/ In practice
Featured work
Partnify · Leads & salesLead segmentation and marketing automationSales only on relevant leads
Partnify · Tracking & dataClosed loop with HubSpot and MetaMeta learns which leads become customers
Klimaatgroep Holland · Leads & salesSales intelligence per sectorPer sector ready for the account manager
DBT-Energie · WebsitesB2B quote funnelTailored quote in a few steps
Eerlijk Energielabel · WebsitesRequest form with API integrationsInstantly your current label and an appointment/ Review
“Templari started three years ago as a start-up in the installation sector. We were doing something with online marketing, but we were not clear ourselves on what we were doing. Until we met AOA. AOA impressed us right away: they have nerve, they are strategic and they bring a good dose of creativity. Together we dived back into our market from scratch, from the perspective ‘What would we do if we could start all over again today?’. That was exactly the fresh look we needed. Together we made a new plan. AOA launched a smart campaign that draws the right people to our website. Thanks to a handy tool we can now see in real time who is on our website and which pages they view, which helps our sales team spot warm leads and get in touch at the right moment. No more cold calling, but more targeted and personal. What really sets AOA apart for us is the clarity of their communication: they make exactly clear what they do and actively take you through the whole process and the next steps. They are always available for a quick chat, to explore playful angles or for a brainstorm. So they not only offer top service in online marketing, they also come up with surprising, creative offline ideas! They want to think along as if they are part of the team, and that works for us. We are now so enthusiastic that we are starting social campaigns too.”
/ Behind the scenes
Marketing automation in HubSpot: from enquiry to sales meeting
We connect the systems you already have. Every step in the route has its own tool, and they hand the lead to each other.
/ Our approach
How we handle outsourced marketing automation
We work in four steps.
The monthly report shows per lead where it came from, who picked it up and what happened. In our projects the gain from marketing automation is rarely more emails and almost always the route from lead to the right account manager.
We mostly work in HubSpot, but build just as well in the CRM you already have. Which companies show interest before they fill in a form, we pick up with sales intelligence and connect to the same route.
- 01
One place for every lead
Forms, ads, LinkedIn and website visits land in one place in your CRM. Nobody retypes an enquiry anymore.
- 02
Enrich with company data
We add company name, sector, size and the pages visited, so sales knows who is calling before they call.
- 03
Route to the right account manager
Based on rules you agree with sales, the lead goes to the right person, with a task and a deadline.
- 04
Follow up and report back
Who is not ready yet gets email at the right moment. Who is ready gets a call. Every outcome goes back to marketing.
Outsourcing marketing automation: how we work together
The person you speak to also builds the automations; there is no junior in between. Once a month we go through with marketing and sales which leads came in, where they landed and what changes the month after.
From you we need access to your CRM and your website, and a sales team willing to shape the follow-up rules. The CRM stays yours, with all the data in it.
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/ Contact
Get in touch
Tell us how leads come in today and who follows them up. We will get in touch within one working day and put together a free proposal. You are also welcome to visit us in Groningen.
Request a free proposal
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/ FAQ
Questions about outsourcing marketing automation
What is an example of marketing automation?
An example of marketing automation in B2B: a buyer views your pricing page three times, the system recognises the company, enriches it with sector and size, and sets a task for the account manager of that region. They call the same day. Without automation that visit would never have been noticed.
What are marketing automations?
Marketing automations are rules that make your systems act on what someone does: filling in a form, viewing a page, opening an email. The action can be an email, but also a task for sales, a change in the CRM or a message in a chat channel. In B2B the most valuable automations sit between marketing and sales.
What does outsourcing marketing automation cost?
Outsourcing marketing automation costs the licence of your tool plus the work to set it up and maintain it. What is sensible depends on the number of sources, the number of people in sales and the state of your CRM today. We work it out together in a first meeting.
Do you only work in HubSpot?
No. We mostly work in HubSpot, but build just as well in the CRM you already have. We make integrations with tools such as n8n and webhooks, so your existing systems simply stay in place.
Who owns the CRM and the data?
You do. We work in your account and everything we set up stays there, even if the collaboration ends. You can always see what was built and why.
What do you need from us?
Access to your CRM and your website, and a sales team willing to agree when a lead is theirs. Those agreements matter more than the tool: without rules the system routes to an empty chair.
What does outsourcing marketing automation mean?
You put the building and upkeep of your automations with a team that works in them every day. That team connects your website, your ads and your CRM, so a lead is no longer retyped by hand and nobody has to guess who picks it up.
Marketing automation is often confused with email marketing. Email is one of the outcomes. The core is that your systems act on what a company does: views a page, fills in a form, opens a message.
What makes marketing automation in B2B different from a webshop:
- There are few leads and they are worth a lot, so each lead deserves its own route rather than a mass flow.
- Several people from the same company show interest, and they belong together in the CRM.
- Sales has to follow up the lead, so the automation ends with a person, not with an email.
That is why we build automations around the sales process. It fits the way we work, from buying signal to sales meeting, where marketing and sales share one system.