Service 01 · Automatic follow-ups

WhatsApp and email follow-ups, so no customer is forgotten.

We build automatic WhatsApp, email and SMS follow-ups for new customers, abandoned carts and renewals. AI picks the channel and time for each customer. A named person approves every campaign.

Start an automation project See the timeline
Typical first launch
6–12 weeks to the first follow-ups
Channels
Email · SMS · WhatsApp · app messages
Standard
Consent and approval built in
Follow-up builder · Welcome v3Your own tool

Live: the follow-up runs with a 10% control group. Each step shows its count, including people stopped by consent or limits.

Illustrative: example counts, not client results. Every send has a backup rule.

What we make · 6 parts

Everything we build, from follow-ups to consent.

Change a follow-up once and it updates on WhatsApp, email and SMS.

Hands type on a laptop at a wooden desk in a bright room
  1. 01Automation

    Follow-up flows, planned and built

    Welcome, cart, renewal and win-back messages. Each has stop rules and a control group that gets none.

    Follow-ups · triggers
  2. 02Automation

    Automation tool set-up or switch

    We set up your automation tool, or move your contacts and follow-ups to a new one.

    HubSpot · Salesforce · Zoho
  3. 03Automation

    Tracking what customers do

    Sign-ups, carts and purchases from your site and app reach the right customer’s record.

    Server-side · one record
  4. 04Automation

    AI picks the message and time

    AI picks each customer’s channel, offer and send time. When it is unsure, set rules decide.

    Per-person decisions
  5. 05Automation

    AI agents for marketing tasks

    AI agents draft messages, build customer lists and check sends. A person approves each one.

    Draft · check · approve
  6. 06Automation

    Consent & reaching the inbox

    Opt-ins, one-click unsubscribe and a topics page. Sender checks (SPF, DKIM, DMARC) help emails reach the inbox.

    Consent · inbox checks

How it works

From trigger to message, with consent checked first.

How one follow-up runs. The highlighted step is what this service adds.

  1. 01 · Trigger Something happens A trial starts, a cart is left or a renewal is due.
  2. 02 · Check Consent & frequency We check consent, limits and quiet hours before any send.
  3. 03 · Decide Follow-up step Waits and branches. AI or set rules pick the next message. Automation
  4. 04 · Approve Person signs off A named person approves campaigns and new templates.
  5. 05 · Measure With a control group Each follow-up is compared with a group that did not get it.

Timeline · 4 stages

12 weeks from first plan to handover.

Your first follow-up goes live early and tests the tracking. The rest reuse the same set-up. Timings are typical and vary with scope.

Stage 01 of 4Wk 01–03

Map

We map your messages, customer data and opt-ins. Together we pick the first follow-up to build.

You get

  • List of follow-ups
  • Customer data map
  • Automation to-do list

Stage 02 of 4Wk 03–07

Build

We set up tracking, contact lists and templates. Then we test and launch the first follow-up.

You get

  • Tracking set-up
  • Contact lists
  • First follow-up live

Stage 03 of 4Wk 06–11

Automate

We build the other follow-ups, most valuable first. We add AI choices, message limits and quiet hours.

You get

  • Follow-up set
  • Decision rules
  • Contact limits

Stage 04 of 4Wk 11–12

Operate

We hand over how-to guides. Each month we check results and improve the weakest follow-up.

You get

  • How-to guides
  • Results dashboard
  • Improvement list

Launch checks · what you will see

5 checks every follow-up must pass to go live.

We check each follow-up before launch and again every quarter. Any gap pauses it until fixed.

Launch checks · Your company · Q3Illustrative
Launch checks · Your company · Q3
Follow-upConsent checkedMessage limitBackup ruleControlOwner
Trial to paidPer channel (on track)3 a week (on track)Rule-based (on track)10% (on track)Growth lead
Cart reminderPer channel (on track)2 in 48 h (on track)Rule-based (on track)5% (on track)E-commerce
Renewal reminderEmail only (needs attention)None set (gap)Rule-based (on track)None (gap)Customer success
Win-backPer channel (on track)1 a week (on track)Missing (gap)10% (on track)No owner
2 follow-ups paused until fixedIllustrative example of our checks. Without a control group, a follow-up cannot show it works.

What you get

Follow-ups you can read, change and switch off.

We build and document each follow-up in your own tool. What we make for you is yours once it is paid for. Tools we already had stay ours, and you get a free, permanent licence to use them.

Parcels travel along curving roller conveyors through an automated sorting hall
Automatic follow-upsrules first, then sending
AI-Driven Marketing Automation: what you get and in what format
#What you getFormat
01Follow-up maps & planDiagrams · board
02Working follow-ups in your toolBuilt in your tool
03Tracking plan & server-side taggingPlan · tag set-up
04Customer groups & stop rulesTool settings
05Message templates & preferences pageTemplates · page
06Sender set-up & inbox monitoringSettings · dashboard
07Step-by-step guidesDocs

What changes

Fewer, better-timed messages, measured against a control group.

