10+ years of marketing automation for B2B organizations. Talk with an advisor.
Talk With An AdvisorMarketing Automation Services
Marketing That Runs While You Focus on Strategy
O8 builds and manages marketing automation programs that generate leads, nurture prospects, and increase revenue — around the clock, without manual intervention. 10+ years of automation experience across HubSpot, Salesforce, Marketo, ActiveCampaign, and GoHighLevel.
- 30–50% more qualified leads within the first year for mature programs
- $2K–$15K+/mo managed programs — starter to enterprise
- First campaigns live in 6–10 weeks from kickoff
Talk With An Advisor
Tell us about your automation goals
THE PROBLEM
Three Marketing Automation Problems That Stall Your Lead Pipeline
Most organizations know they should be using marketing automation. Far fewer have it actually working. Here's where it breaks down.
Set Up But Never Optimized
The automation platform was implemented two years ago, welcome emails are running, and not much else. No lead scoring. No nurture sequences tied to buyer behavior. No A/B testing. The platform is a cost center, not a revenue driver — because setup isn't optimization.
Generic Campaigns, Low Conversion
Same email to every contact. Same timing. Same message regardless of what they've downloaded, what pages they've viewed, or where they are in the buying process. Personalization isn't a nice-to-have — it's the difference between a 2% open rate and a 20% one.
Automation Disconnected from Sales
Marketing automation runs in one system. The CRM runs in another. Leads get scored but not routed. Behavioral signals don't reach the sales team. The automation produces activity that never converts because the handoff to sales is broken.
How we work
A Four-Phase Marketing Automation Engagement
Initial Consultation
We start with a detailed discussion to understand your unique business needs and marketing goals — your ICP, your current automation maturity, your CRM setup, and the pipeline targets the automation program needs to support.
Strategy Development
We craft a tailored marketing automation strategy: lead scoring model, nurture sequence architecture, behavioral trigger design, platform selection (or optimization of your existing platform), and CRM integration plan.
Implementation
We deploy the automation program: platform configuration, workflow builds, copy and design for all sequences, lead scoring setup, CRM integration, testing, and QA. Initial platform configuration takes 4–8 weeks. First campaigns go live in weeks 6–10.
Ongoing Optimization
We monitor, analyze, and optimize continuously: A/B testing subject lines and content, refining lead scoring as conversion data accumulates, adding new nurture sequences, and expanding across new channels. A fully optimized program hitting target KPIs takes 3–6 months as data builds.
CLIENT RESULTS
Marketing Automation Results Across B2B Industries
From healthcare SaaS to professional services, O8's automation programs produce measurable pipeline contribution.
HEALTHCARE SAAS
Marketing Automation Stack Rebuild
Rebuilt a fragile legacy automation stack into a clean demand engine — redirecting wasted spend to automated nurture sequences that now run 24/7 without manual intervention.
B2B PROFESSIONAL SERVICES
4x B2B Lead Generation via Automated Nurture
Marketing automation program that systematized lead nurturing across the full buyer journey — scaling lead volume 4x through consistent, behavior-triggered campaigns.
HEALTHCARE
Dual-Track Automated Campaigns for Healthcare
Two parallel automation tracks — one for end users, one for clinical decision-makers — with separate scoring models and distinct nurture sequences feeding the same pipeline.
HEALTHCARE B2B
ABM Campaign Automation for Enterprise Accounts
Account-based automation sequences targeting named accounts — personalized outreach triggered by behavioral signals, with CRM routing that put the right lead in front of the right rep at the right moment.
CLIENT VOICE
“Our clients report streamlined workflows, improved efficiency, and stronger customer relationships with the help of O8’s marketing automation services. The automation program runs around the clock — leads are nurtured, scored, and routed without our team lifting a finger.”
WHAT OUR CLIENTS SAY
Automation That Produces Pipeline, Not Just Activity
O8’s marketing automation programs are built for revenue contribution — not engagement vanity metrics.
