B2B Marketing Automation Agency

    Marketing Automation Consulting

    Scale Faster with Custom-Built Marketing Automation

    Cut marketing costs by 30–60% and reclaim 10–20 hours per week

    We're a B2B marketing automation agency helping SaaS and professional service companies replace manual work, disconnected systems, and leaky pipelines with practical, revenue-focused automation.

    Lower CAC and CPL without increasing spend

    Faster testing and rollout of content and outreach

    Cleaner CRM data and better lead quality

    Fewer dropped leads and stalled conversations

    Stefan Kalpachev

    Founder of Content RevOps Movement

    Book a free 1:1 marketing automation strategy call

    Tools we use to build your automation stack

    ApifyInstantlyMakePhantombusterClaude AIHubSpotOpenAIPerplexity

    5 Signs You Need Marketing Automation Consulting

    Most teams don't have a marketing automation problem. They have a systems problem.

    Disconnected systems

    "We've got tools everywhere, but nothing really works together."

    Translation: You're not under-tooled. You're over-fragmented. Data lives in too many places, automations break silently, and no one trusts the numbers enough to act on them.

    Hover to see more

    Poor data quality

    "Our CRM is full of leads, but sales says none of them are good."

    Translation: Incomplete records, missing context, and outdated fields make qualification guesswork. Without clean enrichment and scoring, marketing hands over noise and sales wastes time.

    Hover to see more

    Manual content ops

    "Content takes forever, and we're not even sure it's doing anything."

    Translation: Research, writing, publishing, and distribution are all manual. That means slow cycles, inconsistent output, and content that expires the moment it's published.

    Hover to see more

    Leaky pipeline

    "We get interest, then… nothing happens."

    Translation: Leads respond once, stall, or disappear. Follow-ups fall through the cracks, context is lost, and no system flags what matters most.

    Hover to see more

    No lead scoring

    "Our reps are busy, but deals aren't moving."

    Translation: Sales spends time chasing low-intent conversations because there's no prioritisation, no segmentation, and no clear signal of buying readiness.

    Hover to see more

    Hidden revenue loss

    "We know we're wasting money, we just don't know where."

    Translation: Inefficiencies hide in handoffs, duplicated work, missed follow-ups, and poor targeting. They don't show up as a single line item, but they quietly compound every month.

    Hover to see more

    How Our Marketing Automation Consulting Works

    Step 1. Marketing Automation Audit

    DiscoveryAnalysis

    We review your current infrastructure end-to-end:

    • CRM setup and optimisation
    • Lead tagging and segmentation
    • Content workflows
    • Lead generation systems
    • Scoring and qualification logic
    • Gaps between marketing and sales

    This forms your marketing automation project plan.

    Step 2. Marketing Automation Project Plan

    StrategyPrioritization

    Step 3. Build and Scale

    ImplementationOptimization

    Marketing Automation Case Studies & Templates

    Below are examples of automations that consistently deliver results.
    Each one maps directly to revenue, not vanity metrics.

    01
    01

    Automated content research and planning

    We automate market research, SERP analysis, and content prioritisation so teams stop guessing and start publishing what converts. This is how you harness marketing automation for B2B content marketing.

    Outcome:Faster content cycles and higher content-market fit.
    02
    02

    Content repurposing and multi-channel distribution

    One core asset becomes blogs, LinkedIn posts, newsletters, and outreach snippets automatically.

    Outcome:Higher content lifetime value with no extra production time.
    03
    03

    CRM data enrichment and hygiene

    We clean, enrich, and standardise CRM records automatically.

    Outcome:Better data quality for marketing automation, better segmentation, and fewer junk leads.
    04
    04

    Automated lead qualification and scoring

    Leads are scored based on behaviour, intent signals, and fit, not gut feeling.

    Outcome:Clear marketing automation KPIs tied to revenue, not clicks.
    05
    05

    Sales handover with complete lead profiles

    Every qualified lead reaches sales with context, activity history, and intent signals.

    Outcome:Fewer dropped conversations and faster deal velocity.
    06
    06

    Personalised outreach at scale

    We automate LinkedIn and email outreach using engagement data, not scraped lists.

    Outcome:Higher reply rates without sounding automated.

