Marketing automation Your business replies and follows up, even when you are busy
At ScaleUp Agency, a digital marketing agency, we build marketing automation so your messages, emails and leads move forward on their own. We connect WhatsApp, Instagram, your email and your CRM, so no one goes without a reply. We also work 100% remotely with businesses in any country.
- Workflows built around your process
- 6 months of support and adjustments
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In plain words
Marketing automation means using tools so repetitive tasks happen on their own: replying to a form, sending follow-up emails, adding leads to your CRM or alerting you on WhatsApp. It saves time, keeps contacts from slipping through the cracks and gets the right message to each person at the right moment.
Do tasks a tool could handle take up your whole day?
Answering the same questions, copying data and remembering follow-ups take hours. Meanwhile, the customers who wrote to you go cold.
You answer the same thing all day
Prices, hours and location, again and again on every channel.
Leads go cold
If you take hours to reply, that customer has usually written to someone else by then.
Follow-up depends on your memory
That is why, when the day gets busy, no one writes back.
Your data lives in five places
Chats, emails, spreadsheets and notes that never match each other.
Emails no one sends
You know you should write to your customers, but there is never time.
Tools that do not talk to each other
You pay for several platforms and, even so, you copy data by hand from one to another.
What marketing automation covers in your business
Every business needs something different, so first we learn your process. Then we choose what to automate across these four areas.
WhatsApp, Instagram and Messenger
Instant replies, even at night.
- Automated replies with ManyChat
- Quick replies on WhatsApp
- Welcome and away messages
- A keyword in comments that opens a private message
- Handoff to a person when needed
Automated email marketing
HTML templates that we design and write ourselves.
- Lead welcome and follow-up
- Abandoned cart and post-purchase
- Win-back for inactive customers
- Birthdays and special dates
- Review requests and satisfaction surveys
- Autoresponders with Mailchimp or ActiveCampaign
Leads and CRM in order
Every contact in its place, with no copying by hand.
- Forms connected to your CRM, such as Odoo
- Leads from your Meta ads straight to the CRM
- Lead scoring and segmentation
- Sync with Google Sheets
- An alert to your team for every lead
- Reminders in Google Calendar and Tasks
AI connected to your tools
In addition, we use AI where it truly saves time.
- AI connectors to your services
- Message and lead sorting
- Suggested replies for your team
- Always with a person reviewing
What about your posts?
We also schedule them with Metricool, so your social media accounts post on time without you having to keep track.
Choose which marketing automation to explore
This is what a workflow looks like inside: something triggers it, then it runs on its own and ends in a concrete result.
Someone messages your WhatsApp or Instagram
The bot replies and asks what they need
If they want to buy, it hands them to a person
The contact stays on file with its tag
These are only examples, because in your project we design each workflow around how you sell and serve customers today.
Marketing automation with no black boxes
An automation that breaks silently is worse than having none. That is why we work by three rules.
Everything in your accounts
We set up every workflow in your company accounts, so nothing depends on a user of ours.
6 months of support
If a workflow goes down or the chain breaks, we fix it and go over what failed with you in real time.
Monthly report
We also measure each workflow with GA4, Looker Studio or the metrics of the platform itself.
In fact, our own website is an example. Every contact form on this site alerts us instantly with an internal email, so no message sits waiting.
Marketing automation tools we work with
We do not tie you to one platform: we choose the one that fits your process and, if you already use one, we build on it.
Chats and social media
To reply on the channels where people already message you.
Email marketing
To follow up without writing every email by hand.
CRM and reports
To keep every contact and every number in one place.
The glue
So your tools can talk to each other.
Platforms charge according to their own plans. That is why, before we start, we tell you what you need and what you can solve with free versions.
How we build your marketing automation
Every automation starts on a whiteboard, not in a tool. So here is how we work, in five stages.
Assessment
First of all, we learn how you serve customers and sell today, and where your time goes.
Workflow design
Then we map out every step, and you approve it before we build.
Build
As soon as you approve it, we set up the tools, the copy and the connections.
Testing
After that, we test every case, even the rare ones, before we turn it on.
Launch and support
Finally, we turn it on and look after it for six months.
Frequently asked questions about marketing automation
What people ask us most before they automate a business.
What can marketing automation handle in a small business?
Usually, whatever repeats the most: answering common questions, welcoming a lead, sending follow-ups, reminding people of appointments and moving data from one place to another.
What marketing automation tools do you use?
ManyChat, Mailchimp, ActiveCampaign, Zapier, Odoo, Google Sheets, Google Calendar, Metricool and AI connectors, among others. Also, if you already use a tool, we build on it.
Do I have to pay for the marketing automation tools?
Yes, because each platform charges according to its plan and the accounts belong to your company. Even so, we tell you what you can solve with free versions before you pay.
Will AI reply for me?
Only where it makes sense, for example with frequently asked questions. However, when someone wants to buy or has a special case, the workflow hands them to a person on your team.
Can marketing automation connect to my CRM?
Yes, we work with Odoo and other CRMs, and we can also connect your CRM to a Google Sheets spreadsheet.
Do you write the emails?
Yes, we write the copy and we also design the templates, most of them in HTML so they look professional.
What happens if a marketing automation workflow fails?
For six months after delivery, we fix it and go over what failed with you in real time. In addition, we make any adjustments you need during that period.
Do I need training to use marketing automation?
No, since we handle the technical side ourselves. That is why we make any change during the support period directly.
How do I know if my marketing automation is working?
With a monthly report that uses GA4, Looker Studio or the metrics of each platform, depending on the workflow.
Do you work with businesses outside Barranquilla?
Yes: although we are based in Barranquilla, Colombia, we work 100% remotely with businesses in any Spanish- or English-speaking country.
Marketing automation works better with these services
Automation pays off when customers are coming in. That is why these services feed your workflows.
Tell us what takes up most of your time
If you are looking for marketing automation, we are a digital marketing agency that designs it around your business and looks after it afterward. Tell us which tasks you repeat every day, and then we will suggest what to automate first, with no commitment.