Marketing Automation Services to Supercharge Your Funnel
From CRM and automation setup to lead nurturing automation and email workflows—we design scalable systems that generate, engage, and convert leads on autopilot.
Why Choose Our Automation Services
We don’t just set up tools—we build automation systems that drive results. Whether you’re launching your first workflow or optimizing a multi-step funnel, we bring strategy, execution, and measurable ROI together.
Tailored for Small Business Scale
Our marketing automation for small businesses is built with simplicity and impact in mind. We create lean, effective systems that drive value without overwhelming your team or budget.
Certified CRM & Workflow Experts
From HubSpot and ActiveCampaign setup services to Zapier integrations and beyond, we’re fluent in the tools that power your funnel. Our team ensures every trigger, tag, and sequence works exactly as it should.
Easy Implementation
You don’t need to touch a single setting. We handle everything—from CRM and automation setup to content writing, campaign logic, and testing—so you can focus on growth.
Personalized & Multi-Channel Sequences
We build intelligent campaigns with personalized email sequences, retargeting logic, and multi-channel automation across email, SMS, and Facebook Ads—so your brand shows up in all the right places.
Wins We’re Proud Of
Real businesses. Real results. Hear from the clients who trusted Marketing Rizz to transform their systems, marketing, and growth.
Marketing Automation Services
We offer full-scale marketing automation services designed to help businesses streamline operations, personalize communications, and convert leads more efficiently. Here’s how we build and optimize your automated marketing engine:
CRM & Automation Setup
A well-structured CRM with automation ensures your customer data is organized, your follow-ups are consistent, and no opportunities are missed. By streamlining communication and workflows, it helps you build stronger relationships, close deals faster, and scale with ease.
Integrate your CRM (HubSpot, ActiveCampaign, Zoho)
We handle seamless CRM integration to centralize your data and set the foundation for automation. Whether you’re using HubSpot, ActiveCampaign, or Zoho, we ensure everything is properly configured to support scale.
Clean database import and segmentation
We import, organize, and segment your existing contact list to ensure precision in targeting. No messy data—just clean, categorized profiles ready for automation.
Workflow automation for marketing operations
From lead routing and deal tracking to automated task creation, we implement workflow automation for marketing that keeps your processes efficient and consistent.
Personalized email sequences setup
We design and deploy personalized email sequences tailored to buyer behavior, making sure every message is timely, relevant, and conversion-driven.
Email Automation & Sequences
Email automation ensures your audience receives the right message at the right time—whether it’s a welcome series, a nurture sequence, or a re-engagement campaign. By delivering timely, personalized communication, you build trust, improve conversions, and keep your brand top of mind.
Welcome/onboarding campaigns
Make a powerful first impression with a well-timed welcome series. We automate onboarding campaigns to educate and engage your new leads or customers from day one.
Cart abandonment & upsell flows
Recover lost revenue with automated cart reminders and upsell prompts that reach users while intent is high—powered by smart email automation tools.
Promotional drip email campaigns
We create drip campaigns that keep your audience engaged over time, with value-driven content and offers that support your long-term goals.
Behavior-triggered sequences
Using behavioral data, we launch automated messages based on user actions like clicks, downloads, or site visits—ensuring your outreach is timely and relevant.
Full-Funnel Automation
Full-funnel automation streamlines the entire customer journey—from first touchpoint to final conversion—ensuring every lead gets guided with precision. By integrating email, SMS, and retargeting, it keeps prospects engaged at every stage, increases efficiency, and drives higher ROI.
Automate demographic journeys
We build workflows that segment and guide users based on their demographic data—so each lead gets a journey tailored to who they are and what they need.
Lead scoring and nurture paths
Our lead nurturing automation system qualifies prospects based on engagement and triggers specific follow-ups, helping sales teams prioritize hotter leads.
Multi-channel automations
We don’t stop at email. We coordinate your automation across channels—email, SMS, and even retargeting via Facebook Custom Audiences—for a complete marketing funnel automation experience.
