⚙️ Automation that works while you're focused elsewhere

Marketing automation for teams ready to scale without adding headcount

The right automation does more than save time. It creates consistent, personalized experiences for your prospects and customers at every stage of the journey. SDH designs, builds, and manages marketing automation systems that connect your tools, streamline your workflows, and keep revenue moving.

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Systems that run smarter, not harder.

We've built automation programs for B2B companies, SaaS platforms, real estate firms, and more. No two are the same. What they share is a foundation of strategic intent: automation built around how your buyers actually behave, not just what the platform makes easy to set up.

Services / Services /

CRM Setup & Optimization

A well-configured CRM is the backbone of any automation program. We set up, audit, and optimize HubSpot, Salesforce, and other platforms so data flows cleanly and your team can actually use it.

  • Site Mapping
  • Content Mapping
  • Wireframes
  • User Flows & Journeys
  • Navigation Systems

Email Nurture & Drip Campaigns

We design and build lead nurture sequences, onboarding flows, and re-engagement campaigns that deliver the right message at the right time — without manual effort from your team.

  • Branded Interface Design
  • Design Systems & UI Libraries
  • Responsive Design
  • Interactive Prototyping
  • Accessibility & Usability Standards

Lead Scoring & Segmentation

Not all leads are equal. We build scoring models and segmentation logic that help your sales team focus on the prospects most likely to convert, faster.

  • Front-End Development
  • Content Management System Setup
  • Animations & Interactions
  • Performance Optimization
  • Testing & Quality Assurance

Workflow & Pipeline Automation

From internal notifications to deal stage triggers and task creation, we automate the operational workflows that eat your team's time and introduce error.

  • Analytics Setup (GA4, GTM, etc.)
  • CRM Integrations (Salesforce, Hubspot)
  • API Development & Integrations
  • Workflow Management
  • Reporting Dashboards

Built on the platforms your team already knows

Marketing automation is only as good as the integrations holding it together. We're certified experts in HubSpot and work fluently across major CRM, email, and marketing platforms to build systems that connect cleanly with your website, ads, and sales tools.

Pricing scaled to your program and platform

Setup & Launch

Starting at $4,000

For teams that need a core automation system configured and launched: CRM setup, contact segmentation, and a foundational email sequence.

Timeline:

2-4 weeks

Stakeholders:

1 - 2

Growth Program

Starting at $10,000

For companies ready to build a multi-stage nurture program with lead scoring, segmentation, and pipeline automation.

Timeline:

6-10 weeks

Stakeholders:

Up to 3

Full Automation Build

Starting at $25,000

For organizations that need a comprehensive automation ecosystem covering the full buyer journey across multiple segments and channels.

Timeline:

10-16 weeks

Stakeholders:

Up to 5

  • 15–25 custom pages with dynamic templates
  • Advanced CMS setup with reusable content types
  • CRM integration (HubSpot, Salesforce, or similar)
  • Blog, resource hub, or case study library
  • Advanced Accessibility + SEO audit
  • Conversion tracking + analytics dashboards
  • Dedicated account and strategy lead

Ongoing Management

Starting at $3,000/month

For companies that want a dedicated automation partner managing, optimizing, and expanding their program over time.

Timeline:

3-month minimum

  • Single page marketing site
  • 5 distinct sections
  • 2 week sprint execution
  • Squarespace or Webflow CMS

Already have automation in place but it's not performing?

Broken workflows, low open rates, and a messy CRM are all fixable. We offer automation audits that identify exactly where your program is losing value — and a clear path to getting it back on track.

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"Working with SDH was an absolute pleasure. They took our vision for a modern, professional, and user-friendly website and brought it to life seamlessly. Their attention to detail, creative expertise, and responsiveness made the entire process smooth and stress-free."
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Lauren Marquess

Digital Marketing Manager
Common Questions

What platforms do you work with?

We're a certified Solutions Partner in HubSpot, but have deep experience in Salesforce, Marketo, High Level, and Klaviyo. We'll help you choose the right platform if you're still evaluating options, or work inside whatever system you already have in place.

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How do you make sure the automation actually gets used by our team?

Adoption is a real challenge, and we plan for it from the start. That means involving leadership in the design process, building systems that reduce workloads rather than adding to it, and providing training and documentation at launch. Automation that’s ignored is just technical debt.

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Our CRM data is a mess. Can you still help?

Yes, and you're not alone. Data cleanup and normalization is often part of the engagement, particularly in the early phases. A cleaner CRM is a prerequisite for automation that actually works — so we address it directly rather than building on top of a broken foundation.

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How long does it take to see results from a new automation program?

Simple sequences can go live within weeks. More complex programs with multiple segments, lead scoring, and multi-channel triggers take longer to build and calibrate. Once live, email automation programs typically show measurable engagement improvements within the first two to three months of active sending.

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Can you build automation that connects our website to our CRM?

That's one of our specialties. Form submissions, page behavior, conversion events — we connect your website's signals to your CRM and automation platform so your team has full visibility into how prospects are engaging before they ever speak to sales.

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Do we need to be on HubSpot to work with you?

No. We work across platforms and can help you evaluate whether your current system is the right long-term fit. If a migration makes sense, we'll walk through what that involves. If your current platform is the right tool for the job, we'll work with it.

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Let’s build something amazing. Together.
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Chelsea Pagliuca
Amanda Mangiarelli
Taylor Foxx
Ben Visser
Jesse Shoffstall
Adam Phillips

Marketing Automation Services in the Carolinas

Social Design House helps businesses across the Carolinas build and manage marketing automation systems that generate leads, nurture prospects, and streamline sales operations. As a certified HubSpot Solutions Partner, our team brings both strategic thinking and technical expertise to every engagement.

Whether you're starting from scratch or trying to get more out of a system you've already invested in, we know how to build automation programs that your sales and marketing teams will actually use. Let's make your tech stack work harder for you.