crm & automation.
the work that turns leads into customers. lifecycle flows, lead nurture, segmentation - set up properly the first time so the team isn't fixing it for the next two years.
most crm setups start strong and rot quietly. fields proliferate, automations get added without being audited, segments stop matching the business. we set up crm and automation with the next two years in mind, not just the launch.
marketing automation
hubspot, mailchimp, klaviyo, activecampaign - whichever fits the business. workflow design, lead routing, lifecycle stages, scoring. less spammy drip sequences, more automation that does work and stops when it should.
journey mapping
the path from first touch to repeat customer, mapped in actual stages with actual triggers. we identify where the friction is, where the drop-offs happen, and where automation can help without making the experience feel automated.
lead nurturing
the sequences that turn a soft lead into a sales-ready one. content-led nurture, behaviour-triggered flows, sales handoff logic. nurture worth opening, with content that matches where the lead actually is.
segmentation & targeting
breaking the list into groups that mean something. by behaviour, intent, source, lifecycle stage. segments used by sales and marketing alike, not just stored in a folder no one opens. clean data in, useful targeting out.
why ink.
we've worked across hubspot, salesforce, klaviyo, mailchimp, activecampaign and custom crm's. we know what each platform does well, where each one falls over, and how to set up the kind of system that doesn't need a rebuild every time the team changes.
faqs
which crm should we use?
depends on what you're selling, who's using it, and what's already in the stack. hubspot for marketing-heavy smb's, salesforce for complex sales motions, klaviyo for ecommerce, activecampaign as a budget-friendly all-rounder.
can you migrate from one platform to another?
yes. we've moved clients between crm's and email platforms, including data migration, automation rebuilds and list re-segmentation.
how long does crm setup take?
a clean hubspot or activecampaign setup with workflows and reporting takes 4-8 weeks. complex setups with multiple integrations take longer.
do you train our team to use it?
yes. documented setup, walkthrough sessions and a hand-over period. the goal is your team running it, not us holding it together.