Email & SMS
Covers Newsletters, welcome/nurture, abandoned cart, retention/re-engagement
View service: Email & SMSAI & Automation
Measurement, automation and integrations that connect your tools and show what is working.
- Capability group
- Automation & Data
- Availability
- Custom quote
- Delivery
- Project + optional retainer
- Pricing
Price on request
The problem
What this service solves
Repetitive inquiries; manual workflows
Best suited toTeams with high inquiry volume
Scope
What it covers
This is the scope for the service. Your proposal lists exactly what applies to you.
- AI chatbots
- Lead qualification
- Customer support
- Sales/marketing workflow automation
Deliverables
Typical deliverables
Confirmed in your proposal.
- FAQ/lead-qualification assistant
- Workflow automations
Not included
- Model/API/platform usage fees separate
- Human hand-off required
- No unapproved answers
How it runs
How an engagement runs
Discover
We start by listening: your business, your customers, your goals and what is already in place.
Evaluate
We assess where you are today and which services are relevant to what you want to achieve.
Shape the solution
We define scope, deliverables and responsibilities in a written proposal, with external costs listed separately.
Move forward
You review the proposal, ask questions and decide whether and how to proceed.
Before we start
What we need from you
Dependencies
- Approved knowledge base
- CRM
How it is delivered
Project + optional retainer
Ad spend and third-party tools are billed separately.
Final scope and pricing are confirmed in your proposal.
Common questions
What does AI & Automation include?
The scope covers: AI chatbots, lead qualification, customer support, sales/marketing workflow automation. Your proposal lists exactly what applies to you.
Is anything not included?
Model/API/platform usage fees separate. Human hand-off required. No unapproved answers.
What do you need from me to get started?
We typically need the following: Approved knowledge base; CRM. Your proposal confirms what applies.
How is it billed?
Pricing is confirmed in your proposal once we understand your scope. Delivery cadence: Project + optional retainer.
Are ad spend and third-party tools included?
No. Ad spend and third-party tools are billed separately from service fees, and your proposal lists them separately.
AI & Automation
Get a service proposal
Tell us about your goals and we will confirm scope, deliverables and pricing in a written proposal.