Marketing & Advertising
Marketing teams don't need more content ideas. They need cleaner handoffs from lead to proposal to campaign to report. We automate the operational plumbing between your CRM, ad platforms, CMS, and the inbox.
Where marketing and agency teams lose hours
The operational handoffs nobody gets credit for.
- Leads land in the CRM and sit there unrouted
- Proposals and pitch decks rebuilt from scratch every time
- Campaign reports assembled by hand in a screenshot-and-paste ritual
- SEO briefs take longer to scope than to write
- Client approvals live in email threads that nobody can reconstruct
- CRM data is missing half the fields sales actually needs
Results That Matter
Real impact from automation solutions delivering measurable business value
Data stays in Canada when your clients require it
From discovery to a working automation
Works with HubSpot, Salesforce, and agency tooling
Drafts land for your editor, not for the client
Key Features & Benefits
Comprehensive automation solutions designed specifically for your industry
Lead Routing & Enrichment
Inbound leads enriched with firmographic and behavioural data, scored against your ICP, and routed to the right owner in the CRM — within minutes of form submission.
- Form, email, and chat intake
- Firmographic enrichment
- ICP scoring and routing rules
- CRM handoff with full context
Proposal & Pitch Deck Drafting
Draft proposals and pitch decks from your existing client brief, past projects, and approved case study library — editable in your tools, not generic AI text.
- Brief-to-proposal drafts
- Pulls from your approved case studies
- Google Slides / PowerPoint output
- Review queue before client delivery
Campaign Reporting Automation
Pull campaign performance from ad platforms, analytics, and CRM into client-ready reports with narrative that reflects what actually happened — no more screenshot assembly.
- Cross-platform data pull
- Client-specific branded templates
- Narrative generation with review
- Scheduled and on-demand delivery
SEO & Content Brief Generation
Generate SEO briefs from target keywords with competitive analysis, outline suggestions, and internal link recommendations — so writers start with a real brief, not a blank doc.
- Keyword and intent analysis
- Competitive outline synthesis
- Internal link suggestions
- Brief formatted for writers
Client Approval Workflows
Structured review and approval for creative, copy, and campaigns — with versioning, comment threading, and clear sign-off instead of lost email trails.
- Structured review rounds
- Comment and revision tracking
- Clear sign-off audit trail
- Notification to the next reviewer
CRM Enrichment & Cleanup
Ongoing CRM hygiene — enriching contact records, de-duplicating, standardizing industries and titles — so segmentation and reporting actually work.
- Enrichment from trusted sources
- De-duplication with merge rules
- Standardized industry and role values
- Scheduled hygiene runs
Automation workflows we build
Reusable patterns we adapt to your specific tools and processes
Lead routing
Enriched, scored, and assigned to the right owner.
Proposal drafter
Brief to draft proposal with approved case studies.
Campaign report builder
Multi-platform data to branded client reports.
SEO brief generator
Keyword, competitive, and outline analysis for writers.
Social calendar automation
Scheduling, approval, and publishing across platforms.
Client approval workflow
Structured reviews with versioning and sign-off.
Newsletter workflow
Content assembly, approval, and send automation.
CRM enrichment
Ongoing hygiene, dedup, and field standardization.
Transform Your Challenges Into Opportunities
See how automation solves common industry pain points
Hot leads sit in the CRM for hours before anyone calls
Automated routing with enrichment and scoring in minutes of submission
Every proposal is a half-day of copy-paste
Brief-to-draft proposal generation with your approved case study library
Monthly client reports eat a full day per account
Cross-platform data pull into branded templates with narrative drafts
Writers wait hours for a brief that never quite arrives
SEO brief generation with keyword, intent, and competitive analysis
Client approvals disappear into email threads
Structured review workflow with versioning and explicit sign-off
The Transformation
See the difference automation makes
Before Automation
- Leads unrouted, called hours or days late
- Proposals rebuilt from scratch
- Reports assembled by screenshot
- SEO briefs scoped by hand
- Approvals lost in email threads
- CRM data incomplete and inconsistent
After Automation
- Leads enriched, scored, and routed in minutes
- Proposals drafted from your approved library
- Reports generated from live platform data
- Briefs ready before the writer opens the doc
- Approvals tracked with versioning and sign-off
- CRM hygiene running on a schedule
Systems we connect for marketing
The stack that runs your agency or in-house team.
Don't see your system? If it has an API, a CSV export, or an email inbox, we can probably work with it.
AI with guardrails
We use AI for messy information. We use deterministic automation for actual business execution. Every workflow is controlled, logged, and reviewable.
Drafts, Not Autopilot
Proposals, reports, and client comms are drafted for review. Nothing goes outside without human approval.
Grounded In Your Library
Case studies, positioning, and client-specific detail come from your approved library, not generic AI output.
Canadian Hosting
Canadian-hosted deployments for agencies serving regulated or public-sector clients.
Audit Trail
Every draft, edit, approval, and send is logged for account and client review.
Why Choose Us
Built on expertise, trust, and proven results
Ops, Not AI Content Generators
We don't position as 'let AI write your marketing.' We automate the plumbing between lead, proposal, campaign, report, and invoice.
Human Review Stays Central
Drafts — proposals, briefs, reports, client comms — go to your editor or strategist before anyone outside sees them.
Works With Your Stack
HubSpot, Salesforce, GA4, Meta, Google Ads, Notion, Slack — we connect what you already run, not force a new platform.
Frequently Asked Questions
Is this 'AI content generation'? We already get enough of that.
No. We automate the operational plumbing — lead routing, proposal assembly, report generation, approvals, CRM hygiene. When AI drafts anything (a proposal, a brief, a report narrative), it's grounded in your approved materials and goes to your editor before anyone outside sees it.
Does this work with HubSpot / Salesforce?
Yes. We build around HubSpot and Salesforce as the systems of record — enriching and routing inbound leads, triggering workflows on lifecycle events, pushing campaign data back, and keeping custom objects clean. We don't replace your CRM.
Can you handle multi-client agency reporting?
Yes — this is one of our most common use cases. We pull from each client's own ad accounts, analytics, and CRM properties into a branded template per client, with narrative that reflects what actually happened in their campaigns. Your account manager reviews before delivery.
What about client data and privacy?
Agencies serving regulated or public-sector clients often need Canadian-hosted deployments with private model endpoints. We support that. Client data and creative assets stay in controlled environments and never flow to public AI APIs unless authorized.
How quickly can we get the first workflow live?
Most agencies and marketing teams pick one workflow — usually lead routing, reporting, or proposal drafting — and are live in 3 to 8 weeks. That's typically enough time to see real impact before adding the next workflow.
Cleaner Handoffs, Fewer Weekend Reports
Let's map the operational workflow eating your team's time and build an automation that gets you back to strategic work.