CRM & Automation

Email, SMS and CRM automation that brings customers back and keeps every enquiry moving, while you get on with running the business.

Turn one-off buyers and cold enquiries into repeat revenue

We're certified Klaviyo partners and a small, senior team. We build the flows, campaigns and follow-ups that turn first orders into regulars and new enquiries into booked jobs, all running quietly in the background.

  • Certified Klaviyo & Shopify partners
  • Senior team, no juniors
  • Month to month, no lock-in
Woman relaxing at home with a cup of tea, reading a message on her phone

Your customer list is the one channel you actually own

Every click from Google or Meta is rented. You pay to reach a customer, and when you want them back, you pay again.

Your email and SMS list works differently. Once someone has opted in, you can reach them again and again without paying per click. Automation is where that list earns its keep.

Our job is to build the right automations once, keep them sharp, and let them earn for you every day.

Rented Ads and algorithms You pay each time you want someone's attention.
Owned Your email & SMS list Reach opted-in customers again without paying per click.
Klaviyo benchmarks, 2026 Automated flows punch above their weight
Flows' share of email sends5.3%
Flows' share of email revenuenearly 41%

Flows are automated emails triggered by what a customer does, like signing up or leaving a cart. Source: Klaviyo email benchmarks, based on more than 183,000 Klaviyo customers.

Every stage of the journey, covered

Whether someone's browsing your store or asking for a quote, there's a right moment to hear from you. We map your whole customer journey so each moment gets the right message on the right channel, automatically.

Example journey

Online store

  1. 01

    Sign-up

    When: Someone joins your list from a pop-up, footer form or checkout

    • Email
    • SMS

    Timing: Day 0

    A subscriber who has asked to hear from you

  2. 02

    Welcome series

    When: They've just subscribed

    • Email

    Timing: Day 0–7

    Introduces your brand and earns the first order

  3. 03

    Browse & cart reminders

    When: They viewed a product or left a cart

    • Email
    • SMS

    Timing: Within hours

    Brings back shoppers who were close

  4. 04

    Purchase

    When: They place an order

    • Email

    Timing: Order day

    Order and shipping updates that make buying from you easy

  5. 05

    Post-purchase

    When: Their order has arrived

    • Email

    Timing: Days 3–30

    Care tips, a review request and the right next product

  6. 06

    Win-back

    When: They've gone quiet past their usual reorder window

    • Email
    • SMS

    Timing: Tailored

    A good reason to come back and order again

    Loops back to step 04

Service business

  1. 01

    Enquiry

    When: A web form or quote request comes in

    • CRM task

    Timing: Instant

    Every lead captured in one place

  2. 02

    Instant reply

    When: The enquiry lands

    • Email
    • SMS

    Timing: Within minutes

    They know you're on it, and the right person is assigned

  3. 03

    Quote follow-up

    When: A quote hasn't been accepted yet

    • Email
    • SMS
    • CRM task

    Timing: Day 2 & Day 5

    Good jobs don't go cold

  4. 04

    Booking

    When: The job is booked

    • Email
    • SMS

    Timing: Before the job

    Confirmations and reminders, so customers know what to expect

  5. 05

    After the job

    When: The job is marked complete

    • Email
    • SMS

    Timing: Day 1

    A thank-you and a review request

  6. 06

    Service reminder

    When: A service is due or the season changes

    • Email
    • SMS

    Timing: Tailored

    Repeat work without the chasing

    Loops back to step 04

Example timings. Every journey is tailored to your customers and how often they buy.

Flows, campaigns and segments that sell without the hard sell

The core flows work around the clock, campaigns keep you front of mind, and segmentation makes sure each customer hears what's relevant to them.

Small online store owner checking an order on her phone beside a laptop and stacked parcels

Welcome series

First impressions that convert. We introduce your brand, answer the questions that stop people buying and give new subscribers a reason to place that first order.

Cart & browse reminders

Timely, product-specific nudges for shoppers who were close. Never pushy, by email and by SMS where they've opted in.

Post-purchase

Customers are happiest right after they buy. We use that moment for a genuine thank-you, care tips, a review request and the right next product.

Win-back

Lapsed customers aren't lost customers. We time win-backs around how often your customers actually reorder, then give them a reason to return.

Campaigns & calendar

Launches, sales and seasonal moments from EOFY to Black Friday and Christmas, planned ahead, written in your voice and sent to the people most likely to act.

Segmentation

VIPs, first-time buyers, deal-seekers and the ones who've gone quiet each get messages that suit them, so every send feels relevant.

SMS that earns its place

Short, sharp and strictly opt-in, for launches, restocks and reminders that can't wait. We look after consent records and quiet hours.

AI where it helps, people where it counts

Klaviyo now has AI built in, from campaign planning to send times personalised for each subscriber. We use it where it lifts results, and a senior strategist checks everything that goes out under your name.

Not an online store? Your CRM should be doing the chasing

For trades, clinics and professional services, the money's in the follow-up. We make sure every enquiry is captured, answered and followed through, without relying on anyone's memory.

