I don't get paid to set up basic marketing and sales automation. If that is what you are looking for, then I don't want your money.
In fact, you shouldn't pay anyone to set up basic workflows.
You, or a member of your team, should take an entry-level class from HubSpot, or your preferred marketing platform, so that you can do it yourself.
It is that simple.
However, there is one thing that most people get wrong in how they view marketing and sales automation...
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Novice Marketing Automation vs. Expert Marketing Automation
It takes a novice to set up basic, and some mid-level, business automation.
It takes a ninja to set up automation that utilizes all of your existing data objects, processes, and automation flows.
Getting expert help with marketing and sales automation is not about knowing the tools to set up a workflow.
It is about working with someone who can understand how automation will, won't, and can impact everything else you have done in your marketing platform and CRM.
