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Marketing automation is the best way to scale without adding headcount, improve customer engagement, and prove ROI.
But for many businesses, the challenge isn’t whether to use it; it’s how to make it actually work. Juggling multiple marketing tools, disconnected CRMs, and misaligned teams often leads to wasted months, poor adoption, and missed revenue opportunities.
That’s where marketing automation consultants step in.
They connect the dots between marketing automation tools, processes, and people, so your automation runs smoothly and drives measurable results. From mapping buyer journeys and aligning campaigns to proving ROI, the right consultant ensures every piece of your marketing engine works together.
In this guide, I’ll cover:
- What a marketing automation consultant is and what they do
- How to choose the right consultant for your company
- The most common marketing automation platforms consultants use
- How MarketerHire offers a leaner, faster way to hire vetted experts
What is a marketing automation consultant?
A marketing automation consultant is a person or company that helps you get more out of your tools by making sure they actually work for your objectives—not against them. Think of them as both strategist and technician: they design automation frameworks, connect your CRM and marketing platforms, and build campaigns that move leads smoothly from first touch to closed deal.
Instead of leaving you with a half-configured tool or disconnected workflows, a consultant aligns tech, processes, and teams. The result is automated marketing campaigns that run without constant firefighting, more qualified leads in your pipeline, higher conversion rates, and a clear view of how marketing contributes to revenue.
Top marketing automation consultants
Here are six marketing automation consultancy firms that each bring a unique specialization, approach, and client focus.
1. MarketerHire
Specialization: On-demand marketing automation experts across HubSpot, Marketo, Pardot, Klaviyo, ActiveCampaign, and more.
MarketerHire itself isn’t a marketing automation consultancy firm. But we can connect you with experienced marketing automation specialists from leading companies in as little as 48 hours.
Simply share your goals and hiring requirements with us, and we’ll use a combination of AI-powered technology and human expertise to match you with a consultant who understands your tools, industry, and growth stage.
Our marketing experts, whom we’ve thoroughly vetted, have a track record of delivering results, from higher CTRs and pipeline growth to multi-million-dollar revenue impact.
Unlike traditional agencies or consultancy firms, we don’t lock you into long contracts or inflated retainers. All our engagements are flexible and start with a 2-week free trial to ascertain fit.
82% of our clients have hired the first expert we’ve matched them with. However, if the initial match isn’t a good fit for you, we’ll rematch you at no cost.
Notable clients: Coca-Cola, Airbnb, Tinuiti, Lyft, Netflix
Best for: Businesses of all sizes (B2B, B2C, DTC, and eCommerce) that need senior-level automation expertise fast, without the cost or delay of hiring in-house.
Pricing:
- Starter: $5000/month
- Growth: $10,000/month
- Scale: $15,000/month
2. The Pedowitz Group
Specialization: Marketing automation, AI-enabled ABM, and compliance-driven workflow orchestration.
The Pedowitz Group helps companies streamline marketing efforts with intelligent workflows that automate campaign triggers, lead handoffs, data syncs, and approvals—reducing errors and freeing teams to focus on strategy.
Their AI-powered ABM engines identify the right accounts, personalize outreach, and coordinate multi-channel campaigns automatically. Every workflow is designed with built-in compliance safeguards, so privacy, governance, and brand standards are upheld without slowing execution.
Services:
- Marketing consulting
- Technology consulting
- Marketing operations automation
- Managed services
- Creative operations
Notable clients: Vercara, FinThrive, Independent Financial, Portland Trail Blazers, TD Garden
Best for: B2B companies and enterprise marketing teams that want to scale demand generation, streamline processes, and future-proof their marketing operations with AI-driven automation.
Pricing: Contact The Pedowitz Group
3. BrandLyft
Specialization: GoHighLevel marketing automation and task workflows designed to replace manual processes with scalable, always-on systems.
BrandLyft helps you move beyond repetitive, time-consuming tasks with 30+ ready-to-deploy GoHighLevel automations.
