Automation of Processes and Customer Journeys
Automate workflows and manage customer journeys with ease. Connect your tools, trigger actions, and deliver timely responses to keep your processes running smoothly.
A customer places an order on your website.
Add customer to a post-purchase email series with order confirmation, shipping updates, and recommendations.
Send a personalized thank-you email with order details and delivery date.
Alert the team to start order fulfillment.
Are you..
Looking to automate customer journeys and streamline key business processes?
Struggling to connect tools and automate customer interactions across multiple platforms?
Seeking a clear plan to improve your customer experience through automation?
Wanting more control over how your business manages customer touchpoints and processes?
Ready for expert guidance to optimize your automation and scale your operations?
If the answer is “Yes” to any of the above, you are in the right place.
What is Automation of Processes and Customer Journeys?
Automation of process and customer journey uses advanced tools and technology to streamline your workflows and customer interactions, enabling you to deliver faster, more personalized 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
A customer places an order through your website or store.
Send a confirmation email with order details.
Send a notification SMS once the order is dispatched.
Send an email request for a product review or satisfaction survey once the product has been delivered.
Why Automation of Processes and Customer Journeys help you?
Cut operational costs
Replace manual customer interactions and workflows with automated processes, paying only for the automation you use.
Scale effortlessly
Easily adapt your automation as your business grows, without worrying about complex systems or additional infrastructure.
Boost efficiency
Turn repetitive tasks into automated actions, ensuring your customer journeys run smoothly 24/7 with no human input.
Maintain business continuity
Ensure seamless operations with reliable, continually updated automation that keeps your processes running without interruptions.
Access expert guidance
Leverage support from specialists who understand your business needs, optimizing your automation for maximum impact.
Stay ahead of the competition
Implement the latest automation features and updates without the hassle of managing software upgrades.
Makeitfuture expertise
Backed by industry-recognized certifications and performance metrics
Clients
Automations
Years of experience
HubSpot use-cases to grow your business
Streamline lead tracking, automate customer communication, and manage sales pipelines with these examples.
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.
A new customer record is created.
Include a warm greeting, product/service overview, and support contact.
Provide step-by-step guides or videos based on the customer’s purchase or service.
Send reminders or congratulations when customers complete key onboarding steps.
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.
A lead is captured or engages with a piece of content.
Send a series of emails based on lead behavior, interests, or stage in the funnel.
Automatically categorize leads into segments such as "Product Interest" or "Engagement Level."
Alert the sales team when a lead becomes qualified based on engagement (e.g., viewed a demo, requested a quote).
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.
A new order is received, or an inventory level is updated.
Update the order status to "Processing," "Shipped," or "Delivered" based on the progress.
Send alerts to the team when inventory reaches a predefined threshold or when an order's shipping is delayed.
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.
A customer selects an available time slot and books an appointment.
Send a confirmation email and a reminder 24 hours before the appointment.
Automatically add the appointment to the internal team calendar and synchronize it with the customer's calendar.
Send a notification to the team about the scheduled appointment and relevant details.
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.
A customer places an order through your website or store.
Send a confirmation email with order details.
Send a notification SMS once the order is dispatched.
Send an email request for a product review or satisfaction survey once the product has been delivered.
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.
A customer completes a purchase.
Send a personalized email asking for feedback or a satisfaction survey link.
Organize feedback by customer type, location, or purchase history for deeper insights.
Analyze trends in feedback over time to spot recurring issues or improvement opportunities.
How it works
We help you automate processes and customer journeys, ensuring everything runs smoothly and meets your specific business goals.
Initial call
We start by understanding your business, with the entire processes and system it's build on and the needs you have.
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.
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.
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.
FAQs about Automation of Processes and Customer Journeys
We’ve got answers!
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.
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.
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.
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.
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.
