The implementation template for agencies building enterprise-grade automation stacks.
Marketing automation projects fail because most agencies sell hours instead of outcomes. This template scopes a proper implementation in phases (Audit → Build → Activate → Train) with deliverables tied to a working system at the end — not a half-built workflow library.
Setup fee + monthly retainer. Round numbers. Each tier includes everything below it plus specific upgrades. The middle tier is recommended — most clients pick it.
Small B2B teams launching their first proper automation stack
B2B SaaS scale-ups with mature sales motion needing enterprise automation
Enterprise marketing ops teams replatforming or scaling globally
Cover, Executive Summary, Understanding Your Business, Automation Services, Our Implementation Process, Timeline, Investment (3 tiers), Why Us, Case Study, Next Steps.
Starter Setup: $8,000 + $1,500/mo, HubSpot/Customer.io setup with 5 workflows + basic lead scoring. Full Build: $25,000 + $4,500/mo, Marketo/Pardot full implementation, 20+ workflows, attribution model. Enterprise Migration: $75,000 + $12,000/mo, replatforming + custom integrations + multi-brand support. Avoid hourly billing — clients can't compare and you eat scope creep.
1) Vague "set up automation" scope — define workflows by name + trigger. 2) No data model audit before building — workflows fail because data is dirty. 3) Skipping training (clients need to operate the system without you). 4) Missing post-launch optimization window.
B2B SaaS or services company with mature sales motion, a real CRM, and a marketing-ops resource (or willingness to hire one). They've outgrown a basic ESP and need enterprise automation.
Swap platform (HubSpot, Marketo, Pardot, Customer.io). Adjust workflow count. Add/remove integrations. AI rewrites in your voice.
21-day free trial. No credit card. AI rewrites in your firm's voice.