From lead capture and nurturing to appointment booking and follow-up sequences, their automations work around the clock, saving time, eliminating inefficiencies, and turning everyday marketing activities into a scalable growth engine.
Services:
- Marketing automation
- Content marketing
- Social media marketing
- GHL automation partner
- Shopify web design
Notable clients: Live2Dance, Brite Line, Rak Outfitters, Trux Parking, Elite Home Heros
Best for: Small to mid-sized companies, agencies, and service-based companies that want to unlock the full power of GoHighLevel and scale without adding headcount.
Pricing: Book a discovery call.
4. Level Agency
Specialization: Cross-platform marketing automation and nurturing sequences that accelerate sales and maximize customer lifetime value.
Level Agency turns marketing automation into a growth engine by building smart, trigger-based marketing campaigns across platforms like Omnisend, Sendinblue (now Brevo), and more.
Their team creates nurturing sequences that drive results, whether it’s ecommerce flows like abandoned cart reminders and upsells or B2B campaigns that deliver thought leadership and move leads through the funnel.
Services:
- Nurturing and marketing automation
- Strategy and consulting
- Performance media buying and planning
- Performance content and creative
- Data science and analytics
Notable clients: StrataTech, Leadsquared, American Collectors Insurance, Columbia Southern University
Best for: eCommerce brands and B2B companies that want to capture more revenue through automated lead nurturing and lifecycle marketing.
Pricing: Contact Level Agency
5. Cloudmasonry
Specialization: Salesforce Marketing Cloud implementation and optimization, with full-service consulting across the Salesforce ecosystem.
CloudMasonry is a Salesforce Silver Partner that helps businesses implement and scale Salesforce Marketing Cloud. Their expertise spans CRM integration, IP warming, contact model setup, journey design, campaign management, and analytics.
They specialize in building personalized, trigger-based customer journeys across email, SMS, ads, and social channels, ensuring customers are engaged at the right time on the right platform.
To drive long-term success, they also provide training, enablement, and ongoing support so teams can fully adopt and advance their use of Marketing Cloud.
Services:
- Cloudmasonry marketing automation practice
- Cloudmasonry impact
- Cloudmasonry momentum
- Full system design and implementation
- Managed services
Notable clients: Salesforce, Snowflake, DocuSign, Box, Conga
Best for: Mid-market to enterprise companies that already use Salesforce or are investing in the Salesforce ecosystem.
Pricing: Contact Cloudmasonry
6. New Perspective
Specialization: HubSpot growth stack strategy and implementation for B2B companies in cleantech, manufacturing, and SaaS.
New Perspective is a HubSpot Platinum Partner and Onboarding Accredited agency that helps B2B companies get the most out of HubSpot’s growth stack. They cover the full spectrum, from CRM setup and pipeline customization to CMS implementation, sales enablement, lead nurturing, and reporting.
By pairing HubSpot-powered automation with inbound marketing and demand generation strategies, they turn HubSpot into a revenue engine, driving quality leads, accelerating pipeline velocity, and improving attribution across long B2B sales cycles.
Services:
- HubSpot CRM setup
- HubSpot CMS implementation
- Pipeline customization
- CRM integration
- Lead nurturing
Notable clients: Living Greens Farm, Socomec, WindESco, Chasm, Flexlume
Best for: B2B companies in manufacturing, cleantech, and SaaS that want to maximize HubSpot’s ecosystem for lead generation, pipeline acceleration, and ROI tracking.
Pricing: Book an intro call with New Perspective
Read: 10 Best Marketing Automation Agencies in 2025
Services a marketing automation consultant offers.
Here are the core services a marketing automation consultant provides:
1. Platform selection and integration
A consultant helps you choose the best marketing automation platform for your organization. They evaluate features, compare other automation platforms, and connect your choice with CRM platforms, email marketing tools, and sales software, ensuring everything works together smoothly.
