Automation

RESPOND SOONER.
KEEP THE TEAM INFORMED.

Follow-up automation sends agreed acknowledgements, team notifications, and reminders after an enquiry. We set clear timing and conditions so your team knows what happens next.

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WHAT’S INCLUDED

Follow-up Automation

These are the main parts of the service. We confirm the deliverables, responsibilities, and any third-party costs in your proposal.

Enquiry acknowledgements

Send approved confirmation messages that explain the next step without pretending a person has already reviewed the enquiry.

Team notifications

Alert the relevant person or team through supported email, CRM, or messaging channels.

Reminder rules

Set agreed follow-up tasks and stop conditions to avoid unnecessary repeat messages.

Consent and delivery checks

Respect the agreed communication preferences and test message content, timing, and failure handling.

GETTING STARTED

What we need
from you.

Share what you have already. We’ll identify missing details and confirm access requirements before work begins.

The enquiry sources and channels you want to use.

Approved message content, response times, and the team members responsible.

Your consent and opt-out requirements, with access to supported sending accounts.

HOW WE WORK

Connect the tools.
Check every handover.

Start with a useful, repeatable task and keep responsibility clear at each step.

Map the task

Identify the trigger, required data, destination, permissions, and the person responsible for exceptions.

Build and test

Configure the agreed connections and test normal submissions, duplicates, missing information, and failed deliveries.

Document and hand over

Explain the workflow, account ownership, alerts, and manual fallback, then agree on any ongoing support.

QUESTIONS & ANSWERS

Before we
get started.

Need help deciding?
Talk to our team

Can you include WhatsApp?

We review the supported business messaging setup, provider requirements, message templates, and any usage charges before including WhatsApp in the scope.

Is this bulk messaging?

The service focuses on agreed enquiry follow-up and team reminders. Marketing campaigns require their own scope and appropriate permission from recipients.

CONTACT OUR TEAM

TELL US
WHAT YOU NEED.

Share a few details about your website,
marketing, or server requirements.

Send us a message

Tell us what you need help with.

We’ll use these details to reply to your enquiry.

Book a call

Choose a duration and find your time.

Prefer a separate page? Open booking page