Marketing automation that scales across every touchpoint

A marketing automation agency for UK teams running ecommerce, B2B portals, corporate websites, and marketing portals - built around clean data, clear journeys, and measurable next steps.

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30-minute free consultation, clear next steps, scope direction

  • 100+ production-grade software builds
  • 11+ years of delivery experience
  • 4 stage delivery software model
  • 5+ year average client partnerships

Trusted By Growing Businesses & Enterprise Teams

We plan, integrate, and optimise marketing automation services across ecommerce, B2B portals, corporate websites, and marketing portals - so teams can launch faster with consistent data.

When campaigns outgrow manual operations

As channels multiply, the work shifts from sending messages to coordinating journeys. Without a joined-up stack, teams end up rebuilding segments, rewriting rules, and second-guessing performance week to week.

We help you turn your customer data into reliable triggers and journeys across email, site, and portal experiences - including content marketing automation where it makes sense - so execution stays consistent while your pipeline scales.

Use Cases

  • Lead capture from corporate sites and portals needs clean routing
  • Ecommerce lifecycle journeys need consistent segmentation and timing
  • Sales teams need alerts and context, not extra admin
  • Reporting needs aligned events, UTMs, and campaign governance
  • Consent and preferences need a dependable source of truth
  • Teams need reusable templates to launch campaigns faster
Discuss your current setup

Stack review + quick-win journey map

Marketing automation built around journeys and data

Our marketing automation consultancy focuses on outcomes first: clearer journeys, cleaner data, and reporting you can trust. We design the operating model so your team can run campaigns confidently across ecommerce, B2B portals, corporate websites, and marketing portals.

Strategy, audit, and platform fit

We review your current tools, data sources, and goals, then recommend the simplest architecture that supports your journeys and reporting.

Journey and lifecycle automation

From onboarding and win-back to B2B nurture and portal engagement, we design triggers, segments, and templates that teams can maintain.

Integrations and data governance

CRM sync, event tracking, consent, and a clean field model - so segmentation and attribution stay reliable as you scale.

Activation across key channels

We set up messaging and orchestration that supports email plus social media marketing automation workflows, with measurement and QA baked in.

Explore build options

Clear plan, clean integration path

What strong automation looks like in practice

Unlike many marketing automation companies, we focus on governance and repeatability - so journeys keep working as teams, channels, and data evolve.

  • Lifecycle journey mapping
  • Trigger and event design
  • CRM field and stage alignment
  • Lead scoring and routing rules
  • Segmentation and audience strategy
  • Consent and preference management
  • UTM and campaign governance
  • Template and module setup
  • Email QA and deliverability checks
  • Website and portal form automation
  • Onboarding and activation flows
  • Cart, browse, and win-back journeys
  • Sales alerts and task automation
  • Attribution and performance dashboards
  • A/B testing and iteration cadence
  • Data cleanup and deduplication rules
  • Playbooks and team enablement
  • Ongoing monitoring and optimisation

Our Process

A rollout you can govern and repeat

Audit, Goals & Data

Start with clarity on journeys, fields, and measurement.

We review your current stack, data sources, consent model, and reporting needs. Then we define the target journeys and the minimum event and field model required to run them reliably across ecommerce, portals, and corporate sites.

  • Stack and integration review
  • Journey shortlist and prioritisation
  • Field and event model baseline
  • Tracking and attribution checklist
  • Phased rollout plan agreed
Review the audit plan

30-minute call, options + next steps

Journeys, Templates & Rules

Design automation your team can actually run.

We map each journey step, define triggers and segmentation rules, and build templates your team can reuse. The goal is a consistent structure that supports faster launches without sacrificing accuracy.

  • Journey blueprints and messaging map
  • Trigger logic and suppression rules
  • Template and module library setup
  • Testing plan and acceptance criteria
Sense-check scope

30-minute call, scope + plan

Build, Integrate & QA

Make data and journeys behave in the real world.

We implement workflows, connect your CRM and ecommerce or portal data, and validate event tracking end to end. We test for accuracy, permissions, and reporting consistency before anything is scaled.

  • Workflow and automation setup
  • CRM sync and field mapping
  • Event tracking validation
  • Consent and preference checks
  • Go-live checklist and handover
Confirm next steps

30-minute call, release steps

Optimise, Report & Improve

Keep performance moving without guesswork.