    Marketing Automation

    for

    SaaS

    Regardless of industry, we provide marketing automation consulting that delivers.

    Reduce costs by removing manual work

    We remove repetitive tasks, duplicated effort, and handoff failures that stem from common marketing automation mistakes.

    Launch and test automations faster

    We follow best practices in marketing automation by starting with MVP builds, guided by a clear marketing automation project plan.

    Scale output without hiring more people

    Automation takes over the work that normally requires extra headcount or agencies as you grow.

    Improve lead quality and prioritisation

    We enrich, score, and segment leads automatically so sales focuses on the conversations that actually convert.

    Increase marketing automation ROI

    We connect what you already use and automate only what matters, keeping your system simple and measurable.

    Who You'll Work With

    Your Dedicated Marketing Automation Consultant

    You'll work directly with a consultant who:

    • Specialises in B2B SaaS and professional services
    • Understands long sales cycles and trust-driven buying
    • Builds systems founders can actually run
    • Treats content and automation as revenue infrastructure

    No account managers. No handoffs. No black boxes.

    Read more about my work
    Stefan Kalpachev
    Connect on LinkedIn

    Stefan Kalpachev

    Founder & CEO of Content RevOps

    How to Get Started

    Marketing Automation Consulting
    vs.
    Full Marketing Automation Agency Services

    You can work with us via:

    Option 1

    Standalone Marketing Automation Consulting

    Expert guidance on your automation strategy, tool selection, workflow design, and implementation — without committing to a full engagement.

    Option 2

    Full Marketing Automation Agency Services

    Automation as part of a complete done-for-you system — integrated with content marketing, lead generation, demand generation, or inbound.

    Choose your entry point below:

    Frequently Asked Questions

    Everything you need to know about working with us.

    A B2B marketing automation agency designs and implements systems that reduce manual work across marketing and sales. We focus on connecting tools, improving data quality, and automating content, qualification, and handoffs so growth costs less and scales more predictably.

    Marketing automation consulting starts with diagnosing the system, not installing tools.

    Software executes tasks. Consulting fixes workflows, data, and decision logic so automation actually works.

    Most failures come from skipping this step.

    You should work with a marketing automation consultant when:

    • Leads are inconsistent or low quality
    • Sales follow-ups fall through the cracks
    • Your CRM data can't be trusted
    • Manual work slows content and outreach

    At that point, automation becomes a revenue lever, not a distraction.

    The most common marketing automation mistakes include:

    • Automating broken processes
    • Poor data quality for marketing automation
    • Tool sprawl without ownership
    • No lead scoring or prioritisation
    • No clear marketing automation KPIs

    Automation amplifies whatever system already exists, good or bad.

    Every engagement follows a clear marketing automation project plan:

    1. Audit current systems and workflows
    2. Identify high-impact, low-risk opportunities
    3. Build and test MVP automations
    4. Measure results and scale selectively

    This keeps complexity low and outcomes measurable.

    Marketing automation ROI usually comes from cost reduction before revenue lift. Clients typically see:

    • Fewer hours spent on manual work
    • Better lead quality and prioritisation
    • Fewer dropped conversations
    • Faster sales cycles

    Revenue impact follows once the system stabilises.

    We define success using practical marketing automation KPIs, such as:

    • Time saved per week
    • Lead-to-opportunity conversion rate
    • Speed of follow-up
    • Data completeness in CRM
    • Sales acceptance rates

    If it can't be measured, it doesn't get automated.

    Yes. We specialise in harnessing marketing automation for B2B content marketing. That includes automating research, repurposing, publishing, distribution, and lead capture so content becomes a business system, not a time sink.

    You'll work directly with a marketing automation expert, not an account manager. That means fewer handoffs, clearer decisions, and faster execution.

    Both. We offer standalone marketing automation consulting as well as ongoing optimisation as part of a broader RevOps or content system.

    A marketing automation consultation focuses on:

    • What's broken today
    • What's worth automating first
    • Expected impact and timelines
    • Whether we're a good fit

    No pitches. No pressure. Just clarity.

    Ready to See What Marketing Automation Could Actually Do for You?

    If you want clarity on:

    • What's broken
    • What to automate first
    • What results are realistic
    • What to ignore