“The team at O8 has been instrumental in helping our company elevate our web user experience. From a website redesign to ongoing customizations to CRO recommendations — they are a truly irreplaceable partner.”
Leila De la Fuente
Senior Web Marketing Manager · HelpSystems
“From the very beginning, the O8 team was methodical in their approach — providing critical input, listening carefully to our needs, and recommending changes that benefited the end user. They are a valued partner and an extension of our marketing team.”
David Wargin
Head of Marketing & Communications · MedSource Labs
“You are a rockstar, per usual. Today we hit a conversion rate which we have not seen in months. It’s working.”
Ryan Pearson
Head of Growth & Marketing · GenoPalate
Why O8
Six Reasons B2B Organizations Choose O8 for Marketing Automation
10+ Years of Automation Experience
O8 has been delivering marketing automation services for over a decade. We’ve seen what breaks at scale, what implementations work in demos but fail in production, and which approaches consistently produce pipeline. That experience shows up in how we design programs from day one.
Multi-Platform Expertise
O8 builds and manages marketing automation across HubSpot, Salesforce, Marketo, ActiveCampaign, and GoHighLevel. We select the right platform for your use case and team capacity — not the one we happen to be most certified in.
Personalization That Drives Conversion
We build automation programs that deliver personalized communications based on prospect behavior, segment, and stage in the buying process. The result is campaigns that match individual customer preferences and drive meaningfully higher conversion rates.
Actionable Analytics and Reporting
We instrument every automation program with real-time analytics: open rates, click rates, conversion rates, lead scoring thresholds, and ultimately pipeline contribution. You get immediate, actionable insights rather than vanity metrics.
Seamless CRM and Channel Integration
Marketing automation doesn’t run in isolation. O8 integrates your automation platform with your CRM, email, paid media, content systems, and Zapier/Make.com for custom connections to proprietary tools. The automation program is one component of your full marketing stack.
Adaptive Workflows That Scale
As your business grows, your automation needs evolve. O8’s workflows are designed to be modified dynamically — new segments, new trigger conditions, new channels — without rebuilding from scratch. The program gets more effective as it matures.
FAQ
Frequently Asked Questions About Marketing Automation Services
-
Marketing automation uses software to execute marketing tasks automatically based on predefined rules or behavior-triggered conditions — without manual intervention each time. This includes email sequences triggered by prospect behavior, lead scoring that surfaces high-intent contacts for sales, social media scheduling, and multi-channel campaign coordination. Marketing automation doesn't replace strategy or creativity — it scales and systemizes the repeatable execution layer of your marketing program.
-
O8 clients running mature marketing automation programs see a 30–50% increase in qualified lead volume within the first year, driven by better lead scoring and consistent nurture cadences. Marketing cost efficiency improves 20–30% as automation replaces manual outreach tasks. Lead-to-opportunity conversion cycles shorten 2–4x when prospects receive timely, behavior-triggered content instead of bulk monthly emails. These results compound over 12–18 months as the automation program accumulates data and workflows are refined.
-
Marketing automation as a managed service at O8 runs $2,000–$5,000 per month at the starter tier (1–2 active workflows, basic lead nurturing, monthly reporting). Growth programs covering multi-channel campaigns, CRM integration, lead scoring, and A/B testing run $5,000–$15,000 monthly. Enterprise programs with custom API integrations, complex multi-branch workflows, and dedicated strategy run $15,000+ monthly. Platform subscription costs (HubSpot, Marketo, etc.) are separate. Contact us for a scope-specific estimate.
-
Initial platform configuration and CRM integration typically takes 4–8 weeks. First campaigns — welcome sequences, lead nurture tracks, or re-engagement flows — go live in weeks 6–10 after workflow design, copy approval, and QA testing. A fully optimized program hitting target KPIs generally takes 3–6 months as campaign data accumulates and workflows are refined. O8 provides weekly status updates throughout implementation and monthly reporting once campaigns are live.
