Email marketing and CRM
Plan, build and manage useful email campaigns and customer follow-up. From regular newsletters to connected CRM workflows, we can set up the tools and help with the ongoing work.
Setup, campaigns and ongoing help · Scope and costs agreed before work starts
Sounds familiar?
The list is there, but the emails are not
You have contacts and ideas but need help planning, writing and sending useful campaigns regularly.
Follow-up depends on someone remembering
Enquiries, new customers and members need a more consistent next step, with a clear owner for each task.
The tools don’t fit how you work
Contacts and customer activity sit in different systems, or the email setup needs a rethink before adding more complexity.
Email campaigns and follow-up
A plan for emails and follow-up
We’ll work out who should hear from you and what happens after an enquiry or purchase. That gives us a plan for newsletters, follow-up emails and tasks for your team.
A clearer view of your contacts
We organise the contact information your team needs and review the tools holding it. We’ll retain what works and explain any changes before migrating data.
The right message to the right people
We connect signup forms and customer activity to the right contact groups. Your emails can then reflect the relationship people have with your business.
Templates and campaign content
We create reusable email templates and help with the writing. If you want a managed newsletter, we can prepare the copy and design for your approval.
Welcome and follow-up emails
We build welcome emails and follow-up sequences, then test their triggers and timing. We’ll account for exclusions and the points where your team takes over.
Sending, reporting and improvement
We check sending settings and campaign links, then report on delivery, clicks and the actions we can measure. You’ll know who approves and sends each campaign.
Getting the follow-up in place
Understand the contacts and journeys
We’ll review your contacts, tools and current follow-up, then decide which part needs attention first.
Set up and connect
We configure the contact structure and connections. Before a migration, we review consent and unsubscribe records and test the sending arrangements.
Prepare and approve
We prepare the first campaign or sequence and check the audience, content and links. You’ll approve it before it is sent or activated.
Run, report and refine
We handle the newsletter or follow-up work you’ve asked us to manage, and adjust the plan as your business and list change.
Questions
We start by reviewing your current setup and what you want to improve. Keeping a working platform is often the practical choice. FluentCRM is one option we support, and any alternative or custom connection is assessed before we agree the approach.
Yes. Managed newsletter work can include planning, writing, design and sending, with the frequency and approval process agreed in the proposal. You can also keep parts in-house and use us for setup, technical help or selected campaigns.
Setup, campaigns, automation and ongoing management are custom quoted around the work involved. We agree the audience, frequency, responsibilities and approval process before starting. The proposal also identifies any platform, sending, hosting or licence costs and explains the terms.
Yes, subject to reviewing the existing list, its consent and unsubscribe records, and what the platforms can transfer. We agree the audience and purpose of campaigns and sequences, include unsubscribe handling and test the setup. You approve the agreed content and sending or activation process before it goes live.
Also under marketing and measurement
Paid advertising
We plan and manage paid campaigns around your audience, budget and goals, across search, shopping, social and other channels.
Digital audit
Understand what is working, what is getting in the way and what to do next. A joined-up review of your website, marketing, measurement and connected tools, with a prioritised report.
Tell us what you want to send or follow up
Tell us about the emails you want to send, or the follow-up that keeps being missed. We can work with your existing list and tools or help you put them in place.
