Salesforce • Braze • Iterable • AI Ops

We run the automation desk for you

Engage Evolution is a consulting studio that operates SFMC, Braze, and Iterable programs end-to-end—strategy, builds, QA, and reporting. We pair deep platform expertise with AI copilots so your lifecycle engine scales without scaling headcount.

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Automation programs

120+

Customer journeys launched across SFMC, Braze, Iterable, and Pardot.

Team enablement

1,500+

Operators trained via Engage Evolution AI workshops & playbooks.

Time saved

20 hrs/wk

Typical reduction in manual QA & campaign ops after optimization.

What you get

Managed campaign ops

Journeys built, tested, and launched on your platform

Included

Built-in safeguards

Deliverability + compliance monitoring
AI guardrails with automated QA checks
Executive-ready performance reports

Platforms we operate

Salesforce Marketing Cloud + Data Cloud
Braze + Iterable
AI copilots + analytics tooling

Trusted by

Capabilities

From SFMC tune-ups to autonomous content

Choose a lane or combine them into a program. Everything is version-controlled, QA-validated, and deployment-ready.

See how the workflow runs →

Done-for-you SFMC/Braze ops

Automation Flight Deck

We own your campaign backlog, QA, and reporting so you can disappear into strategy. Our automation desk runs nightly builds for clients and for the Engage Evolution product lab.

Hands-on journey builds
Deliverability + compliance guardrails
Executive-ready telemetry

Training + governance

AI Copilot Enablement

Immersive workshops that show marketing and RevOps teams how to safely deploy GPT-powered copilots, prompt libraries, and audit trails.

Role-based curriculum
Guardrail policy kits
Follow-up office hours

Health check & roadmap

Platform & Data Audits

Full-funnel diagnostics covering data readiness, compliance, deliverability, and staffing so your marketing stack supports growth.

90-day priorities
Remediation backlog templates
Executive scorecard

Personalization ops

Customer Journey Optimization

Design and automate journeys that nurture leads, expand accounts, and surface the perfect handoff moment for Sales + CS.

Segmentation library
Experiment pipeline
KPI instrumentation

Content that feeds the funnel

Lifecycle Content Studio

We produce blog posts, newsletters, and gated resources that position your brand as a thought leader—then wire them into your automation so every asset drives pipeline.

Editorial calendar + production
Gated resource builds
Newsletter strategy & ops

Productized services

Pick the engagement that fits

Whether you need a turnkey retainer, a rapid build week, or a focused assessment, every engagement is scoped, priced, and ready to start.

Preview the assets →

Automation Flight Deck

$6K/mo

Managed Salesforce/Braze/Iterable operations with AI copilots, nightly QA, and exec-ready reporting. You stay focused on growth while we handle launches and asset production.

2 major launches per month
Daily AI content refresh
Ops Hotline + Loom updates

Learn more

AI Sprint Week

$12K flat

Five-day remote build installing AI copilots, analytics briefs, and team enablement. You walk away with production-ready guardrails, a prioritized backlog, and the confidence to scale.

AI playbook + prompts
Journey optimization backlog
Executive workshop deck

Learn more

Lifecycle Assessment

$2,500

A comprehensive audit of your marketing automation stack—data readiness, deliverability, journey logic, and AI opportunities—with a prioritized 90-day roadmap.

Platform health scorecard
Deliverability analysis
90-day action plan

Learn more

AI Ops Layer

Agents keep the site, content, and automation alive

Our AI agents run on a scheduled cadence — ingesting signals, producing content, running quality checks, and publishing automatically.

Signal Intake

Our agents monitor SFMC release notes, Iterable changelogs, Braze updates, and AI developments so your team always knows what changed and what to do about it.

Platform release monitoring
Competitive signal tracking
Prioritized action briefs

Content & Campaign Production

AI agents draft blog posts, email sequences, and gated resources on a predictable cadence with built-in quality and compliance checks.

Guardrailed AI workflows
Brand + compliance checks
Multi-channel distribution

Ops & Deployment

Automated pipelines run QA suites, validate builds, and deploy updates to production without manual intervention.

