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Marketing Automation & Customer Engagement

Turn first-time customers into repeat customers without hiring a marketing team

We set up the few automations that matter most for local businesses (review requests, win-backs, abandoned carts) and connect them to your customer data.

Book a 30-minute callCall (844) 255-7157

Free consultation, no obligation. Answered 24/7 by Juni Assist, our own AI receptionist.

We source & manage. JDL scopes, coordinates and manages; certified partners deliver. You pay the provider, and the provider compensates us. How we work

Who this is for

  • Local businesses with a customer list and no follow-up
  • Retail and food businesses that want a loyalty program
  • Online stores losing sales to abandoned carts
The problem

Where repeat business slips away

Most businesses do the hard part, winning the first sale, and then have no system to bring the customer back.

  1. Happy customers who never leave a review

    Few people review unprompted. An automatic text after a visit asking for a review makes it easy.

  2. Customers who quietly stop coming

    A message to people who have not bought in a while brings some back, at almost no cost.

  3. Carts left behind

    A reminder email or text for abandoned carts recovers some of those sales.

How it works

What we do, step by step

  1. Audit your data

    Where customer details live and what permission you have to contact them.

  2. Pick the starting automations

    Usually reviews, lapsed customers and abandoned carts.

  3. Set up and connect

    Platform configured and linked to your POS, store or CRM.

  4. Write the messages

    Short messages in your voice, with opt-out handled correctly.

  5. Measure and adjust

    Check what worked and refine.

Not sure where Marketing Automation fits your business?

Take 30 minutes with us. Tell us what you have today and we will tell you what we would do, including when the honest answer is to leave things alone.

Book a 30-minute callCall (844) 255-7157

Free consultation, no obligation. The line is answered 24/7 by Juni Assist, our own AI receptionist.

What you get

Deliverables you can point to

  • A short plan of the automations to start with
  • Platform set up and connected to your systems
  • Message templates written for your business
  • Opt-in and opt-out handled properly
  • A report on what the messages produced

Timeline

A starter program can be running quickly; results accumulate over weeks.

  • Connecting your data is the main task
  • We launch one or two automations first, then add more
  • Results are reviewed after a few weeks of real sends

What it typically costs

A starter program with the three core automations runs $300-600 per month all-in, including the platform.

Questions

Common questions about Marketing Automation

What's the difference between this and email marketing tools like Mailchimp?

Mailchimp is a single-channel email blaster. Marketing automation platforms unify SMS, email, push, in-app, and loyalty around a single customer profile, then trigger sends based on behavior (visited pricing 2x, cart abandoned, hasn't purchased in 60 days). Different category.

What does a small business actually need?

Most local businesses get 80% of the value from: (1) automated review-request texts, (2) lapsed-customer reactivation, (3) abandoned-cart email + SMS. We can package those as a starter program; pricing depends on the platform and message volume, and we quote it after a short review.

What's a Customer Data Platform?

A unified profile of every customer pulled from POS, web, app, email, and support — so when a customer texts you, you instantly see they bought $4k last year, have an open ticket, and live in your VIP tier. Used to be enterprise-only; now SMB-priced via Treasure Data.

Is SMS marketing allowed?

Yes, with customer permission. Text marketing is regulated, and you need clear consent and an easy way to opt out. We set up consent and opt-out as part of the program.

Can I do it myself?

Yes, with the right platform. Many clients prefer us to set it up and manage the campaigns while they run the business.

Will it work with my POS or store?

Most major POS and ecommerce platforms connect to these tools. We confirm before you commit.

Related guides: Marketing Automation

Pick the way that suits you

Call now and talk to someone straight away, book a 30-minute slot when it suits you, or leave your details and we will come back with options and honest pricing.

Book a 30-minute callCall (844) 255-7157

Free consultation. Answered 24/7 by Juni Assist, our own AI receptionist.

Get options for Marketing Automation

We compare options from our network of 500+ technology providers and coordinate the setup. A few details help us come back with options that fit. Prefer to talk? Call (844) 255-7157.

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