"They kept the process simple and focused. Understood our goals as a dental practice and stayed focused on improvements that would make the website and ad campaigns more effective."
Sales Funnel and Automation
to Recover Lost Revenue.
Done-for-you sales funnels and automation on the stack you already run. HubSpot, Klaviyo, Customer.io, or Braze. We rebuild cart, trial, and consult abandon flows so you recover the revenue your current setup drops. One owner runs the whole build.
Every Lead, the Right Touch,
at the Right Time.
Most brands leave 30 percent of possible revenue in unopened emails and untriggered flows. A sales funnel design agency that does automation right recovers that. Not more sends. Better sends. Triggered by real behavior, segmented on real intent, written by copywriters who have run CRM automation services in your ESP.
Cart, trial, and consult abandon recovery.
The lowest-hanging revenue in every ecommerce or SaaS funnel. We rebuild the flows that catch users mid-drop-off with the right message at the right delay.
Lifecycle segmentation that actually segments.
Not "all subscribers." Real cohorts based on purchase history, engagement, and predicted lifetime value. Different content per cohort.
Analytics and revenue attribution wired in.
Every flow tracked to revenue in GA4 and your ESP. You see which sequence produced which dollars. Not "opens" and "clicks."
Four stages.
Audit to launch on your existing stack.
Same rhythm across every automation engagement. Each stage ends in a written deliverable and a working flow.
Funnel map
Current flows audited. Drop-off points identified. Priority scored by projected revenue impact.
Copy + templates
Copywriter drafts every email and SMS. Designer builds branded templates. Both signed off before automation build.
ESP configuration
Flows built in HubSpot, Klaviyo, Customer.io, Braze, or ActiveCampaign. Segmentation and A/B tests wired in.
Staged rollout
Real-account testing. Staged rollout by cohort. 30 days of performance monitoring with weekly written updates.
Three Reasons
Beat generic automation consultants.
Most automation shops copy templates and set send times. We rewrite the strategy first, then the flows.
Named strategist writes every flow.
Not a template. Not an intern. The strategist who ran your audit writes every email and SMS.
Fixed price, no per-send billing.
From $8,000 fixed. No percent-of-send-volume markup. No hourly billing on the build.
On your existing stack.
HubSpot, Klaviyo, Customer.io, Braze, ActiveCampaign, or Marketo. We build on what you already pay for.
The Fit Below Tells You
in 60 Seconds Whether the Call Is Worth Booking.
Sales funnel and automation moves the number most for three types of businesses.
DTC ecommerce brands with $500K to $10M ARR.
You have Klaviyo or Shopify Email set up but flows are basic. Cart abandon is one email. No post-purchase, no winback, no VIP segmentation.
B2B SaaS teams with trial-to-paid gaps.
HubSpot or Customer.io in place. Trial-to-paid conversion below 25 percent. No trial nurture, no expansion flows, no dormant-account reactivation.
Professional services with consult booking.
Consult booking system in place. But no confirmation sequence, no show-up nurture, no post-consult follow-up. Revenue drops out of every stage.
Funnel + Automation
Questions Answered.
If your question is not here, book the 30-minute call. A strategist answers directly.
What does sales funnel and automation include at Redefine Web?+
Sales funnel and automation at Redefine Web includes funnel strategy, lifecycle flow design, ESP or CRM build, deliverability audit, copywriting, and post-launch optimization. Every engagement covers strategy, build, and measurement under one team.
- Funnel map (from first touch to closed revenue).
- Lifecycle flows (welcome, nurture, abandonment, win-back, VIP).
- ESP or CRM setup (Klaviyo, HubSpot, Customer.io, Braze).
- Segmentation strategy.
- Copywriting for every email and SMS.
- Deliverability audit and remediation.
- A/B testing framework.
- Revenue attribution and reporting.
Every flow ties to a revenue number in weekly reports so pipeline contribution stays visible.
