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Engage Evolution
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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

Kohler Ventures
MCS
Uptima
BarkleyOKRP
Planet Fitness
BNO Inc.
Fidelity Bank
Doctors Without Borders
Toro
Pryor Learning
Kohler Ventures
MCS
Uptima
BarkleyOKRP
Planet Fitness
BNO Inc.
Fidelity Bank
Doctors Without Borders
Toro
Pryor Learning

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.

Fidelity Bank of Louisiana
2023–2024

Doctors Without Borders (MSF)

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

Doctors Without Borders (MSF)

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 →
Editorial image for Salesforce Buys Momentum: Agentic Analytics Enters Your Revenue Stack covering Agentic AI, AI Agents, Salesforce Marketing Cloud

RevOps Leaders

Salesforce Buys Momentum: Agentic Analytics Enters Your Revenue Stack

Signal analysis of Salesforce’s Feb 18 acquisition of Momentum—and why it forces lifecycle and RevOps teams to bind voice/video insights to governed agentic workflows across SFMC, Slack, and Agentforce.

Agentic AIAI AgentsSalesforce Marketing CloudAgentforceData Governance

· 7 min

Editorial image for Agentic Standards Are Splitting: What Google UCP vs. OpenAI ACP Means for Your Lifecycle Stack covering Agentic AI, AI Agents, Agentforce

RevOps Leaders

Agentic Standards Are Splitting: What Google UCP vs. OpenAI ACP Means for Your Lifecycle Stack

Analysis of Ad Age’s report that Google’s UCP and OpenAI’s ACP are emerging as competing agentic commerce standards—and what SFMC, Braze, Iterable, and Agentforce teams should do now.

Agentic AIAI AgentsAgentforceSalesforce Marketing CloudData Governance

· 7 min

Editorial image for Salesforce Acquires Cimulate: What Agentic Commerce Means for Lifecycle Programs (and What to Fix First) covering Agentic AI, Agentforce, Salesforce Marketing Cloud

Lifecycle Marketers

Salesforce Acquires Cimulate: What Agentic Commerce Means for Lifecycle Programs (and What to Fix First)

Salesforce announced a definitive agreement to acquire Cimulate on Feb 10, 2026 — a clear bet on agentic commerce and AI-powered discovery. Here’s what happened, why it matters for lifecycle and RevOps teams using Marketing Cloud / Agentforce, and the three practical fixes we see most often in hybrid stacks.

Agentic AIAgentforceSalesforce Marketing CloudLifecycle MarketingRevOps

· 8 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.

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 →

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 →

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

Newsletter

Automation Signal Report

A twice-monthly digest covering SFMC, Braze, and Iterable updates, AI developments that matter for lifecycle teams, and the sharp takes our clients use to stay ahead. No fluff.

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.

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Aaron Beatty headshot

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.