Lead routing
Plan where enquiries go and who owns them.
Plan useful customer journeys and reduce repetitive work without losing control of the messages people receive.
Disconnected tools create repetitive work and missed follow-up. Map the journey first, then define the triggers, messages and handovers that belong together.
Let’s look at your brief →Bring the objective, the existing work and the constraints. We’ll define what needs to happen next, who owns it and what you’ll receive.
A shared objective before production.
Work reviewed against your brand and brief.
Agreed deliverables and responsibilities.
Choose the formats and applications that fit your project. We confirm the final scope together.
Plan where enquiries go and who owns them.
Connect the first customer touchpoints.
Define useful updates and team handovers.
Plan messages around customer actions.
Identify when and how to follow up.
Check exceptions, consent and failure paths.
Make ownership and follow-up explicit.
Connect sends with agreed triggers and consent.
Identify exceptions and who should handle them.
For marketing automation, the process needs to make the important decisions visible—not add unnecessary steps.
Start with your project →Understand current tools and handovers.
Agree triggers, audiences and conditions.
Confirm access, integrations and data boundaries.
Review routing, consent and failure behaviour.
Agree monitoring and ownership.
Share what you already have and where you need help. Your existing team can stay part of the process.
Tell us about your project →Your objective, current materials and intended deadline. For marketing automation, examples of what is and is not working help us identify the right scope. Please do not share passwords or sensitive customer information.
The deliverables above are a starting point, not a fixed package. We confirm formats, quantities, review rounds, ownership and any production or implementation requirements in the proposal.
These depend on the amount of work, existing assets and any specialist production needed. Share your target date and budget so we can discuss a realistic approach before you commit.
Share your goal and the support you need. You can review your WhatsApp message before sending it.