Which ESPs and CRMs do the marketing automation services support?+
Redefine Web marketing automation services build on Klaviyo (primary for ecommerce), HubSpot (B2B), Customer.io, Braze, ActiveCampaign, Marketo, Iterable, and Salesforce Marketing Cloud. We build on your existing stack. No migration required unless you want one.
- Klaviyo for DTC and Shopify ecommerce.
- HubSpot for B2B SaaS and professional services.
- Customer.io for product-led SaaS with event-driven triggers.
- Braze for enterprise lifecycle with mobile push.
- Iterable for cross-channel enterprise.
- Marketo or Salesforce Marketing Cloud for enterprise B2B with existing lock-in.
If your stack is not listed, we probably still run on it. First call clarifies.
How much does sales funnel and automation cost?+
Sales funnel and automation at Redefine Web starts at $8,000 fixed for the Essential package (5 core flows), $18,000 for Growth (12 flows + segmentation), and $35,000 for Scale (unlimited flows + lifecycle orchestration). All pricing is fixed, no percent-of-send markup.
- Essential ($8,000): 5 core flows (welcome, abandoned cart, browse, post-purchase, win-back).
- Growth ($18,000): 12 flows plus segmentation strategy plus deliverability audit.
- Scale ($35,000): unlimited flows plus lifecycle orchestration plus cross-channel triggers.
Ongoing optimization retainer from $2,500/mo. Migration off an existing ESP is quoted separately.
How long does the sales funnel design agency take to launch?+
Essential launches in 6 weeks. Growth in 8 weeks. Scale in 10 weeks. Every sales funnel and automation project runs on a signed timeline with no open-ended discovery.
- Week 1, funnel mapping and audit of current setup.
- Weeks 2 to 3, ESP or CRM setup and segmentation.
- Weeks 3 to 6, flow build and copywriting.
- Weeks 6 to 8, QA, deliverability testing, review cycles.
- Weeks 8 to 10, launch and monitoring.
Client approval on copy is the most common delay, so we set weekly copy review windows so nothing hides.
Do you write the copy for the automation flows?+
Yes. A copywriter drafts every email and SMS in the sales funnel and automation build. You review, we revise, you sign off before flows go live. Copy is the point.
- Brand voice guide referenced or built during discovery.
- Benefit-forward subject lines with 30 to 50 character range.
- Body copy at 6th grade reading level.
- Every CTA measured against a specific micro-conversion.
- SMS under 160 characters.
Revision rounds included: 2 rounds per flow on Essential, 3 rounds on Growth, unlimited on Scale. Copy that fails deliverability tests (spam-trigger words, poor formatting) gets rewritten at no charge.
How do you measure success on sales funnel and automation?+
Revenue attributed to each flow, tracked in your ESP and GA4. Not opens and clicks. Redefine Web reports on which sequence produced which dollars in weekly written reports.
- Revenue attributed (last-touch and multi-touch).
- Placed-order rate and conversion rate.
- Average order value per flow.
- Deliverability metrics (inbox placement, bounce, complaint).
- Engagement metrics (open, click, unsubscribe) as diagnostic, not primary.
Compared against baseline pre-engagement. Compared against vertical benchmarks. Reported weekly during the first 90 days, then monthly.
Can you handle SMS in the CRM automation services?+
Yes. CRM automation services at Redefine Web include SMS on Klaviyo SMS, Attentive, Postscript, or Twilio. Every flow uses the right channel per cohort.
- TCPA-compliant consent capture on every opt-in flow.
- STOP and HELP handling wired for every keyword.
- A/B testing on send-time and message body.
- Cross-channel throttling so a user does not get an email plus SMS plus push in the same hour.
- Revenue attribution on SMS through the ESP or Attentive dashboard.
SMS deliverability monitored separately (carrier filtering rules change quarterly, so we recheck).
What about deliverability?+
A deliverability audit is included in every Redefine Web sales funnel and automation engagement. Domain authentication, list hygiene, sender reputation, and engagement segmentation. Inbox rate improvement measured against baseline.
