What is a Marketing Automation Specialist?
A marketing automation specialist is someone who manages and improves the day-to-day marketing systems behind a business’s campaigns. That includes:
- Setting up automated email and SMS journeys
- Connecting web forms, CRMs and spreadsheets
- Running and measuring online campaigns
- Using apps and dashboards to keep everything consistent
In other words, a marketing automation specialist ensures your campaigns run smoothly, your leads are followed up instantly, and your reporting is accurate — without endless manual work.
Be honest. Is this you?
- Leads arrive… then disappear because no one followed up inside 5 minutes
- You paste the same data from form → email → CRM → spreadsheet
- Sales “forgets” to move deals, create tasks or send proposals
- Reporting takes half a day each week and no one trusts the numbers
- Newsletters stall because content, approvals and exports are a mess
- Compliance emails and records are manual and error-prone.
If that sounds familiar, automation will pay for itself.
What I build
Lead capture & routing
- Form → de-dupe → enrich → score → route with SLA alerts
- Auto-book discovery calls with Calendly and send pre-call briefs
Always-on nurture
- Behaviour-based email and SMS journeys, re-engagement, win-backs
- Trigger content dynamically by segment, product or lifecycle stage
Sales ops
- Auto-create deals, tasks and checklists
- Proposal and contract generation from templates
- Forecast hygiene rules and notifications
Content & campaign ops
- Newsletter assembly from intake to HTML export
- Video repurposing into clips and posts
- UTM and campaign naming guardrails
Customer & success ops
- Onboarding sequences, welcome packs and reminders
- NPS, reviews and referral loops
- Account management triggers tied to renewal dates
Data & reporting
- One source of truth in your CRM or warehouse
- Auto-cleaning, enrichment and dedupe rules
- Live dashboards for leads, revenue and campaigns
The stack I work with.
- Automation: Zapier, Make, n8n
- CRM: HubSpot, Pipedrive, Attio, Salesforce
- Email & Marketing: ActiveCampaign, Mailchimp, Klaviyo, Brevo, GetResponse, Constant Contact, Zoho Campaigns
- Data & Docs: Airtable, Google Sheets, Notion, Docs/Slides
- Web & Commerce: WordPress, Webflow, Shopify, WooCommerce
- Messaging & Ads: Slack, Teams, Meta Ads, Google Ads, LinkedIn Ads
- Scheduling & Comms: Calendly, Zoom, Twilio SendGrid, Postmark
- Accounting & Ops: Xero, QuickBooks, Stripe
Proof
“The copy he delivered was sharp, engaging and perfectly aligned with how I wanted to present my business… I’d highly recommend Dave.
— Raymond Liao, Mortgage Broker
Example playbooks
Mortgage broker
- Website form → qualify → route by scenario
- Auto-send doc packs and CRM tasksResult: faster responses, fewer no-shows
Property group
- Segment investor enquiries by interest
- Automate monthly updates to email + blog
- Compliance footers and record storageResult: consistent, audit-ready communication
B2B services
- Stage-based follow-up sequencesResult: higher close rates, shorter sales cycles
- Automated call booking and pre-reads
- Proposal generation from templates
About Dave
I’m a marketing automation specialist and financial copywriter who helps Australian businesses remove manual tasks and scale smarter. Perth-based, serving clients in Sydney, Melbourne, Brisbane, Adelaide, Hobart, Darwin, Canberra and beyond.
Tell me what’s slowing you down and I’ll map the shortest path to a fully automated workflow.