Journey mapping
Define the trigger, audience, timing and stopping condition for each sequence.
◈ MARKETING AUTOMATION
Build follow-up journeys that have a clear purpose.
Connect forms, customer events and follow-up messages so routine marketing tasks follow an agreed set of rules.
Explore the service scope◈ MARKETING AUTOMATIONWhat does our
What does our
marketing automation service include?
Define the trigger, audience, timing and stopping condition for each sequence. Configure agreed actions in your chosen marketing tools. The proposal identifies the work included, review stages and responsibilities.
A good fit for
Teams with repeatable customer journeys and enough reliable data to trigger useful actions.
◈ WHAT WE CAN HELP WITH
Marketing Automation: the work involved.
We shape the scope around your business, your priorities and the work that needs to happen next.
Workflow configuration
Configure agreed actions in your chosen marketing tools.
Exception handling
Plan how to handle duplicate records, missing fields and failed steps.
Workflow testing
Test entry, exit and suppression rules with representative records.
Need help with marketing automation?
Share your goals and current setup. We can help you define a practical scope.
◈ WHAT YOU TAKE AWAYClear work.
Clear work.
Useful deliverables.
- Customer journey map
- Configured workflows
- Test cases and exception log
- Maintenance handover
Final deliverables, schedule and fees are agreed in your proposal.
◈ HOW WE WORKFrom understanding
From understanding
to action.
01
Prepare
Map one repeatable journey and its exceptions.
02
Develop
Configure triggers, actions and suppression rules.
03
Review and hand over
Test the complete sequence and document who maintains it.
◈ COMMON QUESTIONSYour questions,
Your questions,
answered.
Should every follow-up be automated?+
No. Sensitive enquiries, unusual requests and sales decisions may need a person. We identify where automation helps and where a handover should occur.
Who is this service suitable for?+
Teams with repeatable customer journeys and enough reliable data to trigger useful actions.
How are fees and delivery dates agreed?+
We review the required outputs, available inputs and dependencies before proposing a scope. Fees and dates are confirmed in the proposal; third-party costs are identified separately.
◈ CONNECTED EXPERTISE
All Services Build on the right foundation.
Let’s talk marketing automation.
Share your goal, current setup and any deadline so we can discuss the scope.