Services / Data & Automation / Marketing Automation
Workflows that give sales hours back — without the spam accusation.
Marketing automation isn't "send more emails" — it's the right message at the right time, on purpose. I build flows that raise conversion and customer lifetime value instead of spamming inboxes.
Trigger-based
Reacting to user behaviour — not a mass newsletter into the blue. Welcome, abandoned cart, re-engagement.
Personalization in moderation
Segments that make sense. Instead of 50 variables, I use the 3–5 that make a real difference.
GDPR-compliant
Double opt-in, documented consents, EU hosting. Avoiding newsletter cease-and-desist letters.
What you can book
Six building blocks, individually or as a package
Use-case mapping first. Flows come only once it's clear which action has which ROI.
MA audit
Existing flows, open/click rates, spam score, deliverability, list hygiene. Output: a map.
Use-case mapping
Which flows are worth it (welcome, abandoned cart, win-back). Effort-vs-value prioritisation.
Flow design
Triggers, splits, touch sequences, exit conditions. A visualised plan before the build.
Tool setup
Klaviyo, HubSpot, Customer.io, ActiveCampaign. Setup, integration, sender domain (DKIM/SPF).
Content templates
Email templates, subject-line library, body templates. Your marketing team can vary them itself.
Reporting + iteration
Flow performance, revenue attribution, A/B tests within the flows. Monthly review.
How do we differ?
Three ways to set up marketing automation
A tool partner, a classic email agency, or a performance-oriented operator.
| Tool solution partner HubSpot Partner, Klaviyo Master | Email marketing agency Classic, newsletter focus | Truong Suarez Performance + tool-agnostic | |
|---|---|---|---|
| Tool lock-in | Focused on one tool | Variable, often Mailchimp/CleverReach | Tool chosen by task (Klaviyo/HubSpot/Customer.io) |
| Performance linkage | Tool-internal metrics | Open/click-rate focus | Revenue attribution, cross-channel impact |
| Content production | Templates + tool editor | In-house newsletter copywriters | Concept + template, production by your team or pool |
| Strategy depth | Tool best practice | Editorial plan | Use-case mapping, funnel linkage, lifecycle logic |
| Best phase for you | Tool setup for SMBs | Content-first brands | Performance stack with lifecycle maturity |
Comparison based on publicly available information, as of 2026. If your situation would be better served elsewhere, I'll tell you so in the intro call.
How we work
Five phases, one point of contact
Task-centric, not tool-centric. Use case first, then flow.
Audit
Inventory, performance status, GDPR check, deliverability. Output: a map.
Use cases
Which flows are worth it, in what order. Effort-vs-value prioritisation.
Setup + flows
Tool configuration, first 3–5 flows live, templates done.
Validation
First performance data, subject-line tests, deliverability check.
Iteration
Flow optimisation, new use cases, content refresh.
Stack
What we work with
No black-box tools. Everything we use, you can run yourself — if you want to.
E-Commerce
- Klaviyo (Shopify)
- Brevo (Mid-Market)
- Omnisend
- Drip
B2B
- HubSpot Marketing Hub
- ActiveCampaign
- Customer.io
- Lemlist (cold outbound)
Transactional
- Postmark
- SendGrid
- AWS SES
- Resend (modern)
Ops / Docs
- Notion (flow docs)
- Figma (templates)
- Litmus / Email on Acid (QA)
- Loom (walkthroughs)
Recommended entry point
Two paths, depending on where you stand
Improving existing flows or building from scratch? That decides the depth.
For you if
Flows exist but perform weakly
You have Klaviyo/HubSpot with a welcome flow and newsletter. Open rates are dropping, revenue attribution is unclear. A focused diagnosis with actionable recommendations is often enough.
5–7 days · report + 30-min call
Starter Audit / Tracking
- – Flow-performance analysis
- – Deliverability & domain health
- – Subject-line pattern check
- – Top 3 optimisation recommendations
For you if
Building marketing automation from scratch
You're starting with marketing automation or have hopped from one tool to the next. You need tool selection + use-case plan + flow design.
7–10 days · report + 60-min call
Core Audit / Rebuild
- – Tool-selection matrix
- – Use-case roadmap (welcome, cart, win-back)
- – Flow-design concepts
- – Content-template recommendations
Not sure? The symptom triage on the audits page helps you choose. The audit fee is credited toward a follow-up project.
When this becomes relevant
Typical starting points
Three recurring situations where marketing automation is the right tool.
Sales data
Multi-channel sales data
How the email touch becomes visible in multi-channel attribution — not just a "last-click" graveyard.
Launch
Launch with landing pages
How a pre-launch waitlist and post-launch nurturing become one funnel.
Compliance
GDPR-compliant consent
Double opt-in, documented consents and EU hosting — newsletters without cease-and-desist risk.
FAQ
What clients often ask before the first collaboration
When is marketing automation worth it?
From 500–1,000 contacts on the list with an active newsletter, or from 100+ orders/month in e-commerce. Below that, build the list first, then automate. Whoever starts with 50 contacts optimises the symptom rather than the cause.
Klaviyo, HubSpot or ActiveCampaign?
Klaviyo for e-commerce (Shopify-native, top revenue attribution). HubSpot for B2B with sales-CRM coupling. ActiveCampaign as a middle ground for solopreneurs and smaller B2B. Customer.io for SaaS with usage-based triggers.
How do I send GDPR-compliant newsletters?
Three obligations: double opt-in (with IP log), a documented consent source, and an unsubscribe link in every email. Tools with EU hosting (Brevo, Klaviyo EU servers) are safer. Plus: no pre-ticked checkboxes in the form, or you risk a cease-and-desist.
Which flows are the "must-haves"?
For e-commerce: welcome series, abandoned cart, post-purchase, win-back (60-day inactive). For B2B: welcome nurturing, lead-scoring triggers, MQL-to-SQL handover, re-engagement. These 4–5 flows cover 80% of the value — everything beyond is optimisation.
Who writes the email copy?
I deliver the concept (trigger, subject line, body structure, CTA). Production is usually in-house or with an external pool — the brand voice is rarely hit 1:1 from outside. I deliver templates, your team fills them and varies them over time.
Let's talk
Three paths — depending on where you are.