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Marketing Automation

Connect the routine work behind your marketing.

Plan and build workflows that link your content, customer data and follow-up processes, with clear rules and ownership.

What we can work on together.

Start with the areas that matter most to your organisation. We shape the following capabilities into a defined project or an ongoing scope, with clear priorities and responsibilities.

Process mapping

Identify repeatable tasks, handovers and exceptions before deciding what is appropriate to automate.

Marketing automation: Process mapping illustration
Workflow design

Define triggers, conditions, actions and exit points within the capabilities of your chosen tools.

Marketing automation: Workflow design illustration
Implementation and checks

Configure the agreed workflows and integrations, then test representative scenarios before release.

Marketing automation: Implementation and checks illustration
Documentation and review

Record how the workflows operate, agree responsibility for monitoring and review changes as your processes evolve.

Marketing automation: Documentation and review illustration

Part of your wider digital picture.

Marketing Automation works best when it connects to the rest of your business. Through Cornerstone Partnerships, we can coordinate this work with the relevant brand, website and marketing priorities in one ongoing programme.

A clear process, from brief to delivery.

Your specialists work from the same brief, with priorities and review points agreed with your team.

Understand the context

We discuss the business, review the available material and clarify what the work needs to achieve.

Agree the scope

We define deliverables, responsibilities and review points so your team knows what is included and what we need from you.

Deliver together

We coordinate the agreed work with your team, share progress and raise decisions or dependencies as they arise.

Review the next steps

We review the delivery and relevant feedback, then agree whether further improvements or ongoing support would be useful.

Let’s discuss what you need.

Tell us about your organisation, the work you have in mind and any important dates. We will discuss the scope and recommend a practical next step.

Working with us on marketing automation

Have a question about your brief? Email our team.

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