HubSpot Marketing Automation

We work with clients using the HubSpot Marketing Professional portal to create and optimise sequences and workflows for both their marketing and sales teams.

Share your portal with a trusted HubSpot partner, we’ll discuss your aims and goals for your business and HubSpot in particular and then add in our recommendations and best practice guidelines to personalise your automation campaigns for success.

A/B Testing

Once we start with a hypothesis for your workflows based on best practices, our experiences, and any historical data you have we then set about testing our expectations. Ensuring we have robust experiments in place to establish clear winning campaigns and importantly why so we can continually optimise.

By performing ongoing tests for your automation campaigns they should be constantly iterating and improving based on the data ensuring you’re getting the most from your efforts and that your budget is being spent most efficiently.

Your Trellis

Ongoing HubSpot Support

Once you’ve got your HubSpot portal in ship shape we hope you’ll go onto to become HubSpot whizz’s and see great success with the tool. However, with the number of updates HubSpot comes out with it can be handy to know you have a trusted partner you can turn to if you have any questions or need any further support and training. We’re here to help!

Enquire Today

The Marketing Automation Design Process


First of all, we run a discovery session with the key stakeholders from your team. This helps us understand your goals for using marketing automation and ensure we’re working from the same page right from the off.


It’s likely you’ll have been using another marketing automation tool previously, and possibly several of them. Therefore we tackle the migration of this data to your new HubSpot portal so you don’t have to worry about lost information and can start afresh with all your data intact in one place.

Workflow Setup

Every client requires different things from HubSpot so we’ll set up your workflows to not only apply best practices but also your specific needs. Your sequences and workflows should be easy to use for your business case and so you can review and optimise easily.

Team Training

Now your sequences and workflows are all ready to go ultimately the success of using marketing automation comes down to how your team uses the tool. Therefore we have a personalised training programme for teams to ensure they’re comfortable with the tool and how to best utilise it.


After your migration, setup and team training are complete we also include a 90-day check-in session where we review your automated campaigns and ensure you’re on the right track. This is a good time to tidy things up and provide updated guidance to the team.

Ongoing Support

Finally, we’re always here for additional support as and when you need it. Whether your business goals have changed and you need your campaigns to adapt accordingly or if you’re onboarding new team members and need some training scheduled.

Work With a Trusted HubSpot Partner

Helping you get the most from your investment in HubSpot.

Working With Trellis

Trellis are detail oriented, forward thinking and most of all take an overall approach. John has been great at sharing useful information with us, which has been extremely helpful. I highly recommend Trellis.

Founder, VĂȘnoor Living

Trellis are a pleasure to work with, we have seen excellent results from their digital marketing activity. Their professional and straight-forward approach makes it easy for us to see the benefits of our investment.

Dara Huang - DH Liberty

Founder, DH Liberty

Trellis are easy to deal with, keen to help, and not shy of looking at new technologies and getting stuck in to make improvements to get results. I would recommend Trellis for helping with all aspects of digital marketing.

MD (UK), Internet Corp Ltd

Have further questions?

If you’d like more information on any of the above don’t hesitate to get in touch, we’d be happy to help!


Request a call today

Interested in Marketing Automation Design with Trellis? Submit your details including a mini brief about the project if possible and we’ll be in touch within 1 working day to discuss potential next steps. We look forward to hearing from you!