Map the customer lifecycle
Review welcome, browse, cart, post-purchase, win-back and inactive-customer journeys where they fit the business.
Grow / Email marketing & CRM
Make the next message relevant.
Connect customer information, useful messages and the workflows that keep them consistent.
Discuss your storeBook a free 20-minute callOne purchase changes the flow.
The customer has placed an order.
Cart recovery sequenceExit
Order informationConfirm
Relevant post-purchase messageEnter
Check entry, exit and suppression rules together.
Illustrative concept. The actual work is shaped around your store.
Customer communication is split across tools and manual steps.
Start with the information you have permission to use, the purpose of the message and what should happen when someone responds or opts out.
Understand the storeFind the constraintAgree the right change
What the work
can cover.
Connected decisions, practical implementation and a scope shaped around your store.
Define the data and triggers
Check permissions, segments, entry and exit rules, suppression and list health. Specify what happens when someone buys, opts out or changes state.
Build messages that belong
Scope templates, content and automation around the reason for each contact. Coordinate product and policy information with the store.
Test the complete flow
Check events, delays, branches, links and exception paths. Agree reporting and ongoing ownership before handover.
Scope, deliverables, responsibilities and timing are agreed for each engagement.
Can this use the tools we already have?
We start with the existing setup. Access, integration limits and data permissions need to be understood before recommending or building a workflow.
Work you can
put to use.
The handover should make the next decision easier. Depending on the agreed scope, that can include:
In the handover
- A lifecycle and flow map
- Trigger, segment and suppression rules
- Message templates and automation within scope
- A test record and ownership handover
Bring the starting point.
Your current email/CRM platform, live flows and the customer data you have permission to use.
Questions worth
asking.
Can you work with our existing platform?
We start with the current setup and check its capabilities, access and integration limits before recommending a change.
Will every store need all of these flows?
No. The useful set depends on products, purchase cycles, consent and existing communication. The list describes options, not a fixed package.
How do you avoid conflicting messages?
Map trigger and exit conditions together. Purchase events, unsubscribe choices, suppression rules and other live flows need to be checked as one system.
The work
around it.
Explore the disciplines that connect to email marketing & crm.
Start with your storeKnow what to build.
Know what to build.
See where to grow.
Bring the challenge. We’ll help you work out a useful starting point.