation platforms for your clients. We configure pipelines, tags, and journeys. You keep the client relationship. Tools can include High Level, HubSpot, Mailchimp, and similar systems the brief names.
What the work is for
The catalog describes setup and running of CRM and automation platforms. The aim is a system your client can use, not a promised lead or revenue total.
- 01
The pipeline matches the brief
Stages, tags, and owners follow how the client actually sells, not a generic template left untouched.
- 02
Journeys fire on real triggers
Welcome, nurture, and follow-up automations run from the events you named: form fill, tag, purchase, or inactivity.
- 03
The team can see the work
Dashboards and lists are set so your client, or your account team, can find contacts without digging.
- 04
You stay the agency of record
Access, reporting, and changes go through you. We do not become the client's in-house CRM desk in public.
Features
What a CRM engagement can include
Scope follows the platform and the jobs in the brief. Setup, automation build, and ongoing running are quoted separately when that keeps the fee clear.
Platform setup
Account structure, pipelines, custom fields, tags, and user roles on High Level, HubSpot, Mailchimp, or the tool the brief names.
Automations
Triggered journeys: welcome, nurture, abandoned action, or internal alerts. Email copy for those journeys can be included or ordered as email marketing.
Integrations
Forms, calendars, or ad lead sync when the brief names the sources. Complex custom development is a software order.
Ongoing running
Monthly monitoring, list hygiene notes, and changes inside the agreed hours. New journeys outside that scope are a new quote.
How it runs
Map, build, hand over, then run
Nothing goes live until you approve the map. Logins and a clear process owner on your side keep the build moving.
What a revision includes
A new platform migration, a new product line's full journey set, or custom app development is a new quote. Ad spend and media buying stay separate.
What we do, and what we need from you
Automations only fire correctly when triggers and ownership are clear.
| Task | Your agency |  |
|---|---|---|
| Setup and automations inside the agreed platform and scope. | ||
| A walkthrough and documentation you can brand. | ||
| Revisions from your test feedback before go-live. | ||
| On a running retainer: monitoring and changes within the hours. | ||
| No direct client relationship management. | ||
| Platform choice or preference, and admin access. | ||
| A map of stages, owners, and the triggers that should fire. | ||
| Someone on your team who tests and approves. | ||
| List and compliance notes the client must honour. |
Beside email marketing
Email marketing writes and designs the sends. CRM automation builds the system those sends can live in.
Many agencies order setup first, then a monthly email cadence into the same tool.
How agencies sell it
Offer it when a client has leads that die in spreadsheets, or when forms fill but nobody owns the follow-up.
Keep claims conservative: a working system, not a guaranteed pipeline value.
What we will not claim
We do not promise open rates, sales closed, or a payback period from automation alone.
Those depend on the offer, the list, and how the client's team responds.
Agencies often add these
From the blog
Notes that sit next to this work. All notes
CRO / Leads / Email
Automation and Personalisation in Lead Funnels and CRO
How automation and machine-learning personalisation improve lead funnels and conversion rates, and the pitfalls agencies should avoid.
2 min read
CRO / Leads / Email
Email Nurture Sequences: From First Contact to Customer
How to build email nurture sequences that build trust, educate prospects and convert leads into customers, in B2B and B2C.
2 min read
Frequently asked questions
Agencies that need CRM setup or automation running under their own name.
Ready to brief a CRM build?
You keep the client. We set up and run the platform under your name, and you approve before anything goes live.