Automate repetitive tasks, nurture leads on autopilot, and scale your marketing without scaling your team.
Your marketing team is buried in manual tasks: sending follow-up emails, updating spreadsheets, scheduling social posts, and managing lead data. Meanwhile, opportunities slip away because you can't respond fast enough or personalize at scale.
Marketing automation changes everything. At Floatmybiz, we design and implement automation workflows that work 24/7—nurturing leads, engaging customers, and driving conversions while your team focuses on high-value activities. Stop doing manually what technology can do automatically.
West Michigan Local
200+ Businesses Served
Full-Service Agency
Community Partner
West Michigan Local
200+ Businesses Served
Full-Service Agency
Community Partner
Slow Response Times - Hours or days to follow up with leads (competitors respond in minutes)
Inconsistent Follow-Up - Some leads get nurtured, others are forgotten
No Personalization at Scale - Can't customize messages for hundreds of contacts
Team Burnout - Spending 20+ hours per week on repetitive tasks
Lost Opportunities - Leads go cold while waiting for manual follow-up
Poor Lead Qualification - Can't score and prioritize leads effectively
Limited Insights - No data on what's working and what's not
The result? Revenue left on the table and overworked marketing teams.
Marketing automation is technology that automates repetitive marketing tasks, nurtures leads through personalized workflows, and delivers the right message to the right person at the right time—automatically.
Marketing automation isn't about replacing your team—it's about amplifying their impact.
CRM Definition: A Customer Relationship Management (CRM) system is centralized software that manages all interactions with leads, prospects, and customers throughout their lifecycle.
A CRM isn't just software—it's a strategic tool that transforms how your business operates.
Email remains one of the highest ROI marketing channels (36 dollar return for every 1 dollar spent). We design email automation workflows that nurture leads and engage customers automatically.
What We Deliver
Not every lead is ready to buy immediately. Lead nurturing keeps prospects engaged until they are ready, with personalized content based on their behavior.
What We Deliver
Automate responses based on what leads and customers actually do, website visits, email clicks, downloads, purchases, and more.
What We Deliver
Marketing does not stop at the sale. Automate onboarding, upsells, renewals, and retention to maximize customer lifetime value.
What We Deliver
Not all leads are equal. Automate lead scoring based on demographics and behavior to identify sales ready prospects.
What We Deliver
Eliminate silos between marketing and sales. We integrate automation platforms with your CRM for seamless lead handoff.
What We Deliver
Not sure where to start? We audit your current processes and create a custom automation roadmap.
What We Deliver
We start by understanding your business processes and requirements:
Stakeholder Interviews - Understanding how teams currently work
Process Mapping - Documenting your sales and customer management flow
Pain Point Identification - What's not working today?
Requirements Definition - Must-have vs. nice-to-have features
Platform Recommendation - Choosing the right CRM
Project Timeline - Clear milestones and deliverables
We build out your CRM based on your requirements:
Account Setup - Creating your CRM instance
User Management - Adding team members with appropriate permissions
Custom Fields - Creating fields specific to your business
Pipeline Design - Defining deal stages and workflows
Email Integration - Connecting email and calendar
Automation Setup - Building initial workflows
Testing - Verifying everything works correctly
We transfer your existing data into the new system:
Data Export - Extracting data from current systems
Data Cleaning - Removing duplicates and correcting errors
Field Mapping - Matching old fields to new CRM fields
Test Import - Small batch testing
Full Migration - Complete data transfer
Validation - Ensuring data accuracy
We train your team and launch the CRM:
Admin Training - In-depth training for managers
Team Training - User training for all staff
Documentation - Custom guides and resources
Soft Launch - Pilot with small group
Full Launch - Company-wide rollout
Support Period - 30 days of intensive support
Optimization - Fine-tuning based on feedback
How it works
A clear, week by week plan so you always know what’s happening, what’s next, and what success looks like.
We start by understanding your customer journey and processes.
We design automation workflows tailored to your business.
We build and test your automation workflows.
We launch your automation and continuously improve.
We start by understanding your business processes and requirements:
Stakeholder Interviews - Understanding how teams currently work
Process Mapping - Documenting your sales and customer management flow
Pain Point Identification - What's not working today?
Requirements Definition - Must-have vs. nice-to-have features
Platform Recommendation - Choosing the right CRM
Project Timeline - Clear milestones and deliverables
We build out your CRM based on your requirements:
Account Setup - Creating your CRM instance
User Management - Adding team members with appropriate permissions
Custom Fields - Creating fields specific to your business
Pipeline Design - Defining deal stages and workflows
Email Integration - Connecting email and calendar
Automation Setup - Building initial workflows
Testing - Verifying everything works correctly
We transfer your existing data into the new system:
Data Export - Extracting data from current systems
Data Cleaning - Removing duplicates and correcting errors
Field Mapping - Matching old fields to new CRM fields
Test Import - Small batch testing
Full Migration - Complete data transfer
Validation - Ensuring data accuracy
We train your team and launch the CRM:
Admin Training - In-depth training for managers
Team Training - User training for all staff
Documentation - Custom guides and resources
Soft Launch - Pilot with small group
Full Launch - Company-wide rollout
Support Period - 30 days of intensive support
Optimization - Fine-tuning based on feedback
Personalized email sequences triggered by behavior and time.
