Marketing automation consulting services
built by the engineers.
Most marketing automation breaks where it meets your real data, not in the dashboard. We are engineers first: a marketing automation consultant team that designs, builds, and integrates your stack into the systems you actually run. Built for B2B, SaaS, and expert-led teams whose funnel has outgrown the templates.
Scoped estimate in 3 to 5 days. No obligation, NDA on request.
“Really enjoyed working with HighCraft.io. They are true professionals that know how to get things done. They were hardworking and skillful, exactly what we were looking for.”
Maxim Grossman
Executive, Enigmex Technologies
Selected clients and shipped projects
Awesome Kyiv
Shelfit
Engineers who sell the build, not the retainer
HighCraft is a senior team that pairs full-stack engineering with applied AI for B2B, SaaS, and expert-led businesses. We earned Top Rated and a 100 percent Job Success Score on Upwork one delivery at a time, and the founder has eleven years leading engineering, including a FinTech team at a Big Four firm.
Marketing automation lives or dies on integration, and integration is what we do. On a healthcare platform we wired billing, scheduling, and patient records together so the data stayed in sync without anyone re-keying it across systems. That is the same problem a marketing stack has, minus the regulators. You work with the engineers who build it, not an account manager relaying tickets to someone you never meet.
2 weeks
idea to working prototype
End to end
prototype to production
Senior
engineers, no handoffs
Most automation breaks at the edges. A workflow sends the same email twice. A sync drops a record and nobody notices for a month. The list keeps mailing people who unsubscribed, and your domain reputation pays for it. We build on your platform and CRM APIs, model the lifecycle before we configure a thing, and hold the email side to the CAN-SPAM rules so deliverability and consent are designed in, not patched later. Automation that fails loudly beats automation that fails quietly.
What good marketing automation consulting gets right
The parts a platform setup skips and a real funnel cannot.
The funnel, mapped before it is built
We map your lifecycle stages, scoring, and handoffs first. Where a lead enters, what qualifies it, who owns it when. Most automation fails because it encodes the happy path and ignores the lead who books a demo before the form ever fires. The exceptions are where the revenue leaks.
CRM and stack integration over APIs
We connect your automation platform to the CRM, the product, and billing through their APIs, so a paying customer is never still getting the trial nurture. No nightly CSV imports held together with hope. When a record changes in one system, it changes in all of them.
Lead scoring and nurturing that earn trust
A scoring model tied to what actually closed, not points someone guessed in a workshop. Nurture tracks with real exit logic, so a lead who replies stops getting the sequence. The goal is a number your sales team believes, not one they route around.
Reporting that ties to pipeline
Attribution and dashboards that connect a campaign to booked revenue, not opens and clicks. Opens went blind the day Apple started pre-fetching them anyway. We report on the metric that survives a board meeting: pipeline, then closed.
When the platform already does it
If HubSpot, Marketo, or your CRM already cover the workflow out of the box, use them, and we will say so before quoting anything. Marketing automation consulting earns its cost on the custom logic and the integrations the platforms cannot reach. The scoring model with your data in it. The sync between three systems that were never meant to talk. The reporting your stack will not assemble on its own.
100%
Job Success on Upwork
5.0
Average client rating
Top Rated
Agency on Upwork
11 yrs
Engineering leadership
HIPAA
Aligned delivery
Awards and accreditations
Verified on Upwork and recognized by independent agency directories.
Built for the rules healthcare runs on. Practices documented, not implied.
Security & trustAI Prototype Sprint
Validate the workflow before you fund the platform.
A two-week sprint that turns a complex workflow into a working prototype, architecture direction, and a build estimate you can act on.
- Working prototype
- Workflow map
- Architecture recommendation
- AI opportunity and risk assessment
- Delivery roadmap
- Fixed or phased build estimate
Two weeks, one fixed scope. You own everything we build, whether or not you continue.
Week 1
Discover the workflow, build the spine
Week 2
AI where it pays back, then prototype + estimate
Four ways to engage, and a low-risk way to start
We fit the model to the project and the risk, not to our invoice. Most clients start with a two-week discovery sprint that turns the idea into a working prototype and a real estimate, then move into whichever model fits the build.
Time and materials
You pay for the hours you use, billed weekly or monthly. The right call when scope is still moving and you want to steer as you go.
Dedicated team
A senior team embedded with yours and billed monthly, scaling up or down as the roadmap changes. Built for ongoing work, not a one-off.
Fixed price
Agreed scope, agreed price, agreed date. Works when the requirements are already clear and you want certainty before you sign.
Fixed milestones
Phased delivery, paid one milestone at a time. A way to take on a larger build and de-risk it stage by stage.
Clients trust us with messy, real-world software
From regulated healthcare workflows to payment-heavy platforms and internal business systems, the common thread is delivery that survives production.
Alex and his team built the core of our Healthcare SaaS. Their grasp of HIPAA and GDPR was crucial for our telemedicine features, and they added AI into the EMR so providers could make better data-driven calls. They know the Microsoft stack and held to WCAG 2.1 throughout. For a healthcare product that needs regulatory care and real engineering, HighCraft.io is the partner you want.
Oleg Shumar
Owner, GetTrusted.io
They were absolutely phenomenal. The team put in a lot of work to break down what was required of the project and gave an excellent presentation on the process. I highly recommend them and will be working with them again in the future.
