Follow-up with a purpose.
Turn repeat communication into clear workflows, with useful messages, sensible timing and a person responsible for the next step.
What this helps you do.
Keep relevant conversations moving without relying on repeated manual reminders.
A useful starting point when…
- Enquiries wait for manual follow-up.
- Existing message flows have unclear timing or ownership.
The approach.
We define the action that starts a flow, the audience it serves and the point at which it should stop.
Then we build and test messages, exclusions and human handoffs before monitoring the agreed outcomes.
What’s included.
Customer workflow mapping
Trigger and audience rules
Message sequence planning
Platform integration
Testing and handoff notes
What you leave with.
- A workflow specification
- Configured message sequences
- A testing and ownership checklist
The final scope, deliverables and responsibilities are agreed in your proposal.
Before we start.
Can you use our current platform?
We check its available triggers, integrations and access before scoping the work.
Does automation replace our team?
It handles agreed repeat steps while your team owns exceptions and conversations.