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Marketing Automation Services

We build marketing automation around approved customer events: lifecycle email for signups and activation, follow-up for leads that go quiet, and reactivation campaigns for the dormant segments you define. Message copy, sending schedules, consent and eligibility rules are agreed before launch. Queues and logs make scheduled messages and delivery states inspectable.

  • Event-triggered lifecycle email and lead follow-up
  • Campaign-specific consent and eligibility rules
  • Inspectable message queues and delivery logs
  • Reactivation sequences for agreed customer segments
Win-back email, waiting for reviewSample
Win-back, day 30Triggered$212 LTV
to

Hi Maya, it has been a month since your last order, so we saved your cart and added free shipping until Friday. Pick up where you left off: Back to your cart

Lifecycle agentReady for review⌘ Enter to send

Sample illustration with illustrative numbers, not a verified client result.

Who this is for

Teams that already have customer events worth acting on — signups, trial activations, paywall touches, dormant accounts, inbound leads — but send lifecycle email by hand, rely on a tool nobody fully trusts, or have flows that fire on events nobody agreed to. The fit is strongest when you can name the segment, the trigger, and the person who approves the copy.

What we need from you

Before anything is built we agree the exact inputs and access the workflow will use.

  • The lifecycle events in scope (for example signup, activation, paywall touch) and where they come from.
  • The sending domain or ESP account, with the access needed to configure flows.
  • Suppression sources: unsubscribe lists, paid-customer flags, and bounce data.
  • A named owner who approves the first message drafts.

How the workflow runs

Each approved event creates a scheduled message with the contact, trigger and due time recorded in the queue. Consent, eligibility and stop rules are defined for each campaign and checked before messages are handed to the delivery provider. A randomized holdout experiment and outcome reporting can be added as a separately scoped part of a reactivation pilot; they are not included by default.

Controls, limits, and acceptance

The system sends only what the agreed events and schedule produce — it does not invent triggers or decide on its own who should hear from you. Missing, stale, or malformed events are surfaced and the affected messages are held for review instead of guessed. A pilot is accepted on supplied examples: replay a sample event export, prove a suppressed contact produces no send, and confirm a duplicate or corrupted event is rejected rather than double-sent.

How a pilot runs

We agree the event list, audience segment, schedule and suppression sources on a call. Then we build the flow against the agreed sending provider, replay sample events and review a limited pilot segment. Acceptance covers event handling, suppression, deduplication and delivery-state visibility. Any holdout experiment is specified separately before the build, including assignment rules and the outcome data needed for comparison.

Workflow examples

Example scopes and acceptance checks for custom builds. These are illustrative workflows, not verified client case studies.

Retention01

Behavioral Email Automation That Never Forgets a Signup

Lifecycle email automation that fires on the events you approve — with suppression rules and a queue you can inspect.

Behavior-triggered email draftSample
Stalled onboarding, day 2Behavior triggerTrial
to

Hi Priya, most teams create their first project in under five minutes. Here is a template built for your use case, already filled in: Open the template

Lifecycle agentReady for review⌘ Enter to send

A behavioral email automation engine queues lifecycle messages against the events you approve — signups, paywall touches, and the rest of the agreed list — on the schedule you set. Audience and suppression rules keep opted-out, paid, and bounced contacts out of every send, and each event-to-message step is inspectable rather than a black box.

Explore workflowDiscuss
Retention02

Win-Back & Customer Reactivation Automation

Reactivation sequences for agreed dormant segments, with consent rules and optional experiment design.

Win-back email, waiting for reviewSample
Win-back, day 30Triggered$212 LTV
to

Hi Maya, it has been a month since your last order, so we saved your cart and added free shipping until Friday. Pick up where you left off: Back to your cart

Lifecycle agentReady for review⌘ Enter to send

This example outlines a customer reactivation workflow: define a dormant segment, approve the offer and copy, and schedule the sequence with campaign-specific eligibility and suppression rules. A randomized holdout experiment can be added as a separately scoped part of the pilot if the audience and outcome data support it.

Explore workflowDiscuss
Conversational AI03

Lead Qualification & Revenue Recovery Agents

Inbound leads qualified against your criteria and stalled deals re-engaged — with reviewable follow-up and booked-call tracking.

Stalled deal, suggested follow-upSample

Last touch was a security question; a similar SaaS case answers it.

Strong signal

A qualification workflow scores every inbound lead against the questions and rules you approve, writes results back to your CRM, and hands qualified prospects to a rep's calendar. A second flow watches deals that went quiet and drafts follow-ups for review. Missing answers escalate instead of guessing, and outcomes are tracked in booked calls — pipeline you can inspect, not a guaranteed recovery figure.

Explore workflowDiscuss

Related guides

Frequently asked questions

We configure flows inside the ESP or sending domain you already use, or a purpose-built engine when your event sources and suppression rules need more control than a standard tool exposes. The catalog of supported integrations is confirmed per project during scoping rather than assumed up front.
We draft sequences against the angles and brand voice you approve, and a named owner on your side reviews every message before the first live send. Copy changes after launch go through the same approval path.
We agree which contacts each sequence may reach. Consent, unsubscribe, bounce and conversion signals can exclude contacts where relevant to that campaign. A paying customer may still be eligible for a different lifecycle message, so conversion exclusions are defined per sequence rather than applied to every message.
For a pilot, we replay sample events and check queue placement, suppression and delivery logs against the agreed rules. A randomized holdout can be scoped separately to measure incremental reactivation. That requires suitable audience and outcome data, and results can only be assessed after a valid experiment has run.
Scope and pricing depend on the number of events, segments, and integrations involved, which is why we scope on a free intro call before quoting. A bounded pilot typically covers one segment and a small set of events first, then expands once acceptance checks pass.

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