Engage Evolution Book a Working Session

Marketing Automation + AI Training Experts

Where innovation meets automation

Productized marketing-ops sprints, AI-powered retainers, and digital kits that ship while you sleep. Engage Evolution keeps Salesforce Marketing Cloud + Iterable programs profitable without adding headcount.

Get started Browse resource 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

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 →

Custom enablement tracks

AI Business Training

Immersive workshops that demystify AI copilots, governance, and prompt patterns for marketing, RevOps, and IT stakeholders.

  • Role-based curriculum
  • Hands-on build sessions
  • Follow-up office hours

Salesforce, Braze, Iterable

Marketing Automation

Implementation, migration, and managed services to optimize campaigns, data models, and reporting across your automation stack.

  • Journey & trigger audits
  • Data cloud & suppression strategy
  • Hands-on campaign execution

Health check & roadmap

Marketing Platform Audit

Full-funnel diagnostics covering data readiness, compliance, deliverability, and talent to get the most from your platform investment.

  • 90-day priorities
  • Backlog + ticket templates
  • Executive-ready scorecard

Personalization ops

Customer Journey Optimization

Design and automate personalized journeys that nurture leads, drive NPS, and surface the right moments for sales & CS.

  • Segmentation library
  • Experiment pipeline
  • KPI instrumentation

Onsite & virtual engagements

Public Speaking & Workshops

Engaging keynotes and team sessions covering AI tooling, automation trends, and hands-on exercises tailored to your vertical.

  • Custom content
  • Leadership prep sessions
  • Actionable leave-behinds

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

Ongoing SFMC/Braze management with AI content desk, nightly QA, and exec-ready reporting. Hand us your backlog and we ship it asynchronously.

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

AI Sprint Week

$12K flat

Five-day remote build where we install your AI standup, automate analytics briefs, and deliver enablement for GTM + leadership.

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

Template Shop Access

$249 one-time

Downloadable checklists, calculators, and Ready-To-Send journeys. Perfect for teams that need on-demand assets with zero vendor calls.

  • 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

Agents collect SFMC release notes, Iterable changelogs, AI news, and product telemetry.

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

Content Studio

A two-agent review loop drafts blog posts, landing page copy, and lead magnets using your tone of voice.

  • Guardrailed GPT-4o prompts
  • Brand + compliance checks
  • PR-ready Markdown plus assets

Ops & Deployment

GitHub Actions ship approved changes to Cloudflare Pages, run security scans, and post 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 →
Empty winter city street with neon reflections outside an office

Marketing Ops & CRM Directors

Winter Break Maintenance Window for Your Automation Stack

A calm-season checklist for tuning Salesforce Marketing Cloud, Iterable, and your AI copilots before the new year sprints begin.

Year-End PlanningSFMCIterableAI Automation

Dec 22 · 7 min read

Abstract LED wall displaying data-inspired gradients

CMO & Revenue Operations Leaders

What 2025 Already Taught Us About AI + Marketing Automation

Highlights from the past 12 months of running Salesforce Marketing Cloud, Iterable, and AI copilots side-by-side.

AI TrendsMarketing AutomationSFMCIterable

Dec 21 · 8 min read

Sunrise skyline representing future growth opportunities

Founders & Business Unit Leaders

Opportunities to Seize Before 2026 Arrives

Where automation leaders should invest over the next 18 months to compound revenue, efficiency, and passive income.

2026 PlanningAI StrategyMarketing Ops

Dec 20 · 7 min read

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

Each resource ships with templates, checklists, and AI prompts we use on real-world engagements. Grab what you need and we will send the asset straight to your inbox.

Calculator + Proposal Deck

Automation Flight Deck Pricing Kit

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

Last updated Jan 4

Auto-email includes download link →

Deck + Prompt Library

AI Playbook Bundle for GTM Teams

Prompt libraries, enablement decks, and governance checklists to roll AI copilots into marketing + RevOps in one week.

Last updated Jan 3

Auto-email includes download link →

Google Sheet + PDF

AI Lifecycle Audit Checklist

40-point inspection covering data readiness, triggered campaigns, and AI guardrails to prep your automation stack for scale.

Last updated Jun 30

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 27

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 18

Auto-email includes download link →

Slide Deck + Prompt Pack

AI Briefing Kit for Exec Stakeholders

Slides, prompts, and risk controls you can copy/paste to align your leadership team on AI adoption inside go-to-market programs.

Last updated Jun 14

Auto-email includes download link →

Book a working session

Tell us about your stack and we will bring a prioritized backlog in 48 hours.

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's plan your success

Book a working session and we will present a prioritized automation + AI roadmap 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.