Marketing Automation Built Around the Full |
Automation pays off when workflows match how deals actually move through the funnel. TargetOrate builds automation around real buying stages, not generic templates, covering lead nurturing, scoring, campaign orchestration, and reporting in one connected system that runs without constant manual intervention.
What We Do
Automation Strategy & Planning
Platform Implementation
Lead Scoring & Nurturing
Workflow Automation
Campaign Execution & Performance Tracking
Tools & Platforms We Work With
- HubSpot
- Marketo
- Salesforce Marketing Cloud
- ActiveCampaign
- Klaviyo
- Mailchimp
- Pardot (Account Engagement)
- Zoho Campaigns
What Changes When Automation Works?

Faster Lead Qualification: Scoring models surface sales-ready leads earlier, so outreach lands with accounts already showing real buying intent.

Manual follow-ups, segmentation, and CRM updates run on their own, freeing the team to focus on messaging and strategy instead of admin work.

Every email, ad, and event campaign runs through the same connected system, so nothing slips between channels during handoffs.

Real-time reporting and built-in attribution show which campaigns are actually driving pipeline, not just which ones sent the most emails.
Where The Automation Stands Today
Starting automation from scratch?
Foundational workflows get built around current sales stages, designed to scale as volume grows.
Running automation that isn't being used well?
Existing platforms get reconfigured and cleaned up, no rebuild required unless it’s actually needed.
Scaling automation across teams or regions?
Governance and consistent workflows keep every team running the same playbook.
No engagement starts from a fixed package. Each one is scoped to the funnel and tools already in place today.
Why TargetOrate?
Proven Track Record
10+ automation projects delivered to date, each contributing playbooks and lessons carried into the next engagement.
Certified Platform Experts
Certifications across HubSpot, Salesforce, Marketo, and ActiveCampaign mean implementation decisions come from direct, hands-on platform experience.
Lead Lifecycle Expertise
Practical understanding of funnel behavior shapes every scoring model and nurture track, built from real buying cycles, not theory.
Global Delivery Model
Senior strategists and hands-on implementation teams work together across time zones, keeping projects moving quickly without sacrificing oversight.
Automate Smarter. Convert Faster.
Case Studies
MarTech Stack Integration and Automation for an IT Services Company
HubSpot, ZoomInfo and Outreach were running as three separate tools. We wired them together, synced the data, and...
eCommerce UX Modernization for a Large Retail Chain
Ninety-plus screens, five thousand SKUs, one storefront that needed to feel simple. We rebuilt discovery, checkout and loyalty...
Inclusive Platform Design for a Social Impact SaaS Product
Built for creators, buyers and support teams alike, with real testing on NVDA and JAWS screen readers, not...
Website & Portals for a Leading Multi-Campus University
Connected websites and portals into a cohesive digital experience for a multi-campus university.
Digital Marketing Execution for a PCB & Component Distribution Leader
Combined website redevelopment, SEO, content, social and paid campaigns to build a stronger digital acquisition engine for a...