Marketing Automation for Professional Services
Automation that lifts revenue, not just emails.
Strategy, AI, and operations for accounting, consulting, agencies, and firms.
Why professional services operators engage SAZ for marketing automation.
SAZ marketing automation engagements connect strategy, content, and systems so demand generation and lifecycle marketing compound — without burning the list or the team.
Professional services firms — accounting, consulting, agencies, advisory — face a step-change opportunity with AI. SAZ helps firms productize services, build AI leverage, and scale the operating model.
What professional services operators get from marketing automation.
A modeled demand and lifecycle program
Live automations driving meetings, opportunities, and revenue
Clean data and reporting
An operating cadence and team enablement
What SAZ ships for professional services engagements.
Demand Strategy
ICP, content, and channel design.
Lifecycle Programs
Onboarding, nurture, retention, win-back.
System Build
Marketo, HubSpot, Customer.io, Iterable, Braze.
CDP & Data
Segment, Rudderstack, Hightouch, and CDP design.
How we extend this service for the industry.
Standard Marketing Automation delivery, calibrated for professional services workflows, economics, and compliance.
AI Productivity
AI assistants for research, drafting, and review.
Productized Services
Productizing recurring offers for repeatability.
BD & Marketing
BD and marketing programs that build a predictable pipeline.
Operations
Utilization, capacity, and margin systems.
Marketing Automation for Professional Services — questions.
Engage SAZ for marketing automation in professional services.
Email info@Sedighi.ca or call (604) 632-4959. Senior partner response within one business day.