Customer follow-up
WhatsApp, email, social and automations to reply fast to new leads and bring past customers back.
WhatsApp, email, social and automations working as one front: the right message, to people who already know you, at the moment they're ready to come back. On social we deliver the strategy and the plan; your team produces and posts.
- Your list and your platform are yours
- We report revenue, not opens
- Your team produces and publishes
Control KPIs · not promises
The numbers we use to decide what to change each month. They come from how your list behaves today, which may be well above or well below any industry average.
| Month 2 | Month 4 | |
|---|---|---|
| Open rate | 18–22% | 28%+ |
| Click rate | 2–3% | 4.5%+ |
| Main sequence conversion | 8–12% | 18%+ |
Working targets, not contract clauses. And watch the open rate: since Apple started preloading images, it's the easiest metric to inflate and the one that says the least.
What we find almost every time
None of these five gets fixed by sending or posting more often.
- 01
Emails are landing in spam
The domain's authentication records are missing, or set up wrong. The send reports delivered and the recipient never sees it. It's the most common failure and the most invisible.
- 02
Everyone gets the same thing
The customer who bought yesterday and the person who signed up a year ago and never came back receive the same email. Segmentation exists in the platform and nobody uses it.
- 03
Everything is a manual campaign
Every send requires someone to sit down and build it. Without automations, the channel only works on days when there's time, and the moment the customer was ready has already passed.
- 04
Nobody knows how much email sells
Opens and clicks get reported because those are the numbers the platform gives. How much revenue can be attributed to each send appears nowhere.
- 05
The profile and the ads tell different stories
The ad promises one thing, the feed says another. Whoever arrives from an ad and opens the profile finds a brand that doesn't match the one that brought them.
Make it land, segment it, let it run.
The basics first: a WhatsApp ready to reply and email that actually lands. Then, messages that change depending on who gets them, and on social a plan so your team posts with intent.
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WhatsApp Business ready to sell
Profile with description, hours and link, a catalog of what you sell, quick replies, welcome and away messages, and labels to follow up on every conversation. From your site, every contact is tracked.
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Deliverability
SPF, DKIM and DMARC configured in your DNS and verified. It's invisible technical work and it's what decides whether your emails exist for the recipient or not.
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Segmentation
List and tag structure based on how each contact arrives and behaves. It's what lets the message change depending on who receives it.
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Automations
Welcome, post-purchase, abandoned cart, nurture and win-back for inactive contacts. They run on their own and are the part of the channel that keeps working when nobody is watching.
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Revenue attribution
How much each flow and each campaign sold, connected to your store or CRM. It's the difference between reporting activity and reporting business.
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13-week editorial plan
A quarter of editorial direction with what to post, where and why. Ready for someone to pick up and produce without asking you anything.
First make it land. Then everything else.
An email that doesn't reach the inbox can't be improved with better copy.
- Day 1–2
Diagnostic
Which channels you have active, what size and shape the list has, and which flows justify existing for your type of business. This sets the order of everything else.
- Day 2–3
Deliverability
Configuration and verification of SPF, DKIM and DMARC on your domain. Nothing gets sent until this is resolved, even if the platform is ready.
- Day 3–4
Integration
Connection to your store or your CRM so email knows who bought, who abandoned and who only looked.
- Week 2
List & segmentation
Cleaning of duplicates, bounces and inactive contacts, plus list and tag structure. It usually shrinks the database, and that's good news.
- Week 3–4
First automations
The critical flows for your case get switched on. They're the ones that start performing without anyone having to sit down and write every week.
- Every month
Campaigns & reporting
The period's sends, active tests and a report with attributed revenue by flow and by campaign, against your starting point.
Four rules you can verify.
Three of the four can be checked by logging into your own platform.
- 01
You pay for the platform, directly
Klaviyo, Mailchimp, Brevo or whichever fits goes in your name and you're billed based on your contact volume. We don't resell it or put a margin on it: we charge for the work, the same way we separate fee and ad spend in advertising.
