Follow-up for every prospect without anyone having to remember
We analyze your lead capture and follow-up, help you choose the tool and connect ads, forms, email and WhatsApp to your CRM.
36questions, 9 minutes and your result at the end
Signs your company needs one
- Ad leads land in a spreadsheet and nobody contacts them in time
- The same bulk email goes to the whole base
- Nobody knows which campaign generated a sale
- Following up cold leads depends on someone remembering
- Opt-outs are not honored across tools
- Marketing and sales argue about lead quality
Company profile for marketing automation, and when it is not a fit
Good fit
- You generate leads from ads, forms or content and sales does not follow up in time.
- You send campaigns by hand from an Excel list.
- You do not know which campaign each sale came from.
Poor fit
- There is no content or offer to send: the tool would send little.
- Sales has no CRM or follow-up process: the CRM comes first.
- The base does not record each contact's source or consent: it gets sorted out first.
The cost of staying as you are
Budget that goes cold
Every paid lead that waits days for a call is ad spend that never turns into a conversation.
Messages that annoy
The same email to everyone, even those who already bought or opted out, wears out the base and the email domain.
Budgeting blind
Without attribution, you keep paying for the campaign that brings contacts and cut the one that brings customers.
Marketing automation analysis in four steps
Process and data first, the tool second. Each step ends in a deliverable you review.
A lead's journey
We follow recent leads from each channel: how long the first reply took, which messages they got and how they ended.
Base and consent
We review the base: duplicates, source, segments, opt-outs and recorded consent.
Agreement with sales
With sales we write the qualified lead definition, the response deadline and the sequences per segment.
Connection and measurement
We connect ads, forms and WhatsApp to the CRM, with the source campaign on each lead and a sales-by-channel report.
Your company's inputs to the marketing automation project
The list is confirmed at the first meeting and adjusted to your case.
Data
- Contact base with source and consent
- Current forms, ads and lists
- Qualified lead definition agreed with sales
People
- A campaign owner with time set aside
- A sales manager who agrees on lead hand-off
Access
- Domain DNS for SPF, DKIM and DMARC
- Ad, CRM and WhatsApp Business accounts
Marketing automation assessment, selection and integration
We assess, choose with you and integrate
Scope
We analyze your capture and follow-up, help you choose the tool and connect forms, ads, email and WhatsApp to your CRM. We do this in our own funnel with Odoo; your company's marketing platform is implemented by its provider.
Funnel assessment
Response times, base quality, current sequences and attribution, with the list of changes in order of impact.
Tool selection
Comparison of options against your CRM, volume and channels, including Odoo's marketing module where it applies.
CRM integration
Ads, forms, assessments and WhatsApp that create leads with their campaign, and the sales-by-channel report.
Market options for marketing automation
In no order of preference. The choice comes from your requirements, your budget and the systems you already have.
Odoo Marketing Automation, Email Marketing and SMS
Odoo Marketing Automation, Email Marketing and SMS work on the same database as the CRM: the lead, its messages and its sale are in one place. Our own assessment funnel runs on Odoo.
Other platforms we assess
- HubSpot Marketing Hub
- Salesforce Marketing Cloud Account Engagement
- Adobe Marketo Engage
- ActiveCampaign
- Brevo
- Mailchimp
Selection criteria
- Native connection to your CRM
- Channels you need: email, WhatsApp, SMS, ads
- Cost based on the size of your contact base
- Opt-out and consent management across all channels
Marketing automation limits and ways to cover them
Automation does not create demand
Audiences, offers and content are defined first; sequences come after.
Inbox delivery depends on the domain and the base
The domain is authenticated and contacts are cleaned before the first send.
The marketing platform is implemented by its provider
We assess, help you choose and connect forms, ads, email and WhatsApp to your CRM.
Connections between marketing automation and other systems
Customer relationship management
The qualified lead goes to sales with its history.
See the systemWebsite and content management system
Forms and landing pages create leads with their campaign.
See the systemSurveys and voice of the customer
A completed assessment triggers the right sequence.
See the systemCustomer data platform
Segments with purchases and behavior for each send.
See the systemOmnichannel contact center
WhatsApp replies reach an agent.
See the systemMarketing automation assessment: 36 questions, 9 minutes
This analysis reviews how you capture, qualify and follow up prospects and customers by email, WhatsApp and ads. The questions describe observable situations, from a list in a sheet to a sale attributed in the POS.
Scored dimensions
- Lead capture and handoff. It checks how a lead enters from ads and forms, which criteria qualify it and how fast sales or the store follows up.
- Behavior-based sequences. It checks whether emails and WhatsApp messages are triggered by what the contact did: abandoned cart, first purchase, unused coupon or inactivity.
- Contact base and opt-outs. It checks whether a single contact base exists with source, segment and opt-out status that every sending tool honors.
- Attribution and cost per channel. It checks whether the campaign behind each store or online sale is known, what each lead cost and how each sequence performs.
- Consent and sender reputation. It checks whether each contact has recorded authorization to receive advertising, whether the email domain is authenticated and whether WhatsApp Business templates are approved.
What you receive
At the end you get your level on each lead follow-up dimension and the gaps ranked by priority. Each gap comes with the first action to close it with your current tools or a new one.
17 scored questions and 14 context questions (type of operation, size, current system). Context questions are not scored: they let us read the result against similar operations.
Free of charge. Only Diego Muñoz sees your answers.
Common questions about marketing automation
If your question is not listed, Diego answers it on WhatsApp during Lima business hours.
We analyze, help you choose and build the integration with your CRM. Full configuration of a third-party platform is done by its provider or partner.
Yes. We use it in our own funnel: the lead enters the CRM with its source campaign and ad.
Only with the official API, approved templates and contacts who gave permission. Sending without them risks the number being blocked.
The online assessment and the 30-minute review with Diego are free and carry no commitment.
Only Diego Muñoz sees them, to prepare the review. They are not shared with third parties or used for bulk mailings.
Review your case with Diego in 30 minutes
Diego Muñoz replies in person, on Lima time. If you have taken the assessment, he comes with your answers already read.
WhatsApp +51 919 488 260 · damunoz@dmunozgroup.com