Shopify A customer places an order on your website.
TriggerCustomer journey automation, from first order to repeat purchase
Automate every step of the customer journey: onboarding, follow-ups, reviews and support handoffs run on time without your team pushing them.
Book a call- Save time
- Increase customer satisfaction
- Increase sales
- Reduce manual errors
- Shopify
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Mailchimp Add customer to a post-purchase email series with order confirmation, shipping updates, and recommendations.
Action -
Gmail Send a personalized thank-you email with order details and delivery date.
Action -
Slack Alert the team to start order fulfillment.
Action
What we do
Our customer journey automation services
Six ways we automate the path from first enquiry to repeat purchase, across the tools that already hold your customer data.
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Customer journey mapping and design
Our automation consulting maps the journey your customers actually take, finds where they drop out, and scopes which step is worth automating first.
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Client onboarding automation
New customers get their welcome, their accounts and their first steps without anyone remembering to send them, so the relationship starts the same way every time.
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Lead nurturing and follow-up
Enquiries are nurtured on a schedule that reacts to what they actually do, kept in step with the CRM through our CRM integration and automation work.
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Order, inventory and fulfilment automation
Orders flow from checkout to fulfilment to invoice without a spreadsheet in the middle, and stock levels stay honest across every channel you sell on.
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Post-purchase engagement and feedback
Follow-ups, review requests and feedback collection run automatically after delivery, and the responses land where someone will actually act on them.
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Appointment and booking automation
Customers book into real availability, reminders cut no-shows, and every booking writes back to the CRM and the calendar without a manual copy.
Benefits
How customer journey automation helps you
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Cut operational costs
Automated journeys take over onboarding, follow-ups and routine support tasks that would otherwise need extra headcount.
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Scale effortlessly
Serve ten or ten thousand customers with the same workflows; automation absorbs the volume for you.
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Boost efficiency
Remove the manual steps between your tools so every customer touchpoint happens on time, every time.
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Maintain business continuity
Documented, automated processes keep running even when people are on holiday or roles change.
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Access expert guidance
You get a certified automation team that designs, builds and monitors your customer journeys, not just software.
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Stay ahead of the competition
Respond to leads and customers in minutes while competitors are still working through their inbox.
Makeitfuture expertise
Backed by industry-recognized certifications and performance metrics
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500+
Clients
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15000+
Automations
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7+
Years of experience
Use-cases
Customer journey use-cases to grow your business
Streamline lead tracking, automate customer communication, and manage sales pipelines with these examples.
01 / 06
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Automate customer onboarding
Streamline the onboarding process for new customers.
- Send personalized welcome emails and onboarding steps automatically.
- Guide customers through product setup with tailored instructions.
- Trigger follow-up emails based on customer behavior or milestones.
- Shopify
A new customer record is created.
Trigger - Mailchimp
Include a warm greeting, product/service overview, and support contact.
Action -
Google Drive Provide step-by-step guides or videos based on the customer’s purchase or service.
Action - Mailchimp
Send reminders or congratulations when customers complete key onboarding steps.
Action
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Automate lead nurturing
Keep leads engaged throughout their journey.
- Send targeted email sequences based on customer actions.
- Automatically segment leads based on interests and engagement.
- Notify sales teams when a lead is ready for direct outreach.
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Hubspot A lead is captured or engages with a piece of content.
Trigger - Mailchimp
Send a series of emails based on lead behavior, interests, or stage in the funnel.
Action - Hubspot
Automatically categorize leads into segments such as "Product Interest" or "Engagement Level."
Action - Slack
Alert the sales team when a lead becomes qualified based on engagement (e.g., viewed a demo, requested a quote).
Action
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Automate order and inventory management
Simplify order processing and inventory tracking.
- Automatically update order statuses in your system.
- Sync inventory levels across platforms to avoid stockouts.
- Notify the team when inventory is low or when orders are delayed.
- Shopify
A new order is received, or an inventory level is updated.
Trigger -
Airtable Update the order status to "Processing," "Shipped," or "Delivered" based on the progress.
Action - Slack
Send alerts to the team when inventory reaches a predefined threshold or when an order’s shipping is delayed.
Action
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Automate appointment scheduling
Manage appointments more efficiently.
- Allow customers to book meetings online, reducing manual scheduling.
- Send automatic reminders to both customers and staff.
- Sync appointment data with internal calendars for seamless coordination.
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Calendly A customer selects an available time slot and books an appointment.
Trigger -
ActiveCampaign Send a confirmation email and a reminder 24 hours before the appointment.
