Starting point
An audit of the current journey, data, ownership, and constraints before a channel or tool is prescribed.
Business Automation
Reach leads and customers where they actually reply - coordinated across WhatsApp, email, and SMS, triggered by behaviour.
Quick answer
What is WhatsApp, Email & SMS Automation?
Reach leads and customers where they actually reply - coordinated across WhatsApp, email, and SMS, triggered by behaviour.
Problems it addresses
- Follow-up limited to one channel
- Manual messaging that doesn't scale
- No coordination across channels
Core deliverables
- Channel strategy and setup
- WhatsApp Business API integration
- Email and SMS sequences
What success looks like
- Response rate: Reach people on the channel they prefer.
- Across channels: No duplicate or conflicting messages.
- Triggered sends: Messages fire on behaviour, not guesswork.
One channel isn't enough anymore.
People respond on different channels at different times. Single-channel, manual outreach misses most of them.
- Follow-up limited to one channel
- Manual messaging that doesn't scale
- No coordination across channels
- Messages sent at the wrong time
Outcomes
What good looks like
Higher
Response rate
Reach people on the channel they prefer.
Coordinated
Across channels
No duplicate or conflicting messages.
Timely
Triggered sends
Messages fire on behaviour, not guesswork.
What's included
What's included
- Channel strategy and setup
- WhatsApp Business API integration
- Email and SMS sequences
- Behaviour-based triggers
- Unified conversation view
- Opt-in and compliance handling
- Templates and personalisation
- Reporting across channels
Engagement clarity
What is agreed before whatsapp, email & sms automation begins
Written scope
Deliverables, access, dependencies, owners, measurement, and commercials documented before work begins.
Decision evidence
A review rhythm tied to agreed business signals, with assumptions and platform limitations kept visible.
How it works
A clear, repeatable process
01
Audit
Review current channels and messaging.
02
Plan
Design coordinated, triggered journeys.
03
Build
Connect channels and launch automations.
04
Improve
Optimise timing, channel, and message.
Tools & integrations
Fits your existing stack
WhatsApp Business APITwilioCustomer.ioKlaviyoHubSpotZapier
FAQ
Frequently asked questions
Yes - we use the official WhatsApp Business API with proper opt-in and approved templates.
Behaviour triggers, frequency caps, and clear opt-outs keep messaging relevant and respectful.
Yes - channels connect to your CRM so conversations and history live in one system.
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