- 02
Your list is yours and exports whenever you want
It lives in your account, with your access. The day you decide to leave, you take the contacts, the segmentation and the history. It's your asset, not ours.
- 03
We report revenue, not opens
The open rate is the easiest metric to inflate and the one that says the least since email clients started preloading images. The report shows how much each flow sold, connected to your store or CRM.
- 04
We don't produce or publish
No designing pieces, no final copy, no replying to comments. We deliver the strategy and the briefs; your team produces and publishes. We say it on the first call, not in week two.
When we're not the right fit
- You want to buy a database: we don't work with purchased lists and it's non-negotiable.
- You need a community manager: that's another service and another agency.
- You're looking for someone to post every day and reply to comments.
- You want send volume above all else. That road burns the domain and there's no way back.
What people ask before signing
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Do you post on my social channels?
No. We don't post, we don't design the pieces, we don't write the final copy and we don't reply to comments. We put it first and spell it out because it's the confusion that costs the most when discovered late.
What we deliver is the decision layer: who you're talking to, which themes your brand sustains, what gets posted each week for a quarter and how it has to sound and look. Your team — in-house or a freelancer — takes that and produces.
Why the service is split this way
Because they're two different jobs and mixing them usually degrades both. Daily production eats the time that should go to thinking, and when the same person decides and executes, the urgency of having something ready for tomorrow almost always wins. The typical result is an account that posts consistently and goes nowhere.
Separating it has another advantage for you: you can change producers without losing the strategy, and you can change strategy without rebuilding your creative team.
What you need on the other side
- Someone to design. In-house or freelance. With the style guide and the briefs, they don't need to be senior.
- Someone to post and reply. It's a daily task that takes little time, but it has to exist.
- Someone to approve. One person, not a committee.
If you have none of the three, this service will be of little use to you today and we'll tell you on the call.
And if you want someone to produce
We can recommend profiles who already work with briefs like ours, and coordinate them if that helps. But the relationship and the invoice are directly yours: we don't resell that work or put a margin on it.
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How do I know if my emails are landing in spam?
You can check it yourself in twenty minutes, and it's the check that surprises us most when a client does it for the first time. Many accounts have spent years sending to a folder nobody opens, with the platform reporting normal deliveries.
Three checks
- Send yourself an email from the platform, to a Gmail account that isn't the company's. Look at it on your phone, the way your customer would. If it shows up in Promotions that's fine; if it shows up in Spam, there's your answer.
- Open that email and look for the option to view the original or the sender details. It should say authentication passed. If you see any warning about the sender, the domain isn't configured properly.
- Compare your open rate with your click rate. If many people open and almost nobody clicks, it might be the content — but it might also be that the opens are fake, preloaded by the email client, and the actual send is landing worse than it looks.
What causes an email to land in spam
Almost always one of three things. The first is incomplete authentication: the records that tell the world that email really came from your domain are missing. The second is damaged reputation from continuing to write to contacts who never open, bounce or mark as junk. The third is sending all at once to a cold list: a domain that doesn't send and suddenly pushes out thousands of emails looks exactly like what the filters are looking for.
Why this comes before anything else
Because nothing that comes after matters if the email doesn't land. You can write the best sequence, segment precisely and test subject lines for months: if the domain doesn't authenticate, all that work ends up in a folder.
It's also the part of the project that shines least in a presentation and changes the numbers the most. That's why it's in the rules and not in the fine print.
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Which automations are worth it, and in what order?
It depends on the business, but the order matters more than it seems. Almost every account rushes to set up ten flows at once, and ends up with ten half-built automations nobody maintains.
The ones that almost always go first
- Welcome. It's the moment of highest attention in the whole relationship: someone just gave you their email voluntarily. It's usually the best-converting flow of all and the one most often left unbuilt.
- Post-purchase. Confirms, guides and prepares the next purchase. It lowers questions to the support team and raises the likelihood they come back.
