“We tried automation, but it didn’t work.”
We hear this all the time—and it’s usually because of these 3 classic mistakes:
- Using tech without a strategy
- Over-automating without human oversight
- No review or optimisation after setup
We saw this with a wine club client who had a 6-email welcome series… that hadn’t been updated since 2021. Customers were being sent expired offers 😬
We rebuilt their onboarding automation to:
- Dynamically insert the right offer based on current stock
- Send a personal ‘cellar door’ invite based on location
- Hand off VIPs to the owner for personal follow-up
🔁 Automate—but with purpose, precision, and personality. We’ll show you how.