Automation & Workflow Engineering
Automation that doesn't break is automation built with operations thinking.
We build marketing and sales workflows that handle complexity, edge cases, and scale. Email sequences, lead nurturing, task automation, internal notifications, and operational workflows across HubSpot and GoHighLevel.
Why Most Automation Fails
No error handling - workflows break silently and nobody notices
Loops and conflicts - multiple workflows trigger each other endlessly
Bad email logic - prospects get the same email twice or out of sequence
No documentation - nobody knows what workflows do or why they exist
Built by amateurs - workflows that "kind of work" until they don't
Automation isn't coding. It's operations engineering.
You need someone who understands both the platform and how businesses break at scale.
Types of Automation We Build
Email Marketing Automation
Multi-step email sequences triggered by behavior, lifecycle stage, or deal movement. Nurture campaigns, onboarding sequences, re-engagement flows, and abandoned cart recovery.
Lead Routing & Assignment
Intelligent lead routing based on geography, product interest, deal size, or custom logic. Round-robin assignment, territory-based routing, and overflow handling.
Lifecycle Stage Automation
Automated transitions from subscriber to lead to opportunity to customer. Triggered by form submissions, deal stage changes, or engagement thresholds.
Task & Follow-Up Automation
Automatic task creation for reps when deals hit certain stages, go stale, or require action. Reminder sequences and escalation workflows.
Internal Notifications
Slack alerts, email notifications, and SMS alerts for high-priority events. Hot leads, large deals, stalled opportunities, and churn risk signals.
Deal Stage Automation
Workflows that move deals forward automatically, trigger contract generation, update forecasting fields, and notify stakeholders based on deal progression.
Data Enrichment & Cleanup
Automated property updates, data standardization, duplicate prevention, and field population based on external data sources or calculated logic.
Integration Workflows
Workflows that sync data between systems, trigger actions in external platforms, or orchestrate multi-system processes using webhooks and APIs.
Re-engagement Campaigns
Automated sequences to reactivate cold leads, recover no-shows, win back lost deals, and re-engage dormant customers.
How We Build Automation That Lasts
1. Design First, Build Second
We map the logic on paper before touching the platform. Triggers, conditions, branches, delays, and exits are all diagrammed before implementation.
2. Error Handling Built In
Every workflow includes suppression logic, re-enrollment rules, and fail-safe conditions. We design for edge cases, not just happy paths.
3. Naming Conventions & Documentation
Every workflow is named clearly, documented internally, and mapped in shared docs. Future you (or your team) will know exactly what it does.
4. Testing Before Activation
We test workflows with real data in staging environments or controlled lists before letting them run on your full database.
5. Monitoring & Optimization
We monitor workflow performance, enrollment counts, and error rates. We iterate based on real behavior, not assumptions.
6. Conflict Prevention
We audit existing workflows before adding new ones to prevent loops, double-enrollments, and logic conflicts.
Platforms We Work In
HubSpot Workflows
Deep expertise in HubSpot's workflow engine. Contact-based, company-based, deal-based, ticket-based, and quote-based workflows. Branching logic, delays, goal criteria, and suppression lists.
GoHighLevel Automation
Complete mastery of GHL's workflow builder. Campaign workflows, opportunity automations, appointment booking flows, and multi-step sequences.
We're not template installers. We're automation engineers who understand both platforms and operations.
Common Automation Scenarios We Build
- New lead nurture: Multi-touch email sequences based on lead source and behavior
- Consultation booking: Automated reminders, confirmations, and no-show recovery
- Deal stage progression: Automatic updates, task creation, and stakeholder notifications
- Abandoned form follow-up: Immediate outreach when prospects start but don't finish forms
- High-intent alerts: Slack notifications when prospects visit pricing pages or demo requests
- Stale deal escalation: Notifications and task creation when deals sit too long
- Customer onboarding: Automated welcome sequences, document delivery, and check-ins
- Renewal reminders: Proactive outreach before contracts expire
- Win/loss surveys: Automated feedback collection after deals close
- Lead scoring automation: Behavior-based scoring that updates automatically
Ready to Build Automation That Actually Works?
Let's design workflows that handle your complexity without breaking.
We'll review your current automation and show you what's possible with proper engineering.