Email & SMS Marketing

Right message.
Right moment.

A one-time setup of email and SMS automations, templates, triggers and customer journeys — connected to your tools and ready to run. Not random broadcasts: a flow that reacts to what each customer actually does.

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An email and SMS lifecycle: a welcome email, an SMS cart reminder and shipping update on a phone, and the flow steps — trigger, wait, SMS, purchase — that connect them.

01 · Lifecycle, not a schedule

This isn't a newsletter schedule.

Messages sent on a calendar ignore the customer. The same messages, triggered by behaviour, become a system that helps.
Manual campaigns

Sent on a calendar. Disconnected from the customer.

A weekly calendar of disconnected manual sends — Monday newsletter blast, Tuesday flash SMS, Wednesday promo email, Friday random broadcast — with notes: same message everyone, no context, no timing, disjointed and reactive.
Lifecycle

Behaviour should trigger the message.

Sign upNew subscriber joinsWelcome
LeadShows early interestNurture
CartAdds items, doesn't buyRecovery
PurchaseCompletes an orderFollow-up
InactiveNo activity for a whileWin-back
Behaviour should trigger the message.

From sign-up to first value

First impression.
Automated.

One full sequence — from sign-up through a few well-timed emails and an optional SMS. Copy is illustrative.

Timely messages
Contextual content
Turn visitors into customers
A welcome flow: sign-up triggers an immediate welcome email, then after a one-day wait a helpful email, after a two-day wait a proof email, and an optional SMS nudge.

Two channels, one thread

Two channels.
One conversation.

Unified timeline
No duplicate tools
Context-aware messaging

Email and SMS run on a single timeline — one reaches the inbox, the other the pocket, and they never repeat each other.

Email surface
Thoughtful, detailed updates
D0
Email
Welcome

Glad you're here — here's what to expect.

D1
Email
Useful info

A few ways to get the most out of it.

D7
Email
Need help?

A real person, whenever you're ready.

A single phone conversation blending email and SMS for the same customer — welcome, an SMS reminder, useful info and a need-help nudge — showing shared context across both channels.
SMS and email aren’t separate tools — they’re one conversation.

02 · Unfinished actions

When someone stops, the flow doesn't have to.

Not just carts. A paused form, an unanswered quote, an incomplete booking — each can trigger a gentle, well-timed follow-up.
Product viewStep 1 / 7
Add to cartStep 2 / 7
No purchaseStep 3 / 7
Wait 1hStep 4 / 7
Reminder emailStep 5 / 7
Wait 1 dayStep 6 / 7
Recovery SMSStep 7 / 7

Illustrative flow — available triggers depend on your platform and integrations.

Segmentation

Same event. Different customer. Different message.

Event · Inactive 60 days
One trigger — inactive 60 days — branching into a tailored message per segment: a welcome-back offer for new customers, saved favourites for repeat customers, early access for VIPs, and a nudge for leads.

Automation considers who, not only what happened — copy is illustrative.

Foundation

Before we send, we set the foundation.

Consent, clean lists and sender setup come first — so messages are permission-based and land in the inbox.

The deliverability foundation: a consent-based sign-up form, a clean subscribed list, contact segments, verified sender setup (SPF, DKIM, DMARC), and a welcome email landing in the inbox.
Opt-inUnsubscribeSMS opt-outSender detailsDomain setup

Template system

Built once.
Ready to reuse.

One branded master template that adapts to every purpose and every screen — the structure holds, the content changes.

One master template — logo, headline, body, image, CTA, footer. The structure stays; only the content changes. Built once, reused across every flow.

LogoHeadlineBodyImageCTAFooter
One branded master template with a fixed structure — logo, headline, body, image, CTA, footer — reused across every flow, changing only the content.One branded master template with a fixed structure — logo, headline, body, image, CTA, footer — reused across every flow, changing only the content.One branded master template with a fixed structure — logo, headline, body, image, CTA, footer — reused across every flow, changing only the content.One branded master template with a fixed structure — logo, headline, body, image, CTA, footer — reused across every flow, changing only the content.One branded master template with a fixed structure — logo, headline, body, image, CTA, footer — reused across every flow, changing only the content.

03 · Connected

The flow starts with real business events.

A form submit, an order, a booking, a CRM update — real events from your tools start the right automation.
Website
Page visit
Forms
Form submitted
Store
Order placed
CRM
Contact updated
Booking
Appointment booked
The automation layer: form submitted → event received → welcome flow started — connected via your platform, Make.com or a direct API.

04 · How it works

From map to handover.

01

Plan

Map customer lifecycle and flows.

02

Set up

Lists, segments, forms, consent.

03

Design

Templates, emails, SMS copy.

04

Connect

Website, CRM, forms and triggers.

05

Test

Run real scenarios end-to-end.

06

Handover

Documentation and ownership.

05 · What you own

Built for you. Owned by you.

A one-time setup, handed over as a complete system — flows, templates, lists, copy and documentation. No lock-in.
An Email & SMS system handed over as stacked, owned assets — no lock-in.
Flows
Templates
Lists
Segments
Copy
Triggers
Documentation
Access

06 · Setup vs ongoing

A one-time build — not a monthly send.

This setup builds the automated foundation. Ongoing campaigns are a separate, optional engagement.
Email & SMS setup

Build the foundation.

Flows
Triggers
Templates
Segments
Connections
Documentation
One-time build
Ongoing campaigns

Keep communicating.

Promotions
News
Seasonal sends
New offers
Campaign planning
Separate engagement
Setup

07 · Who this is for

This makes sense if…

01Your leads sign up but hear nothing afterwards
02Your follow-ups are still done by hand
03You have a list but no automation behind it
04Your store has no abandoned-cart journey
05Customers disappear after the first purchase
06Email and SMS exist but don't work together
07You need a reusable system, not a fresh start each time
FAQ

Straight answers.

What the setup covers, how the flows work, and what you own.

Flow planning; platform, list, segment and sign-up form setup; consent and sender/compliance setup; branded, mobile-friendly email templates; written SMS copy; the core automations (welcome, nurture and win-back at minimum); triggers and timing; integration with your site, forms and CRM; end-to-end testing; and documentation and a walkthrough at handover — owned by you.

Ready when you are

Build the journey once.
Let it keep working.

A one-time setup of flows, templates and triggers, wired to your tools — so the right message reaches the right customer at the right moment, automatically.

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