Who this service is for
For teams coordinating customer follow-up across multiple tools, or needing a clearer view of campaign activity and key metrics.
What the service can include
Workflow planning
Map the intended customer journey, triggers, messages and hand-offs before automation is configured.
Email and WhatsApp flows
Set up agreed messaging flows using the platforms and permissions available for the project.
CRM and analytics setup
Configure agreed CRM fields or GA4 events to support the required reporting.
Dashboards and measurement
Organise available data into a dashboard around agreed metrics and definitions.
How the work comes together
- Review the current tools, customer journey, data sources and consent requirements.
- Agree on workflow logic, tracking definitions, access and required integrations.
- Configure and test the agreed flows and reporting, then document how to use them.
Frequently asked questions
Which tools are supported?
The service includes WhatsApp and email flows, CRM setup, GA4 tracking and dashboards. Specific tools and integrations are confirmed based on your existing stack.
Can you automate customer messages?
Agreed email and WhatsApp workflows can be configured around customer actions. Messaging rules, platform policies and consent requirements should be confirmed before launch.
What can a marketing dashboard show?
A dashboard can organise available data around agreed metrics. Accuracy depends on source integrations, tracking configuration and consistent metric definitions.