Each follow-up should beat its control group, with fewer messages and less manual work. These outcomes are aims, not guarantees.

  1. 01

    Sales between campaigns

    Follow-ups that earn money keep working in the quiet weeks.

  2. 02

    Less manual work per send

    Lists, checks and set-up are automatic. Your team focuses on the offer and the words.

  3. 03

    Messages capped per customer

    Limits and quiet hours cover every channel. Nobody gets too many messages.

Difference madeWithWithoutIllustrative

Sales by week, follow-up vs control. The shaded area is the difference made: people who got it, minus a similar group who did not.

Tools we use

Your CRM and automation tool, plus tools that link your apps.

The tools we build on, most used first. A CRM keeps every customer’s details. We work with these tools; no partnership is implied.

  • HubSpot
  • Zoho
  • WhatsApp
  • Google Tag Manager
  • Google Analytics
  • n8n
  • Make
  • Zapier
  • Temporal
  • Anthropic
  • PostgreSQL
  • Salesforce
  • Twilio
  • OpenAI

Standards we build to

Consent before the first send, and an owner for every AI tool.

We build each follow-up to these rules. We hold no certificates for them.

  • GDPR — General Data Protection Regulation (EU) 2016/679

    General Data Protection Regulation (EU) 2016/679

    We record consent per purpose and channel. Tracking waits for consent (Consent Mode v2 with Google). Delete requests reach every tool.

  • DPDP Act 2023 — Digital Personal Data Protection Act, 2023

    Digital Personal Data Protection Act, 2023

    Notices and consent records for customers in India. If someone withdraws, every channel stops the same working day.

  • ISO/IEC 27701 — Privacy information management systems

    Privacy information management systems

    We list every tool that holds personal data, why and for how long. The list stays current.

  • WCAG 2.2 AA — Web Content Accessibility Guidelines

    Web Content Accessibility Guidelines

    We check emails, pages and app messages before approval: contrast, image descriptions, reading order and keyboard use.

  • NIST AI RMF 1.0 — AI Risk Management Framework

    AI Risk Management Framework

    Each AI model has an owner and a measured error rate. Past a set limit, it stops.

  • EU AI Act — Artificial Intelligence Act (EU) 2024/1689

    Artificial Intelligence Act (EU) 2024/1689

    We label AI-made content where required. We rate each AI use by risk. A person can overrule any decision.

Offers & plans

Marketing automation services, bought alone or together.

We set up tools, follow-ups, AI choices and sender checks. We check consent at every send. A control group shows what each follow-up adds.

Categories
05
Offers
16
Plans
05
Not sure what you need? Tell us the problem

How to buy

  1. 01Pick offers. Ask about one, or add several to one enquiry.
  2. 02Choose a plan. A small job, a fixed project or ongoing help.
  3. 03Send your enquiry. We reply within one working day.

Browse by category

Timelines are typical. We write the scope before we quote.

01Tools & data

4 offers
Typical timeline: 8–16 weeks

Automation tool set-up

We set up your automation tool, link your other tools and train your team.

What’s included

  • Contact fields and opt-in status
  • Links to CRM, shop and analytics
  • Templates and first follow-ups
  • User access and approval steps
  • Team training and how-to guides
  • Set-up
  • Connections
  • Training
  • Salesforce

Best forTeams new to a tool, or with one nobody uses.

Typical timeline: 8–14 weeks

Switch to a new tool

Move to a new tool without losing follow-ups, consent records or your place in the inbox.

What’s included

  • List of follow-ups and customer groups
  • Consent and opt-in records moved
  • Follow-ups rebuilt in the new tool
  • Sender warm-up and switch-over plan
  • Side-by-side run and checks
  • New tool
  • Switch-over
  • Consent
  • Salesforce
  • Twilio

Best forTeams whose tool no longer fits their needs or budget.

Typical timeline: 3–5 weeks

Marketing tools review

We review the tools you pay for: use, overlaps, gaps and the cost of doing nothing.

What’s included

  • Each tool’s cost, owner and use
  • Map of how data moves
  • Gaps, overlaps and risks
  • Step-by-step plan to cut tools
  • Audit
  • Cost
  • Plan

Best forMarketing heads asked to justify what they spend on tools.

Typical timeline: 4–8 weeks

Clean contact data

Contact data without duplicates, and rules that keep it clean after we leave.