Automated QA + testing
Performance monitoring
Health alerts via Slack or email

Case studies

Proof from complex programs

Real stories from banks, nonprofits, and high-growth brands that partnered with Engage Evolution to fix data, ship automation, and upskill their teams.

2023–2024

Fidelity Bank of Louisiana

Streamlined Salesforce Marketing Cloud operations, enhanced automation, and delivered personalized CX that scales with the bank’s growth.

2023–2024

Doctors Without Borders (MSF)

Optimized SFMC processes, built durable data integrations, and unlocked faster campaign cycles for a global humanitarian team.

Latest intel

Signal-driven analysis + hot takes

Twice a week our AI desk scans platform releases, industry news, and analytics data to produce posts. Automated guardrails enforce quality, sourcing, and compliance before anything goes live.

View the full library →

Marketing Ops Directors

Salesforce’s FDE Partner Network Just Redefined Who Gets a Real Agentforce Build

Salesforce’s new Forward Deployed Engineering (FDE) Partner Network moves Agentforce from pilots to governed production. What changed, why it matters for SFMC/Braze/Iterable teams connected to Salesforce, and the actions to take this quarter.

AgentforceAI AgentsData GovernanceLifecycle MarketingSalesforce Marketing Cloud

Apr 16 · 7 min

Marketing Ops Directors

TDX 2026 Sets the Agentforce Agenda: What Changes for Your Lifecycle Stack This Quarter

Signal analysis from Salesforce TDX 2026: Agentforce 360, Data 360, and Slackbot skills move from demo to daily work. They reset how SFMC, Braze, and Iterable teams handle identity, journeys, and content ops.

Agentic AIAgentforceSalesforce Marketing CloudLifecycle MarketingData Governance

Apr 14 · 8 min

Marketing Ops Directors

Microsoft x Publicis Just Put ‘Agentic Marketing’ on the 2026 Roadmap — What Changes for SFMC, Braze, and Iterable

Signal analysis of Microsoft and Publicis expanding their partnership to operationalize agentic marketing, with concrete implications for Salesforce Marketing Cloud, Braze, and Iterable teams.

Agentic AIAI AgentsSalesforce Marketing CloudMarketing OperationsRevOps

Apr 9 · 7 min

Testimonials

What clients say

Lifecycle leaders, RevOps teams, and nonprofit digital groups trust Engage Evolution to solve the messy bits of marketing automation.

“Second-to-none SFMC expertise and knowledge. Aaron and the Engage team help clients truly see the ROI of their Marketing Cloud investment.”

Benjamin McCabe

VP of CRM, BarkleyOKRP

“Engage Evolution helped us pinpoint gaps in our previous stack and implement the new platform. They respond fast, are personable, and inspire confidence.”

Heidi Gorecki

Database Coordinator, Elevation Church

“Aaron and team understand the marketing automation and digital analytics tools from Salesforce and how to configure them for customer success.”

Bill Reilly

VP Delivery, Uptima

“Engage Evolution quickly resolved technical issues that had seemed impossible, provided trustworthy guidance, and solved every problem we threw at them.”

Doctors Without Borders

Digital Marketing Team

Resource library

Copy-ready kits to accelerate your roadmap

These are the same lead magnets and digital kits fueling Engage Evolution’s own passive revenue lab. Download them, study how we automate delivery, or sponsor the next drop.

Slide Deck + Prompt Pack

AI Briefing Kit for Exec Stakeholders

Slides, prompts, playbooks, and guardrails you can drop into a board or ELT session to align leadership on AI-powered lifecycle marketing.

Last updated Dec 30

Auto-email includes download link →

Deck + Prompt Library

AI Playbook Bundle for GTM Teams

Prompt libraries, enablement decks, governance kits, and rollout plans so growth + RevOps leaders can operationalize AI copilots in one week.

Last updated Dec 30

Auto-email includes download link →

Google Sheet + PDF

AI Lifecycle Audit Checklist

A 40-point inspection covering data, journeys, AI guardrails, operations, and analytics so you can prep your automation stack for serious scale.

