Suryansh Upadhyay.
Digi Gurus ↗ Let's talk
Available for remote roles

Marketing automation
that actually converts.

I build the systems behind lifecycle email — flows, CRM infrastructure, and automation that replaces manual work. 5+ years, U.S. & global clients, fully remote.

View my work Let's talk
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Peak open rate ✦ 2.5x vs 21% industry avg
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Years experience ✦ 2019 — Present · U.S. & Global
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Platforms mastered ✦ ESPs, CRMs & Webhooks
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Clients at once ✦ Zero SLA breaches
Production Stack HubSpot Klaviyo Zoho One GoHighLevel Sailthru Make.com Zapier Kajabi Airtable JSON Email Wati WhatsApp
Who I am

Not just email.
Full-stack marketing ops.

I'm Suryansh Upadhyay — a Lifecycle Marketing & Marketing Automation Specialist based in India, with a track record of delivering for U.S. and global clients fully remotely. I've built everything from premium newsletters to complete CRM ecosystems from scratch.

At Technology Advice (U.S.), I owned Beyond the Balance Sheet — a premium finance newsletter that consistently hit 48–52% open rates, nearly double the industry average. That kind of result doesn't come from just hitting send — it comes from clean lists, tight segmentation, the right triggers, and relentless QA.

Before that, I ran marketing operations for 12+ clients simultaneously at a fast-paced agency — adapting to whatever tools each client used, building systems that replaced entire manual workflows, and leading cross-functional teams across ads, SEO, and web.

Now open to full-time remote roles and select freelance projects in lifecycle marketing, marketing automation, and CRM setup.

Suryansh Upadhyay
Suryansh Upadhyay Marketing Automation Specialist
48–52%
Beyond the Balance Sheet 21.5% Industry Avg
Open rates on Beyond the Balance Sheet — a 10K subscriber premium finance newsletter at Technology Advice (U.S.)
0+
From 60 members +233% in 30 days
Community memberships generated in a single month via integrated Meta Ads + email automation
15 days
Audit → Rollout 100% Ops automated
Time to eliminate majority of manual operations for a finance firm via Zoho One automation
500K–1M
Weekly dispatch 99.6% Inbox delivery
Subscriber base managed weekly across multiple newsletter properties at Technology Advice
System Blueprint

Interactive Automation Architecture

Click through the pipeline stages to inspect how I architect resilient, conversion-driven marketing infrastructure.

STAGE 01
Ingestion & Enrichment

Custom webhooks, UTM attribution, lead source tagging & real-time validation.

STAGE 02
CRM Logic Router

Lead scoring, lifecycle branch conditions, SLA assignment & custom properties.

STAGE 03
Omnichannel Dispatch

Dynamic JSON email personalization, urgency SMS sequences & live webhooks.

STAGE 04
Telemetry & Hygiene

Deliverability tracking, auto-suppression, revenue attribution & dashboard alerts.

STAGE 01: INGESTION_PAYLOAD_SCHEMA.JSON STATUS: ACTIVE (60FPS STREAM) 
{
  "source": "meta_ads_lead_gen",
  "identity": {
    "email": "subscriber@company.com",
    "country": "US",
    "utm_campaign": "b2b_growth_q2",
    "intent_score": 94
  },
  "ingestion_trigger": "webhook://api.suryansh.internal/v1/event",
  "sla_requirement": "< 300ms routing"
}
Where I've worked

The experience behind the results.

Aug 2024 — Jan 2026

Technology Advice

Email Marketing Specialist · U.S. Company · Fully Remote
  • Sole owner of Beyond the Balance Sheet — premium finance newsletter, 10K subscribers, 48–52% open rates, up to 9% CTR. Recognised as one of the company's top newsletters.
  • Managed 10–20 campaigns/week across a 500K–1M subscriber base — onboarding, newsletters, re-engagement, and transactional emails.
  • Executed full platform migration across Sailthru, HubSpot, and Klaviyo with zero workflow disruption.
  • Built dynamic email content using JSON-based structured data for personalised and transactional components.
  • Improved deliverability through systematic list cleaning, segmentation, and audience hygiene.
Oct 2022 — Jul 2024

Bilna Sandeep LLC / Growwie Media

Marketing Operations & Automation Manager → Client Operations Manager
  • Managed 12+ client accounts simultaneously across coaching, D2C, SaaS, and consulting — adapting to GoHighLevel, Kajabi, HubSpot, Zoho One, Kartra, Wati, Make.com, and more.
  • Drove community membership from ~60 to 200+ in one month via Meta Ads + urgency email automation — generating 140+ new paid memberships.
  • Built the agency's first Airtable project management system from scratch — SLAs, status workflows, deadline alerts — eliminating manual status-chasing entirely.
  • Deployed full Zoho One infrastructure for RSN Finance — automated tax-filing tickets, SLA enforcement, document reminders — eliminating majority of manual ops in 15 days.
Apr 2021 — Mar 2026

Digi Gurus

Founder
  • Founded and ran a freelance collective delivering CRM, automation, funnel builds, and marketing services to multiple clients.
  • Mentored early-career freelancers and managed team delivery, client communication, and workflow optimisation.
2019 — 2022

Early Digital Marketing Career

Social Media Manager · Digital Marketing Analyst · Digital Marketing Manager
  • Managed social media handles, content calendars, and graphics teams for multiple clients across D2C, events, and non-profit sectors.
  • Executed SEO audits, Meta & Google Ads campaigns, competitor analysis, and copywriting across different client accounts.
  • Handled community management, blog content writing, and social analytics — updating strategies based on performance trends.
  • This multi-channel foundation directly shaped the strategic and operational approach behind my lifecycle and automation work today.
Selected work

Projects that moved the needle.

