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Sales Funnel + Automation · Done-for-you · On your stack

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.

$8,000
Starting fixed price
6-10 wks
Typical timeline
3.4x
Median LTV gain year one
// engagement spec6 to 10 weeks
Audit + funnel mappingWK 1-2
Current stack audit. Drop-off points mapped. Priority flows scored by revenue impact.
Copy + designWK 2-5
Email and SMS copy written by a strategist. Templates designed for your brand.
Automation buildWK 3-8
Flows built in your ESP or CRM. Segmentation configured. A/B tests wired.
QA + launchWK 8-10
End-to-end testing on real accounts. Staged rollout. 30 days of performance monitoring.
Investment from$8,000fixed price, all flows
Get a quote
30+ funnels automated HubSpot + Salesforce + Klaviyo built-outs Trigger-based not blast-based Tied to revenue not opens
Selected brands under our sales funnel automation programs
Alira HealthDelicate DentalHighTop HealthLifeStanceNC DentalPeaceful Mind PsychologyPEL Rehabilitation MedicineSmile DesignVP DentalArmaninoBSHGovernment Legal ServicesMarmaladeMontegraOxford CapitalPaquin CarrollPCO BookkeepersPeak Accounting SolutionsRiverSaaSRosenbaumStanhope CapitalStella MarisTilghman BuildersToyotaUptimeWillentz
Reviews across 5 platforms
Verified by people who actually paid us.
Trustpilot
4.7/5
★★★★★
25+ verified reviews
CClutch
5.0/5
★★★★★
40+ verified reviews
GGoogle
5.0/5
★★★★★
5+ verified reviews
DDesignRush
4.9/5
★★★★★
29 verified reviews
gGoodFirms
5.0/5
★★★★★
20 verified reviews
What this service does

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.
Outcome 01

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.
Outcome 02

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.
Outcome 03

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."

How we work

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.

01Audit

Funnel map

Current flows audited. Drop-off points identified. Priority scored by projected revenue impact.

Funnel audit + roadmap
02Design

Copy + templates

Copywriter drafts every email and SMS. Designer builds branded templates. Both signed off before automation build.

Copy + design signed off
03Build

ESP configuration

Flows built in HubSpot, Klaviyo, Customer.io, Braze, or ActiveCampaign. Segmentation and A/B tests wired in.

Flows live in staging
04Launch

Staged rollout

Real-account testing. Staged rollout by cohort. 30 days of performance monitoring with weekly written updates.

Flows live + tracked
// What is included

What you actually get from our sales funnel automation.

Fixed scope. Fixed timeline. Fixed outcomes. Each phase below has a defined deliverable, a written sign-off, and a date on the calendar.

yourcrm.com/audit · discovery · week 1 // CHANNEL AUDIT · SCORED VS CONVERSION REVENUE GOOGLE ADS 42 / 100 7 issues · high $ META ADS 58 / 100 5 issues · med $ SEO 36 / 100 9 issues · high $ EMAIL FLOW 54 / 100 4 issues · med $ // CRM BASELINE · DAY-ONE PULL CONVERSIONS · 30D 1,284 REVENUE · 30D $142k CPL BLENDED $84 // 30-PAGE REPORT Written · signed Owner + ops lead · before spend // TOP 3 REVENUE-MOVING FIXES · LOCKED ✓ 01 Fix Google Ads negative keyword bleed +$18k/mo est ✓ 02 Rebuild high-value service page CVR +$11k/mo est ✓ 03 Post-conversion review + winback flow +$7k/mo est Discovery phase mockup: 4 channel audit cards Google Ads 42 Meta 58 SEO 36 Email 54 scored against conversion revenue plus CRM baseline showing 1284 conversions $142k revenue $84 CPL and top 3 revenue-moving fixes locked with projected monthly gains

Full brand audit + CRM baseline in week one.

Week one. Site + ad accounts + review flow + email flow all audited against conversion revenue. Written 30-page report with the top 3 revenue-moving fixes signed off by owner + ops lead before we spend a dollar.

