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Marketing Automation

Marketing Automation Services Measured Against Revenue, Not Opens

Vedixx builds the systems that move a contact through the lifecycle without manual sending: behavioural segmentation, triggered email and message sequences, lead scoring, clean hand-off to sales, and the attribution that connects a campaign to closed revenue rather than to an open rate.

What are marketing automation services?

Marketing automation services design and build the systems that move a contact through the customer lifecycle without manual sending. The work covers audience segmentation, triggered email and message sequences, lead scoring, hand-off rules to sales, suppression and frequency control, and the tracking required to attribute campaign activity to revenue rather than to opens and clicks.

What's included

Lifecycle mapping

The stages a contact actually passes through, what should happen at each, and where people currently stall. Sequences built without this become a sending calendar with no logic behind it.

Segmentation

Audiences defined by behaviour and fit rather than by whichever list someone was imported into. Segmentation quality sets the ceiling on everything downstream.

Triggered sequences

Email and message flows that fire on what a contact does — not on a fixed calendar — with entry and exit rules that stop people receiving contradictory messages.

Lead scoring & hand-off

Scoring on real engagement and firmographic fit, with an agreed threshold and a clean hand-off to sales so nothing sits between the two teams.

Deliverability & consent

Authentication, suppression lists, frequency caps and honest opt-out handling. Deliverability is an asset that is far easier to lose than to rebuild.

Attribution & reporting

First-touch source captured and preserved, consistent definitions between platforms, and reporting that traces spend to closed revenue.

How lifecycle automation runs

Most underperforming marketing automation fails at segmentation, not at copy. If the audience definition is wrong, better subject lines cannot rescue the sequence.

  1. 1

    Capture

    Contact enters with source, consent state and first-touch attribution recorded at the point of entry.

  2. 2

    Segment

    Placed into audiences by behaviour and fit, re-evaluated as they act rather than fixed at import.

  3. 3

    Nurture

    Triggered sequences with entry and exit rules, frequency caps and suppression applied.

  4. 4

    Score & hand off

    Engagement and fit scored; contacts crossing the threshold routed to sales with their full history.

  5. 5

    Attribute

    Outcome written back against the original source, so campaign spend can be judged on revenue.

Where it pays for itself

Lead nurture that reflects behaviour

The problem
Every new contact receives the same five-email sequence regardless of what they downloaded, their company size, or whether they already spoke to sales.
What we build
Branching sequences driven by source, behaviour and fit, with exit rules that remove contacts the moment they convert or open a sales conversation.
The result
Contacts receive messages that match where they actually are, and stop receiving nurture after they buy.

Re-engagement and list hygiene

The problem
A large proportion of the list has not opened anything in a year. Sending to them steadily damages deliverability for everyone else.
What we build
A defined re-engagement sequence followed by automatic suppression of contacts who remain inactive, with reporting on what it costs to keep them.
The result
Inbox placement improves for the contacts who are actually engaged.

Sales and marketing hand-off

The problem
Marketing declares leads qualified, sales disagrees, and neither can point at the criteria. Good leads go cold in the gap.
What we build
An agreed scoring model, an explicit threshold, automatic routing with the contact’s full history attached, and a return path for leads sales rejects.
The result
A hand-off both teams agreed to in advance, with fewer leads lost between them.

Post-purchase and retention flows

The problem
Automation stops at the sale. Onboarding, cross-sell and renewal reminders depend on someone remembering.
What we build
Triggered post-purchase sequences for onboarding, usage milestones, replenishment or renewal, driven by events in your billing or product systems.
The result
Retention and expansion get the same automated attention as acquisition.

How it works

  1. 1

    Audit what runs today

    Existing sequences, list health, deliverability and where contacts stall. Most engagements find live sequences nobody remembers building.

  2. 2

    Fix the data first

    Consent state, source attribution and duplicate contacts. Automation built on unreliable data sends the wrong message to the wrong person faster.

  3. 3

    Map the lifecycle

    Stages, entry and exit criteria, and what should happen at each. Agreed with sales, not designed by marketing alone.

  4. 4

    Build sequences and scoring

    Triggered flows with suppression and frequency rules, plus a scoring model tied to a threshold both teams accept.

  5. 5

    Instrument and iterate

    Attribution wired end to end, then optimisation based on revenue and unsubscribe rate rather than opens.

