Email and WhatsApp workflows.
Make customer enquiries, follow-ups and handoffs easier to manage.
What’s included
Customer journey planning
Choose useful triggers and the next step for each customer.
Message templates
Review the wording and timing before connecting anything.
Tool connections
Connect approved channels with your business process.
Testing and human handoff
Make sure customers can opt out or reach a person.
From enquiry to delivery
One project, with a clear next step.
Agree the plan
Tell us what you need. Review your project summary, quote and payment terms.
Review your deliverables
See the latest version, leave comments and approve when you are ready.
Receive your files
Find the finished deliverables, access details and agreed support in your project.
Good to know
Can every message be automated?
No. Some conversations need a person. We define a clear handoff and the permissions needed.
Are provider charges included?
Messaging, email and connected platform charges are scoped separately.