AI-Driven Marketing Automation: Personalize Every Journey, Prove ROI.
Built for teams that need faster campaign execution and smarter personalization without adding headcount. We combine a unified first-party data foundation (CDP), AI-powered audience modeling, and policy-aware orchestration across email, SMS, paid media, and web to lift conversions while staying compliant. Unlike generic “AI email writers,” our playbooks wire AI directly into your stack—so segments, content, timing, and channel mix all adapt in real time to your goals and guardrails.
Benefits
- Higher conversion with fewer touches — Predictive audiences, look-alike expansion, and next-best-action policies reduce spray-and-pray and focus spend where it moves the needle.
- Lower CAC and smarter budgets — Always-on experiments and adaptive bandits shift impressions and sends toward winners automatically, reducing wasted spend.
- Faster campaign velocity — GenAI accelerates briefs, copy, and variants; orchestration deploys to web, email, SMS, and ads from one place.
- Deliverability & trust, built in — We enforce SPF/DKIM/DMARC, one-click unsubscribe, frequency caps, and reputation monitoring to keep inbox placement healthy.
- Compliant by design — Consent capture, regional policies (GDPR, CASL, TCPA), and data minimization are embedded into forms, journeys, and tools.
- Proof of impact — Multi-touch attribution for addressable media and MMM for aggregate channels quantify lift so finance and marketing align on what to scale.
How It Works
- Assess
We start with a 360° audit of your funnel and data: sources of truth (CRM, commerce, product, analytics), consent posture, email/SMS deliverability (SPF/DKIM/DMARC, spam rates), channel mix, ICP/segments, and measurement (MTA/MMM). Together we choose 3–5 high-leverage journeys (e.g., free-to-paid, repeat purchase, churn saves) and define KPIs (conversion rate, CAC, LTV lift, revenue per send/click, inbox placement). Output: a four-week pilot plan with guardrails, success thresholds, and a go/no-go gate. - Implement
We connect your first-party data into a governed customer profile (CDP), then turn on AI where it compounds value:- Data & identity — Unify profiles, dedupe identities, and attach consent history. Define traits and events for modeling (recency, value, category affinity, churn risk).
- Predictive audiences — Train models for propensity (purchase/upgrade), churn risk, and content affinity. Expose them as segments to email, SMS, ads, and on-site personalization.
- Journey orchestration — Build policies (cadence, channel priority, suppression, regional rules). Add SLA-style rules for sales handoff, MQL/SQL, and ABM account stages.
- Creative acceleration — Use GenAI to draft briefs, subject lines, and variants tied to audience traits and stage. Guard with tone/style prompts and human review.
- Deliverability hardening — Enforce authentication (SPF/DKIM/DMARC), list hygiene, complaint-rate monitoring, and one-click unsubscribe. Warm IPs/domains if needed.
- Measurement — Set up experimentation (A/B and adaptive bandits), event naming, and dashboards. Apply MTA where possible; backstop with MMM for aggregate channels.
- Optimize
We tune weekly: tighten segments, rebalance budget between channels, rotate creative, and raise quality bars (open/click to conversion, not vanity). We evolve models (e.g., move from simple propensity to uplift modeling), expand surfaces (push/web/in-app), and widen coverage only after KPIs hold. Releases are versioned with rollback and change notes.
Case Snapshot
Anonymized example: A B2C subscription brand unified CRM + commerce signals into a CDP, activated predictive churn and category affinity, and switched from static A/B to adaptive bandit testing for subject lines and offers. In six weeks, they improved inbox placement, reduced complaints with one-click unsub, and lifted repeat-purchase conversion with real-time product recommendations. Paid media budget shifted toward high-propensity micro-segments; finance could reconcile attributed lift to MMM read-outs at quarter-end.
Public patterns: Modern platforms document predictive audiences/churn, GenAI content assistance, and stronger deliverability/authentication requirements—useful benchmarks and guardrails when designing pilots and policies.
Risk Reversal
Start with a 4-week pilot; continue only if KPIs are met. Day-0 baseline, day-14 checkpoint, day-28 readout. If we miss jointly agreed targets (conversion lift, CAC delta, inbox placement, complaint rate), you can stop—no long-term commitment. This keeps focus on measured impact over demos.
FAQ
Will this work with HubSpot, Marketo, Braze, or SFMC?
Yes. We integrate via native APIs and webhooks. Predictive audiences/churn and AI content assistance are supported in leading platforms; we wire them into your journeys with RBAC, approvals, and audit trails so marketing ops retains control.
How do you stay compliant (GDPR/CASL/TCPA)?
Consent capture, lawful basis logging, and region-aware policies are enforced at forms and journey steps. Email requires valid consent/unsubscribe; SMS requires prior express written consent with simple opt-out. We track consent provenance and throttle messaging to respect policy and user preference.
How do you protect deliverability?
We authenticate sending domains (SPF, DKIM, DMARC), maintain complaint rates below mailbox-provider thresholds, and implement one-click unsubscribe headers. We also manage list hygiene, warm IPs, and monitor Postmaster dashboards to catch issues early.
How do you measure real lift?
For addressable channels we use multi-touch attribution with lookback/decay that match your sales cycle; for broad media we run or ingest MMM. Experiments (including adaptive bandits) estimate incremental lift and guide budget reallocation. Finance and marketing align on a shared measurement plan before scaling.
What’s included in hand-off?
Source-controlled configurations (segments, schemas, prompts), model cards, QA checklists, deliverability runbook, compliance matrix, dashboards, and a 90-day roadmap with risk owners and rollbacks.
What You Get
- CDP data model and identity stitching with governed profiles and consent lineage.
- Predictive audiences (propensity, churn, affinity) exposed to email/SMS/ads/personalization.
- Journey orchestration with policy controls: cadence, suppression, frequency caps, and regional compliance.
- GenAI creative toolkit for briefs, subject lines, and copy variants with tone/style guardrails.
- Deliverability hardening: SPF/DKIM/DMARC, list hygiene, complaint monitoring, and one-click unsubscribe.
- Experimentation & measurement: A/B, adaptive bandits, MTA setup, MMM alignment, and KPI dashboards.
- Pilot readout with KPI deltas, rollout plan, and a risk register mapped to mitigations.
Get a Pilot Plan
Book a 30-minute scoping call. We’ll identify 3–5 journeys, confirm systems and guardrails, and deliver a fixed-scope 4-week pilot with KPI targets, test cases, and a go/no-go gate.
