You receive a documented ecosystem map and a prioritised roadmap so your team can move forward with clarity.
Instead of guessing what to fix next, you know exactly where to focus.
Journey & Automation Clarity Workshop
Untangle your automations and move forward with confidence.
Your marketing should feel structured and scalable. But when tools are bolted together, tracking is unclear and AI feels like pressure rather than opportunity, it becomes hard to move forward with confidence.
Our Journey & Automation Clarity Workshop is designed to cut through the complexity. In just one day, we’ll map how everything connects, identify what’s working, highlight what’s breaking and create a clear, documented roadmap you can act on immediately.
You know automations could do more. You just don’t know where to start.
Without a clear view of how your website, CRM, automation tools and tracking systems fit together, small issues quietly turn into bigger blockers.
At first it’s subtle. A report feels harder to trust. A campaign doesn’t track properly. Automation works in one place but breaks somewhere else.
Over time, those small gaps start to add up. Teams lose confidence in the data. New tools get added without a clear plan. And marketing slows down because no one wants to risk breaking something that’s only just holding together.
Instead of supporting growth, your systems start holding it back.
You might recognise signs like:
- Tracking that feels patchy or unreliable
- Tools added over time with no clear structure
- AI sounding exciting in theory but risky in practice
The result is hesitation. You test tools but never fully implement them. You suspect there’s wasted opportunity, but you don’t have time to untangle the system properly.
Meanwhile leadership expects progress, competitors talk confidently about automation and AI and your team stays stuck maintaining what already exists.
How the workshop helps you take control of your automations.
This workshop creates the space to step back and simplify.
Using structured facilitation and a UX lens, we map your customer journey around the website as the central hub, then layer in your CRM, automation and tracking so you can clearly see what’s working, what’s fragile and where things are slowing you down.
In just half a day, we’ll:
- Simplify your automation setup by identifying where tools, workflows and integrations can be streamlined or removed.
- Make your reporting trustworthy again by clarifying how customer journeys are tracked from website visit to conversion.
- Create a clear roadmap forward so you know what to fix, what to simplify and where automation can genuinely support growth.
Most importantly, you leave with a system your team understands and can confidently build on, instead of something fragile that everyone is afraid to touch.
How it works
After the session
During the session
We visually map your ecosystem and challenge assumptions. Together we look at data flow, tracking, automation and messaging across the customer journey.
Before the session
We gather information about your tools, integrations, reporting and objectives so the session is focused from the start.
Your questions, answered
We know that embarking on a strategy workshop might feel like a big step, especially when you’re juggling priorities and stakeholders. That’s why we’ve answered the most common questions to show how this workshop helps you unlock clarity and move forward with confidence.
Can’t we just map this ourselves?
You probably could, if you had uninterrupted time and deep technical knowledge across every integration. Most teams never do. This session gives you structured clarity quickly, without months of trial and error.
We’re already using HubSpot and automation. Isn’t that enough?
Using tools is not the same as having architecture. We focus on how everything connects, what is tracked properly, and where improvements will drive measurable ROI.
How does AI fit into this?
We approach AI strategically. We identify where it can genuinely support efficiency and scale, and where it would create unnecessary complexity. The goal is confidence, not experimentation for the sake of it.
What if we’re worried about breaking what works?
That hesitation is exactly why this session exists. We map what currently works before recommending change, so improvements are intentional and controlled.
What if we don’t have time?
That’s precisely the point. You don’t need months. You need one structured session and a clear roadmap so you can move straight into delivery. (edited)
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Sectors
Specialised Expertise
for every sector
At Squibble, we don’t just create a new brand; we immerse ourselves in your industry. We know that every sector comes with its own set of unique challenges, and that’s where we shine. Our approach is all about understanding and making the most of those special nuances.
eCommerce
Outdated websites can hinder sales, but identifying and addressing specific issues can improve performance and customer satisfaction.
Education
With vast education client experience, we excel at digital project management and creative problem-solving for any challenge.
B2B
B2B branding doesn’t need to be boring. Honest. So, let’s throw off that bland corporate style and let the individuality of your business shine through.
Healthcare
Balancing clinical norms with innovation, we create memorable healthcare branding without alienation, alongside websites tailored to your needs.
Tech, IT & SaaS
We specialise in unlocking tech brands’ full potential, creatively connecting with customers in a competitive market beyond mere functionality.
Manufacturing
We’ve helped numerous manufacturing brands go beyond efficiency and productivity, unlocking their full brand potential to capture customer interest.