Marketing Automation Services
Less chasing.
Clearer follow-up.
Connect repeatable marketing tasks across your forms, customer data and existing tools. We define triggers, handovers and exceptions so your team knows what happens next.
Process mapping / Workflow implementation / Clear ownership
Somerset West, Cape Town Working globally
A few of the brands we’ve worked with
Illustrative workflow / Not a client result
From enquiry
to a considered response.
An example enquiry workflow. The channels, tools and approval rules are set for your business before implementation.
01
Enquiry arrives
Capture the agreed 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
Let the responsible person check context and approve the response.
04
Follow-up
Carry out the approved next step and make its status visible.
Make the routine work reliable
Make the next step
clear to everyone.
A useful workflow starts with a reliable input and ends with a clear owner. It also needs a sensible response when the information is incomplete or the situation changes.
We define those rules with the people doing the work. Automation handles suitable repeatable steps, while judgement and approvals stay with your team.
Design the work behind the message
A workflow you can
understand and manage.
Start with one repeatable process or several connected workflows. The deliverables depend on your tools, data and the actions your team needs to coordinate.
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
Specify triggers, conditions, actions and exit points around your existing tools. Make data requirements and human review explicit.
Workflow logic / Data and access requirements / Human review points
03
Implement and test
Configure agreed workflows and integrations. Check normal, incomplete and exception scenarios with your team before release.
Configured workflows / Integration checks / Scenario testing
04
Document ownership
Record how the workflow operates and who monitors it. Agree exception handling, approvals and improvement priorities.
Workflow documentation / Monitoring responsibilities / Improvement priorities
Repeatable actions
Useful places to start
Task routing, reminders, agreed follow-up sequences and updates between connected tools. Each action needs a dependable trigger and an owner.
Review and control
Keep people in the loop
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
A clear way
to work together.
Work with the people who own the process and tools. Their knowledge shapes the workflow and the scenarios used to check it.
01
Understand the context
Walk through the manual process, existing tools, customer messages and points where work gets delayed.
02
Plan the project
Agree the workflow boundaries, required data, access, review points and responsibility for exceptions.
03
Build together
Configure and test the agreed workflow with representative cases and your team’s input.
04
Review what comes next
Review its behaviour and documentation, then agree monitoring and any further changes.
The wider picture
Connect the plan
to the work.
Connect workflow changes with email, lead nurturing and website journeys through an agreed ongoing relationship. Ownership and review remain clear as the process develops.
Explore related services
A more connected process
Where is manual follow-up
slowing the work down?
Walk us through the repeated tasks and handovers. We’ll discuss which steps could be automated and how your team should stay involved.
A 30-minute conversation about your process, fit and next step. No finished brief needed.