CRM & Revenue Operations Consulting
We’re senior-level CRM and automation operators that mid-market and enterprise B2B companies call when their sales and marketing infrastructure needs fixing.
What We Build & Operate
HubSpot
Active
Campaign
Active
Campaign
Eloqua
Zapier
Make.com
n8n
Claude
Openai
Diagnose Your CRM & Marketing Automation Stack
Before we build or optimize anything, we diagnose. The Blueprint 360 is a comprehensive audit of your CRM, automation platform, and lead flows. All conducted by senior practitioners who’ve implemented the fixes themselves for 100+ companies.
✓ CRM Health & Data Integrity
✓ Automation Workflow Audit
✓ Lead Flow & Funnel Analysis
✓ Email Program Review
✓ Platform Optimization Scoring
✓ Prioritized Strategic Roadmap
Lead nurture workflow coverage
● Critical Gap
Contact data quality & hygiene
● Needs Repair
Lifecycle stage assignments
● Opportunity
Email deliverability & domain health
● Opportunity
Attribution model integrity
● Critical Gap
Platform tier utilization
● Optimized
5 Critical Gaps · 8 Opportunities
→ Roadmap Included
Sound Familiar?
Most companies don’t know what’s broken until someone lays it out in front of them. These are the patterns we see in many companies.
Prospects engage with your content but never enter a nurture sequence. Revenue walks out the door, and nobody notices because there’s no visibility into the gap.
Workflows nobody’s touched in months are still running — sending the wrong messages to the wrong people at the wrong time.
Duplicate contacts, missing fields, and misaligned lifecycle stages make your CRM unreliable and your reporting meaningless.
You’re on HubSpot Pro or Enterprise — but using 30% of what you’re paying for. Features that could transform your pipeline sit untouched.
Proven Results
100+
Revenue Stacks Audited Since 2016
3–5x
Typical ROI From Audit Quick Wins
15
20+
“Working with The Automation Strategy Group helped us bring structure and efficiency to our sales and marketing operations. The systems they put in place made it easier for our team to work smarter, move faster, and close more business without added complexity.”
⭐⭐⭐⭐⭐
“The Automation Strategy Group guided us through a complex CRM transition with zero disruption to the business. Their approach was methodical, well-planned, and respectful of how our team actually works. The result was a stronger foundation for scale.”
⭐⭐⭐⭐⭐
“They approached our marketing automation challenges with clarity and discipline. From untangling complexity to delivering systems that actually performed, The Automation Strategy Group proved to be a reliable partner focused on real, measurable outcomes.”
⭐⭐⭐⭐⭐
“The Automation Strategy Group re-engineered our ActiveCampaign and Salesforce setup to support our research-driven storytelling model. What was once passive automation now actively supports growth and revenue. The structure is clear, practical, and easy for our team.”
⭐⭐⭐⭐⭐
Why ASG
We built the Automation Strategy Group as the antidote to the agency experience — where clients pay premium rates but get junior staff, cookie-cutter playbooks, and deliverables nobody implements.
Every engagement is conducted by a senior practitioner with 10+ years of platform experience. No junior associates. No offshore analysts. No hand-offs.
We work across a number of platforms including HubSpot, ActiveCampaign and Eloqua. We recommend what’s right for your business — not what earns us a commission.
We don’t deliver a slide deck and disappear. We architect the solution, build it, and operate it. Strategy without execution is a hobby. We do both.
Get a senior-level diagnosis of your revenue stack in 15 business days.
How companies work with us
Most clients start with a Blueprint 360 audit and transition into a Fractional retainer. Project-based engagements are available for defined technical needs. No contracts. Cancel anytime.
Entry Point
A comprehensive, senior-level diagnostic of your CRM, automation platform, lead flows, email program, and platform utilization. Delivered as a board-ready roadmap in 15 days.
✓ Full 6-area revenue stack audit
✓ Prioritized roadmap with ROI estimates
✓ 90-min live readout session
✓ Executive-ready deliverable
✓ Credits toward retainer if you continue within 60 days
Ongoing Partnership
Your embedded Fractional Chief Automation Officer. We own CRM architecture, automation strategy, lifecycle workflows, attribution systems, and data integrity month-over-month.
✓ Active workstreams — strategy + execution
✓ Unlimited Slack-based support
✓ Monthly strategy sessions
✓ Same day response time
✓ Money-back guarantee
Standard, Pro & Enterprise tiers available
Defined Scope
For companies with a bounded, specific technical need — a migration, a CRM re-architecture, or a custom integration build. Scoped, executed, and done. Most project clients move to retainers.
✓ CRM migrations (Hubspot, ActiveCampaign, Eloqua)
✓ Custom API integrations
✓ Data model redesigns
✓ Platform implementations
✓ Fixed-fee or milestone billing
The Team
The Automation Strategy Group was founded in 2016 as a direct response to the agency experience most B2B companies know too well: a senior person sells the engagement, then disappears. You end up with junior associates, templated playbooks, and deliverables nobody actually implements.
We built the opposite. Every engagement is led by a principal practitioner with 10+ years of hands-on platform experience. The person on your discovery call is the person doing the work — no account managers in the middle, no offshore execution layer.
We’ve audited and operated revenue stacks for 100+ companies — from PE-backed portfolio firms to growth-stage SaaS — across HubSpot, ActiveCampaign, Oracle Eloqua, and Salesforce. Boston-based, nationally distributed, always senior.
Common Questions
Ready to See What's Broken?
Start with a Blueprint 360 Audit – a senior-level audit that gives your leadership team a clear, prioritized roadmap in 15 days. No commitments beyond the audit. No hourly surprises. Just clarity.