Already using a CRM? We'll work with it and tidy it up. Starting fresh? We'll recommend the right fit, set it up for you and connect it to your website forms, booking tools and ad accounts.

Instant replies

Every enquiry gets an acknowledgement within minutes, day or night, and lands with the right person.

Quote follow-up

Polite, automatic reminders on quotes that haven't been accepted, so good jobs don't go cold.

Booking confirmations

Confirmations and reminders, so customers know when you're coming and what to expect.

Reviews on autopilot

A thank-you and a review request once the job's done, while the good experience is fresh.

Service reminders

Annual services, seasonal check-ups and repeat bookings, prompted automatically.

A pipeline you can see

Where leads come from, where they stall and what they're worth, all in one place.

Want AI to qualify and route your leads as well? See AI Automation

Customer smiling as she receives a parcel delivery

Built to land in the inbox. Consent built in.

A great email only works if it arrives. Gmail, Yahoo and Microsoft ask anyone sending at volume to authenticate their mail and make unsubscribing easy. We set up your sending to meet those requirements from day one, so your messages are trusted, delivered and welcome.

Inbox-ready

  • Set up to meet Gmail, Yahoo and Microsoft's sender requirements
  • Your sending domain authenticated with SPF, DKIM and DMARC
  • One-click unsubscribe and a clear unsubscribe link in every marketing email
  • Spam complaints monitored and lists kept clean, so you're sending to people who want to hear from you

In line with the Spam Act

  • Clear opt-in consent captured and recorded, separately for email and SMS
  • Your business name and contact details in every message
  • Unsubscribes processed automatically, with no login needed
  • Quiet hours for SMS, so texts arrive at sensible times

Based on Google, Yahoo and Microsoft sender guidelines and ACMA guidance on Australia's Spam Act.

How we get you there

Four clear steps, led by senior specialists from the first audit to the monthly report.

  1. 01

    Audit

    We review your current flows, sign-up forms, list health, sending setup and CRM, and pinpoint where revenue is slipping through.

  2. 02

    Map

    We map your customer journey and agree the flows, segments and campaign calendar that will make the biggest difference first.

  3. 03

    Build

    We write, design and build every flow, template and integration, test each trigger end to end, then switch them on.

  4. 04

    Improve

    We test subject lines, timing, offers and content against real revenue, not just open rates, and report back every month in plain English.

Month to month, no lock-in contracts. You stay because it's working.

Book a Free Strategy Session

Senior specialists who see the whole picture

We're a small, senior team that looks after your customers as if they were our own.

Book a Free Strategy Session

Senior people only

The strategist you meet is the one who builds your flows. No juniors, no hand-offs, and more than 20 years of combined experience.

Certified where it counts

Certified partners with Klaviyo, Shopify, Google and Meta, so your store, ads and email sit with one team that knows each platform.

Joined up with your ads

We also run paid search and social, so email and SMS work alongside your ads. Ads bring new people in, and automation turns them into regulars.

Earned, not locked in

We work month to month, and 100% of our clients have stayed with us for 12 months or more.

Reporting you can read

Each month you'll see what your flows and campaigns earned, how your list is growing and what's next, in plain English.

An easy first step

Start with a free strategy session with a senior specialist. No pressure, no hard sell.

Certified Klaviyo Partners Email, SMS & automation
Senior Team Only 20+ years combined experience
No Lock-in Contracts Month to month, always

CRM & Automation FAQs

Not necessarily. Klaviyo is our specialty and, for most Shopify stores, the strongest choice. If you're on something else, we'll review your setup in the strategy session and recommend the best path. If moving across makes sense, we'll plan it with you, including your lists, consent records and flows.

Yes, and that's often the fastest win. We audit what's already live, keep what's working, fix gaps in timing, content and segmentation, and add the flows you're missing.

Core flows start working the day they go live, because they respond to what customers are already doing: signing up, browsing, leaving a cart or making an enquiry. Campaigns and segmentation build month by month as we test and refine, and we report against clear benchmarks every month.

For many stores and service businesses, yes, as long as it's used sparingly and only with people who've opted in. We usually start with high-value moments like cart reminders, launches, booking reminders and quote follow-ups, then expand if your customers respond well.

Consent and one-click unsubscribes are built into the setup, in line with Australia's Spam Act. Sign-up forms capture clear consent for each channel and record it, every message identifies your business, and unsubscribes are processed automatically. For SMS, we also set quiet hours so texts arrive at sensible times.

It depends on how you sell. Trades and field-service businesses usually suit a job-management platform built around quoting, scheduling and invoicing, while businesses with a longer sales pipeline often prefer a dedicated sales CRM. Already have one? We'll work with it. If not, we'll recommend the right fit in your strategy session, set it up for you and connect it to the tools you already use.

Ready to make more from the customers you already have?

Book a free strategy session. We'll look at your current setup, show you where the quickest wins are and map out what we'd build first. No obligation, no lock-in.