Automation
Marketing and sales automation
Repetitive tasks run on their own. Your team keeps the work that takes judgment.
We automate enquiry replies, follow-ups, your CRM and reporting, based on the way you sell.
Definition
What is marketing automation?
Marketing automation hands tools the repetitive steps between a customer's first visit and the sale: replying, following up, sorting, measuring.
It does not replace a sales process, it amplifies it. A clear process gets faster. A vague process becomes a faster mess. That is why we always start by writing it down.
What we automate
Six areas where the work repeats itself
Incoming enquiries
Every enquiry received by form, email or chat gets an immediate acknowledgement and reaches the right person, with its source.
Follow-ups and quotes
A quote left unanswered triggers a follow-up after a few days. Your team sees what is waiting, without keeping a list by hand.
CRM and sales pipeline
We set up your CRM (HubSpot, ActiveCampaign or the one you already use) around the way you sell, not the way the vendor sells.
Email sequences
Welcome, abandoned cart, quote follow-up, reactivation: each sequence stops at the right moment, as soon as the customer buys or replies.
Reporting and measurement
Figures from GA4, your campaigns and your CRM come together in a single report, updated without copy and paste.
Tasks handed to AI
Sorting enquiries, summaries, first drafts of replies: Claude carries out the writing and sorting tasks. A partner approves what goes out.
Where to start
The automations that pay off most for the least effort
Multi-branch workflows look impressive in a demo. In a small or mid-sized business, the simplest ones often do more to improve your chances of making the sale.
- 01
The immediate acknowledgement
How fast you first reply often matters more than what you say.
- 02
Following up on unanswered enquiries
It can recover sales your advertising has already paid for.
- 03
An internal reminder when an opportunity stalls
Forgetting is the most common reason a sale is lost. It is also the easiest to fix.
- 04
The welcome sequence after the sale
It reassures the new customer and reduces questions to your support team.
How we work
The process first, the tool second
Write down the process
Together we write down the stages of your sale, what moves an enquiry from one stage to the next and who does what. A tool reproduces the process it is given.
Connect the tools
We start from the tools you already have: website forms, CRM, email platform, advertising. We connect them with Zapier, Make or their native integrations.
Measure and adjust
Each automation is judged on what it produces in leads, sales and time saved. One that does not help is removed.
AI executes, a senior signs off: every automation that talks to your customers is reviewed by a partner before it goes live.
Who it is for
Is your situation a fit for Falia?
Who we work with
An engagement requires seven conditions, including a minimum budget. For every situation we turn down, we say who is better placed.
See the conditions →Owners and entrepreneurs
You have nobody in house to run marketing, and no time to micromanage it yourself. You approve the business direction, we handle the execution.
What we do for you →Marketing teams
Your team is in place, but you are missing a specific expertise or the hands to move forward? We fit in naturally to get your projects unstuck.
How we fit in →Frequently asked questions
Your questions about automation
Which CRM should we choose?
It is the last question to ask. Before comparing software, we write down your sales process with you. Choosing the tool then becomes simple, and it is often the one you already have.
Do we need to replace our current tools?
Rarely. We start by connecting what you already use. We only recommend a new tool when the current one blocks a useful automation.
How long before a first automation is in place?
The acknowledgement and the follow-up on unanswered enquiries can be in place within a few days when the process is clear. A full CRM takes longer, because your team has to adopt it.
Does automation replace members of our team?
No. It removes repetitive tasks so your team can focus on what takes judgment: talking to customers, closing sales, making decisions.
How much does an automation engagement cost?
The amount depends on how many tools need connecting and on the state of your sales process. We price it in a quote after a first call with a partner.
Which of your tasks could run on their own?
In thirty minutes, a partner walks through the path of an enquiry with you, from the form to the sale, and names the steps that can be automated.
