Service / Digital Marketing

CRM & Marketing Platform Management

CRM and marketing platform management — Klaviyo, Zoho, HubSpot, Mailchimp, GoHighLevel, ActiveCampaign, Brevo and more, set up and run for you.

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Overview

Most marketing and sales platforms are powerful and under-used — set up once at a basic level and never configured to actually run automated, segmented, revenue-driving campaigns. We set up, manage and optimize the CRM and marketing automation platform your business runs on, so it's actually doing the work it's capable of.

We work across the major platforms businesses actually use: Klaviyo, Zoho CRM, Mailchimp, HubSpot, GoHighLevel (GHL), Mautic, SendGrid, ActiveCampaign, Instantly, Apollo, Brevo and Elastic Email, among others — whichever platform your business already runs, or the one we recommend if you're choosing for the first time.

Business problems solved

A CRM or marketing platform that's paid for every month and barely used beyond basic contact storage. Manual, repetitive tasks inside the platform that should be automated. Contact data that's messy, duplicated or poorly segmented, making every campaign less effective than it should be. No one on the team with the time or expertise to actually configure the platform's more powerful features.

Our approach

We start with an audit of your current platform setup — or a needs assessment if you're choosing a platform for the first time — to understand what the platform should actually be doing for your business. From there we configure automation, segmentation, pipelines and reporting properly, and keep the setup optimized as your needs change, rather than a one-time setup that goes stale.

For businesses running cold outbound alongside CRM/marketing platforms (Instantly, Apollo), we set up sending infrastructure, deliverability and sequencing correctly from the start, since outbound email has its own specific technical requirements around domain warmup and authentication.

Technologies & tools

Klaviyo
Zoho CRM
Mailchimp
HubSpot
GoHighLevel (GHL)
Mautic
SendGrid
ActiveCampaign
Instantly
Apollo
Brevo
Elastic Email

Process

01
Platform audit or selection
Assess your current setup, or recommend and configure a platform if starting fresh.
02
Data & contact cleanup
Clean, de-duplicate and properly structure your contact and customer data.
03
Automation & pipeline setup
Configure the automations, sequences and pipelines the platform is actually capable of.
04
Deliverability & sending setup
Authentication, domain warmup and sending infrastructure configured correctly.
05
Ongoing management
Continuous optimization, reporting and support as your needs evolve.

Capabilities

Setup and management across Klaviyo, Zoho, HubSpot, Mailchimp, GHL, Mautic, SendGrid, ActiveCampaign, Instantly, Apollo, Brevo and more
Contact data cleanup, deduplication and segmentation
Marketing automation and sales pipeline configuration
Cold outbound sending infrastructure and deliverability setup
Platform migration between tools when needed
Ongoing management, not just one-time setup