Automation
Email & CRM automation
Overview
Automated lead nurturing, follow-up sequences, deal stage triggers, and customer lifecycle workflows in HubSpot/Zoho/Mailchimp.
Delivery
Email & CRM automation Delivery Process
Discover
We map your business, your users, and what winning looks like before a single pixel.
Design
Direction, identity, and interfaces: shared early and reviewed with you at every step.
Build
Engineering in weekly slices you can see, click, and comment on as they land.
Launch
QA, performance, SEO, and deployment handled end to end. Nothing left to chance.
Grow
Support, iteration, and new capabilities as your business scales beyond launch day.
Details
Typical timeline
Setup + testing
Best for
Deliverables & Scope
- → Pipeline stages and lead-scoring rules mapped to how your sales team already works
- → Nurture sequences written into the platform with send timing, exit rules and reply detection
- → CRM connection to your website forms, WhatsApp, live chat and any existing mailbox
- → Contact deduplication and tagging so reporting by source is possible from week one
- → Dashboard showing response time, open rate and stage conversion per rep
- → Platform walkthrough recording plus a written runbook for editing sequences yourself
Post-Delivery
- → 30-Day Bug Warranty
- → Source Files & Ownership
- → Handover Training Session
Investment
Email & CRM automation Investment & Pricing
Indicative starting ranges - every project is quoted to its real scope.
FAQ
Email & CRM automation FAQs
How much does email and CRM automation cost?
Between $600 and $3,000 USD, or A$800 to A$4,000. The lower end covers one pipeline with a handful of sequences and a form-to-CRM connection. The upper end is for teams running several pipelines with territory routing, quoting, and deep hooks into an existing ERP or helpdesk. The number is fixed before we start, after we have seen your current process rather than a description of it.
Which CRM platforms do you actually work in?
Most of our work is HubSpot, Zoho CRM and Mailchimp, with Klaviyo and Brevo for product-led e-commerce clients. We also build on Odoo and plain PostgreSQL when a client has outgrown per-seat pricing. If you already pay for a platform, we will use it. We have no reseller arrangement with any of them, so our recommendation does not change our invoice.
How long does a build take?
Two to four weeks for a single-pipeline setup, six to ten weeks when it spans sales, support and finance. The build itself is usually the fast part. Most of the elapsed time goes into agreeing lead definitions and getting your team to stop updating two systems by hand, which is a change-management problem before it is a technical one.
Will this work if our contact data is a mess?
It will work, but cleaning has to come first. Importing ten years of duplicate contacts, dead addresses and inconsistent company names into a new CRM just moves the mess to somewhere more expensive. We audit the list first and quote the cleanup separately, because it is data entry more than engineering and we would rather price it honestly than hide it in the build.
Do we own the automations and can we edit them ourselves?
Yes. Everything sits inside your own platform account under your login, so you own it outright and can change a sequence the same day. We hand over a runbook covering how each workflow is built, what triggers it, and the two or three settings that break things if changed carelessly. There is no hidden admin console that only we can access.
What happens after the automation goes live?
You get 30 days of included support, which covers defects: an email that never fires, a field that maps to the wrong place, a sequence that double-sends. New sequences, new pipeline stages and new integrations are additional work, quoted per piece. Deliverability is the one thing we cannot guarantee, because it depends on your sending reputation, list hygiene and how you acquired those addresses.
Do you charge monthly, and will you manage it for us?
The build is a one-time fixed fee. Ongoing management is optional and priced monthly, starting around $200 USD. Run it yourself if someone on your team enjoys the work; we will train them properly. If nobody does, the retainer covers sequence tuning, deliverability checks and reporting, and you can stop it with 30 days' notice.
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