2. Workflow and campaign automation
A marketing automation consultant designs workflows for email automation, landing pages, and other campaigns, which ensures that customers receive the right message at the right time.
These workflows also cover repetitive tasks, which frees up time for your marketing team to focus on strategy.
3. Lead nurturing and scoring
Consultants set up systems to nurture leads over time and apply lead scoring (ranking prospects by behavior and fit), so your marketing and sales teams know exactly when someone is ready to buy. This improves alignment and makes campaigns more effective.
4. Analytics and performance tracking
They build dashboards to measure campaign performance, conversion rates, and customer journeys. With these insights, you can identify what’s working and refine your automation strategy for better results.
5. Compliance and data management
Consultants help you navigate complex privacy laws and consent rules. They set up marketing automation services that protect customer data and build trust with both prospects and customers.
Choosing the right consultant for your business
Not every marketing automation consultant will be the right fit for your company. The best choice depends on your industry, tools, and the results you want.
When choosing the right consultant, focus on these key factors:
1. Experience with your industry and platforms
The consultant should have hands-on experience with the marketing automation platforms and CRM systems your company uses. More importantly, they should understand your industry’s challenges and how to automate marketing tasks in a way that resonates with your customers.
2. Proven track with ROI improvement
A good consultant should be able to point to past clients they’ve helped boost conversion rates, increase lead generation, or lift overall campaign performance. Results matter more than buzzwords, so ask for case studies and/or specific numbers.
3. Flexibility in the engagement model
Whether you need a short-term setup, long-term automation consulting services, or a fractional marketing agency approach, the consultant should adapt to your needs. Flexibility allows your company to scale support as your marketing efforts grow without being locked into a rigid contract.
4. Communication and collaboration skills
The best consultants work smoothly with both sales and marketing teams. They know how to explain technical setups in simple terms, align with leadership on business goals, and keep processes transparent from start to finish.
5. Strategic vision alignment
Beyond tools and workflows, you want a consultant who understands your automation strategy and growth goals. They should see how marketing technology, automation tools, and customer engagement connect to the bigger picture of your company’s success.
Common marketing automation platforms consultants use
A marketing automation consultant often works with tools like:
1. HubSpot
If your team needs something straightforward, most consultants will start with HubSpot. It’s an all-in-one customer platform with CRM, email marketing automation, landing pages, campaign automation, and more in one place.
They use it when a company wants to get moving quickly, connect tools without heavy setup, and streamline processes while managing customer journeys.
2. Marketo
When the campaigns are complex and the stakes are high, consultants lean on Marketo. It’s built for deep campaign automation and advanced lead scoring.
When trying to prove ROI across multiple channels, this is the tool consultants turn to because it gives the kind of in-depth analytics and integrations enterprises need to scale.
3. Salesforce Marketing Cloud Account Engagement (formerly Pardot)
If your company already runs on Salesforce, consultants will likely recommend Salesforce’s Marketing Cloud Account Engagement tool. Since it’s built into Salesforce’s CRM, it allows them to connect marketing and sales teams in real time.
Pardot is particularly useful for account-based strategies and cross-channel campaigns where revenue tracking must be precise.
4. ActiveCampaign
For smaller or mid-sized companies, consultants often bring in ActiveCampaign. It has strong email automation and SMS features, plus simple buyer journey management.
Consultants often use it when clients want customized experiences but don’t need the complexity (or cost) of enterprise platforms.
5. Klaviyo
If you’re in eCommerce or retail, chances are consultants will suggest Klaviyo. It ties customer data directly to sales, integrates smoothly with Shopify and WooCommerce, and makes it easy to build and scale automated campaigns that increase conversion rates.
For consultants, it’s a fast way to turn first-time buyers into loyal customers.
When to choose MarketerHire
Sometimes, you may not have months to search for the right marketing automation consultant. You may need someone who can step in fast, understand the tools, and start improving marketing efforts right away. MarketerHire is built for those situations.
