360° digital marketing
Email marketing and CRM
We plan email and CRM steps from initial enquiry to follow-up, connecting customer groups, messages and follow-up workflows with your sales process.
01 / STARTING POINT
Is this the right work for you?
If enquiries go unfollowed, every customer receives the same message or contact ends after purchase, we review your data and sales process. Planning starts with contacts you have permission to use and your communication preferences.
02 / SCOPE AND DELIVERABLES
What will we prepare together?
Customer groups and CRM plan
We define enquiry, opportunity and customer stages, including required fields, ownership and permission status for contact lists.
Messaging and email production
We prepare welcome, information, proposal follow-up or re-engagement content, adapting messages to the customer’s stage.
Workflow and measurement setup
We configure triggers, frequency, opt-out preferences and sales handover points, defining any required system integrations.
03 / REVIEW AND DELIVERY
How do we make progress visible?
We review delivery, clicks, replies, opt-outs and sales progression together. Because open data varies by platform, decisions do not rely on a single measure.
We agree the starting point, deliverables and responsibilities together. Timeline, production scope, required access and ongoing support are defined in your proposal.
04 / COMMON QUESTIONS
Before we begin.
Can you work with our current CRM and email tool?
We assess supported features, access and integrations. If a change is needed, data migration and licence costs are reviewed upfront.
Do you provide contact lists?
The service is not based on purchased lists or unsolicited bulk sending. We work with suitable existing customer and enquiry data, including list updates and opt-out preferences.
SERVICE · SOLUTION · GUIDE
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