Strategy & Optimization
Successful marketing automation isn’t just about setup—it’s about continuous improvement. With ongoing strategy and optimization, workflows are refined, performance is analyzed, and campaigns are A/B tested to ensure your automation delivers consistent growth and maximum ROI.
Funnel mapping and audit
We audit your current workflows and map new, optimized funnels to plug leaks, shorten sales cycles, and improve conversions.
Performance tuning
Our team continuously monitors performance—tracking open rates, click-throughs, and conversions and adjusts accordingly to improve results.
Workflow refinement and A/B testing
We refine logic paths, test new copy or timing, and run split tests to ensure your marketing automation for small businesses or enterprise brand keeps performing at its peak.
Brands we have worked with
How It Works
We make automation simple to launch and seamless to scale. Our step-by-step process ensures your systems are built strategically, tested thoroughly, and optimized continuously.
1. Discovery & Funnel Audit
We start by analyzing your current customer journey, sales process, and tech stack. This audit helps us uncover gaps and opportunities where automation can deliver the most impact.
2. CRM + Database Segmentation
Next, we sync your CRM and clean your contact list for smart segmentation. Whether you’re using HubSpot, ActiveCampaign, or Zoho, we organize your data so you can target with precision.
3. Automation Build & Copy Integration
We create automated workflows and email sequences that reflect your tone, goals, and buyer stages. Each message is timed and triggered to guide leads through a high-converting journey.
4. Testing & Tracking
Before going live, we run internal tests on every step—from form fills to triggers—to make sure the logic, delivery, and user experience are flawless.
5. Launch & Monitor Performance
Once everything is tested and approved, we launch your automation system and begin monitoring key metrics like open rates, conversions, and drop-off points.
6. Monthly Review
Every month, we review performance data, refine the strategy, and tweak workflows to keep improving. From copy adjustments to A/B tests, optimization never stops.
Who We Work With
We help businesses across real estate, healthcare, hospitality, and beyond streamline operations and nurture leads with smart automation. If you’re juggling follow-ups, appointment reminders, or campaign coordination—we’ll help you reclaim time and grow faster.
Real Estate
Automate everything from new lead capture to property tour reminders with tailored marketing funnel automation. We help agents and brokerages follow up instantly, nurture buyer interest, and stay top of mind—without the manual work.
Healthcare
Enhance patient communication with HIPAA-conscious email automation tools and appointment workflows. From onboarding to follow-ups and review requests, we streamline your front office while keeping it personal and compliant.
Travel & Tourism
We create automated journeys for travel inquiries, itinerary building, and post-booking engagement. Our solutions include lead nurturing automation and multi-channel flows that inspire trust and drive bookings at scale.
SaaS
Marketing automation helps SaaS companies streamline lead nurturing, onboard users with personalized email sequences, and reduce churn with timely engagement campaigns. By automating the customer journey, SaaS brands can scale efficiently while driving consistent signups and renewals.
Hospitality
From room availability alerts to upsell sequences, we help hotels and resorts automate the customer journey and increase direct bookings. Every message is perfectly timed to improve guest experience and retention.
Home Improvement
Capture and convert more local leads with CRM and automation setup built for contractors, landscapers, and service pros. Automate estimate requests, follow-ups, job reminders, and even review requests to keep your pipeline full and clients happy.
Frequently Asked Questions
What platforms do you work with?
We specialize in HubSpot, ActiveCampaign, Zoho, Mailchimp, ConvertKit, and other leading CRM and email automation tools.
Can you integrate email and SMS automation?
Yes, we offer multi-channel workflows that include SMS, email, and even Facebook Custom Audience syncing for retargeting.
How many workflows do we get with each package?
Each package includes a set number of workflows based on complexity. We’ll outline this clearly in your proposal after the audit.
What’s included in the audit process?
Our audit includes a review of your current tech stack, funnel gaps, data segmentation, and messaging sequences—plus a custom strategy plan.
Can I manage or tweak the automations afterward?
Absolutely. We build your system to be user-friendly and provide handoff documentation or training depending on your preference.