Marketing automation & CRM
Email, SMS and CRM that turn contacts into repeat customers
We connect your customer data and build automated email and SMS flows that follow each customer from the first signup to the next purchase.
Start with a free intro call: tell us about your customers, tools and goals, and we tell you where we would start and how the work would be priced.
Who this service suits
A good fit if you
- have a list or a CRM but mostly send one-off campaigns
- want more repeat purchases from the customers you already have
- get B2B leads that go cold before sales reaches them
How the cost is built
- Audit and setup: a project for the audit, integrations and the first flows
- Ongoing work: a monthly fee for campaigns, new flows and reporting
You get a quote after the intro call.
What you get
First we agree whether the priority is turning new contacts into customers or getting more repeat purchases. Then we plan the flows for that goal.
Acquisition flows
Welcome and lead nurturing flows that move contacts towards a purchase or a sales meeting. In an online store, abandoned cart and browse flows bring back people who left before buying.
Retention flows
Onboarding and post-purchase flows, win-back messages for customers who have gone quiet, and newsletters on a content calendar.
One view of each customer
Your CRM connected with your online store, ad platforms and analytics, with the data cleaned up so segments stay reliable.
Segments for advertising
Segments built from customer actions and preferences and shared with your ad platforms, so you reach more people like your best customers.
Personalised messages
Offers and content in email and SMS that follow each customer’s interests and purchase history.
Reporting by flow
The revenue and pipeline each flow and campaign brings in, against the goals we agreed.
How it works
1.
Audit
We go through your CRM, email platform, flows, lists and data, and show what to fix first.
2.
Basics in place
CRM fields and integrations, lists and segments, templates, analytics and sender reputation, on HubSpot, Klaviyo, ActiveCampaign, Salesforce or the platform you choose.
3.
Flows and reporting
We build and improve flows and campaigns, grow your list, keep deliverability healthy and report what each flow is worth.
Questions before you start
How much does marketing automation cost?
It depends on the scope. We price the audit and setup as a project and ongoing work as a monthly fee, and you see exactly what is included. You get a quote after the intro call.
We have an email or CRM tool, but we’re not happy with it. What should we do?
We start by reviewing your current tools and setup. The platform you have may be enough once it is set up properly, or a new one may serve you better. If you switch, we migrate your contacts and data to the new platform.
What is the difference between marketing automation and email marketing?
Email marketing covers the campaigns and newsletters you send to your list. Marketing automation sends messages by itself when a customer does something, such as signing up, leaving a cart or not buying for a while. It uses CRM and behaviour data and can run on email, SMS and tasks for your sales team. We plan both together, so campaigns and flows support each other instead of overlapping.
Which platforms do you work with?
The right platform depends on your business and the tools you already use. Common choices include HubSpot, Klaviyo, ActiveCampaign and Salesforce. We help you choose a platform and set it up, or we work with the one you have.
How does marketing automation work for B2B companies?
We connect your website forms and your CRM and build lead nurturing flows that send each lead content that matches their interests. Your sales team gets a signal when a lead is ready for a conversation.
What happens in the free intro call?
A marketing automation specialist goes through your goals, tools and current flows with you, and tells you where we would start and how the work would be priced. The call does not commit you to anything.
Book a free intro call
Tell us what you would like to improve. A marketing automation specialist gets back to you to book the call. In the call we:
- Go through your goals, tools and current flows.
- Tell you where we would start.
- Explain how the work would be priced for you.
The call does not commit you to anything.
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