This service is ideal for companies or people that:
Want leads to be followed up automatically
When someone signs up through a form or downloads something from your website, you want them to automatically receive a welcome or follow-up message.
Want to reduce manual communication
Instead of manually sending emails or messages to every new lead, you want the system to handle the first steps automatically.
Need structured customer journeys
You want to create simple automated flows that guide leads from the first interaction toward becoming a customer.
Are starting to use marketing automation tools and need a proper setup
You have chosen a tool but need help setting up the platform and the first automation flows correctly.
What´s Included?
Setup of marketing automation platform
• Setup and configuration of the automation platform
• Definition of the first automated customer journeys
• Creation of 1–2 automation workflows (welcome, follow-up or lead nurturing)
• Integration with forms or landing pages
• Basic tagging and segmentation structure
• Testing and validation of automation flows
• Compatible with platforms such as Omnisend, Brevo, Klaviyo and HubSpot.
Deliverables
• Fully configured marketing automation platform
• 1–2 active automation workflows
• Lead capture connected to forms or landing pages
• Basic segmentation and tagging structure
• Tested automation system ready to run
Our process
Step 1
Step 2
Step 3
Situation & Flow Planning
We review your current situation, define the first automation flows and determine how leads will enter the system.
Duration: 1 week
Content & Material Preparation
You provide the necessary content such as messages, offers or forms needed for the automation flows.
Duration: 2 weeks
Automation Setup & Testing
The automation platform is configured and the defined workflows are implemented, including triggers, messages and integrations with forms or landing pages.
All flows are tested to ensure they trigger correctly and guide leads through the intended customer journey before activation.
Duration: 2-3 weeks
Your project doesn’t fit any package or service?
We create custom plans. Book a meeting and we’ll design it with you — based on what your business needs.
