MARKETING AUTOMATION · INDORE
Marketing automation.
Keep enquiries moving.
An enquiry should not get lost between a form, a spreadsheet and someone’s inbox. We connect the tools you use so customer details, follow-ups and team notifications move through a clear process.
From a new enquiry to the person who needs to act.
- Enquiry workflows
- CRM connections
- Follow-up reminders
01 / THE IDEA
Fewer manual steps.
A clearer handover.
Automation works best when the process is simple first. We look at how enquiries arrive, who handles them and what needs to happen next. Then we connect the right steps, keeping your team in control of customer conversations.
- Workflows based on how your team actually works
- Clear ownership for each enquiry
- Simple checks for successful and failed actions
02 / WHAT’S INCLUDED
Connect the steps
that slow you down.
We confirm tool compatibility, access and subscription requirements before building the workflow.
Process mapping
We identify the repeated tasks and handovers in your current enquiry process.
- A clear current and proposed workflow
- Agreed triggers, actions and responsibilities
Forms & customer records
We connect enquiry sources to the agreed customer database or CRM where the tools support it.
- Form field and customer record mapping
- Checks for missing or duplicate information
Follow-ups & notifications
We set up the agreed reminders and notifications so the right person knows what needs attention.
- Team alerts and task reminders
- Approved follow-up steps and templates
Testing & handover
We test typical enquiries and common failure cases, then show your team how the workflow is managed.
- Test records and exception checks
- Workflow notes and basic operating guidance
03 / HOW WE WORK
A clear next step.
At every stage.
Map
Understand your tools and the enquiry handover.
Connect
Build the agreed triggers, fields and actions.
Test
Check normal enquiries and common exceptions.
Hand over
Explain monitoring, ownership and ongoing support.
04 / WHAT YOU RECEIVE
A process your
team can follow.
The agreed scope lists the connections, automated actions and points where a person needs to step in.
Included in the agreed scope
- An agreed workflow map
- The supported connections and actions in scope
- Test notes and exception handling guidance
- Team handover and operating instructions
05 / QUESTIONS
A few things
you may be wondering.
Do I need to change all my existing tools?
Not necessarily. We first check what you use and whether those tools offer suitable integrations. Any recommended change is discussed before the build.
Which tasks can you automate?
Examples include creating a customer record from a form, assigning a follow-up task and sending a team notification. The available options depend on your tools and permissions.
Can it send WhatsApp or email follow-ups?
Where the chosen tools support it, we can discuss approved email or WhatsApp workflows. Account requirements, customer consent and platform charges need to be agreed first.
Are software subscriptions included?
Third-party tools, messaging charges and paid integrations are listed separately from the implementation work.
What happens if a connection stops working?
We agree on the monitoring and notification approach, explain common issues at handover and discuss any ongoing support you want after launch.
LET’S TALK
Which task are you
still doing by hand?
Tell us how your enquiries move today. We’ll help you identify the steps worth connecting.