Email marketing automation strategy is one of the most overlooked growth levers in modern B2B teams. It is also one of the most misunderstood.
On a recent episode of the Develop Yourself Podcast, I joined Mike Donnelly founder Seventh Sense and Boris Robles-Slyusar from Educative to talk about email, not as a tactic, but as a serious revenue driver.
The conversation reinforced what we see every day at Optimize 3.0 working with growth SMBs.
Email marketing does not fail because it is outdated. It fails because it is rarely operated as revenue infrastructure inside a CRM.
Most teams say email is important. Few treat it that way operationally.
In practice, email is often:
When email is run this way, performance slowly degrades. Open rates flatten. Clicks decline. Revenue attribution becomes fuzzy. Eventually the channel gets blamed.
The reality is simpler. The system underneath was never designed to scale.
Operators think differently about email.
Instead of asking, “What should we send next?” they ask:
This is where email becomes infrastructure. It is always on. It adapts. It compounds.
In HubSpot terms, this means building a scalable email marketing automation strategy that includes:
One of the biggest mistakes teams make is optimizing for output.
More emails. More sequences. More sends.
What actually matters is timing and intent.
Sending the right message at the wrong time still fails.
Operators focused on email marketing automation focus on:
This is where AI can help. Not by writing better copy, but by improving delivery decisions. AI improves execution. It does not replace strategy.
Another recurring issue we see is email designed around org charts.
Marketing owns newsletters.
Sales owns follow-ups.
Customer success owns onboarding.
Buyers do not experience companies this way.
They experience one continuous decision journey.
High-performing teams design email flows that:
This requires alignment across marketing, sales, and RevOps. HubSpot works best when email, CRM data, and automation are designed together.
When email is treated as infrastructure:
Most importantly, email compounds. Small improvements stack over time.
This is why email remains one of the few channels you truly own. Algorithms change. Costs rise. Platforms shift. Email, when built correctly, keeps working.
If email feels saturated or ineffective, do not look for a new tool or a new template.
Look at the system.
Ask whether email is being operated as a short-term campaign engine or as long-term revenue infrastructure.
That difference is where most of the upside still lives.
🎧 Listen to the full podcast episode: https://open.spotify.com/episode/3emE1kV3uEKXcPAMZTLWcA
If you want help auditing or rebuilding your email marketing, lifecycle stages, and automation systems inside HubSpot, this is the work we do every day at Optimize 3.0.