Phase duration
1 week
Sign-off
Top 3 fixes locked
// Deliverables
  • Multi-channel audit
    Google Ads + Meta + SEO + email + review flow all scored against conversion revenue impact.
  • CRM baseline pulled
    CRM + attribution + LTV data captured as day-one baseline.
  • Written 30-page audit
    Every finding, every prioritized fix, every revenue projection in writing.
  • Top 3 revenue fixes locked
    What we do first is signed off, not sprung on you.
yourcrm.com/roadmap · 12-month plan · v1.0 // 12-MONTH QUARTERLY ROADMAP Q1 Q2 Q3 Q4 High-margin service push GOOGLE ADS + LP · +$28k/mo SEO cluster · service hub CLUSTER + SCHEMA · +$19k/mo Email + retention flow WINBACK + REVIEW · +$12k/mo Category expansion NEW VERTICAL · +$22k/mo // PRIORITY SERVICE · PROFITABILITY SORT SERVICE MARGIN Q1 PROJ SIGN-OFF 01 High-value service 72% $84k ✓ locked 02 Core service · recurring 54% $52k ✓ locked Strategy phase mockup: 12-month quarterly Gantt roadmap with high-margin service push in Q1 SEO cluster hub across Q2-Q3 email retention flow and category expansion in Q4 each with revenue projection plus priority service profitability sort table showing 72% and 54% margin services with quarterly projections signed off

12-month roadmap tied to service profitability.

Weeks two through three. 12-month quarterly roadmap sized against priority service profitability. Higher-margin services get prioritized. Every quarter has a written revenue projection so you know what should hit the pipeline.

Phase duration
2 weeks
Output
Quarterly roadmap + rev proj
// Deliverables
  • Quarterly channel roadmap
    Q1-Q4 planned by campaign, cluster, content piece. Every quarter has explicit sign-off gate.
  • Priority service profitability sort
    Highest-margin services first. Category expansion layered as base load.
  • Written revenue projection per quarter
    Q1, Q2, Q3, Q4 targets sized against real market data + capacity.
  • Budget scoping per channel
    How much goes to Ads, SEO, content, email each month. Adjusted quarterly.
yourcrm.com/execution · unified channel dashboard // ACCOUNTABLE STRATEGIST · ONE NUMBER TO CALL JR Jordan Reyes · Strategist All 5 channels · your account ✓ direct line · direct email HANDOFFS BETWEEN AGENCIES 0 zero cross-team blame Attribution built once // LIVE CHANNELS · SAME STRATEGIST GOOGLE ADS $18.4k ✓ JR META ADS $9.2k ✓ JR SEO 42 kw ✓ JR EMAIL 6 flows ✓ JR RETENTION 3 seq ✓ JR // THIS MONTH · UNIFIED VIEW CONVERSIONS 1,842 +18% MoM CLOSED REVENUE $186k +22% MoM CPL BLENDED $62 -26% vs baseline // ONE CALL · ALL 5 +1 · JR direct Execution phase mockup: named strategist Jordan Reyes owning all 5 channels Google Ads Meta SEO Email Retention with zero handoffs between agencies plus unified this-month dashboard showing 1842 conversions $186k closed revenue $62 CPL and one direct number to reach the strategist

Every channel running under one named strategist.

Ongoing month 1+. Google Ads + Meta + Local SEO + review flow + content + email + retention flows all executed by a single accountable strategist. No handoffs between agencies. No cross-team blame. One number to call.

Cadence
Monthly execution rhythm
Team
One accountable strategist
// Deliverables
  • Google Ads + Meta
    Every paid channel run by the same strategist. Attribution built once, not fought over.
  • Local SEO + GBP + citations + schema
    Organic + local + review flow + citations all coordinated as one program.
  • Content + service pages
    Monthly editorial calendar tied to keyword priority + service page conversion leverage.
  • Retention flows
    Winback sequences, post-conversion review requests, follow-up all wired to your CRM.
yourcrm.com/tests · week 14 · CRM-verified // WEEKLY TEST LOG · MEASURED VS CRM CONVERSIONS TEST CHANNEL CRM CONV LIFT STATUS Hero H1 · offer-led Landing page +38 +14% WON Ad copy · pain-first Google Ads +22 +9% WON Keyword add · long-tail SEO +11 +4% WON Review request · day 2 Email flow +16 +7% WON Retention cadence · 14d Retention -3 -1% LOST // THE NUMBER THAT PAYS YOUR BILLS CRM CONVERSIONS · WK 14 +84 net CLICKS · NOT MEASURED clicks ≠ revenue 4 WON · 1 LOST shipped next week Optimization phase mockup: weekly A/B test log across landing page Google Ads SEO email flow and retention with CRM conversion counts and lift percentages, 4 wins 1 loss all measured against CRM conversions not clicks, showing the number that pays your bills is +84 net CRM conversions in week 14

Weekly testing tied to CRM-verified conversions.

Every week. Cross-channel testing tied to CRM-verified conversions. Ad copy, landing page CVR, keyword targeting, review request timing, retention cadence - every test measured against the number that pays your bills.