With those two, most accounts already have a channel that works without daily intervention. Adding more before these two work well is spreading attention thin.
The ones that come next
- Abandoned cart, if you sell online. It's among the highest direct-return flows and there's no point building it if the store integration isn't resolved first.
- Nurture. For people who downloaded something or requested information but haven't bought yet. This is where the long cycle lives.
- Win-back for inactive contacts. A last attempt with people who haven't opened in months, and a clean removal if they don't respond. It sounds like losing contacts and it actually protects your deliverability.
The ones that are almost never worth it at first
Cross-sell flows and sequences that depend on detailed purchase history need data volume to work. Building them on a small base produces odd emails that speak to behaviors that have barely happened twice.
How many get switched on in your case
That's defined in the day-one diagnostic, based on your type of business and the size of your list. We'd rather start with fewer well-built flows than with the full catalog running half-way — and when someone offers you ten automations from month one, it's worth asking who's going to maintain them.
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Can I buy a contact list?
You can, but not with us. It's the only thing in the whole catalog we say no to without nuance, and it's worth explaining why instead of citing a principle.
What happens when you write to a purchased list
- They mark it as junk in bulk. Nobody remembers giving you their email, because they didn't. A handful of spam marks is enough for providers to start filtering everything that leaves your domain.
- The damage reaches your real customers. Reputation belongs to the domain, not the campaign. Once it's burned, the emails your customers were actually expecting stop arriving too.
- Recovery takes months. And sometimes it means changing the sending domain, which is starting from zero.
There's also a legal issue that gets overlooked frequently: in Mexico, personal data law requires a consent that a purchased list, by definition, doesn't have — and most jurisdictions have an equivalent rule.
What to do if your list is small
The boring answer is the one that works: capture. And it almost always means touching the site, because the bottleneck usually isn't email but the fact that there's nowhere for someone to leave theirs in exchange for something worthwhile.
If that's your case, we'll tell you on the call. Sometimes the recommendation is to start there and leave email for when there's someone to write to — it's a recommendation that costs us a retainer, and we make it anyway because building automations on a list of two hundred cold contacts doesn't serve anyone.
The exception that does exist
Your own historical customers, the ones who already bought from you and are in your billing system or your CRM without ever having gone through a mailing list. Those aren't a purchased list: they're yours. Winning them back with a well-built sequence is usually the fastest win of the whole project.
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How much does email actually sell?
More than most people think and less than promised by whoever quotes industry return statistics. Those round numbers that circulate come from averages of large stores with huge lists and say nothing about your case.
What it really depends on
- Whether your product gets bought again. This outweighs any technique. With repeat purchase, email is one of the most profitable channels there is; without it, it's one more acquisition channel and it competes at a disadvantage.
- The size and warmth of your list. A thousand contacts who know you perform better than twenty thousand who signed up for a giveaway three years ago.
- Whether there are automations. Flows usually generate most of the channel's revenue with a fraction of the send volume, because they arrive at the right moment instead of on the day someone had time.
- How much you can attribute. Without the integration with your store or your CRM, email is going to look like it sells little simply because nobody is counting.
How we measure it
With attributed revenue by flow and by campaign, connected to your system. It's a less flattering number than the open rate and it's the only one that's useful for deciding whether the channel is worth what it costs.
And it's worth saying: email attribution is never perfect. Someone reads the email on their phone and buys the next day from their computer, and that path gets lost in any model. The reasonable thing is to always measure the same way and compare against the same criterion every month, instead of changing how you count when you don't like the number.
What to expect in the first months
Month one goes into building: deliverability, integration, cleaning and the first flows. Revenue arrives when the automations have been running for weeks and have seen enough contacts pass through. If someone promises you email results in the first month, either your list was already badly underused — which happens — or they're telling you what you want to hear.
Almost no one knows where to start.
That's why we begin with a diagnostic: we hand you a plan with the opportunities we'd start with. With that, you decide what to hire, or whether to hire anything at all.
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