Last updated Dec 30

Auto-email includes download link →

Dashboard + Airtable templates

Lifecycle Signal Field Kit

The workbook we use to translate SFMC, Braze, and Iterable alerts into monetized lead magnets and managed service briefs.

Last updated Dec 29

Auto-email includes download link →

Implementation Guide

AI Implementation Guide for Lifecycle Marketing

A hands-on manual for implementing AI copilots, guardrails, and measurement loops across lifecycle journeys without blowing up compliance or delivery timelines.

Last updated Dec 28

Auto-email includes download link →

PDF Download

The Essential AI Toolkit for Lifecycle Marketers

A comprehensive operating manual for embedding AI copilots, guardrails, and monetization loops into lifecycle programs.

Last updated Dec 28

Auto-email includes download link →

Toolkit

RevOps Toolkit for Lifecycle Marketers

A full-stack RevOps workbook that connects lifecycle strategy, automation, analytics, and monetization under one command center.

Last updated Dec 27

Auto-email includes download link →

Playbook + Airtable Base

Passive Revenue Lab Playbook

Exactly how we run Engage Evolution's lead magnets, template drops, and automated checkout flows—ready for you to adapt.

Last updated Dec 27

Auto-email includes download link →

Media Kit

Automation Signal Report Sponsor Kit

Media deck + analytics snapshots for the Engage Evolution newsletter so you can model or underwrite your own automated publication.

Last updated Dec 27

Auto-email includes download link →

Toolkit

AI-Driven Lifecycle Marketing Toolkit

An end-to-end workbook for stitching AI copilots into every lifecycle stage—from acquisition to loyalty—across SFMC, Braze, and Iterable.

Last updated Dec 26

Auto-email includes download link →

Playbook

Guide to the Agentic Enterprise Model

A 70-page workbook for leaders who want to stand up cross-functional AI+automation pods that ship revenue with minimal headcount.

Last updated Dec 25

Auto-email includes download link →

Calculator + Proposal Deck

Automation Flight Deck Pricing Kit

Editable calculator + proposal templates to price and pitch recurring marketing automation retainers.

Last updated Jan 5

Auto-email includes download link →

Notion Template + Comms Scripts

Marketing Automation Incident Response Kit

Step-by-step playbook for diagnosing SFMC/Braze outages, communicating with stakeholders, and restoring automations without panic.

Last updated Jun 28

Auto-email includes download link →

PDF Playbook

Lifecycle Automation Blueprint

A 20-page playbook for tightening Salesforce Marketing Cloud and Iterable workflows, including QA checklists, suppression logic, and KPI guardrails.

Last updated Jun 19

Auto-email includes download link →

Book a working session

Pick a slot that works for you and we’ll come prepared with automation + AI recommendations.

Prefer a new tab? Open the Motion booking page .

Runbook

What the managed service handles

We treat your site and marketing automation like a product. Here’s the starter operating rhythm you get on day one.

Daily

AI Content Sync

Ingest feeds + analyticsDraft blog + CTA updatesQA validation + auto-publish

Twice Weekly

Journey Maintenance Window

Run automated QA scriptsRefresh suppression listsPublish status notes to Slack

Weekly

Security & Performance Scan

Lighthouse & link checkerDependency audit + Snyk stubCloudflare Pages redeploy

Next step

Let us run your automation desk

Book a working session and see how managed SFMC/Braze/Iterable ops, AI copilots, and hands-on expertise can extend your team within 48 hours.

Book a working session Browse free resources

FAQs

What teams usually ask us

Can you work alongside our in-house marketing or RevOps team?

Yes. We embed with internal owners, document every workflow in Git, and make sure your team can continue operating the stack with or without us.

Which platforms do you support?

Salesforce Marketing Cloud, Data Cloud, Pardot, Braze, Iterable, and adjacent data/BI tooling. We also build AI copilots that sit on top of these systems.

Do you handle AI compliance and governance?

Every AI workflow includes guardrails for tone, approvals, privacy, and audit logs. We help you codify policies and train teams on how to deploy them.