Hexagon Digital

Services

Marketing Automation Services

Email and WhatsApp campaigns and nurture sequences triggered by what customers do.

Book a discovery callSee examples
What's included

Always onCampaigns triggered by customer actions

Email · WhatsApp · Lead nurture
What's included

The problem with one-off campaigns

Most marketing depends on someone remembering to send the next message. Leads go cold between the enquiry and the follow-up, and past customers hear nothing until the next sale.

We set up sequences that start on their own: welcome and nurture flows, abandoned-enquiry reminders, re-engagement and review requests, with each contact getting the message that fits what they did.

Our standard
  • Audience segments defined up front
  • Consent and opt-out respected
  • Messages approved by your team
  • Results reported every month
Deliverables

What's included

  1. 01

    Strategy

    Agreement on scope and approach before anything is built.

    • Discovery & requirements
    • Success criteria definition
    • Scope, timeline & plan
  2. 02

    Build

    Staged delivery, reviewed with you and tested as it goes.

    • Design & development
    • Integrations & setup
    • QA & testing checklist
  3. 03

    Handoff

    Everything your team needs to own what we deliver.

    • Documentation
    • Team training
    • Access & ownership transfer
  4. 04

    Support

    Continued monitoring and improvement after launch.

    • Monitoring & fixes
    • Iteration cycles
    • Performance reporting
How we work

A process built for results

Clear milestones, regular updates and no surprises. Here’s how we get from idea to launch.

  1. Step 01

    Discovery & Goals

    We ask the right questions to understand how your business works today, what is slowing it down and what success should look like.

    • Goals & success metrics
    • Audit of current setup

    Timeline3–5 days

  2. Step 02

    Plan & Design

    We agree scope, timeline and approach, then map the flows or design the screens so you see what you are getting before we build.

    • Fixed scope & timeline
    • Flows or screen designs

    Timeline1–2 weeks

  3. Step 03

    Build & Test

    We build in stages and keep you updated. Everything is tested on real devices and in real conditions before it goes live.

    • Weekly progress demos
    • Real-device testing

    Timeline2–6 weeks

  4. Step 04

    Launch & Improve

    We handle the launch, watch how it performs, fix what needs fixing and keep improving based on the data.

    • Go-live & handover
    • Monthly performance reviews

    Timeline1 week + ongoing

Prefer to talk first?

Most projects go live in 4–10 weeks. Tell us what you’re working on and we’ll come back with a rough scope, timeline and next steps.

Book a discovery call
Marketing Automation examples

See what's possible

Typical projects we deliver for teams like yours

EmailNurture

New Lead Nurture

Inputs
New enquiry
Steps
WelcomeEducateOffer
Result
Leads kept warm automatically.
WhatsAppRetention

Win-back Campaign

Inputs
Inactive customer
Steps
SegmentMessageTrack
Result
Past customers brought back.
ReviewsFollow-up

Review Requests

Inputs
Completed order / visit
Steps
WaitAskRemind
Result
More reviews, no chasing.

What clients say

Mehul Saroj

Co-Founder, Fame Bliss
“Launching an outbound campaign used to take hours of switching between Slack, Lusha, Smartlead and ClickUp. Hexagon automated the whole process into one Slack command with an approval step. We save hours on every campaign, and duplicate emails are a thing of the past. Hexagon solved our biggest bottleneck. Highly recommended.”
  • AI Workflow & CRM Automation
  • Marketing Automation

Zaire Mays

Marketing Head
“Posting on four social platforms by hand was a daily headache. Hexagon automated our posting, with a review step so our brand voice stays right. We save hours every week, and our social media runs consistently even when the team is busy. Hexagon made our marketing far more efficient. Highly recommended.”
  • Marketing Automation

Jayesh Mandlewala

CEO
“New leads were going cold because we couldn't follow up fast enough. Hexagon set up automated nurture sequences that welcome and educate every lead. Our leads stay warm now, and we've cut down manual follow-up work significantly. It paid for itself quickly. We highly recommend Hexagon.”
  • Marketing Automation

Cora Jackson

Content Head
“Keeping our blog going needed more writers than we could afford. Hexagon built an AI pipeline that researches, writes and prepares articles for our review. We publish regularly now, at a fraction of what it would cost to hire a content team. A smart solution from a great team. Highly recommended.”
  • Marketing Automation
  • Digital Marketing & SEO

Vivek Kumar

Founder
“Hexagon automated our repetitive marketing tasks and still kept an approval step for us. We save many hours every week, and we always know what is going out under our name. They understood our needs and delivered exactly what we asked for. We highly recommend Hexagon.”
  • Marketing Automation

AI models we build with

  • OpenAI
  • Claude
  • Gemini
  • Perplexity
  • Grok
  • DeepSeek
FAQ

Common questions

Everything you need to know before we start working together.

What parts of marketing can be automated?

Lead nurturing, follow-ups after an enquiry, reminders, re-engagement of quiet leads, social posting and reporting. Each runs on a trigger, such as a form fill, a booking or a date, instead of someone remembering.

Should follow-ups go by email or WhatsApp?

Often both. WhatsApp gets read quickly but needs opt-in and Meta-approved templates for messages you send first. Email suits longer content and costs little per message. We map which message goes where during planning.

Can you automate social media posting?

Yes. We have built workflows that schedule, caption and publish a brand’s posts across Facebook, Instagram, LinkedIn and X, and others that reply to messages on WhatsApp, Messenger and Instagram.

Do we need to buy new marketing software?

Often not. Automation can usually be built around the CRM and email or WhatsApp tools you already use. Where a new tool is needed, we explain why before adding it.

Book a discovery call
Connect with an expert

Let’s talk about your project

Tell us what you want to build or automate, and we’ll show where AI, web and marketing can make the biggest difference.

Book a discovery call