Here’s when to choose MarketerHire instead of a marketing automation consultation firm:
1. Need a pre-vetted expert quickly
MarketerHire connects you with marketing automation experts who are already screened for hands-on experience. Instead of spending weeks interviewing, you’re matched with a consultant who knows your marketing automation platform and can start building campaigns almost immediately.
2. Want flexible contract-based engagements
Not every business needs a full-time hire. With MarketerHire, you can bring in a marketing automation specialist on your terms, whether it’s for a one-time project, for ongoing automation consulting services, or for added support during peak seasons.
3. Prefer no long-term hiring commitments
Hiring in-house can be costly and slow. MarketerHire gives you access to vetted consultants without salaries, benefits, or drawn-out onboarding. You get flexibility to scale operations without being locked into contracts.
4. Require platform-specific expertise
Whether your team runs on HubSpot, Marketo, Pardot, ActiveCampaign, or another marketing automation system, MarketerHire can match you with a consultant who knows that platform inside and out. You get targeted automation strategy and technical support tailored to your stack and business objectives.
Key trends in marketing automation for 2025
Tools change fast, but so do customers. In 2025, marketing automation consultants are focused on these trends that redefine how marketing campaigns are run.
1. AI-driven personalization
Consultants are using smarter automation tools to deliver the right message at the right time. With AI, teams can create personalized experiences that adjust in real time to customer behavior, driving higher conversion rates and building trust.
2. Omnichannel customer journeys
Buyers now move across email, social, ads, and websites before making decisions. Consultants design campaign automation that connects these touchpoints into seamless buyer journeys, keeping the experience consistent across every channel.
3. Predictive lead scoring
Rather than just tracking clicks or downloads, predictive models analyze patterns to surface high-quality leads earlier. Consultants implement these systems inside CRM platforms so sales and marketing teams know which prospects to prioritize.
4. Advanced integration with CRMs and sales tools
Disconnected tools waste time. Consultants link marketing automation systems with CRM and sales platforms to create a single customer view. This alignment reduces friction and makes sales teams more effective.
5. Privacy-first automation
With stricter data regulations, consultants are helping companies design automated campaigns that respect consent and protect customer data. The focus is on building strategies that are both compliant and customer-friendly.
Maximizing ROI with a consultant
Working with a marketing automation consultant is about turning tools into measurable growth. The best ones keep your systems tied to clear company goals and results by:
1. Aligning automation strategy with business goals
Consultants make sure every automated campaign, workflow, and automation tool supports your revenue targets, lead generation, and long-term vision, keeping technology tied to business outcomes.
2. Regular audits and optimization
Campaigns lose impact if left alone. Consultants run audits to spot gaps in campaign performance, improve conversion rates, and fine-tune your marketing automation platforms for stronger results.
3. Continuous learning and adapting to platform updates
Platforms like HubSpot, Marketo, and Pardot evolve constantly. Consultants keep your marketing teams knowledgeable, showing them how to use new features, integrate with CRM systems, and maintain efficiency.
4. Cross-team alignment
ROI improves when your marketing and sales teams share data and processes. Consultants design systems that unify CRM, marketing tools, and automation strategy, so qualified leads don’t slip through the cracks.
5. Scaling automation responsibly
More automation isn’t always better. Consultants help you scale automated marketing campaigns at the right pace, balancing efficiency with personalized experiences so your customers still feel valued.
Elevating growth with the right expert
Working with a marketing automation consultant means having a partner who can design the right strategy, align it with your company goals, and turn scattered efforts into efficient, revenue-driving systems. This results in better campaign performance, stronger customer engagement, higher quality leads, and higher conversion rates.
Instead of wrestling with marketing automation software on your own, the right consultant helps you automate tasks, connect marketing and sales teams, and build a system that scales. Their expertise saves time and prevents costly mistakes.
Want MarketerHire to help? With pre-vetted marketing automation experts from MarketerHire, you can start seeing results fast without long hiring cycles or risky commitments.
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