Work Smarter, Not Harder
With Marketing Automations Tailored for Small Businesses!
Save Time, Improve Customer Experience, and Grow Your Business with Powerful Automation Tools.

Running a small business means wearing many hats. But you don't have to do everything manually. For the busy local business owner, automation, workflows, and marketing automation could be the recipe for growth and efficiency. They save time, increase sales, and improve customer experience - all while focus on what matters most. Remember, when it comes to staying ahead in today's competitive market, automation we’ll be your secret weapon.
With automations, you can:
Respond to leads instantly—even while you sleep.
Stay top-of-mind with your customers through consistent communication.
Focus on what you do best while the system works behind the scenes to grow your business.
Ensure consistent, personalized interactions, enhancing satisfaction and loyalty, by automating customer communication and follow-ups.
Deliver targeted campaigns based on customer behavior, increasing relevance and boosting conversion rates.
Reduce human errors by standardizing processes, ensuring accuracy and consistency across operations.
Automate lead nurturing and scoring to prioritize leads based on engagement and conversion potential, optimizing the sales process.
Keep campaigns running 24/7, ensuring continuous audience engagement and maximizing sales opportunities.
Reduce labor costs on routine tasks and allow businesses to reallocate resources to strategic initiatives.

How Marketing Automations Help Your Business Thrive
Automated Welcome Series for New Subscribers: Create a sequence of welcome emails for new subscribers to introduce them to your brand, share valuable resources, and guide them to their next steps, enhancing engagement from day one.
Lead Qualification and Scoring: Implement a workflow that scores leads based on their engagement and behavior, such as website visits, email opens, and content downloads, to prioritize follow-up and personalize communication.
Appointment Scheduling Automation: Automate the process of scheduling appointments by integrating your calendar with forms on your website, allowing clients to book slots directly, reducing administrative workload.
Customer Feedback Collection: Post-purchase or post-service, automatically send customers a feedback survey. This process helps in gathering valuable insights and improving customer satisfaction.
Birthday and Anniversary Campaigns: Set up automated messages to celebrate customer milestones, such as birthdays or the anniversary of their first purchase, to foster loyalty and encourage repeat business.
Cart Abandonment Reminders: Create an automation sequence that sends a series of targeted emails to users who have left items in their online shopping cart, encouraging them to complete their purchase.
Invoice and Payment Reminder System: Automate the sending of invoices and payment reminders to clients, ensuring timely payments and reducing the administrative burden on your team.
Content Drip Campaigns: Develop a series of educational or promotional content that is automatically sent out to leads over time, based on their subscription date or actions, to keep them engaged and move them down the sales funnel.
Review Requests: Encourage happy customers to leave glowing reviews on Google, Yelp, or Facebook.
Customer Engagement: Keep customers engaged with timely promotions, birthday offers, and thank-you emails.
Why "workflows, "automation", and "marketing automation"?
While "workflows," "automation," and "marketing automation" may seem like overlapping concepts, they represent layers of functionality within the platform.
Customer Communication
- Automatically respond to inquiries 24/7
- Send appointment reminders to reduce no-shows
- Follow up with customers after services
- Send birthday wishes and special offers
- Keep your clients informed about their service status
Client Management
- Create digital intake forms that save you time
- Schedule appointments without phone tag
- Organize client information in one place
- Send automated payment reminders
- Keep track of client preferences and history
- Stay in touch with customers without extra effort
- Send personalized email newsletters
- Share your business updates on social media
- Remind past customers it's time for service
- Thank customers for their business
Sample Automations Every Small Business Should Have
When someone fills out a form on your website, an automation can:
Instantly send a welcome email introducing your business.
Schedule a follow-up SMS offering a discount or free consultation.
Add them to your CRM with a tag for targeted campaigns.
Perfect for e-commerce or businesses selling online:
Automatically email customers who leave items in their cart.
Send a discount code after 24 hours to encourage purchase.
Notify your team if the cart value exceeds a certain amount for personal follow-up.
Save time and reduce no-shows:
Allow customers to book appointments online.
Send confirmation emails with calendar links.
Send SMS reminders 24 hours before the appointment and follow up afterward with a thank-you message.
Build trust and improve your online presence:
Redirect happy customers to leave a review on your preferred platform.
Gather negative feedback privately to improve your services.
After a service, automatically send an email or SMS requesting feedback.
Birthday or Anniversary Offers
Delight your customers and keep them coming back:
Collect birthdays or anniversaries during sign-up.
Automatically send a personalized email with a special offer.
Encourage customers to redeem their gift within a limited time frame.
Enhance customer loyalty with thoughtful follow-ups:
Automatically send a thank-you email after a purchase.
Offer tips or guides related to their purchase
Schedule an upsell email a week later with complementary products or services.
Start Small, Grow As Needed
Begin with what matters most to your business
Add more automations as you go
Tailor every automation to your unique business needs.
Monitor the performance of your automations and optimize results.
Manage all your automations from one intuitive interface.
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Suite 200 San Juan. PR. 00901
Call: 888.510.9050
Email: [email protected]

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