Performance Marketing

Email Marketing &
Automation

The difference between a lead that converts in thirty days and one that converts in ninety is usually just a well-built nurture sequence.

SEE WHAT’S COVERED
TALK TO A STRATEGIST
OVERVIEW

Compressing the Sales Cycle

Email remains one of the highest-return channels available because of what good automation does: it moves a prospect through your pipeline with the right message at the right moment, and it reactivates relationships that would otherwise go cold.

THE PROBLEM

Why One Team Stays On After Launch

Automation built once and never revisited eventually starts sending stale messages to prospects whose needs have moved on. Because the same team managing your email automation also owns your Customer Relationship Management and reporting, sequences get refined based on what's actually converting.

WITHOUT OCCAMS DIGITAL
Cross Mark

Nurture sequences are built once and never revisited as buyer behavior changes

Cross Mark

Lead scoring is disconnected from actual Customer Relationship Management data, making prioritization a guess

Cross Mark

Automation triggers are generic, not built around your specific buyer journey

Cross Mark

Performance is rarely reviewed, so a stale sequence keeps running unnoticed

WITH OCCAMS DIGITAL
Check Mark Black

Sequences are reviewed and refined based on actual conversion data

Check Mark Black

Lead scoring is connected directly to your Customer Relationship Management, making prioritization reliable

Check Mark Black

Automation triggers are built around your specific buyer behavior and journey

Check Mark Black

Performance is reported monthly, connected to pipeline impact, not just opens

What’s included.

Check Mark

Nurture sequence strategy and copywriting, built around your actual buyer journey

Check Mark

Trigger-based automation tied to specific prospect behavior

Check Mark

Lead scoring automation connected to your Customer Relationship Management

Check Mark

Lifecycle campaign management, from first contact through reactivation

Check Mark

Monthly performance reporting on open rates, conversion, and pipeline impact

SUBSCRIPTION
Growth Counsel

For founder-led businesses that need a named senior advisor running their growth strategy and the judgment to govern execution.

$2,375/mo

  • CheckMonthly strategy session and cadence
  • CheckAnnual growth plan
  • CheckChannel governance against CAC ceiling
  • CheckMonthly commercial performance report
  • CheckDesign and build - scoped by SOW
  • CheckBench hour allowance included
Most Engaged
Growth Office

For growth-stage businesses where marketing accountability is a board-level concern.

$4,750/mo

  • CheckSenior growth advisor
  • CheckWeekly strategy and governance cadence
  • CheckAnnual growth plan - reviewed quarterly
  • CheckChannel governance against CAC ceiling
  • CheckBoard-ready monthly commercial report
  • CheckMonthly bench hour allowance - build included
  • CheckAgency and vendor oversight
Regulated Growth Office

For RIAs, broker-dealers, CPA firms, and regulated fintechs. Growth Office - plus the compliance review layer regulated firms require.

$7,750/mo

  • CheckEverything in Growth Office
  • CheckReview against SEC 206(4)-1, FINRA 2210, AICPA
  • CheckTestimonial and performance ad framework
  • CheckCommunications archive - regulatory standard
  • CheckFull Occams Advisory ecosystem access
QUESTIONS

Before you brief us.

We handle strategy and copywriting as part of the service, built around your brand voice and each stage of the buyer journey.

Scoring is built around behavior and fit signals connected to your Customer Relationship Management, so your sales team can prioritize the leads most likely to convert.

Yes. Reactivation sequences are a standard part of the service, designed to revive relationships that went quiet without a formal close.

Discover what a strategically built nurture sequence
can transform your business.

Book a Growth Strategy Call