Marketing automation services
Less chasing,
clearer follow-up
When follow-ups rely on someone remembering, they slip. We set up the triggers, handovers and exceptions with your team, so everyone knows what happens next.
Rated 5 stars on Clutch.
Process mapping / Workflow implementation / Clear ownership
Somerset West, Cape Town / Working globally
A few of the brands we’ve worked with
Selected work
GASQ group / AI content automation
Designed once,
produced on demand
For GASQ, iSQI, A4Q, the Testing Summit and ISTQB, we built an automation that turns our Figma designs into on-brand images for each new piece of content. It runs through n8n and their Monday.com boards, and we manage it.
Five brands on one automation.
GASQ group / Email marketing and HubSpot
Email that runs on HubSpot
We run email marketing and the HubSpot integration for GASQ, iSQI, A4Q and the Testing Summit.
Partners since November 2022.
Example workflow
From new enquiry to approved reply
This example follows an enquiry through an automated workflow. We adapt the channels, tools and approval rules to your business.
01
Enquiry arrives
Capture the information from a form or connected source.
02
Route the task
Use agreed rules to assign the enquiry and flag missing information.
03
Human review
Have the right person check the details and approve the reply.
04
Follow-up
Carry out the approved next step and make its status visible.
Make the routine work reliable
Automate a muddled process and you get a faster muddle
A workflow that works starts with reliable information and ends with a named owner. It also needs a plan for when details are missing or circumstances change.
We map this out with the people who do the job. Automation takes the repeatable steps, while judgement and approvals stay with your team.
Design the work behind the message
Marketing automation your team can understand and manage
Start with one repeatable process or several connected workflows. We build around the tools, data and handovers your team relies on.
01
Map the process
Identify recurring tasks, handovers and exceptions. Decide which steps can be automated and which need a person.
Current process map / Handover and exception review / Automation priorities
02
Define the logic
Define each workflow’s trigger, checks, actions and stopping point. Specify the required data and where someone reviews the work.
Workflow logic / Data and access requirements / Human review points
03
Set up and test
Build the workflows and connect your tools. Test everyday, incomplete and unusual cases with your team before anything goes live.
Configured workflows / Integration checks / Scenario testing
04
Document ownership
We document how each workflow runs, who monitors it and who handles exceptions or approves changes, with priorities for what to improve next.
Workflow documentation / Monitoring responsibilities / Improvement priorities
Repeatable actions
Good places to start
Task routing, reminders, follow-up sequences and updates between connected tools are common starting points. Each needs a dependable trigger and a named owner.
Review and control
Where human review belongs
Customer permissions, sensitive situations and final approvals need clear rules. We define review points and exception handling, so only the right messages run unattended.
Working together
Your team knows where the work gets stuck
We work with the people who own the process and tools. What they know shapes the workflow and the cases we test it with.
01
Map the process
Walk through the manual process, existing tools, customer messages and points where work gets delayed.
02
Plan the workflow
Agree what the workflow covers, the data and access it needs, where people review it and who handles exceptions.
03
Launch with your team
Set up the workflow and test it on typical cases with your team.
04
Review and refine
Review its behaviour and documentation, then agree monitoring and any further changes.
Workflows change as your marketing grows
We keep your automations in step with changes to your email, lead nurturing and website, with ongoing updates and regular reviews.
Marketing automation questions
Where does follow-up get delayed?
Walk us through the repeated tasks and handovers. We’ll identify steps worth automating and where your team should stay involved.
A 30-minute call. No brief needed.