Kayode Leonard
Founder, Project Wolf
Really enjoyed working with HighCraft.io. They are true professionals that know how to get things done. They were hardworking and skillful, exactly what we were looking for.
Maxim Grossman
Executive, Enigmex Technologies
HighCraft team did a great job creating a brand new site for my company, and I am loving it. It is exactly what I wanted and the team were true professionals and very nice to work with.
Alina Virstiuk
Founder, AwesomeKyiv
Three ways we turn complex workflows into working software
Start with a prototype, add AI where it creates leverage, or build the full production platform.
- 01
Working prototypes
A working prototype built around the real edge cases, so you can validate scope before funding a full build. The cheapest way to find the edge case nobody mentioned.
- 02
AI-enabled features
AI inside the product you already run: intake, search, summarization, classification, recommendations, or workflow assistance, with evaluation and guardrails. Built so a real user opens it twice.
- 03
Production platforms
Custom platforms built for real users: integrations, permissions, billing, audit trails, and maintenance. HIPAA-aware where it has to be.
Free vendor-risk check
Before you build, check the risk first.
Answer a few plain-English questions and get a vendor-risk read on ownership, proof of work, data exposure, and handover gaps before you fund the build.
- Takes about 3 minutes
- Built for vendor decisions
The page shows the first risk instantly. Email sends the full report.
What the marketing stack connects to
The layers around a marketing automation build.
Software that works, in production
Our clients get to focus on their business, instead of babysitting the stack that holds it together. Client cases below are anonymized where compliance demands; the rest ship under their own names.
How we build AI workflows that stay controllable
Agentic does not have to mean opaque. We put the controls where the risk is: permissions, approvals, and audit around every AI-assisted step.
Frontend
The product your users and staff actually work in.
API
Typed contracts and validation at the boundary.
Workflow engine
The deterministic spine: states, rules, and handoffs.
Agentic workflow layer
Inspects context, suggests next steps, and triggers tools, with human approval where it matters.
AI / LLM services
Models behind evaluation and fallback logic, not raw and unchecked output.
Integrations
EMR, Stripe, CRM, scheduling, and internal APIs.
Audit, monitoring, permissions
Every AI-assisted step logged, observable, and role-gated.
Controls, not black boxes
- Human approval for sensitive actions
- Tool calls scoped by permissions
- Audit logs for every AI-assisted step
- Evaluation and fallback logic, not raw model output
- Role-based access throughout
- Observability in production
- Integration with EMR, Stripe, CRM, scheduling, or internal APIs
Hiring a marketing automation consultant
What buyers ask before they start.
What does a marketing automation consultant actually do?
A marketing automation consultant designs how leads move through your funnel, then builds and integrates the automation that runs it. Lifecycle stages, lead scoring, nurture sequences, CRM sync, and reporting. The good ones spend more time on your data and integrations than on the platform UI, because that is where automation usually breaks.
Do I need a marketing automation consultant or an agency?
An agency runs campaigns and content. A consultant fixes the machine underneath: the scoring, the integrations, the workflows that misfire. If your problem is that the automation itself is wrong, leads in the wrong field, sequences double-sending, scores nobody trusts, you need the engineering side. That is the work we do.
Which marketing automation platform should we use?
The one your team will actually run and your stack can integrate with. HubSpot suits most B2B teams. Marketo and Pardot fit larger, Salesforce-heavy orgs. We are platform-agnostic and integrate with all of them, so we recommend based on your CRM, budget, and the workflows you need, not a partnership we are trying to sell.
Can you integrate marketing automation with our CRM and product?
Yes, and that is usually the real job. We connect your automation platform to the CRM, the product, and billing over their APIs, so lifecycle data stays consistent everywhere. A trial that converts should stop the trial nurture the same hour. We build that sync to fail loudly when an input changes, instead of silently mailing the wrong people.
How much does marketing automation consulting cost?
Send us the stack and the workflows you want fixed or built. We reply with a scoped estimate, usually within 3 to 5 business days. Cost tracks the number of integrations, how messy the data is, and how much custom logic the platform cannot do natively. You can work hourly, fixed price, or as a dedicated team.
How long until the automation is live?
A focused build, scoring plus a few core workflows and one CRM integration, is usually weeks, not months. A full stack migration takes longer because the data cleanup is the slow part, not the configuration. We scope it before we start so you know the timeline before you commit, not after.
When are you not the right fit?
If your funnel is simple and your platform covers it natively, hire a campaign-focused agency or do it in-house. We will tell you so rather than quote a build you do not need. We earn our cost when the automation has to span systems that do not talk, carry real exceptions, and stay correct while the business changes around it.
Tell us about your project
Send the shape of the problem, even if the requirements are still blurry. We reply with a scoped estimate, usually within 3 to 5 business days. No obligation, NDA on request.
- A senior engineer reads every brief, not a sales rep.
- If an off-the-shelf tool fits better, we will tell you.
- NDA on request before you share anything sensitive.
Prefer email? Write to business@highcraft.io
Rather talk it through? Book a 30-minute estimate review
“Alex and his team built the core of our Healthcare SaaS. Their grasp of HIPAA and GDPR was crucial for our telemedicine features, and they added AI into the EMR so providers could make better data-driven calls. They know the Microsoft stack and held to WCAG 2.1 throughout. For a healthcare product that needs regulatory care and real engineering, HighCraft.io is the partner you want.”
Oleg Shumar
Owner, GetTrusted.io