Marketing Automation

When to Use This Skill

Activate this module when the user's request involves any of the following:

• Workflow Design: Building, mapping, or optimizing automated marketing workflows and sequences
• Lead Scoring: Creating or refining lead scoring models, defining MQL/SQL thresholds, or troubleshooting scoring accuracy
• Nurture Sequences: Designing email nurture campaigns, drip sequences, or lifecycle-stage-based communication flows
• Drip Campaigns: Time-based or behavior-based automated email series for onboarding, education, or conversion
• Behavioral Triggers: Setting up event-based automation triggers (page visits, form fills, email engagement, product usage)
• Lifecycle Marketing: Mapping and automating communication across subscriber, lead, MQL, SQL, customer, and advocate stages
• Marketing Operations: Data hygiene, process optimization, tech stack management, deliverability, and compliance automation
• Platform Strategy: Selecting, configuring, or migrating between marketing automation platforms (HubSpot, ActiveCampaign, Klaviyo, Mailchimp, Marketo, Pardot)
• Integration Patterns: Connecting MAP to CRM, CDP, analytics, ad platforms, or custom data sources
• Reporting & Attribution: Measuring automation performance, sequence attribution, and lifecycle velocity
• Cross-Channel Orchestration: Coordinating automated touchpoints across email, SMS, push notifications, in-app messaging, and retargeting

Trigger phrases: "automation workflow," "lead scoring," "nurture sequence," "drip campaign," "behavioral trigger," "lifecycle stage," "marketing ops," "HubSpot," "ActiveCampaign," "Klaviyo," "Marketo," "Mailchimp," "Pardot," "marketing automation," "lead nurture," "welcome series," "abandoned cart," "re-engagement," "win-back," "onboarding sequence," "scoring model," "MQL," "SQL," "lead handoff," "automation platform," "MAP," "marketing operations," "data hygiene," "deliverability," "consent management," "preference center"