How is this different from your Marketing service?

Marketing generates demand, the channels, content, and campaigns that create leads. Marketing automation is the operations behind it: the CRM, scoring, nurture, and funnel that manage those leads once they exist. They are built to work together but they are distinct jobs.

Do we need all three pieces?

Not at once. Many teams start with the CRM, because scoring and nurture need clean data underneath them, then layer on scoring and funnel architecture as the pipeline grows. We scope to where the leak is now.

Will automated marketing sound like a robot wrote it?

It does if you let the model write and publish unsupervised, which is why we do not. The automation handles the repetitive assembly, routing, and follow-up. A person owns the voice and approves anything a customer sees.

Which CRM do you work with?

The one that fits your motion and budget. We work across the common CRMs rather than pushing a single platform, and we would rather optimise the one you already run than charge you for a migration that solves nothing.

How do we know it is actually working?

We wire the measurement before the automation, not after. If we cannot tell you what a workflow changed in pipeline or hours saved, we have not finished building it.

AI OPERATIONS

marketing automation that runs the buyer journey

Marketing automation at Unbound builds the system that moves a lead through the funnel without manual chasing. We set up and optimise the CRM, score and nurture leads automatically, and architect the funnel so the right message reaches the right person at the right moment. The team stops doing by hand what the system should run on its own.

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All of ai operations

WHAT THIS IS

A lean go-to-market team cannot manually track every lead, decide who is ready, and send the right follow-up at the right time. Things fall through the cracks, and the team either misses warm buyers or burns hours chasing cold ones. We build the operational backbone, the CRM, the scoring, and the nurture, that runs the buyer journey automatically and tells the team exactly where to spend its human attention.

This is the operations behind demand, distinct from the demand programs themselves, which sit in Marketing. We build the system that captures, scores, routes, and nurtures the leads that marketing and business development generate, so the pipeline is managed by a process rather than by whoever remembers to follow up. We keep a human in the loop on the moments that decide a deal.

WHAT IT COVERS

the work, specifically

01

crm setup and optimization

CRM setup and optimisation at Unbound turns the CRM into a system the team trusts. We design the data model, build the pipeline stages and automations, and clean the records, so the CRM reflects reality instead of being a graveyard of stale data. A CRM the team actually uses is the foundation every other automation depends on.

CRM data model and pipeline stage design
Field, record, and deduplication cleanup
Stage automations and task creation
Pipeline and forecast views for the team

02

lead scoring and nurture

Lead scoring and nurture at Unbound tells a small team where to spend its attention. We build the scoring that flags who is ready to talk and the automated nurture that keeps everyone else warm until they are. Sales stops guessing and chasing cold leads, and the warm ones stop slipping through because nobody followed up in time.

Lead scoring model based on fit and behaviour
Automated routing of ready leads to the team
Nurture sequences for leads that are not yet ready
Triggered follow-ups on real buying signals

03

funnel architecture

Funnel architecture at Unbound designs the whole path from first touch to closed deal. We map the stages, triggers, and handoffs so a lead moves through capture, qualification, nurture, and sales without falling into a gap. A well-architected funnel is what lets scoring, nurture, and the CRM operate as one system instead of disconnected parts.

End-to-end funnel and stage map
Capture, qualification, and handoff definitions
Triggers and automations between stages
Sales-and-marketing handoff rules

IN PRACTICE

Marketing automation is the operational layer beneath demand. Where Marketing generates the leads, this is the system that captures, scores, and nurtures them, so the pipeline runs on a process rather than on whoever remembers to follow up.

MARKETING AUTOMATION FAQ

questions, answered

Marketing generates demand, the channels, content, and campaigns that create leads. Marketing automation is the operations behind it: the CRM, scoring, nurture, and funnel that manage those leads once they exist. They are built to work together but they are distinct jobs.

WHERE WE DO THIS

Fintech AI

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Tell us what you are building and where you want to go. We reply within 24 hours.