By function: Marketing
Marketing operations automation
Send the right message because something happened, keep every list honest, and see which spend turned into revenue.
- First workflow live
- Audience sync, usually inside the first sprint
- Usually owned by
- Marketing leads with one to five people
- Built on
- Klaviyo, Mailchimp, Brevo
- Judged on
- List accuracy and Consent coverage
In short
Marketing operations automation keeps audiences, tags and consent synced from the CRM and the store, triggers messages from real events such as a purchase, a dispatch or a lapse, and joins campaign results to actual revenue in one report. SBD builds this on the email, SMS and WhatsApp tools you already pay for.
Who this is for
The people who usually own marketing.
- Marketing leads with one to five people
- E-commerce owners running their own campaigns
- Agencies managing several client stacks
- Founders who are also the marketing team
Is this you?
If three of these sound like your week, this page is about your team.
- Three tools, three lists
- A send goes out because it is Tuesday
- Nobody can say what last month's campaign made
- Unsubscribes do not travel between tools
- Product changes are copied by hand
What it costs today
Where marketing loses the hours.
Three lists, none of them right
The email tool, the CRM and the store each hold a different version of the customer, and unsubscribes do not travel between them.
Campaigns go out on a calendar, not a reason
A send on Tuesday because it is Tuesday, instead of because the customer did something worth responding to.
Nobody can say what a campaign made
Opens and clicks are in one tool, orders in another, and the join is a spreadsheet someone builds once a quarter.
Consent is a guess
Where and when permission was given is not recorded, which is a regulatory risk and a deliverability one.
For marketing teams
Send because something happened.
Bring your three lists and your last campaign report. We will show you where the customer record breaks and what one honest list would make possible.
Show us your lists
By company size
Marketing at 10 people, and at 1,000.
- 1 to 10
One email tool, one list, and no idea which send made money.
- 11 to 50
Email, SMS and a CRM that disagree about who the customer is and whether they said yes.
- 51 to 200
Campaigns on a calendar, flows nobody has reviewed in a year, and reporting that takes a quarter.
- 201 to 1,000
Several brands or regions, consent rules per market, and attribution arguments in every meeting.
What we build
What we build for marketing teams.
- 01
One customer record, every list in step
Profiles, tags and consent synced one way from the system where they were given, unsubscribes honoured everywhere within minutes.
- 02
Event-driven messages
Purchase, dispatch, back-in-stock, lapse and renewal messages sent from system events on the channel the customer uses.
- 03
Revenue reporting without exports
Campaign and flow results joined to orders and payments, by source and by customer, in a dashboard that updates itself.
- 04
Content and listing operations
Product content, prices and images pushed from one record to every channel, so a change is made once.
The workflows
The marketing workflows, and what sets each one off.
- 01 Audience sync
When a contact changes in the CRM or store
ThenProfile, tags and consent updated in the email tool
- 02 Event-driven messages
When a purchase, dispatch, lapse or back-in-stock happens
ThenThe right message on the right channel, logged
- 03 Revenue reporting
When an order is paid
ThenAttributed to the campaign or flow in the dashboard
- 04 Unsubscribe everywhere
When someone opts out anywhere
ThenSuppressed in every tool within minutes
- 05 Content to every channel
When a product record changes
ThenTitle, price and images pushed to every listing
The numbers we move
How a marketing build is judged.
Every build has a number written into the blueprint. These are the ones marketing builds are measured by, and how we measure them.
| Metric | Before | After | How it is measured |
|---|---|---|---|
| List accuracy | Three versions | One, synced | Records differing between tools, checked nightly |
| Consent coverage | Unknown | Every record has a source and a date | Share of contacts with recorded consent |
| Revenue per campaign | Estimated | Measured | Orders joined to campaign and flow, by source |
| Time to publish a product change | A day across channels | Minutes | Time from record edit to every channel updated |
Built on
The tools you already run, where we can.
Every tool we connect has its own page in the integrations directory.
Proof
Proof from builds like this.
- Customer story
Sales channel inventory sync
One product record synced to every sales channel for a watch reseller, with 80% less manual update time and zero listing mismatches.
Read the story - Customer story
Automated cashback and loyalty system
An automated cashback and loyalty system with a 5 to 10% sales lift and three times the engagement.
Read the story
How it starts
An audit of the marketing work your team still does by hand.
One to two weeks. We map the workflows, put an hours-a-week figure on each, and give you a costed blueprint in order of payback. The audit is credited in full to the build.
- Week 1 to 2Audit. We sit with the people who do the work and map it.
- Week 3Blueprint. Fixed scope, fixed price, the first build chosen by payback.
- Week 4 onBuild in two-week sprints, working software every second Friday.
- After go-liveSixty days of hypercare, then a care plan or run it yourself.
What this does not do
So the scope is clear before the call.
- Writing or sending campaigns. Your team or agency keeps the creative.
- Paid media management. We report on it; we do not run it.
Terms, defined
Marketing terms, in plain English.
- Consent source
- Where and when a person said yes, stored with the record so it can be proven.
- Event-driven
- A message sent because something happened, not because a date arrived.
- Attribution
- Joining a sale to the message or campaign that led to it.
Questions
What people ask about marketing automation.
Do you run our campaigns?
No. We build the plumbing: the data, the triggers and the reporting. Your team or agency writes and sends.
Will this fix our deliverability?
Partly. Clean consent, honoured unsubscribes and a separate transactional domain remove the common causes. Content and sending volume stay with you.
Which email tool should we use?
Usually the one you have. We have built on Klaviyo, Mailchimp, Brevo and HubSpot. The choice matters less than the data behind it.
Reading
- Strategy
We tried AI and nothing stuck
The sentence we hear on most first calls. It is almost never about the AI. The four reasons tools get abandoned in small companies, how to tell which one you have, and the one change that makes the next attempt stick.
- Strategy
Does an AI agent still need Zapier?
A widely shared post argues Zapier goes to zero because agents click buttons and call APIs themselves. We run both every day. Where the argument is right, where it is wrong, and what we use for each job.
Related
- Function
Sales and RevOps
Reply to every lead in minutes, keep the CRM right without typing, and hand won deals over with nothing missing.
- Industry
Service and e-commerce
One product record on every channel, stock that cannot oversell, orders that reach fulfilment without re-typing, and customers who hear first.
- Function
Leadership
The numbers you run the company on, pulled from the systems that hold them, every morning, with a note on what changed.
By function: Back office, Finance and accounting, Compliance and risk, Sales and RevOps, Customer support, Operations, HR and people, IT, Leadership
Marketing
Get the marketing hours back.
Bring the one marketing workflow your team still runs by hand. You leave the call with a yes or no on fit and the first thing we would build.
Book the call