epicMarketo follows a clear, step-by-step approach so you always know what is happening and why.
- Discovery & Audit
An AI automation specialist reviews your current tools, processes, and bottlenecks—where time is being wasted and where errors often happen. Together, the focus areas that will deliver the biggest impact first are agreed.
- Strategy & ROI Roadmap
Next, a simple plan is created showing which automations will be built, in what order, and how success will be measured (time saved, faster replies, more sales, fewer errors, etc.). This roadmap keeps everything tied to real business outcomes, not just “cool tech.”
- Build & Integration
The AI automation consultant then connects your existing systems (CRMs, email tools, ecommerce platforms, helpdesks) and builds the automations needed. Where AI is used—for example, in chat replies or lead scoring—it is set up with your tone of voice and rules.
- Testing & Training
Automations are tested carefully so they behave as expected. Your team is shown how each workflow or chatbot works, what it does, and how to adjust or pause it if needed. This keeps you in control and builds confidence.
- Launch & Optimisation
Once live, the results are monitored. Rules and prompts are refined, coverage is expanded, and new opportunities are added over time—treating automation as a living system, not a one-off project.