If you own an MSP, “marketing automation” isn’t a software logo—it’s how fast a live human from your team follows up with a genuine buyer. The standard is simple: median speed‑to‑lead under five minutes across forms, chat, calls, and your scheduler. We’ll wire the stack and sequences; your role is to approve the rules, name owners, and ensure we adhere to the gates. When speed improves, the meeting rate by source goes up, and the pipeline stabilizes. (This is Stabilize‑grade work inside Triage → Growth Engine.)
Measure the time from when a qualified inquiry hits your system to the first human touch—call, reply, or confirmed meeting. Track it by channel (Organic/GBP, Paid, Direct/Brand) and by mechanism (form, chat, call, scheduler). Report two numbers weekly: speed‑to‑lead and meeting rate by source. That one‑pager makes decisions obvious: keep, fix, or scale.
You don’t need twelve tools. You need the right ones talking to each other with clear ownership.
Alerts that get answered: instant notifications to the assigned owner for any MQL. If untouched in five minutes, alert a backup. Night mode routes to a scheduler rather than a dead phone.
Welcome + fast‑follow sequences:
Identity & deliverability hygiene: SPF/DKIM/DMARC passing, suppression of unengaged contacts after 90 days, and a clean preference center. Deliverability is the oxygen for your speed‑to‑lead engine.
Automation fails if the landing page doesn’t match the promise. Each campaign and profile should send clicks to a best‑match conversion page with a clear CTA, short form, and a thank‑you step that sets expectations. Google Business Profile “Website/Appointment” must route to that same page with UTMs—not the homepage. This is how you turn Zero Click attention into booked conversations.
Days 1–3 — Baseline & blockers
Days 4–7 — Routing & alerts live
Days 8–10 — Page & scheduler hardening
Days 11–14 — Prove lift & lock the cadence
Automation is a management system as much as a tech stack. You approve: (1) the MQL/SQL definition, (2) routing rules, escalation, and after‑hours handling, (3) the tone of the sequences—plain English, short, outcome‑oriented, and (4) the weekly one‑pager where you see speed‑to‑lead and meeting rate by source at a glance. Hold the line, and the pipeline becomes predictable.
In Diagnose, we baseline speed‑to‑lead, routing failures, and missing UTMs. Stabilize ships the fixes you just read—alerts, routing, page match, and sequences. Strategize turns those into a 30/60/90 plan and folds automation into your Growth Engine cadence alongside SEO, PPC, content, website, social proof, and Zero‑Click plays.
Ask us to run the 14‑day automation sprint, wire the acceptance gates into your weekly executive view, and then roll the pattern across your top service pages and campaigns as part of the Growth Engine. If speed‑to‑lead isn’t under five minutes yet, this is the fastest lift you can buy.
Sub‑5‑minute speed‑to‑lead starts here.
Explore Marketing Automation, Reporting & Analytics, Website Design & Optimization, PPC Advertising, and Zero Click Influence.
Measure the time from a qualified inquiry hitting your system to the first human touch (call, reply, or booked meeting). Track by source and by mechanism (form, chat, call, scheduler) and review it weekly with meeting rate by source.
One CRM as the system of record, form/chat/scheduler that write to it in real time, alerting with a five‑minute escalation, and short welcome + nurture sequences. Fancy add‑ons can wait until these basics are reliable.
Five or fewer: name, work email, company, phone, and one context field. Map fields to the CRM, validate quickly, and use a thank‑you step that sets next steps and fires the right goals.
Route to a scheduler with next‑morning callbacks, and fire a confirmation email that sets expectations. After hours is not a dead end—set rules and ensure alerts hit a backup owner.