Automate the Busy Work. Accelerate the Growth.

We set up CRMs, design automated workflows, and connect your stack—so leads don’t fall through the cracks.

Marketing That Runs Itself

You shouldn’t have to chase every lead or manually manage every follow-up. At Root Company, we build smart systems that work behind the scenes—scoring leads, triggering timely messages, and syncing your tools for a seamless experience. From CRM setup to full-funnel automation, we help you turn your backend into a scalable, conversion-driving machine.

CRM Setup

We set up, clean, and configure your CRM to align with your business goals—ensuring data flows, contacts are organized, and reporting is accurate.

Funnel Design & Implementation

We map and build automated funnels that guide users from awareness to action—nurturing leads across every stage of the journey.

Marketing Automation Workflows

From email sequences to internal alerts, we build workflows that automate repetitive tasks and trigger timely messages based on behavior.

Lead Scoring & Lifecycle Management

We implement systems to score leads based on behavior and engagement—so your sales team focuses on the right people at the right time.

Lead Integration

We connect your CRM with the rest of your tech stack—forms, popups, chat tools, and online stores—for a seamless customer experience.

Reporting & Optimization

We set up custom dashboards and reporting inside your CRM so you can track what’s working—and what needs work.

Big-Picture Strategy,

Broken Down Step by Step

Our free marketing guides are built to help you cut through the noise and get to what works—whether you’re just getting started or refining your next move.

Marketing Automation

Build smart systems that save time and drive results.

Learn how to automate without losing the human touch—from email flows to lead scoring and everything in between.

Read the Guide »

Paid Media

Make your ad budget go further.

Whether you’re using Google, Meta, or both, this guide walks you through targeting, budget planning, and how to get real ROI from your campaigns.

Read the Guide »

SEO

Get found on Google—without the guesswork.

Understand what actually impacts rankings, how to audit your site, and how to build SEO content that brings people in.

Read the Guide »

Build Systems That Grow

Automate your follow-ups. Track your leads. Scale smarter. We’ll help you build the systems that drive conversions—without breaking your workflow. Book a free 60-minute strategy call and let’s ride the next wave of growth—together.
Let's Talk Strategy