Client Testimonials

Since 2015 dozens of technology, software and service businesses have trusted the Automation Strategy Group as their go to Marketing Automation and CRM consultant.

Brands We’ve Worked With

Advent Moves People

Here is what Susan Safer, Senior VP of Marketing at Advent Moves People says about working with The Automation Strategy Group.

Advent’s marketing model is built on research-driven storytelling. Their insights power thought leadership, audience engagement, and commercial conversations. To support that model, their ActiveCampaign and Salesforce systems needed more than basic automation. They required structure, visibility, and tighter alignment between marketing activity and revenue outcomes.

The Automation Strategy Group re-engineered their automation framework so it actively supported growth instead of simply executing campaigns. By strengthening system architecture, improving data integrity, and simplifying operational logic, the team created a connected system that marketing and sales could rely on with confidence. The result was clearer pipeline visibility, stronger alignment, and automation that directly supported business performance.

Advent Moves People

Here is what Susan Safer, Senior VP of Marketing at Advent Moves People says about working with The Automation Strategy Group.

Just Mind LLC

Here is what William Schroeder, Co-Director from Just Mind LLC, says about working with The Automation Strategy Group.

As a growing organization, Just Mind needed more structure across its sales and marketing efforts. Processes were in place, but systems were not fully aligned. Reporting lacked clarity, handoffs were inconsistent, and the team was spending time managing tools instead of focusing on clients.

The Automation Strategy Group brought order to that complexity. By refining workflows, improving CRM structure, and simplifying automation logic, they helped the team operate with greater confidence and efficiency. The result was a clearer operating rhythm, stronger coordination between teams, and systems that supported growth instead of slowing it down.

Option Alpha

Here is what Kirk Du Plessis, Founder of Option Alpha, says about working with The Automation Strategy Group.

Option Alpha was navigating a significant CRM transition, a moment where operational missteps could easily disrupt customer experience and internal momentum. The challenge was not just technical migration, but ensuring the new structure reflected how the team actually worked day to day.

The Automation Strategy Group approached the transition with discipline and care. They mapped processes carefully, reduced unnecessary friction, and ensured the new system supported scale without adding operational burden. The end result was a stable foundation built for growth, with minimal disruption and long-term clarity.

Option Alpha

Here is what Kirk Du Plessis, Founder of Option Alpha, says about working with The Automation Strategy Group.

Agiliron

Here is what Satish Menon, CEO of Agiliron, says about working with The Automation Strategy Group.

Agiliron faced increasing complexity within its marketing automation and CRM processes. Over time, layers of workflows and campaigns had created confusion rather than clarity. Performance was difficult to measure, and operational inefficiencies were slowing execution.

The Automation Strategy Group stepped in to untangle that complexity. They streamlined automation logic, clarified reporting structures, and rebuilt systems to focus on measurable performance. What emerged was not just cleaner automation, but a disciplined framework that supported predictable execution and stronger business outcomes.

Ready to Turn Your Marketing Automation & CRM Into a Revenue Engine?

Book a free strategy session to uncover gaps in your automation, CRM structure, and reporting. We’ll share clear, practical recommendations tailored to your business.

Client Testimonials

Brands We’ve Worked With

Advent Moves People

Just Mind LLC

Option Alpha

Agiliron

Ready to Turn Your Marketing Automation & CRM Into a Revenue Engine?

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