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Digital Transformation

Building Smarter Marketing Systems

We streamline and modernize your marketing operations through automation, integrations, and analytics. From Zapier workflows to CRM connections and reporting dashboards, we build the infrastructure that keeps your marketing running efficiently — and intelligently.

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Our Process

Our Approach to Digital Transformation

At Cary & Co., we help businesses evolve from disconnected tools to fully integrated marketing ecosystems. As a Colorado-based digital transformation partner, we specialize in marketing automation, CRM integration, analytics setup, and process optimization that empower teams to work more efficiently and make data-driven decisions. Whether you’re using HubSpot, AgencyZoom, Salesforce, or custom-built systems, we bridge the gap between marketing strategy and technology—transforming complexity into clarity and performance.

Audit & Strategy

We start by mapping your current tools and processes, identifying gaps, and defining an actionable roadmap for improvement.

Build & Integration

Next, we connect systems, automate workflows, and establish analytics infrastructure tailored to your business needs.

Training & Optimization

Once everything is in place, we train your team, refine performance dashboards, and continuously optimize for better results.
Capabilities

Transform How Your Marketing Operates

We connect your marketing, sales, and analytics tools into a unified system — reducing manual work and improving visibility into what’s really driving growth.

Marketing Automation Workflows

We design automated email, ad, and CRM workflows that save time, improve customer engagement, and boost lead conversion.

CRM Integrations

Whether it’s HubSpot, AgencyZoom, Salesforce, or a custom CRM, we connect your data across platforms to ensure smooth lead handoffs and accurate reporting.

Analytics & Dashboard Setup

We build real-time analytics dashboards with GA4, Looker Studio, or custom solutions — so you always know what’s performing and where to invest next.

Conversion & Funnel Tracking

From ad clicks to closed deals, we track the full customer journey, helping you understand exactly how marketing impacts revenue.

Process Optimization

We audit your marketing stack and eliminate inefficiencies, automating repetitive tasks and streamlining collaboration between teams.

Data Integration & Attribution

We unify data from ads, CRM, email, and website analytics — creating a single source of truth that improves decision-making and accountability.

Still have questions?

Let’s talk about your goals and see how Cary & Co. can help your business grow.

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Case study

See our work

Explore how strategy, creativity, and technology come together to drive real results for our clients.

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Lewis Mohr Marketing Revamp

Transformed an insurance agency’s marketing with modern automation, content strategy, and data-driven advertising.
Marketing
Digital Transformation
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Let's work together

Let’s simplify your systems, automate what matters, and give your team the clarity to grow faster and smarter.

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Cary & Co. is a marketing & creative agency based in Longmont, Colorado serving clients nationwide.
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Services
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