Marketing Automation · Dallas, TX
A Marketing Automation Consultant That Actually Builds the Thing
A marketing automation consultant designs, configures, and builds the systems that turn marketing activity into repeatable, measurable outcomes. That includes lead capture workflows, CRM configuration, follow-up sequences, reporting pipelines, and the integrations that connect them. The consultant role covers strategy, platform selection, technical implementation, and ongoing optimization. At Whtnxt, we do all of it. Most agencies will advise you on what to build. We build it.
Free 30-min call · DFW-based · No commitment required
What We Automate
Five Systems That Replace Manual Work
Every engagement starts with identifying where your team's time is going. These are the five areas we see the most leverage.
Lead Capture and Routing
Every form submission, ad click, and inbound call enters a system that qualifies it, routes it to the right person, and kicks off the right follow-up sequence automatically. Nothing waits in an inbox.
CRM Workflows
We configure your CRM to do the operational work your team shouldn't have to do manually: updating deal stages, assigning tasks, logging activity, and flagging stale opportunities before they go cold.
Follow-Up Sequences
Automated email and SMS sequences that run on behavior, not just time. A lead that visits your pricing page three times gets a different follow-up than one who hasn't been back to the site.
Reporting and Analytics
Dashboards that pull from your ad platforms, CRM, and email system into one place. Weekly summaries generated and delivered automatically.
Ad Campaign Management
We run Google Ads and Meta Ads alongside the automation system, so the moment a lead comes in from a paid click, the system is already working.
Case Study
From a Shared Inbox to a 5-Minute Response System
GOAT Home Services handles water damage, mold remediation, and fire damage response in the DFW area. Leads were hitting a basic web form and sitting in a shared inbox until someone checked it. In a business where response speed determines whether you win the job, that was costing them real revenue.
We built an automated intake system using n8n that routes incoming inquiries by service type, sends the prospect an automatic confirmation within 60 seconds, creates a CRM record with the full inquiry details, and escalates to the owner if nobody has acknowledged the lead within five minutes. Lead conversion went up 35 percent. Hiring got 3x faster once we applied the same logic to their applicant pipeline.
<5 min
Lead response time
35%
Higher lead conversion
3x
Faster hiring
How It Works
Three Steps to a Running System
No 6-month engagements. No strategy decks that sit in a drawer. We work in focused sprints and ship systems that run.
Audit
We map your current marketing operations from lead source to closed sale and identify exactly where things break down. Most audits surface three to five high-leverage automation opportunities within the first conversation.
Build
We design and build the systems based on what the audit reveals. Project-based sprints, not long engagements. Most systems go live within two to four weeks.
Optimize
Once the system is live, we monitor performance, fix what breaks, and improve what's working. Monthly retainers keep the system getting better over time.
FAQ
Marketing Automation FAQ
What does a marketing automation consultant do?
A marketing automation consultant audits your current marketing and sales processes, identifies where automation can eliminate manual work or plug revenue leaks, and then designs and builds the systems to fix those gaps. That includes selecting the right platforms, configuring workflows, integrating your CRM and ad accounts, and training your team on what they own going forward. A good consultant doesn't just give you a recommendation — they deliver a working system.
How much does marketing automation consulting cost?
Strategy and discovery work starts at $1,000. Project-based system builds start at $2,500 for CRM and automation work. Ongoing retainers start at $1,500 per month. Hourly consulting is available at $275 per hour. All pricing is transparent and listed on the pricing page.
Marketing automation consultant vs. agency — what's the difference?
Most agencies sell you a retainer to manage your tools. A consultant designs the strategy and the architecture. Whtnxt operates as both. We own the strategic direction, handle the technical implementation, and manage ongoing performance. You don't have to coordinate between a strategist and a builder.
How long does marketing automation implementation take?
Simple automations — lead routing, CRM configuration, follow-up sequences — go live in one to two weeks. More complex systems involving multiple platforms, custom integrations, or AI components typically take two to four weeks. We prioritize shipping something that works over delivering something perfect that takes three months.
Book a Free Strategy Call
Thirty minutes. We'll map your current process, identify the highest-leverage automation opportunities, and show you what a system would look like for your specific business. No commitment required.
Book Your Free Strategy CallNo credit card required · No commitment