Email & SMS
Covers Newsletters, welcome/nurture, abandoned cart, retention/re-engagement
View service: Email & SMSCRM & Automation
Measurement, automation and integrations that connect your tools and show what is working.
- Capability group
- Automation & Data
- Availability
- Custom quote
- Delivery
- Setup + monthly
- Pricing
Price on request
The problem
What this service solves
Leads lost between tools and people
Best suited toSales-led and service businesses
Scope
What it covers
This is the scope for the service. Your proposal lists exactly what applies to you.
- Setup
- Integration
- Training
- Lead routing
- Automated follow-up
- Workflows
Deliverables
Typical deliverables
Confirmed in your proposal.
- CRM configuration
- Pipelines
- Routing
- Workflows
- Training
Not included
- CRM licenses separate
- Workflow count/integrations defined
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
- CRM license
- Business Tech & Integrations
How it is delivered
Setup + monthly
Packages
Included in these packages
This service appears in the packages below. Package scope is confirmed in your proposal.
Common questions
What does CRM & Automation include?
The scope covers: Setup, integration, training, lead routing, automated follow-up, workflow. Your proposal lists exactly what applies to you.
Is anything not included?
CRM licenses separate. Workflow count/integrations defined.
What do you need from me to get started?
We typically need the following: CRM license; Business Tech & Integrations. Your proposal confirms what applies.
How is it billed?
Pricing is confirmed in your proposal once we understand your scope. Delivery cadence: Setup + monthly.
CRM & Automation
Get a service proposal
Tell us about your goals and we will confirm scope, deliverables and pricing in a written proposal.