Marketing Automation 2.0 Consulting & Professional Services

Advanced automation scenarios based on behavioral and predictive data allow us to transition from basic mass communication to intelligent, personalized experiences. We use MA 2.0 technologies to boost conversions, optimize campaign efficiency, and enable scalable growth.

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Marketing Automation 2.0 extends beyond traditional workflows and triggered emails. It uses behavioral intelligence, AI-driven predictions, and dynamic content to create personalized communications on a large scale. Our marketing automation professional services help brands operationalize these capabilities, enabling precise, relevant, and timely communication that significantly increases conversion efficiency across the funnel.

Implementing next-generation automation scenarios gives organizations the ability to react to real user signals in real time. Through structured marketing automation consulting, the result is a more responsive and profitable communication ecosystem that can turn data into continuous business growth.

Why Companies Struggle with Marketing Automation?

Failure to leverage automation features

Many organizations invest heavily in marketing automation platforms, yet only use basic functionalities, such as simple email campaigns. They fail to leverage advanced features, such as multi-step workflows, dynamic content, and cross-channel triggers. Without proper marketing automation services and expertise, this significantly limits campaign efficiency and return on investment (ROI) potential.

Poor use case selection

Without a clear marketing automation strategy, companies often randomly implement automation scenarios. This results in low-impact campaigns that consume resources without producing measurable business outcomes. Marketing automation consulting services help prioritize use cases based on speed of ROI and scalability.

Fragmented data and platform silos

When data is scattered across multiple unconnected platforms, automation workflows cannot utilize customer information fully. Professional marketing automation services focus on data unification, reducing inconsistencies and unlocking advanced personalization.

Lack of ongoing optimization

Many businesses view automation as a one-time setup. Once workflows are deployed, performance is rarely monitored or improved. Ongoing marketing automation consulting ensures continuous optimization, allowing campaigns to adapt to changing customer behavior and market trends.

How we help with Marketing Automation?

Comprehensive Workflow Automation

Design and implement sophisticated workflows that automate repetitive tasks like lead nurturing, follow-ups, and transactional messaging, freeing teams to focus on high-value strategic work.

ROI-Focused Use Case Implementation

From a library of 180 tested scenarios, we select 10–12 high-impact use cases that can quickly demonstrate ROI. This is a core element of our marketing automation consulting approach, ensuring early wins and a scalability.

Advanced Segmentation and Targeting

Segment your audience based on engagement, behavior, lifecycle stage, and preferences to deliver highly personalized campaigns that drive conversions.

Trigger-Based Marketing

Implement real-time triggers that send relevant messages based on customer actions, lifecycle stage, or interactions, maximizing engagement and response rates.

A/B Testing and Optimization

Continuously test email content, workflow steps, and triggers Marketing automation consulting services ensure performance is measured and improved over time, not left static.

Performance Monitoring and Analytics

Set up dashboards and reporting tools that provide insights into KPIs, helping teams make data-driven decisions and adjust strategies proactively.

Team Training and Knowledge Transfer

Provide hands-on training and documentation so your internal team can manage workflows, interpret analytics, and independently optimize automation campaigns.

Ongoing Improvement and Scaling

Support continuous workflow refinement, expansion of automation scenarios, and adoption of new features to adapt to evolving business goals.

Marketing Automation 2.0 Use Cases That Drive ROI

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Welcome Email Series

A multi-step welcome sequence that introduces your brand, value proposition, and next best actions. It builds early engagement and accelerates the path from signup to first conversion.

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Lead Nurturing Workflow

A behavior-driven email flow that progressively educates prospects with relevant content. Converts cold leads into purchase-ready customers through personalized engagement.

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Progressive Profiling Campaign

A dynamic data collection experience that gradually enriches user profiles without creating friction. Helps you build richer segments and more precise targeting.

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Lead Scoring Automation

Automatically evaluates leads based on actions, demographics, and intent signals. Helps sales teams prioritize high-value prospects and increases close rates.

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High-Intent Lead Trigger

Instantly activates an outreach flow when a prospect visits high-value pages. Captures interest at the peak moment and boosts conversion probability.

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Abandoned Cart Recovery

A multi-message reminder sequence that brings back users who dropped from the checkout. Includes incentives, product highlights, and urgency triggers.

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Browse Abandonment Campaign

Sends personalized messages based on products viewed but not added to cart. Encourages users to revisit items they considered.

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Price Drop Trigger

Notifies users when the price of watched or viewed items decreases. Drives high-intent conversions with minimal friction.

Talk to our Loyalty & Personalization Expert!

Whether you’re building your first customer engagement strategy or looking to elevate an existing loyalty program, it all starts with a conversation. Our Loyalty & Personalization Expert! will help you identify growth opportunities, pinpoint quick wins, and outline a practical roadmap with realistic KPIs to strengthen retention, increase customer value, and improve overall experience.

Dominik Królikowski Loyalty & Personalization Senior Advisor

FAQ: Marketing Automation 2.0 Consulting & Professional Services

What is Marketing Automation 2.0? It is next-generation automation with behavioral triggers, predictive analytics, and dynamic personalization.

How do marketing automation services improve ROI? By automating high-value customer interactions that increase conversion, revenue and customer lifetime value.

What are common use cases? Examples include abandoned cart flows, personalized onboarding, predictive win-back, and product recommendations.

How long does implementation take? Using the RITS framework, 10–12 use cases can be deployed within 90 days.

What data is required? Behavioral, transactional, CRM, and segmentation data.

Which tools support Marketing Automation 2.0? Marketing Cloud, HubSpot, Adobe Campaign, Braze, and CDPs.

Can AI enhance Marketing Automation 2.0? Yes, for predictive scoring, personalization, and optimization.

Which KPIs measure success? Conversion rate, click-through rate, ROI, repeat purchase rate, and engagement.

Is it suitable for small businesses? Yes, because automation can scale from small campaigns to enterprise-level deployments.

What role do marketing automation consulting services play? They help define strategy, prioritize use cases, implement workflows, and continuously optimize performance.

When Challenges
 & Opportunity Can’t Wait

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Matching products to regulations

Match products to customer needs (e.g., recipe-based recommendations), driving additional purchases.
Result: +15% increase in cross-sales.

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Rolling promotion

Automated step-discount campaigns that increase urgency and conversion within days.
Result: +22% conversion in 30 days.

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Basket trigger promotion

Activate promotions based on basket value or items to maximize upsell opportunities.
Result: +12% higher average order value (AOV).

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Propensity outreach

Target customers with the highest likelihood to buy, based on predictive scoring.
Result: +18% conversion rate (CR).

Marketing Automation 2.0 Consulting & Professional Services

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