Action -
Google Calendar Automatically add the appointment to the internal team calendar and synchronize it with the customer’s calendar.
Action -
WhatsApp Send a notification to the team about the scheduled appointment and relevant details.
Action
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Automate post-purchase engagement
Enhance the post-purchase experience.
- Send order confirmations and shipping updates automatically.
- Deliver personalized follow-up emails to encourage repeat purchases.
- Automatically collect product reviews and feedback after delivery.
- Shopify
A customer places an order through your website or store.
Trigger - Mailchimp
Send a confirmation email with order details.
Action -
smsAdvert Send a notification SMS once the order is dispatched.
Action - Gmail
Send an email request for a product review or satisfaction survey once the product has been delivered.
Action
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Automate customer feedback collection
Gather valuable customer insights without manual effort.
- Automatically send post-purchase surveys or satisfaction requests.
- Segment feedback based on customer profiles for targeted responses.
- Track customer sentiment trends to identify areas for improvement.
- Shopify
A customer completes a purchase.
Trigger -
Typeform Send a personalized email asking for feedback or a satisfaction survey link.
Action - Hubspot
Organize feedback by customer type, location, or purchase history for deeper insights.
Action -
Power BI Analyze trends in feedback over time to spot recurring issues or improvement opportunities.
Action
process
How it works
We help you automate processes and customer journeys, ensuring everything runs smoothly and meets your specific business goals.
- 01
Initial call
We start by understanding your business, with the entire processes and system it’s build on and the needs you have.
- 02
Planning & Proposal
We identify key touchpoints, triggers, and actions that will automate your customer journeys. We define the scope of automation, address your needs, and provide a clear action plan.
- 03
Implementation
We set up and test your automation flows. Once everything’s in place, we ensure the system works seamlessly, so you can start using it immediately to improve your processes and customer experience.
- 04
Go-Live & Maintenance
We monitor the latest trends in automation and continuously refine your processes. Our goal is to help you evolve towards autonomous use of automation tools, providing ongoing support as your needs grow.
Platforms and tools
The platforms and tools we automate on
Every workflow is built on the licences you already hold. These are the orchestration layers we are certified on and the systems we connect them to most often.
Also certified on Workato, Adobe Workfront Fusion and Celonis, connected through CRM integration and ERP integration. Do not see your tool? Ask us, we build a custom connector when one does not exist.
What is customer journey automation?
Customer journey automation uses connected tools and triggers to run your customer interactions, from onboarding to repeat purchase, delivering faster, more personalised experiences while reducing manual effort.
Here’s what it typically includes:
- Automates customer communications and responses
- Streamlines workflow management and task automation
- Optimizes lead nurturing and customer engagement
- Provides insights to improve decision-making and customer experience
- Shopify
A customer places an order through your website or store.
Trigger - Mailchimp
Send a confirmation email with order details.
Action - smsAdvert
Send a notification SMS once the order is dispatched.
Action - Gmail
Send an email request for a product review or satisfaction survey once the product has been delivered.
Action
FAQs about customer journey automation
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How does customer onboarding automation work?
Automated customer onboarding triggers the moment a deal closes or an order is placed: welcome emails, account setup, document collection and kick-off scheduling all run in sequence, with your team only stepping in where a human touch matters. It is usually the first journey we automate because the impact shows within weeks. Where support questions follow onboarding, a customer support AI agent can pick up the conversation, and our workflow automation consulting team can map which journey to automate first.
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How can automation improve my customer journeys?
Automation streamlines customer interactions by triggering personalized actions based on predefined triggers. This ensures timely responses, consistent communication, and a seamless experience throughout their journey.
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Do I need technical expertise to set up automation?
No technical expertise is required. Our team handles the setup, testing, and integration of automation tools to ensure smooth implementation, allowing you to focus on running your business.
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How can automation help me reduce operational costs?
Automation eliminates manual tasks, reduces human error, and speeds up workflows, leading to cost savings. You only pay for the automation tools you need, optimizing your resources without additional infrastructure costs.
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Will automation scale with my business growth?
Yes, automation is flexible and scalable. As your business grows, we adjust your automation processes to accommodate more complex workflows and customer interactions, ensuring smooth operations at every stage.
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How do I measure the success of my automation?
We track key metrics such as response time, customer satisfaction, and process efficiency. Regular evaluations and updates ensure your automation continues to meet your objectives and adapts to evolving business needs.
Still got questions?
Ready to grow and agentify your business?
Let's find together where you can implement AI and automation securely, and built to last.
