A Marketing Automation Consulting Agency That Has The Expertise You Need

Marketing automation is an excellent way to track digital interactions with your customers, automate email communication, segment contacts based on interests or purchase history, compile data for reports, deliver leads to sales teams, and so much more.

At Cleartail Marketing, our clients count on our expertise and development resources to implement their marketing automation strategy.

You’re probably here because you have encountered one of the following:

  • You are interested in implementing a marketing automation solution but do not know how to get started.
  • You have previously implemented a marketing automation solution, but it was not set up correctly, and you wasted a lot of money on software licenses.
  • You are currently using marketing automation software that works well, but you are not taking full advantage of its capabilities.

Cleartail Marketing can help! We work with many businesses like yours to implement marketing automation solutions that fit their needs!

What does a marketing automation tool do?


Email Automation

Send email automation sequences automatically triggered by a current or potential customer’s digital behavior, expressed interests, or purchases.


Lead Distribution

Automate lead distribution by programming email or SMS notifications to specific sales representatives based on geography, products, services, or interests.


Lead Scoring

Track potential customers’ digital behavior with lead scoring. Apply a point system that identifies which leads are sales-ready. High-scoring leads are the best to proactively reach out to.


Social Media Content Publishing

Create a social media content calendar to automatically schedule all of your posts across major platforms from one simple publishing tool. Schedule content months in advance and adjust along the way.


Blog Post Scheduling

Automatically publish blog post content from one calendar alongside your emails and social postings all in one software.


Email Newsletters

Write, design, develop and distribute your business email newsletter to all of your targeted email contact lists.


List Segmentation

Automatically build email contact lists based on interests, specific web page visits, form submissions, purchase history, social media interactions, and much more. List segmentation is important to optimize email engagement.


Website Analytics

Collect data for traffic sources, unique visitor volume, page visits, top-performing web pages, top referring URLs, bounce rate, and more with built-in website marketing analytics.


Campaign Tracking

Identify where every lead originates from. Create custom campaign tracking to attach primary and secondary campaigns to all leads collected.


End-to-End Campaign ROI

Calculate your marketing campaign ROI. Track from cost per lead to revenue generated to ensure you get the return you need to grow your business.


CRM Integration

Pull through campaign data to any cloud-based CRM to connect your sales to your marketing. A marketing automation and CRM integration will push leads into your CRM and automatically assign the appropriate salesperson in real time.


Workflow Automation

Create tasks with workflow automation to send drip email campaigns, assign leads, create reminders, segment leads, activate retargeting ad audiences, create sales opportunities, update data fields, and much more. Start with the goal and build out simple or sophisticated long-term automation to get what you need to be done without human error.


Chatbot Automation

Engage with website visitors automatically with chatbot automation to collect their contact information, identify their interests and distribute leads to the appropriate salesperson.


Retargeting Display Advertising

Track website visitors with retargeting display advertising, then automatically segment audiences to follow potential customers around the internet with target images or videos that will encourage them to return to your website and make a purchase.


Media Asset Tracking

Create unique URLs with media asset tracking to identify which leads are engaging with your media, then activate automated workflows to move them into sequences based on their digital behavior.


Identify Website Visitors

Identify businesses interested in your products or services with reverse IP lookup. It is also possible to identify website visitors by name and email address if they engage with your digital marketing correctly. Know when important prospects come and go from your website in real time.


Build and Publish Landing Pages

Cost-effectively build landing pages with marketing automation software. Leverage drag-and-drop builders without spending money on developers. Get landing page assets for your campaigns up and running within minutes.


Build and Stylize Forms

Use a drag-and-drop builder to create contact forms with marketing automation software that will match your website’s style. Integrate your forms into your contact database, track the campaigns your form submissions came from, and trigger workflow automation as soon as a lead submits their data.

Ready to grow your business?

What sets us apart from others?


We Have The Experience You Need

Since 2014 Cleartail Marketing has implemented hundreds of Marketing Automation software setups and managed thousands of campaigns leveraging this technology for our clients. We have faced many challenges along the way that we have successfully guided our clients through; marketing automation technology is constantly evolving, and this is why we are continuously educating ourselves on best practices and addon technologies to place our client’s campaigns above their competition.


A Platinum SharpSpring Partner

SharpSpring, a Constant Contact company, has honored Cleartail Marketing by recognizing our agency as a Platinum Partner of SharpSpring. This achievement means that Cleartail Marketing is one of the premier implementation partners in the world. We have been through the gauntlet to prove our expertise and deliver numerous successful implementations for our clients.


We Are Part of Your Team

In order to be successful with a marketing automation setup, it is required that we understand your marketing goals just like an in-house employee would. Marketing automation software is a significant investment, and we take this responsibility very seriously. With all custom implementations, we take our time to make sure that we have a plan that will meet your unique needs and goals as a business then we take you to that destination as quickly and smoothly as possible.


Excellent Communication, Support, and Training

Since 2014, Cleartail Marketing has perfected our implementation process to ensure that our clients understand every step and that all expectations are clear. After the implementation, we support our client’s users with our customer support available to answer all questions that arise and train your users further to improve their understanding of the marketing automation tool. We will always be there and pride ourselves on our quick response times.


We Are A Full-Service Digital Marketing Agency

Many of our competitors are only focused on doing a technology setup, but we go above and beyond if you need help with managing marketing campaigns. At Cleartail Marketing, we have professional designers, writers, web developers, marketing automation pros, and CRM experts to elevate your campaigns to optimal performance. Our expertise goes beyond the technical setup of the software; we can assist you with any marketing needs your company might have.

Why Invest In Marketing Automation?

Marketing automation will drastically reduce your organization’s labor costs to manage and track your marketing campaigns.

Not only will you save money, but implementing marketing automation technology will also optimize your marketing efforts and help you identify which campaigns are delivering a healthy return on your investment. Every industry is opening its eyes to the power of marketing automation, and if you want your business to compete, you must invest in a marketing automation tool. If you do not have the resources internally, working with a marketing automation consultant is highly recommended.

Our Process

Kickoff call to discuss the following

  • On our first call, we will deep dive into your marketing automation implementation goals.
  • We will then recommend where to focus first and discuss best practices for implementing marketing automation software into your digital marketing efforts.
  • We will also review a general timeline for the implementation and adjust the schedule based on your primary objectives.

Implementation Phase

  • Based on our kickoff discussion, we will set the timeline for full implementation, which generally takes 2 to 4 weeks, depending on the requirements of the setup.
  • We will hold weekly video calls to ensure everything is moving along as planned, but the total investment of time required by you and your team will only be the phone calls during the setup process.


  • Once the technology setup is completed will move into the training phase to get all of your users ready to take advantage of your new marketing automation software.

On Going Customer Support, Training, and Monthly Check-ins

  • Upon completion of the training phase, your team will have full access to our customer support channel to answer any technical questions that they might have.
  • We will also schedule a monthly check-in to ensure you are aware of any new software features and share and discuss your goals to expand your marketing automation strategies to help grow your business.

Frequently Asked Questions

What is a marketing automation tool?

It is a software package that helps businesses automatically communicate, assign tasks, distribute leads, collect and analyze marketing data, and much more. Businesses’ use of marketing automation is skyrocketing, and if a company is serious about marketing with the best in their industry, it is essential to leverage a marketing automation tool.

How much does a marketing automation tool cost?

How to integrate print advertising and digital marketing automation?

Ready To Grow your Business?