Complete Email Automation Setup Package

Service Scope

Complete Email Automation Setup Package is a fixed-scope email automation service for one business, one email marketing platform, and a coordinated automation setup covering up to four customer or lead journeys.

Create a practical automation foundation by combining multiple lifecycle workflows into one structured implementation rather than building each journey separately.

Automation Architecture Review

We review the customer lifecycle, available data, platform capabilities, existing campaigns, and business priorities to choose the four highest-value automation journeys.

• Customer and lead lifecycle
• Available triggers and properties
• Existing automation review
• Priority workflow selection
• Cross-workflow suppression and overlap

Build the Automation Foundation

We configure up to four workflows with up to twelve total automated emails, up to thirty total native actions, and up to eight total conditional branches.

• Up to 4 workflows
• Up to 12 total automated emails
• Up to 30 total workflow actions
• Up to 8 total conditional branches
• Shared suppression and lifecycle logic

Testing and Validation

We test representative records across each workflow, review cross-workflow overlap, confirm exclusions, and document the final automation structure before activation.

• Workflow-by-workflow testing
• Cross-workflow overlap review
• Suppression and frequency review
• Personalization checks
• Final activation review

What's Included

• Automation architecture review
• Up to 4 workflows
• Up to 12 emails
• Up to 30 actions
• Up to 8 branches
• Enrollment and suppression logic
• Testing and activation
• Final automation map and handoff

Client Requirements

The client must provide the access, content, data, and approvals needed to configure and test the automation.

• Administrator or workflow access to the selected email marketing platform
• An active plan that supports the requested automation features
• Permission-based contact data with accurate subscription status
• Final approved email copy, brand assets, links, and offers
• Accurate contact, customer, event, or commerce data required by the trigger
• Representative test records
• Timely review and written approval before activation
• Clear business priorities for the automation program
• Complete access to the contact, customer, event, or commerce data required for the selected workflows

Delivery and Revisions

Standard delivery is 10–15 business days after all required access, content, data, and approvals are received. Platform processing, integrations, and data availability may extend completion.

One consolidated correction round is included when requested changes remain within the approved scope. New emails, new branches, new triggers, replacement content, or materially different workflow logic are quoted separately.

Important Scope Boundaries

The following items are not included unless specifically stated:

• Custom-coded workflow actions
• API or middleware development
• More than 4 workflows
• Ongoing monthly automation management
• Full CRM architecture redesign
• Email marketing platform subscription, add-on, or third-party application fees
• Purchased or scraped contact lists
• Original legal, privacy, or regulatory advice
• Guaranteed inbox placement, engagement, leads, conversions, retention, or revenue
• Work outside the stated quantities or workflow logic