Audit
Audit and quick wins
A short, prioritized review of your CRM and marketing automation setup, key workflows, and email templates with a one-page remediation plan you can act on immediately.
Marketing automation
Automation and email services
Commence focuses on HubSpot email, workflows, and automation options tailored for startups and SMBs, all scoped to match your team and budget.
Marketing automation expertise that goes beyond workflows
Effective marketing automation takes more than knowing how to build a workflow. It requires an understanding of the customer journey, the data behind it, and how marketing and sales teams actually use the system.
Commence brings experience across marketing automation, lifecycle strategy, CRM operations, lead management, and campaign execution, with specialized expertise in HubSpot. We also work across other CRM and marketing platforms, helping businesses improve the systems they already use rather than forcing them into a specific technology stack.
When your tools need to work together, we build integrations and automated data workflows using platforms like Zapier to connect your CRM, marketing tools, forms, ecommerce platforms, and other business systems.
We turn that expertise into automation that is practical, measurable, and built to scale — from smarter segmentation and lead nurturing to reliable data, cleaner handoffs, and campaigns your team can confidently manage.
Service options
Pick a practical starting point
How to choose
Which automation approach fits your team?
Start with the area creating the most friction. If campaigns or lead handoffs are slowing you down, begin with an audit or workflow build. If unreliable data is holding back your automation, start with integrations. Not sure? We’ll help you identify the best place to begin.
Common questions about marketing automation
Which HubSpot tiers do you work with?
We work with HubSpot Marketing Hub across tiers. Some advanced automation and reporting features are only available in Professional and Enterprise plans; we’ll scope recommendations based on the features your plan supports and where small changes can have the most impact.
Do you work with CRMs other than HubSpot?
Yes. While HubSpot is one of our areas of expertise, we work with other CRM and marketing platforms as well. We can help improve the systems you already use, connect tools with solutions like Zapier, and build automation around your existing technology stack.
How long does a typical automation project take?
Timelines depend on scope. A focused audit and prioritized fixes can be completed in days; a multi-flow build with integrations typically runs in a few weeks. We define milestones and deliverables during scoping so you know the expected timeline up front.
How do you price HubSpot work?
We offer scoped project pricing for one-off work and monthly retainers for ongoing ops. Exact costs vary by scope, integrations, and required SLAs. If you’d like, we can provide a sample scope-of-work and pricing options after a brief discovery call.
Can you integrate our product events or ecommerce data with HubSpot?
Yes. We connect product events, ecommerce platforms, and analytics into HubSpot workflows. We’ll review your data sources, map events to HubSpot triggers, and recommend reliable patterns for syncing and deduplication.
How do you handle data privacy and security?
We follow secure integration practices: minimal data access, documented field mappings, and recommendations for consent and suppression rules inside HubSpot. If you have specific compliance needs (e.g., GDPR, CCPA), we’ll include them in the scope.
How will we know if automations are working?
We set measurable success criteria (open/click rates, conversion events, lead-to-customer time) and instrument tracking so workflows report on the right signals. We also recommend routine checks and a small set of dashboards for ongoing visibility.