Lead scoring model
Behavioural and firmographic scoring built jointly with sales so 'qualified' means the same thing across both teams.
Marketing Automation
Marketing Automation That Runs Your Lifecycle Journeys
We design and build the lead scoring, nurture and lifecycle workflows that move a contact from first click to customer without a marketer manually pushing every step.
Leads that fall through manual gaps
Without automated scoring and nurture, leads sit in a shared inbox or spreadsheet until someone has time, and cold leads receive the same generic follow-up as hot ones.
- Every new lead gets one identical email regardless of source or intent
- Sales follows up on unqualified leads while warm ones go cold
- No trigger-based journeys for cart abandonment, trial expiry or re-engagement
- Lead scoring, if it exists, was set up once and never revisited
- Marketing and sales use different definitions of a qualified lead
Scored, triggered, measured journeys
We build a shared lead-scoring model with sales, configure trigger-based nurture journeys inside your CRM or marketing automation platform, and set up reporting that shows exactly where contacts drop out of each journey.
What's included
Service components
Nurture journey design
Trigger-based email and messaging sequences for new leads, abandoned actions, re-engagement and post-purchase lifecycle stages.
CRM and platform configuration
Setup and workflow-building inside HubSpot, ActiveCampaign, Salesforce Marketing Cloud or your existing platform of choice.
Segmentation and personalisation rules
Dynamic content and send-time logic based on behaviour and lifecycle stage rather than one list for everyone.
Sales hand-off automation
Automatic routing and notification to sales the moment a lead crosses the agreed qualification threshold.
Reporting and journey analytics
Funnel-stage reporting showing conversion and drop-off at each step of every automated journey.
Process
How we deliver it
- Step 01
Audit and align
Review current lifecycle stages and agree lead-qualification definitions with sales and marketing together.
- Step 02
Design
Map journeys and scoring rules against your actual buyer stages, not a generic template.
- Step 03
Build
Configure workflows, triggers and scoring inside your chosen platform.
- Step 04
Test
Run test contacts through every path to confirm triggers, timing and hand-offs fire correctly.
- Step 05
Launch and refine
Go live, then adjust scoring thresholds and content based on real conversion data.
Outcomes
What you get out of it
Faster, more relevant follow-up
Leads receive the right message at the right stage without waiting on manual effort.
Sales focused on qualified leads
Scoring filters out the contacts unlikely to convert soon.
Fewer leads lost to inbox delay
Trigger-based journeys respond within minutes, not days.
Visible funnel performance
Stage-by-stage reporting shows exactly where to improve.
Why D2S
Why teams choose us for this
- Scoring models built jointly with your sales team, not marketing alone
- Hands-on experience across the major marketing automation and CRM platforms
- Journeys tested end-to-end before launch, not assumed to work
- Ongoing refinement based on actual conversion data, not a one-off setup
Industries
Sectors we work with
SaaS & TechnologyEcommerce & D2CBFSIReal EstateEducationProfessional Services
FAQ
Frequently asked questions
01What is marketing automation?
Marketing automation is software-driven execution of lifecycle marketing tasks — lead scoring, nurture emails, segmentation and sales hand-off — triggered by contact behaviour rather than run manually.
02Which platform do you recommend?
It depends on your CRM, team size and budget; we've configured HubSpot, ActiveCampaign and Salesforce Marketing Cloud and will recommend based on your existing stack rather than a fixed preference.
03How is this different from AI automation?
Marketing automation is a specific application focused on lifecycle marketing journeys; our broader AI automation service covers process automation across marketing, sales and operations more generally, including non-marketing workflows.
04Do we need a large contact list before this is worthwhile?
No — even a modest volume of leads benefits from consistent, timely follow-up; the main requirement is a defined lifecycle and CRM in place.
05How long does setup take?
A core lead-scoring model and two or three priority journeys can typically be built and tested within four to eight weeks, depending on platform complexity.
06Will this integrate with our existing CRM?
Yes — we build directly inside or alongside your existing CRM rather than requiring a platform migration, wherever technically feasible.
Keep exploring
Related services
Get your nurture journeys mapped
We'll review your current lead flow and show you exactly where automated scoring and nurture would recover lost leads.