Engage Evolution Book a Working Session

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, builds AI copilots, and continually ships our own lead magnets and passive revenue experiments. You get seasoned operators plus a lab that proves what works before it touches your brand.

Book a working session Download our latest kits

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.

Automation Flight Plan

Tonight 10:00 PM

Content agents drafting 2 blog posts + CTA set

Scheduled

Guardrails

  • ✅ Tone & CTA review
  • ✅ Deliverability + compliance checks
  • ✅ Auto PR with diff summary

Live signals

  • SFMC release note digests
  • Iterable workflow anomalies
  • AI regulation updates

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 runs through GitHub so changes are reviewable 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

Lead magnets we operate

Passive Revenue Lab

We continuously ship newsletters, template drops, and automated stores under the Engage Evolution brand. Clients sponsor or clone these systems to spin up their own low-lift demand engines.

  • Newsletter + funnel builds
  • Template shop playbooks
  • Sponsorship & attribution ops

Productized services

Pick the model that fits your revenue goals

Whether you want a turnkey retainer, a rapid build week, or digital kits to DIY, every offer is scoped, priced, and ready to swipe a company card.

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 your AI standup, analytics briefs, and enablement. We leave you with the same guardrails we use to run our own monetized newsletters and shops.

  • AI playbook + prompts
  • Journey optimization backlog
  • Executive workshop deck
Learn more

Passive Revenue Lab Access

$249 one-time

Download the lead magnets, calculators, and Ready-To-Send journeys powering Engage Evolution’s newsletter and template store. Sponsor them or adapt them for your brand.

  • Lifecycle audit sheet
  • Incident response kit
  • ROI calculator + pitch scripts
Learn more

AI Ops Layer

Agents keep the site, content, and automation alive

The Engage Evolution AI service runs on a nightly cadence. It ingests source data, drafts content, runs guardrails, and ships only after approvals.

Signal Intake

Our agents collect SFMC release notes, Iterable changelogs, AI news, and telemetry from the Engage Evolution product shop.

  • RSS + webhook ingest
  • Auto-tagging by persona
  • Parquet export for BI

Content & Lead Magnet Studio

A two-agent review loop drafts client content alongside the lead magnets and newsletter drops we sell ourselves.

  • Guardrailed GPT workflows
  • Brand + compliance checks
  • Packaging for shop + sponsor-ready assets

Ops & Deployment

GitHub Actions ship approved changes to Cloudflare Pages, automate newsletter sends, and alert clients when their managed stack updates.

  • PR auto-labeling
  • Lighthouse & OWASP baseline
  • 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.

See all stories →
2023–2024

Fidelity Bank of Louisiana

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

Read the case
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.

Read the case
Doctors Without Borders (MSF)

Latest intel

Daily blog + lead magnet cadence

Every night the AI service drafts net-new content, cross-links offers, and refreshes CTAs. Humans approve in GitHub before it deploys to Cloudflare Pages.

View the full library →
Generative gradient collage for Automation Lab Dispatch: Keeping SFMC, Braze, and Iterable in Sync referencing Salesforce Marketing Cloud, Braze, Iterable

Lifecycle Marketers & RevOps Leads

Automation Lab Dispatch: Keeping SFMC, Braze, and Iterable in Sync

How Engage Evolution turns daily platform signals into client-ready managed services, lead magnets, and AI copilots.

Salesforce Marketing CloudBrazeIterableAI Ops

Dec 29 · 5 minutes

Generative gradient collage for Navigating the New AI Landscape for Lifecycle Marketing referencing lifecycle marketing, RevOps, AI advancements

Lifecycle Marketers, RevOps Leaders

Navigating the New AI Landscape for Lifecycle Marketing

Explore how lifecycle marketers and RevOps leaders can leverage AI advancements to optimize customer engagement strategies.

lifecycle marketingRevOpsAI advancementscustomer engagement

Dec 28 · 5 minutes

Generative gradient collage for Embrace the Future: How Lifecycle Marketing and RevOps Are Evolving referencing Lifecycle Marketing, RevOps, CRM

Lifecycle Marketers and RevOps Leaders

Embrace the Future: How Lifecycle Marketing and RevOps Are Evolving

Discover how emerging technologies are transforming lifecycle marketing and RevOps, enabling smarter decision-making and enhanced customer experiences.

Lifecycle MarketingRevOpsCRMAI

Dec 27 · 5 minutes

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 →

Google Sheet + PDF

AI Lifecycle Audit Checklist

A 40-point inspection covering data, journeys, AI guardrails, monetization, 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 →

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 →

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 updatesOpen PR with diff + approvals

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 email that drops AI playbooks, SFMC release notes, and passive-income ideas (digital kits + retainers) straight into your inbox. No fluff, just actionable templates.

Next step

Let us pilot your automation + product lab

Book a working session and we’ll show how our managed services, AI guardrails, and self-operated lead magnets can extend your team within 48 hours.

Start your journey
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.