marketing-automation

Q: How do I install marketing-automation?

Run npx skills add https://github.com/manojbajaj95/claude-gtm-plugin --skill marketing-automation in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/marketing-automation/ (personal) or .claude/skills/marketing-automation/ (project).

by manojbajaj95Productivity & Automation

Use this skill when setting up marketing automation in HubSpot, Marketo, email sequences, lead scoring, and workflows.

Installs: 260
Last 24h: —
Trending rank: —
Security: Not audited

Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/manojbajaj95/claude-gtm-plugin --skill marketing-automation

01
Install
Run the command in your project. The CLI asks which agents to install for.
02
Describe the task
Ask your agent for something this skill covers. It loads marketing-automation automatically when relevant.
03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

Marketing Automation Expert

Workspace Context

Read bootstrap context before asking questions: strategy/brand.md for brand, audience, offer, channels, tools, constraints, and metrics; about/me.md for personal voice; content/ideas.md and content/calendar.md for content planning. Use legacy product-marketing context files only as fallback. Save generated drafts to content/<platform>/drafts/YYYY-MM-DD_short-topic-slug.md, and route durable learnings back to strategy/brand.md, about/me.md, or content/ideas.md.

Operating Contract

This skill is self-contained for its frontmatter scope: use its local instructions, references, scripts, and assets as the playbook; ask only for missing task-specific inputs; hand off to adjacent skills instead of expanding scope; and return an actionable artifact, decision, plan, draft, or diagnostic.

Marketing automation strategy and implementation across HubSpot, Marketo, ActiveCampaign, and similar platforms.

Platform Selection

Platform	Best For	Complexity	Cost
HubSpot	SMB to Enterprise, all-in-one	Medium	$$$–$$$$
Marketo	Enterprise B2B	High	$$$$
ActiveCampaign	SMB, strong automation	Low–Medium	$–$$
Pardot	Salesforce-native B2B	Medium–High	$$$$
Mailchimp	Small business, email-first	Low	$–$$

Selection criteria: CRM integration, email volume, workflow complexity, reporting depth, budget, team technical skill.

Lead Scoring Model

MQL threshold: 100 points. Decay: −10 points after 30 days of inactivity.

Behavioral Scoring

Action	Points
Request demo	+50
Pricing page visit	+30
Case study download	+25
Webinar attendance	+25
Webinar registration	+15
Content download	+10
Email click	+3 (max 5/day)
Email open	+1 (max 3/day)
Blog visit	+1 (max 5/day)
Unsubscribe	−30
Email bounce	−20
Spam complaint	−100

Demographic Scoring

Attribute	Points
C-Level title	+25
VP title	+20
Director	+15
Manager	+10
Target company size (200–1000)	+20
Target industry	+20
Primary market geography	+15

Lead Grading (A–D)

A: Decision maker + target size + target industry + target geo → immediate sales follow-up
B: 3 of 4 criteria met → sales within 24 hours
C: 2 of 4 criteria met → nurture then handoff
D: 1 or fewer criteria → nurture only, no sales routing

Email Sequences

Welcome Series (6 emails over 14 days)

Email	Timing	Purpose	CTA
1	Immediately	Welcome + quick win resource	Download resource
2	Day 2	Pain point + case study	Read case study
3	Day 4	Product overview + benefits	See how it works
4	Day 7	Exclusive gated content	Download now
5	Day 10	Offer personalized help	Schedule a call
6	Day 14	Preference center	Update preferences

Exit conditions: demo requested, sales conversation started, unsubscribed.

Lead Nurture (score-triggered tracks)

Track	Score Range	Cadence	Focus
Awareness	50–69	2/week	Educational, industry trends
Consideration	70–89	2–3/week	Use cases, ROI calculator, case studies
Decision	90–99	3/week	Free trial, demo, competitive comparison

Re-engagement (90-day lapse trigger)

4-email sequence over 15 days: "We miss you" → "Is this goodbye?" → "Last chance offer" → "Goodbye for now" with easy re-subscribe. Outcomes: engaged → return to nurture | no action → sunset list.

Automation Workflows

Lead Routing Workflow

Data enrichment (Clearbit/ZoomInfo) — wait 30 seconds
Lead scoring + grading
Check for existing account → route to account owner if yes
Territory assignment (geography → company size → industry)
Create follow-up task with SLA: A=15 min | B=2 hrs | C=24 hrs
Notify rep via email + Slack
Add to appropriate nurture track

Lifecycle Stage Automation

Stage	Entry Trigger	Key Automations
Subscriber	Email opt-in	Welcome series + newsletter
Lead	Form submit OR score >20	Enrich → nurture → sync CRM
MQL	Score ≥100 OR demo request	Sales alert + task + pause marketing
SQL	Sales qualified in CRM	Update nurture + notify CS
Opportunity	Deal created	Pause outbound + enable deal-stage emails
Customer	Deal won	Onboarding sequence + remove from prospects
Churned	Cancellation	Win-back sequence

Key Workflows to Build

1. Demo Request → Sales Handoff: Form submit → enrich → score/grade → create HubSpot deal → assign to rep → send confirmation email → start sales sequence.

2. Trial Signup → Activation: Signup → welcome email → onboarding checklist → day 3/7/14 milestone emails → conversion offer at day 14.

3. Event/Webinar: Registration → confirmation email → 3 reminders → post-webinar follow-up (attended) or recording offer (no-show) → add to nurture based on engagement.

4. Customer Onboarding: Won deal → CSM assignment notification → welcome email → onboarding checklist → check-in at 30/60/90 days → NPS survey at 90 days.

HubSpot Implementation

Campaign setup: Marketing → Campaigns → tag all assets (emails, landing pages, ads) with campaign ID.

UTM convention: utm_source={channel}&utm_medium={cpc|email|organic}&utm_campaign={id}&utm_content={variant}

Attribution model: W-shaped for hybrid PLG/sales-led (first touch + lead creation + close).

Lead scoring setup: Settings → Marketing → Lead Scoring. Set behavioral weights, demographic weights, and decay rules. Create MQL automation when score ≥100.

Reporting cadence: Daily review of MQLs/SQLs. Weekly channel ROI. Monthly win/loss trends.

FAQ

What does the marketing-automation skill do?

Use this skill when setting up marketing automation in HubSpot, Marketo, email sequences, lead scoring, and workflows.

How do I install marketing-automation?

Run npx skills add https://github.com/manojbajaj95/claude-gtm-plugin --skill marketing-automation in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/marketing-automation/ (personal) or .claude/skills/marketing-automation/ (project).

Which AI agents can use marketing-automation?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is marketing-automation safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains marketing-automation?

It is published by manojbajaj95 in manojbajaj95/claude-gtm-plugin. It has 260 recorded installs.