What’s included

  • Field review and definitions
  • Duplicate removal and merge rules
  • Checks when data is entered
  • Rules for old and blocked contacts
  • Data quality
  • No duplicates
  • Deletion rules
  • Salesforce
  • dbt

Best forContact lists full of duplicates and messy fields.

02Automatic follow-ups

4 offers
Typical timeline: 4–7 weeks

Welcome follow-ups

A new customer’s first 2 weeks: what to say, in what order, where and when to stop.

What’s included

  • Start and stop rules
  • Email, WhatsApp and app messages
  • Preferences gathered over time
  • Control group and first report
  • Welcome
  • First weeks
  • First use
  • Salesforce
  • Twilio

Best forBrands whose new customers go quiet in the first month.

Typical timeline: 3–6 weeks

Cart & form reminders

Reminders for abandoned carts, viewed products and half-filled forms, without nagging.

What’s included

  • Tracking for carts, views and forms
  • Reminder messages with sending limits
  • Discount rules that protect profit
  • Extra sales vs a control group
  • Reminders
  • Online shops
  • Triggers
  • Twilio

Best forShops and enquiry sites where many people quit at checkout.

Typical timeline: 3–6 weeks

Win-back follow-ups

Give past customers a reason to return, and remove contacts who have gone for good.

What’s included

  • When a customer counts as gone
  • Come-back messages with growing offers
  • Removal rules for silent contacts
  • Clean lists to avoid spam folders
  • Win-back
  • Past customers
  • Clean-up
  • Salesforce
  • Twilio

Best forLists where most people have not opened anything in a year.

Typical timeline: 4–8 weeks

Renewal & payment follow-ups

Automatic renewal, failed-payment and upgrade messages for subscription and contract businesses.

What’s included

  • Renewal and notice reminders
  • Failed payment reminders
  • Upgrade and downgrade messages
  • Alerts when a customer may leave
  • Renewals
  • Payments
  • Risk alerts
  • Salesforce

Best forSubscription and contract businesses losing sales at renewal.

03AI decisions

3 offers
Typical timeline: 8–12 weeks

Best next message

AI picks each customer’s offer, message and channel. Set rules take over when it is unsure.

What’s included

  • Built on what your customers did
  • Backup rules when AI is unsure
  • Your rules on who gets what
  • Tested against your current messages
  • AI choices
  • Backup rules
  • Control group

Best forBrands with enough history to stop sending everyone the same message.

Typical timeline: 4–7 weeks

Best send time & channel

Each customer gets messages when and where they are most likely to reply.

What’s included

  • Send time picked per person
  • Channel picked by preference and cost
  • Quiet hours and regional rules
  • Difference measured against fixed send times
  • Send time
  • Channel
  • Quiet hours
  • Salesforce
  • Twilio

Best forBig senders whose open rates have stopped growing.

Typical timeline: 6–10 weeks

Who may buy or leave

Lists of who may buy, leave or upgrade. They stay current and reach ad tools only with consent.

What’s included

  • Buy and leave predictions, documented
  • Groups kept up to date
  • Sent to ad tools with consent
  • Accuracy checks and regular retraining
  • Who may buy
  • At risk
  • Ad audiences
  • dbt

Best forTeams that target everyone because they cannot tell who will buy.

04AI agents & checks

2 offers
Typical timeline: 6–10 weeks

Campaign-building AI agent

An AI agent builds the campaign from your approved plan: message versions, list and links. A person approves it.

What’s included

  • Access limited to what it needs
  • Follows your brand rules and claims
  • Drafts only, never sends itself
  • Action log and undo
  • AI agents
  • Drafts
  • Limited access
  • OpenAI
  • Slack

Best forTeams who spend more time building campaigns than planning them.

Typical timeline: 3–5 weeks

Checks before every send

Catch costly mistakes before sending: broken links, wrong names, no unsubscribe link or a broken layout.

What’s included

  • Automated checks before every send
  • Display tests on inboxes and phones
  • Link, tracking and name field checks
  • Blocked sends with a clear reason
  • Links
  • Display
  • Checks
  • Playwright

Best forTeams that have sent emails with broken links or empty name fields.

05Consent & reaching the inbox

3 offers
Typical timeline: 4–7 weeks

Preferences page & consent records

People pick what they hear about and how often. Each consent is saved with source, scope and date.

What’s included

  • Preferences page, designed and built
  • Consent records with source and scope
  • Consent checked at every send
  • Data access and delete requests
  • Consent
  • Preferences
  • GDPR · DPDP
  • Salesforce

Best forBrands whose only option is an unsubscribe link.

Typical timeline: 3–6 weeks, then monitored

Sender set-up & spam fixes

Sender checks, clean lists and early alerts keep your emails out of spam folders.