Newsletter

Beyond the Balance Sheet

Sole owner of a premium finance newsletter at Technology Advice (U.S.) serving 10,000 curated subscribers — content scheduling, dynamic personalisation, list hygiene, QA, and deployment end to end.

10K List ▶ JSON Logic ▶ Sailthru / HS
QA Checklist: 100% Open: 48–52%
SailthruHubSpotJSONSegmentation
48–52% open rate · Up to 9% CTR
Membership campaign

Community Growth via Ads + Automation

Built an integrated Meta Ads + email automation system for a membership community — urgency flows, price-rise deadline sequences, and annual upsells.

Meta Ads ▶ GHL Urgency ▶ Kajabi Access
Conversion: +233% 60 → 200+ Paid
Meta AdsGoHighLevelKajabi
60 → 200+ members in one month
Business automation

Full Zoho One Setup — RSN Finance

Designed and deployed a complete Zoho One ecosystem for a finance consultancy — automated tax-filing tickets, document reminders, SLA enforcement, and due-date notifications.

Zoho CRM ▶ Desk SLA ▶ Books Invoice
Deployment: 15 Days Manual Ops: 0
Zoho CRMZoho DeskZoho Books
Manual ops eliminated in 15 days
Platform migration

Sailthru → HubSpot → Klaviyo

Executed a complex multi-platform migration for Technology Advice (U.S.) — moving workflows, subscriber data, and automation logic across three enterprise email platforms.

Sailthru ▶ HubSpot ▶ Klaviyo Live
Data: 100% Intact Downtime: 0 sec
SailthruHubSpotKlaviyoQA
Zero workflow disruption
Ops system

Agency Project Management — Airtable

Built the agency's first structured PM system from scratch — workspaces with SLA tracking, task status flows, deadline alerts, and team notifications.

Task Intake ▶ Airtable SLA ▶ Slack Alerts
Team: 10+ Members Chasing: 0
AirtableSLA WorkflowsTeam Ops
Eliminated manual status-chasing, 10+ team
Webinar funnel

End-to-End Webinar Automation

Built a complete webinar funnel from scratch — registration pages, confirmation sequences, reminders, live-day emails, and post-webinar follow-up lifecycle.

Kajabi Reg ▶ Zapier Hook ▶ GHL Nurture
Show-up: Maximized 100% Automated
KajabiGoHighLevelZapier
Full registration → nurture automation
Business Impact Estimator

Automation ROI & Time-Saved Calculator

Estimate the operational hours recovered and conversion lift when transitioning from manual email ops to robust automated lifecycle infrastructure.

Weekly Campaigns & Flows 15 campaigns/wk
Covers newsletters, onboarding, product drops & win-backs.
Active Subscriber Audience 100,000 subs
Curated database size requiring list hygiene and deliverability QA.
Estimated Monthly Time Saved
110 hrs
Equivalent to ~2.8 weeks of full-time manual ops work eliminated.
+22%
Projected Open Rate Lift
99.8%
Workflow Automation Uptime
Discuss Your Automation Roadmap →
Capabilities

The tools & capabilities I bring.

Email & Lifecycle

  • Lifecycle marketing strategy
  • Newsletter management
  • Onboarding sequences
  • Re-engagement flows
  • Segmentation & A/B testing
  • List hygiene & deliverability
  • Dynamic content (JSON)

Platforms & CRM

  • HubSpot · Klaviyo · Sailthru
  • Zoho One (full suite)
  • GoHighLevel · Kajabi
  • MailerLite · Mailchimp
  • Marketo · Kartra
  • Wati (WhatsApp marketing)

Automation & Integration

  • Zapier · Make.com
  • Zoho Desk & workflows
  • CRM automation logic
  • Trigger-based campaigns
  • Cross-platform integration
  • SLA & ticket automation

Funnels & Web

  • Landing page design
  • Funnel architecture
  • WordPress · Squarespace
  • Swipepages · Kartra pages
  • Promotional email design
  • Newsletter layout & UX

Operations & PM

  • Marketing operations
  • Airtable · ClickUp · Notion
  • Monday.com · Asana
  • SLA workflow design
  • Cross-functional team lead
  • Client management

Analytics & Strategy

  • Campaign reporting
  • Open & CTR optimisation
  • Deliverability analysis
  • Tableau · marketing analytics
  • Paid ads (Meta & Google)
  • SEO fundamentals
Insights

Thinking on email, automation & systems that scale.

Email marketing · Case study

How I Achieved 52% Open Rates on a Finance Newsletter — What Actually Worked

Most newsletters average 20–25% open rates. Here's the exact system — list hygiene, segmentation, subject lines, and deliverability — that consistently hit nearly double that on a 10,000-subscriber finance list.

Apr 2026 9 min read Read the case study →
Coming soon

How I Eliminated Manual Operations with Zoho One in 15 Days

Coming soon

HubSpot vs Klaviyo vs Sailthru: What I Learned Migrating Between All Three

Get in touch

Let's build something that works.

Open to full-time remote roles & freelance projects in marketing automation, lifecycle marketing, and CRM setup.

✉ Email me in LinkedIn ☎ +91 70171 71274
Available for opportunities — India · Remote · Async-friendly · digigurus.in
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