Follow-Up Email Automation

Service Scope

Follow-Up Email Automation is a fixed-scope email automation service for one business, one email marketing platform, and one follow-up workflow with up to three automated emails.

Automatically follow up after a defined action such as a form submission, inquiry, quote request, download, appointment, event registration, or other supported trigger.

Define the Follow-Up Trigger

We confirm the triggering action, audience eligibility, follow-up objective, timing, response path, and conditions that should stop further messages.

• Triggering action
• Eligible audience
• Follow-up objective
• Timing and delays
• Stop and exclusion conditions

Build the Follow-Up Workflow

We configure one follow-up automation with up to three emails and up to eight native actions supported by the platform.

• 1 follow-up workflow
• Up to 3 automated emails
• Up to 8 workflow actions
• Basic conditions and delays
• Suppression and stop rules

Testing and Validation

We test the triggering event and confirm that representative contacts enter, receive the correct messages, and exit when the required conditions are met.

• Trigger validation
• Delay validation
• Email preview review
• Stop-condition test
• Representative contact test

What's Included

• 1 follow-up workflow
• Up to 3 emails
• Up to 8 actions
• Trigger configuration
• Suppression and stop rules
• Testing and activation
• Implementation summary

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
• A working form, event, CRM property, segment, or other supported trigger

Delivery and Revisions

Standard delivery is 4–6 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:

• CRM pipeline redesign
• Custom API triggers
• Complex multi-department routing
• More than 3 emails
• 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