Audience and lifecycle plan
Define stages, segments and the signals that should trigger a message.
CRM & Email Automation
Build email journeys that help prospects and customers take the next step based on how they engage with your business.
Service scope
What we can do for you
For teams that collect enquiries or subscribers and want a consistent way to follow up, nurture leads or re-engage customers.
Automation setup
Build welcome, follow-up or lead-nurture flows using the platform and contact data you have, such as Mailchimp or ActiveCampaign.
Email campaign planning
Prepare email briefs, message sequences and a campaign calendar tied to business goals.
Testing and measurement
Check triggers, exclusions and message delivery. Review clicks, replies or downstream conversions where available.
Tools & platforms
Mailchimp
ActiveCampaign
Tell us about your project
Share your objective and where you need support so we can discuss the scope.
Questions about CRM and email automation
Which email tools can BDI work with?
BDI can work with Mailchimp or ActiveCampaign depending on your existing setup, contact data and the workflows you need.
What kinds of email flows can be set up?
Common scopes include a welcome series, lead follow-up and re-engagement. BDI defines the trigger, audience and exclusions for each flow.
How do you test an automation before it goes live?
BDI checks enrolment rules, exclusions and message delivery with test contacts. After launch, the team can review replies, clicks or downstream conversions when available.