- SPF, DKIM, DMARC records verified and remediated.
- BIMI record where feasible.
- List hygiene sweep (bounce cleanup, engagement segmentation).
- Sender reputation review (Google Postmaster, Microsoft SNDS).
- Warm-up sequence for new sending domains or IPs.
- Ongoing engagement re-segmentation to protect sender score.
Post-launch inbox placement tested through Litmus or GlockApps.
Do the marketing automation services include ESP migration?+
Yes on request. Full audit, template rebuild, list segmentation, and cutover with zero send gaps. ESP migration is charged separately from the flow build.
- Mailchimp to Klaviyo (DTC).
- Constant Contact to HubSpot (B2B).
- ActiveCampaign to Customer.io (product-led SaaS).
- Klaviyo to Braze (scaling ecommerce past $10M ARR).
- HubSpot to Marketo (enterprise).
Every migration includes a written playbook so your team can extend or reverse it. Cutover happens on a weekend with zero send gaps. Migration pricing runs $6,000 to $25,000 depending on list size, template count, and integration complexity.
What happens after the sales funnel and automation launch?+
After launch, a monthly optimization retainer from $2,500/mo covers A/B testing, new flow additions, and performance reporting. Or Redefine Web hands off with full documentation and your team runs it. Both paths work.
Optimization retainer scope:
- 2 A/B tests running at all times across the flow stack.
- 1 new flow built per quarter.
- Weekly deliverability and engagement monitoring.
- Monthly written report on revenue attribution.
- Quarterly business review with the full flow performance breakdown.
Handoff includes: written playbook per flow, copy library, segmentation logic documentation, deliverability runbook, weekly send calendar template.
Do you build funnels for B2B pipelines too?+
Yes. Redefine Web builds B2B sales funnel and automation programs for SaaS, professional services, and manufacturing. HubSpot or Salesforce automation, LinkedIn Ads intake, and lifecycle nurtures against a longer buying cycle.
- MQL to SQL to opportunity to closed-won mapped in HubSpot or Salesforce.
- Nurture sequences for stalled deals (14-day, 30-day, 60-day silence flags).
- ABM sequences for target accounts with buying committee mapping.
- Sales enablement content triggered by CRM stage.
- Attribution wired to closed revenue, not lead volume.
B2B funnel builds run $12,000 to $40,000 depending on team size and CRM complexity.
Three Commitments
Most Agencies Refuse to Make.
Written into every engagement letter. The differences between agencies show up in the contract, the invoice, and the way change requests get handled six weeks in.
No percent-of-send-volume billing.
The cost is the cost. No markup that scales with your list size or send volume.
No template rip-offs.
Every flow written from scratch for your brand voice, product, and audience. No dropping industry templates into your ESP.
No launch without deliverability audit.
Bad deliverability kills every flow. We audit sender reputation, authentication, and list hygiene before we build a single automation.
What real clients say about the work.
Every quote below is verified by Clutch through a direct call with the client. No cherry-picking.
Real clients,
real numbers, no made-up metrics.
Each engagement delivered in the last 18 months. Every breakdown includes the diagnosis, the fix, and the 90-day trajectory.
Canada's largest orthodontic network replaced uncoordinated paid spend with conversion-first, capacity-aligned, multilingual campaigns across 65+ clinics.
Funnel rebuilds, automated drip campaigns, and a 4-channel launch grew activation 300% and drove 400+ daily subscribers post-launch.
A pioneering reusable-writing-tablet brand cut acquisition costs to $31 per conversion and grew conversions 11% on $650K in managed ads.
Book a free 30-minute
Sales Funnel + Automation audit.
Senior strategist on the call. Three specific fixes you can apply, with or without us. Written summary in your inbox the next business day.
Book your free audit.
Drop your email. A strategist reviews your funnel and books the 30-minute audit within one business day.






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