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Marketing Automation

Marketing automation is the use of software to run repeatable marketing tasks, nurture emails, lead scoring, follow-ups, without manual intervention at every step. Trellist builds these workflows for marketing operations teams who know manual processes are costing them speed and consistency.

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What we do

Nurture & Drip Campaign Build

Automated sequences that move leads through the funnel based on behavior and stage, not a one-size-fits-all send schedule.

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Lead Scoring

Automated qualification based on fit and behavior, so sales spends time on leads worth the call.

Trigger-Based Workflows

Automation that responds to real-time behavior — a form fill, a pricing page visit — instead of running on a fixed schedule.

Cross-Platform Automation

Connecting your CRM, marketing platform, and other tools so automation runs consistently across the whole funnel.

Testing & Optimization

Refining automation based on real performance data, not a set-it-and-forget-it build.

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Automated sequences that move leads through the funnel based on behavior and stage, not a one-size-fits-all send schedule.

See the case study

Automated qualification based on fit and behavior, so sales spends time on leads worth the call.

Automation that responds to real-time behavior — a form fill, a pricing page visit — instead of running on a fixed schedule.

Connecting your CRM, marketing platform, and other tools so automation runs consistently across the whole funnel.

Refining automation based on real performance data, not a set-it-and-forget-it build.

See the case study

Our Approach

We start by mapping the manual processes worth automating. From there we design the logic and triggers for each workflow, implement inside your existing marketing platform, and optimize based on performance data.

Signs You Need This

  • Nurture emails go out manually, or not at all, because nobody has time to build the sequence.
  • Lead follow-up timing is inconsistent depending on who's handling it that week.
  • The same manual task gets repeated every campaign cycle instead of being automated once.
  • Your team wants to automate but isn't sure where to start first.

What You’ll Gain

  • Consistent lead follow-up regardless of who's on the team that week.
  • Marketing hours redirected from repetitive tasks to strategic work.
  • Faster response times to real-time buyer behavior.
  • A system that scales with lead volume instead of requiring more manual effort as you grow.

How It Compares

Trellist builds automation that reflects your actual sales and marketing process, informed by RevOps discipline. That's different from using a platform's default templates, which rarely match how your specific funnel works, and different from ad hoc automation built incrementally by different people over time without a coherent overall design.

Why It Matters

Industry research consistently ties marketing automation to strong measurable returns — companies that automate lead nurturing generate roughly 50% more sales-ready leads at meaningfully lower cost, with average returns cited around $5.44 for every $1 invested.

Related Case Study

Enhancing Campaign Efficiency — A Case Study

Frequently Asked Questions

Which marketing automation platforms do you work in?
HubSpot and Marketo most often, but the discipline transfers to whatever platform you're on.

How do we know what to automate first?
We prioritize based on where manual effort is highest and the process is most repeatable — usually lead nurture and internal handoffs.

Will automation make our marketing feel impersonal?
Not if it's built well — good automation uses behavior and context to feel more relevant, not less, than a generic manual send.

How much of our current process needs to change to start automating?
Often less than expected — we typically automate the highest-friction steps first rather than requiring a full process overhaul upfront.

Why Trellist

We build automation that actually reflects your process, not a generic template.

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Ready to automate the manual work slowing your team down?

Let’s Talk