Examples and Use Cases

Marketing Automation and Process Optimisation

Below you will find a library of marketing automations and processes we can build and optimise for you and your team.

Lead scoring system

A lead scoring system automatically evaluates and ranks leads based on predefined criteria such as demographics, engagement level, and behaviour, helping prioritise sales efforts


  • Increase in qualified leads for sales
  • Higher conversion rates and sales efficiency
  • Improved sales and marketing collaboration
  • Enhanced customer segmentation and targeting
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Welcome email workflows

A welcome email series delivers a sequence of automated emails to new subscribers or customers, introducing them to your brand, setting expectations, and nurturing the relationship from the start.


  • Higher engagement rates with new subscribers
  • Increased brand affinity and loyalty
  • Greater likelihood of early conversions
  • Improved email deliverability and inbox placement
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Lead nurturing workflows

Lead nurturing workflows automate the delivery of targeted content and communications to leads at various stages of the sales funnel, guiding them through the buying journey and building trust and engagement over time.


  • Shorter sales cycles and faster time-to-revenue
  • Higher lead-to-opportunity conversion rates
  • Improved lead quality and sales readiness
  • Increased customer retention and lifetime value
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Lifecycle marketing system

A lifecycle marketing system orchestrates personalised marketing campaigns and communications tailored to each stage of the customer lifecycle, from acquisition and onboarding to retention and advocacy.


  • More personalised customer experiences
  • Greater customer satisfaction and loyalty
  • Increased repeat purchases and referrals
  • Improved marketing attribution and ROI tracking
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List maintenance

Automated list maintenance ensures the cleanliness and accuracy of marketing lists by automatically updating, segmenting, and removing inactive or unsubscribed contacts, improving deliverability and engagement rates.


  • Higher email engagement and conversion rates
  • Improved sender reputation and email deliverability
  • Reduced risk of non-compliance with data regulations
  • Streamlined marketing operations and resource allocation
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Onboarding email workflows

Onboarding email workflows deliver a series of automated emails to new customers or users, guiding them through key onboarding activities, providing helpful resources, and encouraging usage and adoption.


  • Decreased churn and increased customer retention
  • Faster time-to-value for new customers
  • Higher service/product adoption and usage rates
  • Improved customer satisfaction and advocacy
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CRM field synchronisation

Updating CRM fields through automated synchronisation of data between your marketing automation platform and CRM system, ensuring that lead and customer information is always accurate, up-to-date, and actionable.


  • More accurate and actionable CRM data
  • Increased sales and marketing efficiency
  • Enhanced personalisation and segmentation capabilities
  • Improved lead and customer insights for decision-making
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Behaviour-based trigger workflows

Behaviour-based trigger workflows automatically send targeted messages or actions based on specific user actions or behaviours, such as website visits, email opens, clicks, or purchases, increasing relevancy and engagement.


  • Higher engagement and conversion rates
  • Improved customer loyalty and lifetime value
  • Increased marketing efficiency and effectiveness
  • Enhanced customer understanding and segmentation
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1:1 targeted personalised messages

Automating 1:1 targeted personalised messages to deliver highly tailored and relevant content to individual leads or customers, leveraging data insights to create personalised experiences and foster deeper connections.


  • Increased customer engagement and response rates
  • Higher conversion rates and revenue
  • Improved customer satisfaction and brand perception
  • Greater likelihood of repeat purchases and referrals
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Multi-channel retargeting campaigns

Multi-channel retargeting campaigns re-engage website visitors or previous customers across various channels such as email, social media, display ads, and SMS, reminding them of your brand and encouraging return visits or purchases.


  • Recovered sales and reduced cart abandonment
  • Increased website traffic and conversions
  • Strengthened brand awareness and recall
  • Optimised ad spend and marketing ROI
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Abandoned cart and browse campaigns

Abandoned cart and browse campaigns automatically follow up with users who have abandoned their shopping carts or browsed products on your website, reminding them of their interest and encouraging them to complete their purchase.


  • Recovered revenue from abandoned purchases
  • Increased conversion rates and sales
  • Improved customer experience and satisfaction
  • Enhanced understanding of customer purchase behaviour
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Campaign performance tracking and analytics

Track and analyse campaign performance metrics, enabling the busines to make data-driven decisions and optimise marketing strategies.


  • Enhanced visibility into campaign effectiveness
  • Improved ROI through data-driven decision-making
  • Increased efficiency in resource allocation
  • Improved understanding of audience engagement and behaviour
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A/B testing and optimisation

Implementing A/B testing and optimisation to systematically test and refine marketing strategies for improved performance.


  • Enhanced understanding of audience preferences
  • Increased effectiveness of marketing campaigns
  • Enhanced user experience for customers
  • Improved ROI through data-driven decision-making
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Basic marketing chatbot

Implementing a standard marketing chatbot to capture new lead details and opt-ins, who can then be nurtured into becoming customers.


  • Increased lead generation and capture
  • Enhanced customer engagement and satisfaction
  • Improved lead nurturing and conversion rates
  • Greater efficiency and resource optimisation
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URL & Campaign Tracking

Implementing a system that captures key data from the URL that a prospect or customer has used to arrive on your website, using that to create contact segments.


  • Enhanced understanding of customer behaviour and preferences
  • Increased effectiveness of targeted marketing campaigns
  • Improved user experience through personalised content
  • Better ROI through data-driven marketing strategies
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