After launch, we monitor performance, refine segmentation, and improve journey timing and content. Reporting stays aligned, and your team gets a clear cadence for iteration and governance.

  • Dashboard and KPI setup
  • Testing cadence and backlog
  • Segment refinement and hygiene rules
  • Playbooks and team enablement
Review the plan

30-minute call, cadence + actions

Our Partners & Recognitions

Industry partners and independent recognition

Our Engagement Models

Choose the simplest way to get clarity, implement, and keep improving.

Automation Clarity Sprint

Fast plan, practical next steps

A short, paid engagement to review your stack, data, and journeys, then leave you with a rollout plan your team can execute with confidence.

  • Current stack and data review
  • Journey priorities and quick wins
  • Field and tracking checklist
  • Phased implementation roadmap
Get my sprint plan

Implementation & Integration

The core build for most teams

We implement journeys, templates, and integrations in a phased rollout, with QA and reporting foundations so performance stays measurable.

  • Journey builds and templates
  • CRM, ecommerce, and portal sync
  • Event tracking and attribution setup
  • QA, launch, and handover
Plan my rollout

Managed Optimisation

Keep improving month to month

A recurring partnership to run testing, refine segments, maintain governance, and keep reporting aligned as campaigns and data evolve.

  • Iteration backlog and cadence
  • Testing and performance reviews
  • Data hygiene and governance checks
  • Playbooks and enablement
Set my cadence

Senior Advisory & Governance

For teams that need oversight on architecture, data, and measurement standards across multiple brands, regions, or product lines.

Get Your Personalised Marketing Automation Plan

Share your current stack and 2-3 priority journeys. You'll leave with scope, rollout steps, and next actions so launches stay consistent and reporting stays reliable.

Get my delivery plan

30-minute call, plan + next steps

What clients say about Webdigita

Long-term partnerships built on clarity, quality, and consistent delivery.

Frequently Asked Questions

Know more about our Marketing Automation services

What do you need from us to start a marketing automation project?

Access to your current stack list (CRM, email, ecommerce/portal, analytics), your priority journeys, and a view of your field and consent model. That is enough to define quick wins and a phased rollout plan.
Yes. We design automation around the data you already have and map what needs improving, then connect systems so segmentation, routing, and reporting stay consistent.
We prioritise by business impact and operational readiness: which journeys move revenue or pipeline, which have reliable data signals, and which your team can maintain after launch.
A review of your current tools and integrations, a shortlist of high-impact journeys, a baseline field and event model, and a phased plan with clear next actions.
We cover email plus website and portal triggers, forms, consent and preference flows, and reporting foundations, so the experience is consistent across touchpoints.
We align events, UTMs, and lifecycle definitions early, then validate tracking end to end and build dashboards around agreed KPIs so performance is comparable over time.
We design a clear source of truth for consent and preferences, ensure suppression rules are enforced across journeys, and document governance so teams keep it consistent.
It depends on integration complexity and how many journeys you want live first. We typically recommend a phased rollout so you can launch early, learn, and expand safely.
Yes. We can provide managed optimisation with a practical cadence for testing, backlog execution, governance checks, and enablement so improvements stay steady.
We use a standardised journey structure, keep rules readable, document naming and field conventions, and build reusable templates so your team can run campaigns without constant rework.
Yes. We can share relevant examples and outcomes during the consultation, and where needed we can do this under NDA so we can be specific about context and delivery.
You will leave with clarity on your quickest wins, which journeys to prioritise, and the next steps for a phased plan that fits your stack and team capacity.

Ready for a cleaner automation rollout plan?

Bring your stack and top journeys. We will outline quick wins, an implementation path, and what to do next to keep reporting reliable.

Get a free consultation

Setup Automations That Bring Measurable Revenue

Speak with our specialists.

Get clarity on scope, budget range, and next steps.

    Ideal if you're planning a rebuild, migration, or growth sprint in the next 60-90 days.

    What happens after you get in touch

    • 1An expert contacts you after having analysed your requirements;
    • 2If needed, we sign an NDA to ensure the highest privacy level;
    • 3We submit a comprehensive project proposal with estimates, timelines, CVs, etc.

    Trusted By

    • Phrism Solutions LTD
    • Milwaukee Boot Co.
    • Sting
    • Illumin8
    Need help? Talk to experts