COMMERCIAL SERVICES / WEBSITES + DIGITAL

Connect the message to the moment that matters.

An email platform can hold contacts without creating a coherent journey. This project defines the audience segments, triggers, content, and handoffs behind a useful communication program.

FORCommercial Services
CAPABILITYWebsites + Digital
ENGAGEMENTProject based / scoped to your brief
01 / WHAT THE PRODUCT DELIVERS

Email Marketing + Automation

Connect leads, customers, and your next offer with useful email.

  • 01

    Audience and journey map

  • 02

    Agreed email content and templates

  • 03

    Automation rules and handoff setup

  • 04

    Scenario testing and operating documentation

02 / THE WORKING METHOD

Built to create
a useful change.

The automation is specified as an inspectable decision tree, so teams can understand why a person receives a message and what happens next.

01 / MAP THE RELATIONSHIP

Map the relationship

Define permission, customer stages, contact data, and the moments worth responding to.

02 / BUILD THE SEQUENCE

Build the sequence

Create the agreed email templates, triggers, branches, and internal notifications.

03 / TEST THE LOGIC

Test the logic

Check entry rules, suppression, links, delivery steps, and ownership of the next action.

03 / SCOPE BEFORE PRICE

Three levels.
One clearly defined brief.

The rate-card scope factors are shown below. Client complexity is applied separately.

Focused / ×1

Focused scope

One company, one primary audience journey, and a defined automation sequence.

Expanded / ×1.8

Expanded scope

Several audience segments or journeys with coordinated templates and branching rules.

Complex / ×3.2

Complex scope

A complex cross-department journey with CRM connections, more data conditions, and a documented test plan.

04 / TUNE THE BRIEF

See how the scope
changes the investment.

A planning range using the same rate card as the full DOC N.I.L. calculator.

Client complexity and scope are separate factors. The written proposal confirms the level that matches your brief.

05 / THE ACCEPTANCE GATE

Know what good
looks like.

Validate the agreed journeys and monitor useful engagement, conversion handoffs, unsubscribes, and data quality.

ILLUSTRATIVE APPLICATION / NOT A CLIENT RESULT

ILLUSTRATIVE APPLICATION

A B2B company can route a content download into a relevant follow-up sequence while notifying sales only when the agreed conditions are met.

06 / PRICE GUARDS

Protect the scope.
Protect the result.

Outside this product unless agreed.

  • Platform, connector, or message-volume charges
  • Purchased lists or guaranteed inbox placement
  • Legal advice on consent or unrestricted data cleanup

No hidden expansion.

The proposal confirms quantities, review rounds, locations, versions, and the service period. Additional work receives a written change scope before it starts.

8% G&A is additional. Third-party costs and applicable tax are confirmed separately. Estimates are planning ranges, not a booking or a guarantee of results.

Before we begin.

Can you use our current platform?

Platform capability and access are reviewed before the scope is accepted.

Does automation replace our team?

It handles agreed repeatable steps. Content approval, exception handling, and relationship ownership remain assigned to people.

07 / CONNECTED PRODUCTS

Build the next part.

Separate products. Connected when the brief calls for them.

GOOD WORK STARTS WITH A CLEAR BRIEF

Define the next move.
Then make it happen.