Marketing Automation.
Turn customer data into relevant communication. We connect lifecycle strategy, CRM, content and workflows so marketing and sales can work from the same understanding of your customers.
A useful next step for every customer
A welcome message, a considered follow-up or a timely handover to sales: useful automation starts with what someone needs next. We define these moments, the information behind them and the content that makes them relevant.
We then connect the system: customer journeys and segments, CRM data, email, SMS and push programmes, routing and reporting. The platform and implementation depend on your existing setup and the programme you want to run.
AI can support the process with content variants, scoring and personalisation. It can also reduce repetitive production work and make more variations practical to test. We assess these uses against your data, brand requirements and measurable results. Responsibility for the concept and quality remains with us.
Our approach in 5 steps
A process that connects strategy, execution and measurement.
Audit & priorities
Review tools, workflows, data and deliverability. Agree the customer journeys and use cases to address first.
Architecture & data
Define how CRM, customer data and other systems connect, including the events and permissions each workflow needs.
Setup & integration
Configure workflows, templates, scoring and routing in the selected platform. Test synchronisation and handovers.
Content & testing
Develop copy, design and personalisation. Review messages, test triggers and plan controlled comparisons of relevant variants.
Measurement & improvement
Monitor delivery, engagement and agreed business outcomes. Use feedback from marketing and sales to improve the programme.
Services & disciplines
Integrated pillars — delivered by one senior team.
Lifecycle strategy
Map customer journeys, lifecycle stages, segments and triggers. Agree what marketing, sales and service each need to do.
Email, SMS & push
Build welcome, nurturing, reactivation, cart recovery and loyalty programmes with the content and templates they need.
CRM & data integration
Connect customer records, events and workflows. Define the data model, lead routing and handover between systems.
AI-supported workflows
Explore scoring, content variants, personalisation and sales briefings. Test their usefulness and review outputs before deployment.
Why Davies Meyer
- Strategy, technology and content developed together, with clear responsibilities.
- Platform choices based on the requirements of your programme and existing systems.
- Lead routing and reporting planned with marketing and sales.
- AI applied to specific tasks, with results assessed for relevance, consistency and quality.
FAQ
What does a marketing automation agency do?
We plan lifecycle programmes, connect CRM and customer data, build workflows and create the content they deliver. We also set up measurement and improve programmes using the results.
Which platforms can you work with?
We work with platforms including HubSpot, Klaviyo, Braze and Marketo. We first assess your current setup, data, integration needs and planned customer journeys to agree a suitable approach.
Can you improve an existing setup?
Yes. An audit can identify gaps in workflows, customer data, content, routing or reporting. We agree which improvements matter most before defining the implementation.
How does AI improve marketing automation?
AI can help develop content variants, personalise messages or support scoring. This can create more options to test and reduce repetitive work. Whether it improves results depends on the task, data and implementation. We review outputs and remain responsible for the concept and quality.
How do you handle consent and customer data?
We define the data and permissions each programme needs with your team. Consent status, purpose, data minimisation and access requirements are part of the workflow and integration design.
How do we start and agree a budget?
We discuss your goals and review the current systems, data and programmes. We then define priorities, deliverables and the implementation effort so the scope and budget can be agreed before work starts.
Make your next customer journey more useful.
Tell us what you want to improve and which systems you use. We will discuss a practical starting point.
Talk to our team