MARKETING AUTOMATION CONSULTING
Your CRM & Marketing Tech Stack Is Broken.
We Architect the Fix.
Since 2016 we’ve been the senior team companies bring in to plan, fix and run their CRM, marketing automation and AI tools as one system. HubSpot, ActiveCampaign and Eloqua partners.
We work alongside your team, or end to end.
Brands We’ve Worked With
What We Build & Operate
Revenue Architecture Across Your Marketing and Tech Tools
HubSpot Consulting
A HubSpot Solutions Partner since 2016. We help SaaS, technology and B2B service companies set up HubSpot properly and get full use of what they pay for, including its AI agents.
ActiveCampaign Consulting
Certified ActiveCampaign consultants. We plan your lifecycle marketing, build and fix your automations, and set up ActiveCampaign’s AI tools on clean data.
Eloqua Consulting
Eloqua consultants for 20+ years. We handle implementation, campaign development and automation for enterprise marketing teams.
Revenue Architect
A senior Revenue Architect designs your stack and decides what to tackle first. A crew of certified specialists does the building, monitoring and fixing. Alongside your team, or end to end.
CRM Architecture and Optimization
Data model design, property structure, lifecycle stage mapping, deduplication and integration strategy, so your CRM is the single source of truth your reports, automations and AI tools rely on.
Sales Enablement
Sequence design, pipeline automation, deal stage optimization, and sales-marketing alignment to compress sales cycles and increase close rates.
Some of the Tools We work across
HubSpot
Active
Campaign
Eloqua
Zapier
Make.com
n8n
Claude
Openai
Diagnose Your CRM & Marketing Automation Stack
Start With a Blueprint 360 Audit
Before we build or change anything, we diagnose. The Blueprint 360 is a full audit of your CRM, automation platform, lead flows and AI tools, done by senior practitioners who have made these fixes themselves for 100+ companies.
✓ CRM Health & Data Integrity
✓ Automation Workflow Audit
✓ Lead Flow & Funnel Analysis
✓ Email Program Review
✓ Platform Optimization Scoring
✓ AI Readiness & Tool Map
$2,500+
Fixed-fee starting price
15 days
Kickoff to completion
6 areas
Comprehensive coverage
Blueprint 360 — Audit Report
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?
The Hidden Problems Draining Your Sales & Marketing Engine
Most companies don’t know what’s broken until someone lays it out in front of them. These are the patterns we see in most often.
Leads Falling Through the Cracks
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.
Broken or Stale Automations
Workflows nobody has touched in months are still running, sending the wrong messages to the wrong people at the wrong time.
Data You Can't Trust
Duplicate contacts, missing fields, and misaligned lifecycle stages make your CRM unreliable and your reporting meaningless.
Too Many AI Tools, No Plan
Zapier, Make, HubSpot agents, ChatGPT, Claude. Everyone is connecting something, but nobody decided what should connect to what. And if the data underneath is messy, no agent will fix it.
These are exactly the things our team diagnoses and fixes every day. Book a call to see what a senior-led audit of your sales and marketing systems would turn up.
Proven Results
What Our Clients Achieve
100+
Revenue Stacks Audited Since 2016
3–5x
Typical ROI From Audit Quick Wins
15
Days From Kickoff to Roadmap
20+
Years Platform Experience
“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.”
⭐⭐⭐⭐⭐
William S.
“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.”
⭐⭐⭐⭐⭐
Kirk D.
“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.”
⭐⭐⭐⭐⭐
Satish M.
“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.”
⭐⭐⭐⭐⭐
Susan S.
Why Work With The Automation Strategy Group
Senior Operators. Not an Agency.
We built Automation Strategy Group as the alternative to the agency experience, where clients pay premium rates and get junior staff, templated playbooks and deliverables nobody implements. That matters more now that AI can do the routine building. It can’t decide what should be built, or answer for the result.
01
Principal-Led, Every Time
Every engagement is conducted by a senior practitioner with 10+ years of platform experience. No junior associates. No offshore analysts. No hand-offs.
02
Platform-Agnostic Honesty
We’re certified on HubSpot, ActiveCampaign and Eloqua, and we can escalate straight to the platform teams when something is stuck. We recommend what’s right for your business, not what earns us a commission.
03
Doers Who Think Strategically
We don’t hand over a slide deck and disappear. We set the plan, build it and keep it running. We also help you choose the right AI tools, connect them properly and get your data ready for them.
Ready to See What's Actually Broken?
Get a senior-level diagnosis of your revenue stack in 15 business days.
