What to inspect
Which buyer actions get no reply, how long the replies that do go out take, and whether anyone can tell which campaign produced a customer.
- Unanswered buyer actions
- Reply delays
- Campaign-to-customer tracking
Assessment area
Automation gap
Marketing automation covers the emails, follow-ups and campaigns that should run without someone pressing send. This area looks at which of them run late, run blind, or never run at all.
Marketing Automation
Automate the follow-up your team already owes buyers.
The strongest marketing automation answers something a buyer did: a sign-up, a quote request, a cart left behind. Before any tool is chosen, we look for the moments your team handles by hand or misses, and whether an agent could prepare those messages for a person to approve.
What AI can run
Drafting follow-ups from form answers, starting sequences from real events, and flagging campaigns that stopped performing.
- Follow-up drafts
- Event-based sequences
- Campaign alerts
What stays human
Offers, discounts, claims, how often a contact hears from you, and anything sent to a customer for the first time.
- Offers and claims
- Contact frequency
- First sends
What we score
What we look at in your automation.
Each score comes from what you tell us in the free plan and what your tools show.
Speed to follow-up
How long a buyer waits after acting, and how many never hear back at all.
- Typical reply time
- Leads with no reply
- After-hours gaps
Trigger quality
Whether the events that should start a message, like a new sign-up or an abandoned cart, reach your email tool with the details it needs.
- Events captured
- Details present
- Duplicate contacts
Attribution you can use
Whether the team can trace a customer back to the campaign and message that first brought them in.
- Source captured
- Campaign naming
- Orders and deals matched
Workflows
Marketing automation workflows we check.
Start with the page that matches the follow-up you miss most often.
Email Marketing Automation
Inspect lifecycle stage, trigger quality, reply handling, and whether follow-up supports buyer movement.
OpenLead Follow-Up Workflows
Inspect timing, trigger source, owner, buyer stage, and sales handoff quality.
OpenPredictive Campaign Analytics
Inspect what campaign signals can be trusted and which decisions they should change.
OpenBuyer questions
Marketing automation, briefly.
Which marketing tools do you work with?
HubSpot, Salesforce, Klaviyo, Mailchimp and Resend, among others. The assessment scores how the work runs, not which tool you bought.
Is marketing automation worth it for a small team?
Often more than for a large one, because a small team feels every missed follow-up. Start with the one sequence that answers your most common buyer action.
What should marketing automation improve first?
How fast buyers who asked for something hear back. It is the easiest number to measure and usually the costliest to ignore.
Next step
Find the follow-up that never gets sent.
The free plan lists the buyer actions your team misses today and ranks the automation worth building first.
Get your free plan