Email Automation
Define email sequences around useful triggers and the next action your customer expects.
Build my project scope
Know what your project includes.
Triggers and permission-aware contact rules.
Testing and operations handover.
What to bring
to your first brief.
Share what you already have. We identify the gaps and agree what needs to be created before production begins.
- Lifecycle events and the intended sequence
- Consent, frequency and suppression requirements
- The platform, product data and integration access
The details
worth checking.
Review checkpoints are part of the agreed scope. Final files, source-file access and ongoing support are confirmed in the proposal.
Test triggers, delays and stop conditions.
Check that unsubscribed or ineligible contacts are excluded.
Explore whatsapp & emailPlan the work with clarity.
How is Email Automation scoped?
Events, sequences, templates and suppression rules are agreed before quoting. Automation implements agreed triggers; ongoing campaigns and creative updates are separately scoped.
What should we check before accepting Email Automation?
Entry/exit events, duplicate prevention, opt-outs, test cases and maintenance ownership. Your nominated approver reviews the actual deliverables against the agreed brief.
What if our email automation brief changes?
Changes to events, sequences, templates and suppression rules are reviewed before additional production. Scope, cost and schedule changes need authorization; an approved design is not silently overwritten.
Connect the next piece.
Bring your goal.
We’ll help define the work.
A written proposal confirms deliverables, reviews, schedule, rights and any third-party costs.
A defined purchase.
A usable handover.
Unit of work
Events, sequences, templates and suppression rules
Automation implements agreed triggers; ongoing campaigns and creative updates are separately scoped.
Acceptance
Entry/exit events, duplicate prevention, opt-outs, test cases and maintenance ownership.
Specific volume, review rounds, schedule, final/source files and any third-party charges appear in the proposal. No unlimited delivery or guaranteed commercial result is implied.