CRM & Automation
Covers Setup, integration, training, lead routing, automated follow-up, workflows
View service: CRM & AutomationEmail & SMS
Measurement, automation and integrations that connect your tools and show what is working.
- Capability group
- Automation & Data
- Availability
- Custom quote
- Delivery
- Monthly + setup
- Pricing
Price on request
The problem
What this service solves
Leads and customers go cold
Best suited toBusinesses with a list
Scope
What it covers
This is the scope for the service. Your proposal lists exactly what applies to you.
- Newsletters
- Welcome/nurture
- Abandoned cart
- Retention/re-engagement
Deliverables
Typical deliverables
Confirmed in your proposal.
- Campaigns
- Automated flows
- Templates
- Reporting
Not included
- ESP/SMS platform fees separate
- SMS consent compliance by client
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
- Platform access
- CRM
How it is delivered
Monthly + setup
Packages
Included in these packages
This service appears in the packages below. Package scope is confirmed in your proposal.
Common questions
What does Email & SMS include?
The scope covers: Newsletters, welcome/nurture, abandoned cart, retention/re-engagement. Your proposal lists exactly what applies to you.
Is anything not included?
ESP/SMS platform fees separate. SMS consent compliance by client.
What do you need from me to get started?
We typically need the following: Platform access; CRM. Your proposal confirms what applies.
How is it billed?
Pricing is confirmed in your proposal once we understand your scope. Delivery cadence: Monthly + setup.
Email & SMS
Get a service proposal
Tell us about your goals and we will confirm scope, deliverables and pricing in a written proposal.