Automation specialists reviewing connected workflow steps

SHARP LYNX / Marketing services

Marketing Automation

Systems that follow up, route and report without manual effort.

What this means for your business

CRM workflows, lead routing and follow-up that run reliably in the background.

Automation is useful when it removes a repeatable task without creating a new blind spot. We map what starts a workflow, what data it needs, what should happen next and who gets notified when something fails. Reliability matters more than the number of connected tools.

Is it the right next step?

Useful when leads, bookings or customer updates repeatedly move between systems. If the process changes every day, simplifying the process should come before automating it.

Find your starting point

The problem

Where performance leaks.

Manual data entry between tools.

Leads that wait hours for a response.

No single view of the customer journey.

The decisions behind the work

A closer look at the strategy.

Define the trigger and exit

A workflow needs a clear start and a clear stop. We plan what happens when a customer changes stage, replies, opts out or no longer needs the message.

Handle the awkward cases

Duplicate records, missing fields and temporary integration failures are normal possibilities. We design exception handling rather than assuming every event arrives perfectly.

Test before live activation

We run agreed scenarios across the connected tools and verify both the happy path and the handoff when something goes wrong. Documentation gives your team a way to understand the system.

Our approach

How we build it.

Stack audit

Map the tools you use and where data breaks.

Integration

Connect ads, forms, CRM and email so data flows cleanly.

Workflows

Speed-to-lead, nurture, reminders and pipeline updates.

AI assistance

Practical AI for summarizing, routing and drafting, where it adds value.

Consultants agreeing on customer journeys and project requirements

A practical start

What we need
from your team.

Clear access, current information and agreed responsibilities keep the work moving. We confirm the requirements before the project begins.

A list of tools and current manual steps
Workflow owners and escalation rules
Approved messaging and consent requirements
Safe test data and integration access

Included

What you get.

Stack audit
CRM setup
Lead routing
Speed-to-lead alerts
Appointment reminders
Pipeline automation
Integrations
Attribution reporting

Workflow example

A typical campaign cycle.

01Audit stack
02Design workflows
03Connect tools
04Test end-to-end
05Go live
06Monitor + refine

Measurement, not guesswork

Know what the numbers mean.

We measure successful handoffs, processing failures, response times and time saved where a baseline exists. Tool outages and changing API behavior still require monitoring and occasional maintenance.

Live dashboard with spend, leads, CPL and conversion rate
Weekly performance notes with what changed and why
Monthly review of strategy, tests and next priorities

growth.console / last 30 days

Illustrative sample data

Leads

1,284

▲ 18.2%

CPL

$24.10

▼ 9.4%

ROAS

4.6x

▲ 0.7x

Revenue

$148k

▲ 22%

Spend

$30.9k

▲ 6.0%

Conv. rate

6.8%

▲ 1.2pt

Traffic

42.7k

▲ 11%

Appointments

214

▲ 15%

Traffic vs leads● leads

Funnel performance

Traffic

100%

Leads

46%

Qualified

28%

Appointments

17%

Customers

Weekly spend

FAQ