HubSpot Marketing Automation for Complex B2B

Marketing Automation

Automation that actually feeds the pipeline.

We design the lifecycle model, lead scoring, nurture programs and campaign reporting around your funnel before we configure anything in HubSpot. The result is a Marketing Hub setup where campaign activity traces back to pipeline, not just to open rates and click counts.

Schedule a consultation

Read the FAQs

Scope of work

What a HubSpot Marketing Automation build covers

Whether you're building from nothing, migrating off Marketo or fixing a Marketing Hub setup that never quite worked, the build covers the same ground. The scope adjusts to your situation.

Lifecycle stages and segmentation

The foundation of the system. We define what a lead, MQL, SQL and customer mean in your business, map the stages between them and build the segmentation model your nurtures and reporting run on.

Forms and lead capture

Forms, landing pages and progressive profiling designed to feed the system with clean, attributed data. Every conversion captured with the source context that scoring and reporting require.

Lead scoring

Behavioral and firmographic scoring built around your ICP and what genuinely signals a sales-ready conversation. The model establishes the foundation that predictive and AI-driven scoring can build on as the data matures.

Nurture sequences and email infrastructure

Templates, sender authentication, deliverability setup and nurture logic built to match the buyer's journey. Every sequence is designed to move a lead forward, not keep a send cadence alive.

Workflows and sales handoff

Automation that triggers on the right signals, escalates when it should and routes leads to sales with full context. The pipeline model lives in your CRM. Marketing automation is the engine that drives leads through it.

Campaign reporting and dashboards

Performance dashboards that tie campaign activity back to pipeline. Source attribution, lifecycle progression, conversion velocity and channel performance, visible in one place so marketing can see what's working and leadership can see the pipeline impact.

FEATURED CLIENT: PRA

MARKETING AUTOMATION BUILT FROM ZERO. CONNECTED TO PIPELINE FROM DAY ONE.

PRA runs corporate events for global organizations. When the engagement started, they had no marketing automation platform of any kind. Every lead form, every email and every campaign lived outside the system. We built Marketing Hub from the ground up, running it in parallel with their HubSpot CMS migration: forms, audience segmentation, email infrastructure, nurture workflows and a bidirectional Salesforce sync. The marketing system went live the same day the site launched.

Results

470

Leads captured in six months from a zero baseline

12%

Email CTR across 7 campaigns (B2B benchmark: 2–5%)

30%

Of high-intent contacts synced to Salesforce advanced to Opportunity or Customer

Full case study coming soon!

Who this is for

The automation scenarios we know well

Most marketing automation engagements usually start from one of four places.

Building from scratch

You're running email through a broadcast tool or managing leads manually. The marketing motion exists in people's heads, not in a system. A net-new Marketing Hub build stands up the full infrastructure in one engagement: lifecycle model, scoring, nurture programs, sales handoff and reporting, all running from day one.

Outgrowing an ESP

Mailchimp, Constant Contact and similar tools handle email well enough for a certain stage. They don't handle lifecycle stages, lead scoring or sales handoff. When your marketing motion matures past broadcast email, the platform becomes a constraint. We migrate the email infrastructure forward and build the automation layer around it.

Migrating from enterprise marketing automation

Marketo, Pardot and Eloqua are built for organizations with dedicated marketing ops teams and the budget to match. Companies move off them when cost outpaces value, when they want Marketing Hub closer to their CRM, or when maintaining the platform absorbs more than the team can sustain. The programs rarely map cleanly from one platform to another, so we treat it as a rebuild with migration, not a straight transfer.

Consolidating after an acquisition

Two organizations merge. Both had marketing automation. Now there are two contact databases, two scoring models and two sets of programs measuring different things. We audit both systems, rationalize what carries forward and stand up a unified model that works for the combined go-to-market motion. The technical work is heavier than a standard build. The result is the same: one system the whole team uses.

The RAB2B difference

Marketing automation designed by the agency that builds the rest of the system.

Most HubSpot partners configure the workflows you ask for. They'll set up nurtures, build forms and hand you a platform that technically works. We design the model the workflows run on, because we've spent years building marketing-to-sales motions for complex B2B organizations and we know what that model needs to look like. Lifecycle stages, scoring logic and handoff rules shape everything downstream: what marketing measures, what sales acts on, whether the data tells a coherent story.

We design the funnel before we configure the workflows.

Lifecycle stage definitions, scoring criteria and handoff logic get built around how your buyers move before we touch a HubSpot setting. Platform configuration follows from the model.

111+ in-house staff. No handoffs.

The team that scopes your build builds it. No freelancers, no outsourced dev. When a judgment call comes up mid-engagement, the people making it were in the kickoff.

We've built across the full range of B2B complexity.

Marketo, Pardot, Eloqua, ActiveCampaign, HubSpot-to-HubSpot rebuilds, multi-region routing logic. The patterns that determine whether automation produces pipeline — lifecycle integrity, scoring discipline, handoff clarity — are the same at any scale. We've seen them succeed and fail across that range and bring that pattern recognition to your build.

HubSpot Certifications

Inbound Marketing Certified

Email Marketing Certified

Salesforce Integration Certification

Social Media Certified

Digital Marketing Certified

Content Marketing Certified

SEO Certified

SEO II Certified

FAQ'S

A few things that come up a lot

How long does a marketing automation build take?

A net-new Marketing Hub build typically runs four to twelve weeks depending on funnel complexity, the number of nurture programs in scope and how much integration work is involved. Migrations off Marketo, Pardot or Eloqua may take longer. Programs rarely map cleanly from one platform to another, so the rebuild is part of the work, not just the transfer. We scope this during discovery so there are no surprises mid-project.

What about our existing email programs and contact lists?

We audit both before anything migrates. Some programs deserve to carry forward and get rebuilt cleanly in Marketing Hub. Others should be retired. Contact lists need consent review, deliverability cleanup and proper segmentation before going into a new platform. Bringing a dirty list into a fresh setup is the fastest way to damage domain reputation. We help you work through that decision, but the call is yours.

How does this connect to our CRM and pipeline reporting?

The CRM holds the model: pipeline stages, deal ownership, the record of what happened at each stage of the sales process. Marketing automation drives leads through that model and reports on what moved them. We build the connection between them so attribution holds, handoffs are clean and leadership can see campaign activity tied to pipeline. If your CRM is HubSpot Sales Hub, the connection is native. If it's Salesforce, Dynamics or something else, we integrate.

GET A

HUBSPOT

assessment

Tell us where you are. We'll help you see what's possible and how we'd build it. No pitch. Just a clear picture of where to start.

Steve Cabrera

Senior Director of Technology

Schedule a meeting with Steve to discuss your current infrastructure and project goals.

We're on it.

Thanks for telling us where you are. Steve and the team will dig into your setup and reach out within a business day with a clear picture of what the build looks like.

In the meantime, keep an eye on your inbox.