Marketing Automation Services | New Age Consulting
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Core Services

Everything You Need to Run Marketing on Autopilot

Four disciplines, one connected system — built and maintained by consultants who know the platforms inside and out.

System Setup & Integration

We connect your marketing platform to your CRM and the rest of your stack so data flows cleanly in every direction. No more disconnected tools, duplicate records, or leads that fall through the cracks.

Workflow Design

We build the engine behind your marketing: automated email sequences, lead-scoring models, and audience segmentation rules that nurture prospects and hand sales the leads most ready to buy.

Performance Tracking

We stand up the dashboards and reporting that show what's actually working — so every campaign is measured, every dollar is accountable, and your ROI is visible at a glance.

Team Training

We teach your people how to run and maintain the platform safely and confidently, so your investment keeps delivering long after the setup is done.

01 / System Setup & Integration

One connected stack, not a pile of disconnected tools

Most teams don't have a marketing automation problem — they have an integration problem. Forms, ad platforms, your CRM, and your email tool all speak slightly different dialects, and leads get lost in the gaps. We map your stack, connect the pieces properly, and put a single source of truth in place.

What's included
Audit of your current marketing and sales tools
Two-way CRM sync with Salesforce or your platform of choice
Field mapping and deduplication rules
Ongoing monitoring so data stays clean after handoff
What's included
Multi-step nurture sequences by lifecycle stage
Lead-scoring models weighted to your actual buyers
Behavioral and firmographic segmentation rules
Sales handoff rules so reps get leads at the right moment
02 / Workflow Design

The engine that nurtures leads while you sleep

A workflow is only as good as the logic behind it. We design the sequencing, scoring, and segmentation rules that decide who hears from you, when, and with what message — so prospects move toward a decision instead of going cold in a static list.

03 / Performance Tracking

Know what's working before you spend another dollar

Most teams can tell you what they spent. Few can tell you what it returned. We build the dashboards and attribution reporting that connect campaigns to pipeline, so budget decisions are based on evidence instead of instinct.

What's included
Campaign and channel-level reporting dashboards
Revenue attribution tied to your CRM pipeline
Automated alerts when key metrics move
Monthly review of what to scale, fix, or cut
What's included
Live and recorded platform training sessions
Documented playbooks for common tasks and edits
Guardrails so workflows aren't broken by accident
A direct line to us for questions after handoff
04 / Team Training

Confidence that outlasts the engagement

A system your team is afraid to touch isn't really automated — it's just a black box. We hand off working knowledge, not just working software, so your people can make changes, troubleshoot issues, and keep the system delivering long after we're gone.

How It Fits Together

Four Services, One System

These four disciplines are sold separately and almost never work separately. Integration without workflow design gives you clean data nobody acts on. Workflows without tracking give you activity you cannot defend at a budget meeting. Tracking without training gives you dashboards that go stale the month after we leave. Most engagements touch all four, weighted toward whichever layer is currently costing you the most — which is exactly what the discovery phase of our process is for.

Where that lands in practice varies by business. A firm losing inbound leads to slow follow-up needs routing and instant-response sequences first. A brand with a large, unsegmented list needs data hygiene and segmentation before a single new campaign is worth building. A team whose sales and marketing numbers disagree needs the CRM layer rebuilt before any score will be trusted. The use cases page walks through several of these situations in detail, including what we built and what changed as a result.

On sequencing, our bias is toward the smallest build that produces a measurable result inside the first month, then reinvesting that credibility into the larger program — the logic we lay out in which marketing tasks to automate first. And because the CRM is where every one of these services eventually meets, keeping marketing and sales data in one place is treated as foundational rather than optional.

Questions About Scope and Engagement

Can we hire you for just one of the four services?

Yes. Plenty of engagements start with integration alone, or with a training sprint for a team that already owns a working platform. We will tell you honestly if fixing one layer without the others is unlikely to move your numbers.

Which platforms do you work in?

Primarily HubSpot, Marketo Engage, Salesforce, Klaviyo, Mailchimp, and ActiveCampaign, plus the CRMs and analytics tools around them. If you run something less common, we will look at it during discovery and say plainly whether we are the right team for it.

How is pricing structured?

Project-based for builds, with a written scope and fixed fee agreed before work starts. Ongoing optimization and campaign support run on a monthly retainer. There is no charge for the initial consultation or recommendation.

Do you take over an existing broken setup?

Frequently. Inheriting a half-configured platform is one of the most common ways we start. Discovery documents what exists, what is safe to keep, and what needs rebuilding before anything gets touched.

Ready to put these services to work?

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New Age Consulting Group, LLC helps businesses set up, optimize, and manage the software behind modern marketing — automating repetitive work, generating better leads, and maximizing return on every marketing dollar.

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