-
O8 builds and manages marketing automation across HubSpot, Salesforce, Marketo, ActiveCampaign, and GoHighLevel (GHL). For middleware and custom integrations, O8 works with Zapier, Make.com, and direct REST API connections to proprietary systems. If your stack includes a custom data warehouse, ERP, or legacy CRM, O8's technical team scopes custom connectors as part of the implementation — no integration is off the table if the data flow is clearly defined.
-
A CRM (Customer Relationship Management) platform tracks and manages your interactions with prospects and customers — it's the system of record for your sales pipeline. Marketing automation automates repeatable marketing tasks: email sequences, lead nurturing, behavioral triggers, and campaign coordination. They serve different functions, but should be tightly integrated — your marketing automation platform should feed lead data, behavioral signals, and engagement history into your CRM so your sales team can act on them. Most modern B2B organizations need both.
Ready?
Let’s Build Your Marketing Automation Program
Tell us about your current marketing stack and automation goals. We’ll recommend the right platform and program structure for your pipeline targets.
Talk With An Advisor →RELATED SERVICES
Explore More from O8
FREE ASSESSMENT
See Where Your Website Is Losing Revenue
The GrowthMap™ assessment identifies the biggest gaps between your current website and what a high-performing one could deliver — in 15 minutes.
Talk With An Advisor →Marketing Automation Services: From Setup to Optimized Revenue-Generating Programs
Marketing automation has become a standard fixture in the B2B marketing technology stack. The challenge isn't finding an automation platform — there are dozens of them, and most are capable. The challenge is building the automation program that actually runs, scales, and produces pipeline rather than accumulating as expensive shelfware.
O8 has been delivering marketing automation services for over ten years. In that time, we've seen the same patterns: implementations that stall after the welcome email sequence, automation programs that send the same email to every contact regardless of behavior, and platforms that generate impressive activity metrics but can't connect any of it to closed deals. We design programs that avoid those traps from day one.
What Mature Marketing Automation Actually Looks Like
A mature marketing automation program does several things simultaneously. It scores leads based on demographic fit and behavioral signals — so your sales team works the highest-probability opportunities first. It runs behavior-triggered nurture sequences that send the right content to prospects based on what they've done, not just what list they're on. It routes leads intelligently to the right sales rep based on territory, segment, or product interest. And it reports pipeline contribution — not just open rates, but what percentage of closed deals were touched by automation at some point in the journey.
Getting from a basic email sequence to a mature program of that kind takes 3–6 months and requires continuous optimization as data accumulates. O8 manages that entire journey: initial setup, ongoing optimization, A/B testing, and the data analysis that tells us what to change next.
Platform Selection and Implementation
O8 builds marketing automation across HubSpot, Salesforce Marketing Cloud, Marketo, ActiveCampaign, and GoHighLevel. Each platform has genuine strengths and real limitations. HubSpot is excellent for small-to-mid-market B2B organizations that value ease of use and tight CRM integration. Salesforce Marketing Cloud handles enterprise complexity but requires more technical implementation. Marketo is powerful for large organizations with dedicated marketing ops staff. ActiveCampaign provides strong automation capabilities at a lower price point. GoHighLevel is purpose-built for agencies and high-volume outreach programs.
We select the right platform for your organization — not the one we're most certified in, and not the one with the best affiliate economics. The recommendation is based on your use case, your team's technical capacity, your existing CRM, and your growth trajectory.
Integration with Your Full Marketing Stack
Marketing automation doesn't work in isolation. O8 connects your automation platform to your CRM so that lead scores, behavioral signals, and sequence history flow to your sales team. We integrate with your ad platforms so that campaign performance data informs automation segments. We connect to your analytics stack so attribution works across the full buyer journey. And for organizations with custom tools or proprietary data systems, we use Zapier, Make.com, and direct API connections to bring everything together.
