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Marketing automation, sales automation and B2B lead generation

Four ways to join up
marketing and sales.

We combine marketing expertise with practical automation, connecting the tools your business already uses and applying AI to defined tasks such as summarising enquiries and preparing response drafts.

01 / LEAD GENERATION AND CONVERSION

Lead generation and conversion

Improve how prospective clients find your business and take the next step.

Services can include:

  • SEO
  • Paid campaigns
  • Landing pages
  • Enquiry-journey reviews
  • Measurement

Each engagement has a defined audience, conversion objective and reporting plan.

Discuss lead generation and conversion ↗
LEAD GENERATION AND CONVERSIONIllustrative demo
Defined audienceConversion objectiveReporting plan

Each engagement has a defined audience, conversion objective and reporting plan.

02 / MARKETING AUTOMATION

Marketing automation

Connect campaign activity, audience data and follow-up so relevant marketing continues without repetitive manual work.

Projects can include:

  • Delivering lead magnets and triggering agreed email nurture sequences.
  • Segmenting contacts using enquiry source, interests and lifecycle stage.
  • Connecting website forms and advertising lead forms to email platforms and the CRM.
  • Coordinating campaign follow-up and handing qualified enquiries to sales.
  • Maintaining subscription preferences and suppression lists across connected tools.
  • Automating campaign reporting and source tracking.

Marketing automation focuses on campaign delivery, nurturing and the transition to sales. Scope includes the required copy, data permissions, platform capabilities and human approvals. Full nurture programmes and multi-channel campaign implementation are quoted separately from the pilot.

Discuss marketing automation ↗
MARKETING AUTOMATIONIllustrative demo

RUNNING IN THE BACKGROUND

Campaign delivery, nurturing and the transition to sales, with human approvals.

03 / SALES AUTOMATION

Sales automation

Create a consistent process from first enquiry to the next sales action.

Projects can include:

  • Capturing enquiries from agreed forms or marketing platforms.
  • Creating and updating CRM records, with duplicate handling.
  • Routing leads to the right person using agreed rules.
  • Preparing enquiry summaries and suggested qualification for review.
  • Sending approved acknowledgements and creating follow-up tasks.
  • Connecting meeting booking with CRM updates.
  • Producing pipeline and activity reports.

Prospect research and outbound workflow support can be scoped separately where data sources and contact requirements are suitable.

Discuss sales automation ↗
SALES AUTOMATIONIllustrative demo

From first enquiry to the next sales action.

04 / CUSTOM AUTOMATION PROJECTS

Custom automation projects

Connect the systems your team uses and remove repetitive administration.

Examples include:

  • Marketing performance reports
  • Internal approval workflows
  • Campaign handovers
  • Database synchronisation
  • Sales-to-operations handovers

Each project begins with a feasibility review covering the process, integrations, data access, expected benefit and maintenance needs. Scope and pricing are agreed before implementation.

Discuss custom automation projects ↗
CUSTOM AUTOMATION PROJECTSIllustrative demo

EXAMPLE PROJECTS

Scope and pricing are agreed before implementation.

HOW WE ENGAGE

Start with the pilot.
Grow from there.

Additional projects follow discovery,
with scope and pricing agreed first.

ADDITIONAL PROJECTS

Fixed-scope projects

For buyers with a different defined need.

PricingQuotedafter discovery or a feasibility review
Discuss a project ↗
  • Marketing automation: campaign, nurture or integration project
  • Sales automation: fixed-scope project
  • Custom automation: feasibility review and tailored proposal
  • Marketing and conversion: project or ongoing engagement
AFTER LAUNCH

Ongoing support

Optional, under a separate agreement.

From£399/ month
Ask about support ↗
  • Business-hours monitoring
  • A monthly report
  • Up to two hours of support or minor improvements

Ongoing support excludes third-party usage, major changes and 24/7 incident response. Software subscriptions, hosting and usage charges are separate and agreed before work begins.

WHY JOINIFY

A marketing-led approach connects workflow decisions to lead quality, conversion and business outcomes. Practical automation supports your team with clear ownership, useful reporting and appropriate review of AI-assisted outputs.

NEXT STEP

Book a 20-minute
assessment call.

We will discuss where enquiries come from, what happens after they arrive, which tools are involved and whether a pilot or custom project is the right starting point.

AI TAKES THE ADMIN. YOU TAKE THE CONVERSATIONS.

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