By role: Marketing leads
Marketing operations automation for heads of marketing
You are measured on pipeline and asked to prove it. The proof sits across ad platforms, forms, the CRM and a spreadsheet. We connect them so the team can spend its week on the work.
- First workflow live
- Form to CRM routing, usually inside the first sprint
- Usually owned by
- Heads of marketing and growth
- Built on
- HubSpot, Zoho CRM, Klaviyo
- Judged on
- Speed to lead and Leads with source
In short
Marketing operations automation routes every form fill and enquiry into the CRM with its source intact, enriches and scores it, hands it to sales quickly, and produces campaign reporting without manual exports. SBD audits your lead path and reporting first, builds on your CRM and marketing tools, and keeps AI content steps behind human approval.
Who this is for
Who you work with to get this done.
- Heads of marketing and growth
- Marketing operations managers
- Founders running marketing themselves
- Demand generation leads accountable for pipeline
Is this you?
If three of these sound like your week, this page is about your week.
- Pipeline reviews turn into arguments about source
- Form fills reach sales the next day
- Someone spends Monday building the report
- Campaigns slip waiting for approvals in chat
- Your CRM has many contacts with no source
- You have no marketing ops person and need the work done
What it costs today
Where marketing leads loses the hours.
You cannot prove what worked
Source is lost between the form and the CRM, so every pipeline review becomes an argument about attribution.
Leads go cold in the gap
A form fill lands in an inbox or a sheet and reaches sales a day later, by which time the buyer has spoken to someone else.
Reporting is a Monday job
Someone exports from four platforms, pastes into a deck and explains why the numbers differ from last week.
The team is a production line
Briefs, approvals, resizing and publishing move by message and chase. Campaigns ship late because the process is manual, not because the ideas are.
For marketing leads
Trace one lead end to end.
Pick a recent deal. We will follow it from first touch to signed contract with you and mark every place where data was lost or time was wasted.
Trace a lead with us
By company size
Marketing leads at 10 people, and at 1,000.
- 1 to 10
Marketing is one person with a form, an email tool and a spreadsheet of leads nobody follows up.
- 11 to 50
A CRM, several channels, and source lost somewhere between the form and the deal.
- 51 to 200
A team with specialists, a weekly report built by hand, and sales disputing which leads were worth anything.
- 201 to 1,000
Several regions and products, consent rules per market, and attribution that changes depending on who built the report.
What we build
What we build for marketing leads teams.
- 01
One lead path with source kept
Forms, ads, chat and events written into the CRM with source, campaign and consent attached, deduplicated and routed to the right owner.
- 02
Enrichment and scoring
Company and contact details added, fit scored against rules you agree with sales, and the best leads flagged for a fast reply.
- 03
Reporting that builds itself
Spend, leads, pipeline and revenue by channel in one view, refreshed on a schedule from the source systems.
- 04
Content operations with approval
Briefs, drafts and variants moved through a tracked pipeline, with AI drafting where it helps and a person approving everything that is published.
The workflows
The marketing leads workflows, and what sets each one off.
- 01 Form to CRM routing
When a form, ad lead or chat enquiry is submitted
ThenContact created or matched, source kept, owner assigned and told
- 02 Lead enrichment
When a new contact is created
ThenCompany and role added, fit scored, high-fit leads flagged to sales
- 03 Weekly channel report
When every Monday morning
ThenSpend, leads and pipeline by channel sent to the team
- 04 Content approval
When a draft is marked ready
ThenReviewer assigned, feedback tracked, approved assets scheduled
The numbers we move
How a marketing leads build is judged.
Every build has a number written into the blueprint. These are the ones marketing leads builds are measured by, and how we measure them.
| Metric | Before | After | How it is measured |
|---|---|---|---|
| Speed to lead | Hours or the next day | Minutes for high-fit leads | Median time from form submission to first sales contact, from CRM timestamps |
| Leads with source | Many marked unknown | Source on every new record | Share of new CRM contacts with a populated source and campaign |
| Reporting time | Hours each week | Refreshed on a schedule | Hours spent assembling the weekly report, logged by the team |
| Campaign cycle time | Set by chasing approvals | Tracked stage by stage | Days from brief to publish, from the content pipeline |
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
Lead enrichment and sales automation
Inbound capture, enrichment, AI qualification, CRM sync and meeting booking automated for a B2B team, with responses under three minutes.
Read the story - Customer story
Automated cashback and loyalty system
A QR-based cashback and loyalty system that gave an industrial manufacturer direct relationships with its end users.
Read the story - Customer story
Sales channel inventory sync
Product data kept in step across Shopify, eBay and Chrono24 from one panel, so listings and launches stop waiting on manual updates.
Read the story
How it starts
An audit of the marketing leads 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.
- Running your ads or writing your strategy.
- Unreviewed AI content published under your brand.
- Buying contact lists.
Terms, defined
Marketing leads terms, in plain English.
- Speed to lead
- The time between a prospect asking for contact and a person from sales replying.
- Attribution
- Recording which channel and campaign brought a lead, so pipeline can be traced to spend.
- Lead scoring
- Ranking new leads by how well they fit and how engaged they are, using rules marketing and sales agree.
Questions
What people ask about marketing leads automation.
Do we need a marketing ops hire first?
Not to start. Many teams bring us in before that hire, and the build gives the person who arrives later a documented system rather than a pile of exports.
Will AI write our campaigns?
It drafts variants, summaries and first passes from your briefs and past work. A person on your team edits and approves everything before it is published.
Our CRM data is a mess. Where do we start?
With the lead path. Fixing how new records arrive stops the mess growing; a cleanup of existing records follows once the inflow is clean.
How does an engagement run with marketing?
An Automation Audit at $500, credited to the build, traces one lead from first touch to closed deal. Builds start at $1,500 at a fixed price set after the audit, and care from $50 a month keeps integrations watched.
Reading
- Strategy
Automation vs AI systems: what moves the number
Stacking task automations stalls at around twenty. The difference between a task and a system, the five layers that hold it up, and what to rebuild first.
- Systems
Stop building Zaps. Start building agents.
Fifty disconnected automations are a liability, not a system. How to move from triggers and actions to agents that hold state and handle exceptions.
- Pricing
The Zapier tax in 2026: what a 20-person team pays
Zapier now bills tasks, AI steps by model tier, and Agents in activities. A worked bill for a 20-person company, and what the same workflows cost on n8n.
Related
- Function
Marketing
Send the right message because something happened, keep every list honest, and see which spend turned into revenue.
- Function
Sales and RevOps
Reply to every lead in minutes, keep the CRM right without typing, and hand won deals over with nothing missing.
- Role
Heads of sales and RevOps
You are measured on pipeline, conversion and forecast accuracy, and all three depend on a CRM nobody wants to update. We make the CRM update itself and put the follow-ups on rails.
- Role
Founders and CEOs
If every answer runs through you, the business is capped at your hours. We put the routine work into systems your team owns, so you can spend the week on what only you can do.
By role: COOs and heads of operations, CFOs and finance directors, Founders and CEOs, Heads of sales and RevOps, Heads of customer support, CIOs and IT leads, HR and people leads
Marketing leads
Get the marketing leads hours back.
Bring the one marketing leads 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