Typical timeline

PhaseDurationWhat you get
Audit1 weekReview of existing automation, list health, deliverability and attribution gaps.
Data & consent cleanup1–2 weeksDeduplicated contacts, corrected consent state and preserved source attribution.
Lifecycle design3–5 daysMapped stages, scoring model and hand-off criteria agreed with sales.
Build2–4 weeksLive sequences, segmentation, scoring and suppression rules.
Attribution & optimisationOngoingRevenue reporting by source and campaign, with an iteration cycle.

Marketing automation vs CRM automation

These overlap and are often built together, but they solve different problems. Confusing them is why companies buy a platform and still have the original issue afterwards.

CRM automationMarketing automation
Primary jobKeep sales data accurate and the pipeline honest.Move contacts through the lifecycle toward a sales conversation.
Typical actionsDeduplicate, enrich, progress stages, create tasks.Segment, send sequences, score, suppress, hand off.
Main usersSales team.Marketing team.
Success measureData accuracy and pipeline reliability.Qualified hand-offs and revenue per source.
Failure looks likeDuplicate records and a forecast nobody trusts.High unsubscribe rates and leads sales rejects.

Technologies we build on

Platforms

  • HubSpot
  • Klaviyo
  • ActiveCampaign
  • Mailchimp

Orchestration

  • n8n
  • Make (Integromat)
  • Webhooks
  • Custom services

Data & tracking

  • GA4
  • Google Tag Manager
  • Server-side tracking
  • PostgreSQL

Deliverability

  • SPF, DKIM & DMARC
  • Suppression lists
  • Frequency caps
  • Engagement monitoring

Systems we connect

HubSpotSalesforcePipedriveKlaviyoActiveCampaignMailchimpShopifyWooCommerceStripeGA4Google Tag ManagerWhatsApp Business APIWeb forms

Who this is for

B2B & SaaS

Long cycles where nurture and scoring decide whether a lead is ready before sales spends time on it.

E-commerce

Abandoned cart, replenishment and post-purchase flows driven by real order data.

Professional services

Slow-burn nurture where the buying trigger arrives months after first contact.

Education

Enquiry-to-enrolment sequences built around intake deadlines.

Membership & subscription

Onboarding, engagement and renewal flows tied to billing events.

Real estate

Long-cycle buyer and seller nurture segmented by area, budget and stage.

What drives the cost

Marketing automation cost is driven by the state of your list and the number of lifecycle stages you want running, not by the platform’s sticker price. Most companies already own a capable platform and use a fraction of it.

List and data quality

Duplicates, missing consent records and lost source attribution all need fixing before automation can be trusted. This is regularly the largest phase.

Number of lifecycle stages

One nurture sequence is a small project. Acquisition, onboarding, retention and win-back running together is a programme.

Segmentation complexity

Behavioural segmentation across product and billing data requires those systems to be connected first.

Deliverability remediation

If a domain’s sending reputation is already damaged, recovery takes time and disciplined sending before results improve.

Attribution depth

Source-to-revenue reporting needs consistent tracking and agreement between CRM and marketing platform on definitions.

Content production

Automation moves messages; someone still has to write them. Whether that is you or us materially changes scope.

Automation audit

Review of existing sequences, list health and attribution, with a prioritised fix list.

Lifecycle build

Segmentation, sequences, scoring and hand-off built and instrumented end to end.

Ongoing optimisation

Continuous testing and iteration measured on revenue and list health.

What you end up with

  • Sequences triggered by behaviour rather than a sending calendar
  • Contacts exiting nurture the moment they convert
  • A scoring threshold sales actually agreed to
  • Suppression and frequency rules protecting deliverability
  • First-touch attribution preserved through to closed revenue
  • Reporting on revenue per source, not open rate

Key takeaways

  • Segmentation, not copy, is where most marketing automation underperforms.
  • Fix consent state and attribution before building sequences — automation on bad data just sends the wrong message faster.
  • Give every sequence an exit rule. Contacts still being nurtured after they buy is the most common and most damaging error.
  • Treat unsubscribes and complaints as primary metrics. Deliverability is far easier to lose than to rebuild.
  • Agree the scoring threshold with sales in advance, or the hand-off will be disputed every month.

Further reading

Related services

FAQ

Questions? Answered.

Marketing automation services design and build the systems that move a contact through the customer lifecycle without manual sending: segmentation, triggered email and message sequences, lead scoring, hand-off to sales, and the tracking that ties campaigns back to revenue. The work is strategy and engineering, not just configuring a platform.

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