Multi touch campaigns that educate and engage prospects over time.
Seamless connection between marketing automation and sales CRM.
Automatic scoring and qualification based on engagement and fit.
Instant responses to website visits, email clicks, and downloads.
Targeted messages based on industry, role, behavior, and stage.
Real time dashboards showing email performance and ROI.
Beautiful emails that work perfectly on all devices.
Law firms, accounting, consulting
SEO strategies built to earn trust, visibility, and qualified leads in competitive markets.
Medical practices, dental offices, wellness centers
Local SEO and content that helps patients find you, trust you, and book with confidence.
HVAC, plumbing, electrical, contractors
Search visibility that turns “near me” searches into calls, form fills, and booked jobs.
Online retailers and marketplaces
Technical SEO and product strategy that improves rankings and increases conversions.
SaaS companies, IT services, software development
Content and authority building that supports long sales cycles and high-intent search.
Hotels, restaurants, tourism
Search and local optimizations that drive bookings, reservations, and foot traffic.
Agents, brokerages, property management
Location driven SEO that helps buyers, renters, and owners find you fast.
Insurance, wealth management, mortgage
Trust focused SEO foundations that support compliance and generate qualified leads.
Your site looks and works perfectly on phones, tablets, and desktops.
Sites load in under 2 seconds with optimized images and code.
Built with clean code, proper structure, and search-engine-friendly elements.
SSL certificates, security hardening, and regular backups.
WordPress CMS lets you update content without technical knowledge.
Every element designed to guide visitors toward taking action.
Manage Relationships Where Smart Technology Meets Seamless Simplicity.
A practical, strategy first approach that helps you automate the right things, connect your tools, and keep improving results over time.
We start with your customer journey and goals, not the technology.
No templates. Every automation is designed specifically for your business.
Seamless connection with your CRM, website, and existing tools.
We can help create email copy and templates, not just build workflows.
Automation integrates with our SEO, web design, and CRM services.
We don't set it and forget it. We continuously test, refine, and improve.
SEO integrates with our web design, CRM, and automation services for complete digital transformation.
Implementation projects range from $3,000 to $10,000 depending on complexity. Software costs vary by platform ($50-$3,200/month). Ongoing optimization packages start at $500/month. Request a quote.
For most small and mid-sized businesses, we recommend FloatMyBiz, because we set up the whole system around your goals, not just the software.
That said, other platforms can be a good fit depending on your budget and complexity, like HubSpot, ActiveCampaign, or Mailchimp.
If you’re not sure, we’ll help you choose the best option based on your business size, sales process, and automation needs.
Most automation projects take 4-6 weeks from kickoff to launch. Simple email campaigns can launch in 2 weeks; complex multi-channel automation may take 8-12 weeks.
Yes! We offer email copywriting as part of our service or as an add-on. We can create all your campaign content.
Absolutely. We work with most major automation platforms and can optimize your existing setup or migrate you to a better solution.
Not when done right! Good automation delivers more personalized experiences by responding to individual behavior and interests at scale.
We track email open rates, click rates, conversion rates, leads generated, sales influenced, and ROI. Monthly reporting shows clear performance metrics.
No problem! We can implement a CRM as part of your automation project. See our CRM services.
We provide expert SEO services in multiple markets:
Serving Chicago and the greater Chicagoland area with local and national SEO strategies. Whether you're targeting Loop, River North, or the entire metro, we help Chicago businesses dominate local search.
Grand Rapids' growing business community needs strong online visibility. We help West Michigan companies rank higher and grow faster.
Helping Muskegon businesses compete regionally and nationally. We understand the local market and know how to get Muskegon companies found online.
Your website works best as part of a complete digital strategy:
A beautiful website needs traffic. Our SEO services ensure customers can find you.
Your website is your digital storefront. We create fast, mobile-responsive, conversion-optimized sites that rank well and convert visitors.
Integrate automation with your CRM for seamless lead management and sales handoff.
All-in-One Platform
Users: Up to 300
Advanced Workflow Automation
Real-Time Reporting & Dashboards
Priority Suppor
Per Month
Scalable & Efficient
Users: Up to 500
Sales & Marketing Tools
Email + Campaign Management
Custom Integrations
Per Month
Essential Features
Users: Up to 100
Lead & Contact Management
Task Tracking
Email Notifications
Per Month
Stop wasting time on manual tasks. Let's build automation workflows that work 24/7 to nurture leads and grow your business.
Get Your Free Automation Assessment:
Current process audit and opportunity identification
Custom workflow recommendations
Platform comparison and recommendation
ROI projections and implementation roadmap
(231) 227-4488
Unlock the true potential of your business with us, your partner in growth and scalability. Designed to adapt to your evolving needs.
Automated Pipelines
Customer Engagements
Analytics & Reports
Helping businesses grow through integrated digital marketing since 2015
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