WebzstoreA new enquiry, a booking request and an existing customer's follow-up need different information and timing. We map the selected journey before connecting messages and tools.
Marketing Automation
Marketing Automation
Give customer follow-up a clear sequence. We build marketing automation around the event that starts a journey, the messages or tasks that follow, and the point where a person should take over.
01Journey
Start with one customer journey
That makes the workflow understandable to the team using it. Each action should have a purpose, and each message should be appropriate to the person's stage and permissions.
02Triggers
Define triggers, conditions and stops
The trigger starts the workflow. Conditions decide whether a particular step is appropriate. Stop rules prevent the sequence continuing after a response, withdrawal or other relevant change.
Those details are as important as the messages themselves. An automation that keeps sending after a person has replied can make the customer experience worse rather than easier.
03Testing
Test the complete sequence
Trigger
What to define
The event that starts the workflow
Test question
Does only the intended event start it?
Condition
What to define
What must be true before the action
Test question
Is the step skipped when unsuitable?
Action
What to define
The message, task or update
Test question
Does the intended result happen?
Stop event
What to define
The change that ends or pauses it
Test question
Does a reply or relevant status stop the sequence?
Fallback
What to define
Who handles an exception
Test question
Is the unresolved task visible to a person?
04Channels
Connect email, SMS and bookings carefully
We can plan the appropriate follow-up channels and booking events within the workflow. The actual setup depends on the systems, permissions and information available.
A channel being technically available does not establish permission to contact everyone in a database. We treat audience source and messaging permissions as setup inputs.
05People
Keep a person in the journey
A workflow can assign a task or request a review when the next step requires judgement. Your team needs to know where those handoffs appear and who is responsible.
We also define how the workflow is changed or stopped. A business process will evolve, and the automation should remain understandable when the person managing it needs to make an adjustment.
06Reminders
Keep useful reminders in the workflow
An appointment reminder needs the right booking status, contact permission and cancellation rule.
- A review request needs a completed eligible interaction and a neutral invitation.
- We define those conditions with you so the workflow does not keep sending after the situation has changed.
07Follow-up
Plan survey and referral follow-up
A survey invitation can follow an eligible interaction, using the audience permissions and timing you agree. A reply or opt-out should stop the relevant sequence, and a concern needing a decision should reach a person.
A referral workflow can help an existing customer share a link or ask for an introduction. It should not automatically add another person's details to a marketing list. We define the invitation, permission checks and human follow-up before activation.
Questions about marketing automation
What can start a workflow?
The relevant events available in your setup, such as an enquiry or booking change, can be assessed. We confirm the actual connection before promising a trigger.
Can a team member take over?
Yes. Human handoff and stopping conditions form part of the design and test plan.
How do you prevent repeated messages?
We define entry conditions, stop events and the handling of repeated triggers, then test those cases before activation.
Make the next step easier to manage
Tell us which customer journey needs more consistent follow-up. We will help map the sequence and the controls it needs.
Explore the next step
- CRM and Lead ManagementSet up CRM and lead management around your enquiries, sales stages, bookings and the next useful action for your team. Book a free 30-minute call.
- Email MarketingPlan email campaigns and follow-up sequences with audience permissions, approved messages, useful destinations and stop rules. Book a free 30-minute call.
- SMS MarketingPlan SMS marketing with audience permissions, clear messages, reply responsibilities and tested stopping conditions. Book a free 30-minute call.
- AI Automation ServicesExplore AI automation for business tasks, with clear inputs, human approvals, exception handling and integration checks. Book a free 30-minute call.
- My Website Is Not Generating LeadsFind where your website loses potential leads, from relevant visits to received enquiries and follow-up. Discuss the next step on a free 30-minute call.