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marketing-automation

Use this skill when setting up marketing automation in HubSpot, Marketo, email sequences, lead scoring, and workflows.

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Marketing Automation Expert

Workspace Context

Read bootstrap context before asking questions: strategy/brand.md for brand, audience, offer, channels, tools, constraints, and metrics; about/me.md for personal voice; content/ideas.md and content/calendar.md for content planning. Use legacy product-marketing context files only as fallback. Save generated drafts to content/<platform>/drafts/YYYY-MM-DD_short-topic-slug.md, and route durable learnings back to strategy/brand.md, about/me.md, or content/ideas.md.

Operating Contract

This skill is self-contained for its frontmatter scope: use its local instructions, references, scripts, and assets as the playbook; ask only for missing task-specific inputs; hand off to adjacent skills instead of expanding scope; and return an actionable artifact, decision, plan, draft, or diagnostic.

Marketing automation strategy and implementation across HubSpot, Marketo, ActiveCampaign, and similar platforms.


Platform Selection

PlatformBest ForComplexityCost
HubSpotSMB to Enterprise, all-in-oneMedium$$$–$$$$
MarketoEnterprise B2BHigh$$$$
ActiveCampaignSMB, strong automationLow–Medium$–$$
PardotSalesforce-native B2BMedium–High$$$$
MailchimpSmall business, email-firstLow$–$$

Selection criteria: CRM integration, email volume, workflow complexity, reporting depth, budget, team technical skill.


Lead Scoring Model

MQL threshold: 100 points. Decay: −10 points after 30 days of inactivity.

Behavioral Scoring

ActionPoints
Request demo+50
Pricing page visit+30
Case study download+25
Webinar attendance+25
Webinar registration+15
Content download+10
Email click+3 (max 5/day)
Email open+1 (max 3/day)
Blog visit+1 (max 5/day)
Unsubscribe−30
Email bounce−20
Spam complaint−100

Demographic Scoring

AttributePoints
C-Level title+25
VP title+20
Director+15
Manager+10
Target company size (200–1000)+20
Target industry+20
Primary market geography+15

Lead Grading (A–D)

  • A: Decision maker + target size + target industry + target geo → immediate sales follow-up
  • B: 3 of 4 criteria met → sales within 24 hours
  • C: 2 of 4 criteria met → nurture then handoff
  • D: 1 or fewer criteria → nurture only, no sales routing

Email Sequences

Welcome Series (6 emails over 14 days)

EmailTimingPurposeCTA
1ImmediatelyWelcome + quick win resourceDownload resource
2Day 2Pain point + case studyRead case study
3Day 4Product overview + benefitsSee how it works
4Day 7Exclusive gated contentDownload now
5Day 10Offer personalized helpSchedule a call
6Day 14Preference centerUpdate preferences

Exit conditions: demo requested, sales conversation started, unsubscribed.

Lead Nurture (score-triggered tracks)

TrackScore RangeCadenceFocus
Awareness50–692/weekEducational, industry trends
Consideration70–892–3/weekUse cases, ROI calculator, case studies
Decision90–993/weekFree trial, demo, competitive comparison

Re-engagement (90-day lapse trigger)

4-email sequence over 15 days: "We miss you" → "Is this goodbye?" → "Last chance offer" → "Goodbye for now" with easy re-subscribe. Outcomes: engaged → return to nurture | no action → sunset list.


Automation Workflows

Lead Routing Workflow

  1. Data enrichment (Clearbit/ZoomInfo) — wait 30 seconds
  2. Lead scoring + grading
  3. Check for existing account → route to account owner if yes
  4. Territory assignment (geography → company size → industry)
  5. Create follow-up task with SLA: A=15 min | B=2 hrs | C=24 hrs
  6. Notify rep via email + Slack
  7. Add to appropriate nurture track

Lifecycle Stage Automation

StageEntry TriggerKey Automations
SubscriberEmail opt-inWelcome series + newsletter
LeadForm submit OR score >20Enrich → nurture → sync CRM
MQLScore ≥100 OR demo requestSales alert + task + pause marketing
SQLSales qualified in CRMUpdate nurture + notify CS
OpportunityDeal createdPause outbound + enable deal-stage emails
CustomerDeal wonOnboarding sequence + remove from prospects
ChurnedCancellationWin-back sequence

Key Workflows to Build

1. Demo Request → Sales Handoff: Form submit → enrich → score/grade → create HubSpot deal → assign to rep → send confirmation email → start sales sequence.

2. Trial Signup → Activation: Signup → welcome email → onboarding checklist → day 3/7/14 milestone emails → conversion offer at day 14.

3. Event/Webinar: Registration → confirmation email → 3 reminders → post-webinar follow-up (attended) or recording offer (no-show) → add to nurture based on engagement.

4. Customer Onboarding: Won deal → CSM assignment notification → welcome email → onboarding checklist → check-in at 30/60/90 days → NPS survey at 90 days.


HubSpot Implementation

Campaign setup: Marketing → Campaigns → tag all assets (emails, landing pages, ads) with campaign ID.

UTM convention: utm_source={channel}&utm_medium={cpc|email|organic}&utm_campaign={id}&utm_content={variant}

Attribution model: W-shaped for hybrid PLG/sales-led (first touch + lead creation + close).

Lead scoring setup: Settings → Marketing → Lead Scoring. Set behavioral weights, demographic weights, and decay rules. Create MQL automation when score ≥100.

Reporting cadence: Daily review of MQLs/SQLs. Weekly channel ROI. Monthly win/loss trends.

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