Email & CRM Automation – Deliverables Explained
11 Docs
Service Scope & Inclusions – Email & CRM Automation
Last Updated: April 16, 2025When you choose Rovari’s Email & CRM Automation service, your project fee covers any 6 of the following 10 deliverables. These services are designed to help you automate customer communication, improve lead management, and drive more conversions from your marketing and sales efforts. Additional deliverables can be included at a small extension fee.
Template Design for Recurring Email Campaigns
Last Updated: April 16, 2025We design professional, mobile-friendly email templates for common use cases like newsletters, promotional updates, onboarding emails, and event announcements. These templates can be reused by your team and personalized for different audiences. We ensure they’re brand-aligned, readable, and optimized for both engagement and deliverability.
Analytics Dashboard Setup for Email/CRM Performance
Last Updated: April 16, 2025To track how your automation is performing, we set up dashboards that display email open rates, click-throughs, conversions, unsubscribe trends, and sales outcomes. These can be built using the reporting tools inside your CRM or through third-party dashboards like Looker Studio. You’ll gain real-time visibility into what’s working and where improvements are needed.
Integration with Tools (e.g. Typeform, Calendly, Stripe)
Last Updated: April 16, 2025We help connect your email and CRM platforms with the tools your business already uses. Whether it’s Typeform for lead capture, Calendly for meeting scheduling, or Stripe for payment processing, these integrations streamline operations and make sure data flows seamlessly between systems. This enables full-funnel automation and improves your team’s efficiency.
Form Automation and Lead Tagging
Last Updated: April 16, 2025We set up automation between your forms and CRM so that when a user submits a form (e.g. contact, demo, waitlist), the data is captured and segmented instantly. We also add tagging rules so leads are automatically categorized by their interests, behavior, or funnel stage. This ensures that each contact enters the right workflow without...
Re-Engagement and Retention Sequences
Last Updated: April 16, 2025Customers and leads who go quiet still have value — if you can win them back. We help you create automated re-engagement sequences to reconnect with inactive users, abandoned signups, or lapsed customers. These flows often include personalized messaging, reminders, and incentives that aim to reignite interest and bring users back into your active ecosystem.
Lead Nurturing Automation for Sales Pipeline
Last Updated: April 16, 2025For startups with a sales process, we help implement automation that moves leads through your funnel more efficiently. This includes creating email flows that respond to lead activity (e.g., downloading a resource, requesting a demo), setting up task reminders for sales reps, and updating lead stages automatically. This reduces manual effort and ensures that no...
Welcome Sequences and Lifecycle Workflows
Last Updated: April 16, 2025We create automated welcome flows to onboard new subscribers or customers effectively. These workflows are designed to introduce your brand, highlight key products or services, and drive early engagement. In addition, we build lifecycle workflows tailored to the user’s journey — including educational content, promotional offers, or feature discovery — all timed to maximize relevance...
CRM Setup and Data Cleanup (e.g. HubSpot, Salesforce)
Last Updated: April 16, 2025We support you in setting up or optimizing your CRM (Customer Relationship Management) platform so your sales, support, and marketing teams have a central place to manage leads and customer interactions. This includes organizing pipelines, defining contact properties, and cleaning your existing data to remove duplicates or incomplete entries. A clean, well-structured CRM makes it...
Automated Drip Campaign Setup
Last Updated: April 16, 2025Drip campaigns are pre-written sequences of emails sent automatically to leads or customers based on actions they take or stages they’re in. We help you design and implement these campaigns to nurture relationships over time — whether that’s welcoming new users, guiding leads through the sales funnel, or re-engaging dormant subscribers. This includes the email...
Email Marketing Strategy and Segmentation
Last Updated: April 16, 2025We work with you to develop a targeted email marketing strategy that reflects your business goals, customer journey, and audience segments. This includes mapping out what types of emails to send (newsletters, promotions, updates), when to send them, and to whom. Segmentation ensures your messages are relevant to different groups within your contact list —...