What’s included

  • SPF, DKIM, DMARC and BIMI set-up
  • One-click unsubscribe and complaint handling
  • List cleaning and removal rules
  • Sender warm-up plan
  • Inbox placement checks
  • Sender checks
  • Reputation
  • Monitoring
  • Twilio

Best forSenders with falling open rates or a spam folder problem.

Typical timeline: 4–8 weeks

WhatsApp messaging set-up

Use WhatsApp for marketing and service, with opt-ins, approved templates and a clear cost per chat.

What’s included

  • Verified business account
  • Opt-ins and consent records
  • Templates, designed and approved
  • 24-hour window and staff handover
  • Cost per chat estimate
  • WhatsApp
  • Opt-in
  • Templates
  • Twilio

Best forBrands in markets where WhatsApp is how customers prefer to talk.

Your enquiry

Tick “Add to enquiry” on any offer, choose a plan, then continue. Or enquire about one offer.

How we work with you

Ways to start, from a question to a quote.

Ask a quick question, send your project details or request a quote. The person who will lead the work reads each one in full. Services in your enquiry go with it.

Or book a 30-minute call

What are you sending?

  1. 01

    About 2 minutes3 short answers

    For a first chat, a press request or anything not ready to plan yet.

    You get A reply from a named lead

  2. 02Recommended

    About 8 minutes5 short steps

    Goals, who it is for, budget and timing, so our first reply can outline the work.

    You get Options and prices after one call

  3. 03

    About 15 minutesYour documents attached

    Your documents, deadlines and the purchasing and security rules to meet.

    You get Confirmation and a named lead

How it is priced

Each plan shows how it is priced. Work starts once we agree a written scope and price.

  • Typical length
    1–3 weeks
    Pricing
    Fixed fee

  • Typical length
    4–12 weeks
    Pricing
    Fixed price

  • Typical length
    Ongoing · 6-month minimum
    Pricing
    Monthly fee

  • Typical length
    3–9 months
    Pricing
    Fixed price per stage

  • Typical length
    Ongoing · 3-month minimum
    Pricing
    Paid by time used
Compare what each plan includes
What each plan includes and who it suits
PlanWhat you getBest for
SprintA short, fixed job that answers one clear question.
  • Scope and result agreed before we start
  • A senior lead and the right specialists
  • A weekly review with you
  • A clear answer or a test version
 An audit, a brand check or a test version of an app
ProjectOne clear job for one fixed price.
  • A written scope: what you get and how we agree it is done
  • A named project lead and a fixed team
  • A shared plan with checkpoint dates
  • Source files, yours once paid for
 A brand identity, a website, a simple app or a set of tools
RetainerA monthly team that runs and improves what we built.
  • Team time set aside for you every month
  • Agreed response times for requests and fixes
  • A monthly review and a to-do list
  • Planned improvements, not only fixes
 Monthly social media and ads, or care for live sites and apps
MilestoneA bigger build in stages you approve and pay for one at a time.
  • Stages, each with its own scope and approval
  • A go or stop review at each stage
  • Re-plan between stages as you learn
  • Pay for each stage you approve
 Work too big for one contract, such as a large app
SquadOur specialists join your team and work in your tools.
  • Named specialists matched to your plan
  • Works in your own tools and meetings
  • Grow or shrink the team each month
  • We teach your team from week one
 Teams with a clear plan that need senior people fast

Questions

What teams ask about automation.

For anything else, ask us. A short call is usually quicker than a long email.

01Do we need a new automation tool?

Usually not. Most tools can do more than teams use, so we check yours first. We suggest a move only for a hard limit, such as cost.

02Where does AI make decisions?

In 4 places: who gets a follow-up, the next message, send time and version. Each has a backup rule and a control group.

03Who approves what goes out?

A named person approves every campaign. AI agents only draft and check. Automatic follow-ups are approved once as templates, then monitored.

04How do you handle consent and preferences?

We check consent before every send, against a dated record. A preferences page lets people pick topics and how often, instead of leaving.

05Will more emails reach the inbox?

That is the aim. We set up sender checks (SPF, DKIM, DMARC), one-click unsubscribe and list clean-ups. Nobody can promise the inbox: email providers such as Gmail decide.

Works best with

Content and strategy for the follow-ups you automate.

Infrastructure keeps content in one place. Customer Strategy picks the follow-ups that matter.

02One edit, every channel Content & Communication Infrastructure The tools behind your content: website editor, image library, email and WhatsApp. Explore Infrastructure 07Marketing Technology Customer Relationship Strategy Loyalty and follow-up plans that keep customers happy and coming back. Explore Customer Strategy

Tell us what you need built.

You will talk to the lead who would run your work.

Book a call

Three ways to start

We always agree a written scope and price before work begins.

Choose one of the three ways above
See the work Explore our services Industries we serve Meet the team Email us Read our approach