Channel strategy
Define what belongs in WhatsApp, SMS and email based on message type.
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WhatsApp, SMS & Email Automation
Coordinate customer communication around CRM state, consent and behavior so each channel has a purpose instead of sending the same reminder everywhere.
Target outcomeA messaging system that is timely, contextual and synchronized with the opportunity lifecycle.
Conversation journeyConsent aware
SMSQuick reminder
EmailContext & details
WhatsAppConversation
Reply→Pause sequence→Assign owner
What we build
Implementation pieces that solve the actual operating problem.
Consent-aware routing
Respect opt-in, channel availability and communication preferences.
Sequenced follow-up
Coordinate messages instead of letting channels compete with each other.
Booking communication
Send confirmations, reminders and reschedule paths linked to calendar state.
Reply & stop handling
Replies and status changes pause or redirect the correct sequence.
Conversation visibility
Keep communication outcomes connected to the CRM record and owner.
When this service fits
Useful when your team is dealing with these problems.
We scope the implementation around the current process instead of forcing a generic template onto the account.
- Leads receiving duplicate messages on multiple channels
- Appointment reminders managed manually
- No consistent follow-up after missed calls or enquiries
- Sales conversations disconnected from opportunity status
Delivery process
From current-state review to tested implementation.
Map the communication journey
Identify message purpose, timing, channel and owner at each stage.
Define permissions
Document consent, stop logic and channel-specific rules.
Build sequences
Connect messages to triggers, wait conditions and CRM actions.
Monitor delivery
Review replies, opt-outs, timing and team handoff behavior.
Service FAQ
Questions about WhatsApp, SMS & Email Automation.
If your setup is unusual, the strategy call is the fastest way to determine what is technically appropriate.
Can you use WhatsApp, SMS and email in one workflow?
Yes, when the business has the appropriate channel setup and consent rules. We sequence channels rather than simply duplicating messages.
Can messaging stop when someone books?
Yes. Booking, reply and opportunity-state conditions can remove a contact from the relevant nurture path.
Do you write the message copy?
We can structure implementation-ready message content around the customer journey, while final business/compliance approval remains with the client.
Can missed calls trigger follow-up?
Yes. Missed-call or call-status events can trigger acknowledgement, routing and follow-up workflows where the connected platform supports it.
Related capabilities
Other parts of the system that may connect to this work.
Plan the next step
Build WhatsApp, SMS & Email Automation around the process you actually need.
Book a CRM strategy call and we will review the current setup, the failure point and the most practical implementation sequence.