Follow-up that keeps its own records
Most operators do not lose people at the pitch. They lose them in the gaps: the callback nobody made, the document nobody chased, the borrower who went quiet and was never contacted again. We build the systems that close those gaps, inside the contact rules your business actually answers to.
The gap between steps is where the money goes
An application stalls halfway. A payment fails and nothing happens for eleven days. A claim sits waiting on one document that nobody asked for twice. None of that is a strategy problem. It is work that depends on somebody remembering, and people forget, especially at volume. A system does not.
- Trigger on what happened, not on a list somebody exports on Fridays
- Stop the moment the person does the thing you were asking for
- Hand off to a human the moment the reply needs one
- Write down what was sent, to whom, and why
What we build
Four pieces. Most engagements start with the first two and add the others when the first two are working.
Sequences and triggers
- Multi-step email and SMS journeys
- Behavioral triggers from your own systems
- Stop conditions when the customer acts
- Handover to a person when a reply needs one
Consent and channel rules
- Consent captured with its evidence
- Opt-out per channel, honored everywhere at once
- Send windows in the customer local time
- Frequency caps across every active journey
Lead and pipeline plumbing
- Capture from your site, forms and inbound calls
- Deduplication and identity resolution
- Routing and scoring against your own criteria
- Write-back to the CRM you already use
The record
- Every send, skip and suppression logged
- Why a given person received a given message
- Reporting your compliance team can pull unaided
- Exports in the shape an examiner asks for
Marketing automation was not built for regulated contact
General platforms treat contact rules as a preference to respect when convenient. In collections, servicing and claims they are the specification. A tool that cannot express your channel consent, your quiet hours and your frequency limits is a tool that will eventually put you in front of a regulator, whatever it did for your open rates.
- Contact frequency and channel limits enforced by the system, not by training
- Electronic communication consent and opt-out honored across every channel at once
- Quiet hours applied in the consumer local time, not your office time
- Suppression that survives a data import, because that is when it usually breaks
- A retained record of what was sent and on what basis
The version on this site
When you fill in the form on our contact page, this is what happens. You are recorded with the consent behind you, enrolled in a follow-up sequence, and a worker sends the next step when it is due. It checks your opt-out immediately before every send, holds messages outside the send window, caps how often you can hear from us, and writes every decision to an audit table. Unsubscribing takes one click and stops everything at once.
How it behaves
- Sequences stay in draft until somebody activates them, so nothing sends by accident
- The worker runs at a concurrency of one, so a step cannot go out twice
- Consent, sends, skips and unsubscribes are all one queryable history
- It is the same design we would build for you, at a smaller size
How an engagement runs
Same shape as the rest of our work. Narrow first, measured, then wider only where it earned it.
Map the gaps
Where people currently drop out, and which of those gaps a system can close. Usually two or three are worth more than the rest combined.
Build one journey
The highest-value gap, end to end, with the consent and channel rules in it from the start rather than bolted on.
Run it beside the manual process
Both running, the two compared. Nothing downstream depends on the automation until the numbers say it should.
Widen and hand over
More journeys where the first one worked. Your team operates it, or we do, under your brand.
When not to do this
Automation multiplies whatever process it is pointed at, including a bad one.
- You have not decided what should happen at each step. Automating an undecided process just makes the indecision faster.
- Your contact data is wrong. More messages against bad records is more complaints, not more revenue.
- The real problem is the offer. No sequence rescues a product people do not want.
- You want volume rather than relevance. We will not build that, and it does not work for long anyway.
Which gap is costing you most?
Start with the one step where people go quiet. We will tell you what we would build, what it would take, and whether it is worth doing at all.