Cadence
Weekly test cycles
Attribution
CRM-verified - not clicks
// Deliverables
  • Cross-channel attribution
    Every conversion tagged to the click, keyword, or retention trigger that drove it.
  • Weekly written test notes
    What we tested last week, what won, what shipped this week.
  • Landing page + conversion-flow CVR iteration
    A/B tests on hero, offer, form - measured against conversions, not form fills.
  • Budget shifting between channels
    If SEO is compounding faster than PPC, budget moves. Every shift signed off in the monthly report.
yourcrm.com/qbr · Q3 review · owner + ops // Q3 REVENUE ATTRIBUTION · CRM-VERIFIED CHANNEL CONVERSIONS CLOSED $ CPA SHARE Google Ads 1,842 $248k $32 38% SEO 1,124 $184k $14 28% Meta Ads 862 $96k $28 14% Email + Retention 648 $132k $6 20% TOTAL · Q3 CLOSED REVENUE $660k +31% QoQ // Q4 BUDGET ALLOCATION · GROUNDED IN CRM + CAPACITY GOOGLE ADS · +12% $21.6k/mo SEO · +8% $9.8k/mo META · flat $8.4k/mo EMAIL + RETENTION · +4% $5.2k/mo ✓ Owner sign-off ✓ Ops lead sign-off Q4 LOCKED Growth phase mockup: Q3 revenue attribution table by channel showing Google Ads $248k SEO $184k Meta $96k Email + Retention $132k total $660k closed revenue up 31% QoQ, then Q4 budget allocation per channel grounded in CRM plus capacity with owner sign-off and ops lead sign-off buttons and Q4 locked stamp

Quarterly scale reviews tied to real revenue.

Every 90 days. Quarterly review with the owner + ops lead showing what conversions drove, what closed revenue looks like, what next-quarter budget should be. Scale decisions grounded in your CRM + capacity, not agency spend targets.

Cadence
Quarterly scale review
Metric
Revenue + capacity
// Deliverables
  • Quarterly revenue attribution
    This quarter: conversions by channel, revenue from marketing, cost per conversion - all CRM-verified.
  • Scale-to-capacity model
    Ad spend + content velocity sized against your capacity + throughput.
  • Next-quarter budget locked
    Explicit sign-off on next quarter allocation across channels.
  • Year-over-year growth report
    12-month rolling report showing revenue growth, CAC trend, LTV trend.
Why teams pick us

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.
Reason 01

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.
Reason 02

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.
Reason 03

On your existing stack.

HubSpot, Klaviyo, Customer.io, Braze, ActiveCampaign, or Marketo. We build on what you already pay for.

Who this is 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 <span class=Segment 01

DTC ecommerce brands with $500K to $10M ARR.

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Segment 01

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.
Segment 02

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.
Segment 03

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.

By the numbers

What Sales Funnel + Automation Actually Moves.

Median LTV lift
0x
Median customer lifetime value gain across active accounts in year one.
Median abandon recovery
0%
Cart or trial abandon revenue recaptured through rebuilt flows on median.
Median revenue per subscriber
0%
Median revenue-per-subscriber gain across active ecommerce engagements.
Automation FAQ

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.

What we will not do

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.
01 · Never

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.
02 · Never

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.
03 · Never

No launch without deliverability audit.

Bad deliverability kills every flow. We audit sender reputation, authentication, and list hygiene before we build a single automation.

Selected work

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.

Healthcare · Orthodontic Network
0%
booked consult growth

Canada's largest orthodontic network replaced uncoordinated paid spend with conversion-first, capacity-aligned, multilingual campaigns across 65+ clinics.

Booked consults
0
Cost per consult
−58%
SaaS · Subscriber Tool
0%
activation growth in 90 days

Funnel rebuilds, automated drip campaigns, and a 4-channel launch grew activation 300% and drove 400+ daily subscribers post-launch.

Activation rate
0
Launch-week customers
3K
Ecommerce · Reusable Tablets
$0
cost per conversion at scale

A pioneering reusable-writing-tablet brand cut acquisition costs to $31 per conversion and grew conversions 11% on $650K in managed ads.

Conversion rate
0
Cost per sale
$31
Get started

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.

Dedicated strategist on the call
Direct answers
Written recap included
Primary path

Book your free audit.

Drop your email. A strategist reviews your funnel and books the 30-minute audit within one business day.

  • This field is for validation purposes and should be left unchanged.
Free for growth-stage brands doing $500K+ annual revenue. We respond within 4 business hours.
Avg audit-to-fix time
14 days
Brands served since 2021
300+
Client retention past year one
94%