How companies work with us
Flexible Models for Serious Companies
Most clients start with a Blueprint 360 audit, then move to a fixed-fee Build or an ongoing plan. Moving up changes how much we do for you, not how many requests you get. Month to month. Cancel anytime.
Entry Point
Blueprint 360 Audit
Starts at $2,500
A senior-level diagnostic of your CRM, automation platform, lead flows, email program and AI tools. Delivered as an executive ready roadmap in 15 business days or less.
✓ Full 6-area revenue stack audit
✓ Prioritized roadmap and full journey mapping with ROI estimates
✓ 90-min live readout session
✓ Executive-ready deliverable
✓ Credits toward retainer if you continue within 60 days
Fixed-fee · Starting at $2,500 · 15-day delivery
Ongoing Partnership
Revenue Architect
Starts at $3,500
You get a senior architect who drive your tech stack strategy and helps decide what to tackle first. Your team can do the building, or let our experienced team handle.
✓ Revenue Architect: we design, you build
✓ Architect + Crew: we design and build it
✓ Architect + Crew Plus: multiple platforms, integrations and custom reporting
✓ Monitoring and break-fix included
✓ Monthly strategy sessions
Enterprise Planning available for PE firms and multi-brand companies
Defined Scope
Project Builds
Fixed fee from $5k
For a defined need: a new setup, a migration, an integration or a reporting build. Fixed fee and fixed scope, with project management, QA and guided go-live included.
✓ CRM migrations and rebuilds (HubSpot, ActiveCampaign, Eloqua)
✓ Custom API integrations
✓ Data and AI model redesigns
✓ Mar-Tech platform implementations
✓ Custom dashboard and reporting builds
Scoped after a discovery call · Custom pricing
The Team
Real People. Senior Expertise. Based in the US.
100% US-based, senior-only 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
Common Questions About Working With Us
What is a Blueprint 360 audit?
Blueprint 360 is a comprehensive, senior-level audit of your CRM, marketing automation platform, and lead flows. It covers six areas — CRM health, automation workflows, lead flow analysis, email program, platform optimization, and strategic roadmap — and delivers a prioritized action plan in 15 business days. Pricing starts at $2,500 with no hourly overages.
What does a Revenue Architect actually do?
A Revenue Architect owns your marketing technology stack: which tools you use, how they connect, and the standards for your data and AI tools. They are backed by a crew of certified specialists. On the Revenue Architect plan, your team does the building and we review it before it ships. On Architect + Crew, our crew builds it and keeps it running.
Which platforms does ASG work with?
We’re a HubSpot Solutions Partner (since 2016), certified ActiveCampaign consultants and Eloqua specialists with 20+ years on the platform. We also work in Salesforce, Pardot and Marketo, and connect them using Slack, Zapier, Make, n8n and custom APIs. That includes AI tools such as HubSpot’s Breeze agents, ActiveCampaign’s AI, Claude and ChatGPT.
How is ASG different from a typical HubSpot agency?
Three ways. First, every engagement is led by a senior practitioner with 10+ years of platform experience. No juniors and no offshore analysts. Second, we’re certified on HubSpot, ActiveCampaign and Eloqua, so our advice isn’t tied to one vendor. Third, we’re operators. We set the plan and build it, alongside your team or end to end.
What types of companies does ASG work best with?
We work best with B2B companies in the $5M–$100M revenue range, including PE-backed firms, mid-market SaaS, healthcare, education, and financial services organizations. Our ideal client has an existing CRM and marketing automation platform that needs serious optimization.
Can you implement the recommendations from a Blueprint 360 audit?
Yes, and this is where most clients see the greatest value. After Blueprint 360, clients usually move to a fixed-fee Build or an ongoing plan such as Revenue Architect or Architect + Crew. Because we did the audit, we already know your stack. The audit fee is typically credited toward that work if you continue within 60 days.
Can't AI do this work now?
AI can do a lot of the building, and we use it for that. It can draft a workflow or an email in minutes. It can’t decide which workflows your business needs, define your lifecycle stages, or answer for it when reporting breaks. That takes someone who knows your business and your platform, and it’s the part we do.
Should we turn on the AI agents in HubSpot or ActiveCampaign?
Usually yes, but not all at once. These agents act on your CRM data, so duplicate records and unclear lifecycle stages lead to wrong answers and wasted credits. We check your data first, turn on the agents that fit, set rules for what they can change, and track what they cost.
Ready to See What's Broken?
Your CRM, Automation and AI Tools Won't Sort Themselves Out
Start with a Blueprint 360 Audit. It gives your leadership team a clear, prioritized roadmap in 15 business days or less. No commitment beyond the audit and no hourly surprises.