Follow up without lifting a finger
Every customer gets the right message at the right time, from captured lead to completed sale. No manual chasing, no missed follow-ups, no leads going cold.
Comms Manager
Email Templates
Automated messages sent at every stage of the customer journey
Lead captured in-store
Customer scanned in-store
Reminder: plan not yet activated
48h after lead captured
Plan activated
First payment received
Payment reminder
3 days before due date
Payment reminder + cross-sell
3 days before due date (50%+ paid)
Payment failed
Payment declined or missed
Plan completed
Final payment received
Key Benefits
Why it matters
Replace inconsistent manual follow-up with reliable automation
Keep your brand front of mind throughout the entire decision and saving journey
Increase plan completion rates and lead-to-sale conversion
Scale your follow-up without additional sales headcount
Every message is personalised with customer name, product, and plan progress
Multi-channel delivery: email, SMS, or push notifications
How It Works
Step by step
Triggers fire automatically
When a lead is captured, a plan milestone is hit, or a payment is due, the right message is queued instantly.
Personalised messaging
Each communication references the specific product, plan progress, and customer name. No generic blasts.
Multi-channel delivery
Messages go via email, SMS, or push, whichever the customer prefers or whichever performs best.
Conversion tracking
See which messages drive plan completions and lead conversions in real-time from your dashboard.
Trigger Library
Every moment, covered
From the first lead capture to the final purchase, every touchpoint has an automated message ready to go.
Plan started
Welcome message with plan summary, next payment date, and what to expect.
Payment reminder
Automated nudge before each payment is due. One-tap payment link included.
Milestone reached
Celebrate progress at 25%, 50%, and 75%. Keeps motivation high and can trigger cross-sell recommendations.
Missed payment
Gentle follow-up if a payment is late. Escalation rules are configurable per your store policies.
Lead follow-up
48 hours after an in-store visit (via Lead Capture), the customer receives a personalised message with the product they liked.
Plan completed
Congratulations message with collection instructions, plus optional cross-sell for their next purchase.
The Compound Effect
Automation that builds on itself
Each automated message does not just drive a single action. It compounds. A payment reminder keeps the plan on track. A milestone celebration triggers a cross-sell. A cross-sell adds to the basket value. A completion message drives collection and opens the door to the next purchase.
Over time, your automated comms become your most consistent and highest-performing sales channel, one that works 24/7, never forgets a lead, and scales without headcount.
Real-World Examples
See it in action
Payment reminder
A customer is 3 days from their next payment. An automated message is sent with their progress and a one-tap payment link.
Lead follow-up
48 hours after an in-store visit, the customer receives a personalised email with the product they liked and a saving plan option.
Completion celebration
When a plan finishes, the customer gets a congratulations message with collection details and a suggestion for their next purchase.