Marketing Automation That Reduces Manual Follow-Up

Before we begin

Know what to expect

What you receive

Documented triggers, follow-up sequences and tested workflow handovers.

What we need from you

Your enquiry process, approved messages, platform access and consent requirements.

Indicative timing

Initial workflows: typically 2-4 weeks, depending on integrations.

How we work

Review and agree the scope, implement in stages, test together and hand over documented next steps. Your proposal confirms deliverables, fees and timing before work starts.

Planning estimates only, not a delivery or results guarantee. Access, content approvals and project complexity affect the final schedule.

From a new enquiry to an accountable follow-up

Start with one workflow and a clear owner. The following is an illustrative delivery sequence, not a claim that every business should send the same messages or use the same timing. Your channels, permissions and business rules determine the final setup.

1. Receive and assign

Agree which event creates an enquiry, how duplicate contacts are handled and who owns the next action. Test the existing capture route before adding triggers.

2. Acknowledge appropriately

Use approved wording to explain the next step. Apply relevant channel permissions and opt-out rules; an acknowledgement should not silently enrol someone in a marketing sequence.

3. Confirm the agreed appointment

A request does not reserve a slot. Trigger confirmations and reminders from the actual agreed appointment event, and handle changes or cancellations without leaving old reminders active.

4. Record the outcome

Give the team a follow-up task and record the result. Test duplicate events, failures, cancellation and opt-out paths, then hand over workflow documentation and ownership.

See the workflow before choosing the tools