Automation
Marketing Automation
Automating your marketing is the key to cranking up your ability to nurture leads at scale in a
cost-effective manner. Harnessing the potential offered by personalization and segmentation ensures
delivery of relevant offers at every stage of the buyer’s journey, without adding any stress or additional
workload to your team.
Deliverables
Deliverables

Strategy
We develop a customized strategy based on your unique business goals.
Tech Review
Starting with a needs assessment, we provide a platform scorecard and implementation guidance to map out a custom solution based on your unique requirements.
Campaigns
All the pieces of the puzzle fit together with triggers and task assignments, sales workflows and sequences, and integration of HubSpot’s automation tools with the rest of your tech stack.
process
Process
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1Planning
-
2Discovery
-
3Define
Process -
4Automate
Planning
Your journey with Learners starts with us getting to know your team and business during a defined onboarding period. From there, we develop a project plan and kick-off that provides a clear understanding of roles, responsibilities, and timelines.
Discovery
We work with your sales and marketing teams to uncover opportunities, pain points, and customer needs, in order to gain a full understanding of how best to serve your prospects.
Define Process
We lay the groundwork to automate your workflows by first mapping them out, then identifying data flows, business processes, and event triggers so that you can visualize the automation process from end to end.
Automate
With an established blueprint of all the workflows to be automated, we get to work building the processes to scale your marketing campaigns.
pricing
Pricing
For a custom pricing plan that’s right for your business, contact our team.
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Client Testimonials

Ashley Camire
Owner and Relationship Specialist
POQFL.com
I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Cynthia LaRue
VP Marketing at ShipHero
Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Brandon Palmer
Digital Marketing Manager at ShipHero
Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Jamal M.
Main Street Financial Solutions
Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Chris G.
Forum Financial Management, LP
Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Brett Oliveira
ShipHero Sales



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Learn from our
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