Marketing automation
Someone submits a form. What happens next? We configure the processing and follow-up: details sent to the right system, a task for the responsible person and the agreed messages at the right time.
We describe how an enquiry should be handled. We assess the form, CRM, email and responsibilities and build the agreed connections.
For example, an enquiry can be registered, a follow-up task created and a reminder issued if no action is taken. We define which messages may be sent automatically and when a sequence ends.
Store details in the agreed place and reduce duplicate entry.
Configure tasks, reminders and handovers.
Build confirmations or email sequences with a defined start and end.
We build the connections and rules. Together, we check whether enquiries are handled as agreed.
What you get
Map the follow-up
An overview of steps, responsibilities and missing connections.
We review where enquiries arrive, which systems are involved and how your business follows up.
What we review together
You explain the information and action each enquiry needs.
What you get
Agree the rules and content
A process design with messages and exceptions.
We define triggers, tasks, messages, delays and stopping conditions and develop the proposal.
What we review together
We agree which communications and actions may run automatically.
What you get
Connect and test
A tested follow-up process and test report.
We configure the chosen systems and test the agreed scenarios and exceptions.
What we review together
You assess the practical output; we fix technical issues.
What you get
Hand over and monitor
Instructions and responsibilities for use and maintenance.
We provide instructions and agree who handles alerts, content changes and periodic checks.
What we review together
Together, we make sure each task has an owner.
A one-off newsletter or campaign comes under email marketing. Marketing automation determines the step or message that follows an event. It also covers tasks, record keeping and stopping a sequence when someone has already replied.
We test the agreed chain, including missing information, duplicate enquiries and handover to a person. Software costs and ongoing maintenance are listed separately.
Answers about the work and the arrangements.
Different processes need different systems. We review what you use and what is missing from the follow-up. Software is chosen around the task.
No. We define whether each message can be sent automatically, needs review or stays manual. We activate the agreed process after testing and approval.
Automation helps with registration, timing and handover. The person assigned remains responsible for assessing an enquiry and speaking with the customer.
Tell us where enquiries arrive and who handles them afterwards. We will investigate the steps we can configure.
Prefer direct contact? Email us.
