/ MARKETING OPS / AUTOMATION
Marketing automation built around the customer journey, not the workflow count.
Automation should remove friction without making the customer journey harder to understand. Pulse maps the actual process first, then builds the workflows, routing, tracking, and reporting that support it.
Talk through the workflow/ Where it breaks
The symptoms usually show up before the system problem does.
Leads disappear between forms, inboxes, spreadsheets, and CRM owners
Automations exist but nobody knows which ones are still useful
Follow-up depends on manual reminders or individual habits
Campaign reporting stops at clicks instead of pipeline or outcomes
Different tools use different definitions for the same lifecycle stage
/ What better looks like
Less hidden work. More visible state.
A documented lead and customer journey
Fewer manual handoffs and duplicate tasks
Consistent follow-up and escalation logic
First-touch and current-touch attribution that survives beyond one session
Reporting designed around decisions instead of dashboard volume
/ Capabilities
Built around the process, not a preset package.
/ Proof from the work
The thinking is already in production.
/ Bring us the messy part
Start with the workflow that keeps wasting time.
We’ll map what is happening now, find the real bottleneck, and decide whether the answer is process, automation, software, or a combination.
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