Want to stop guessing your email frequency and discover the exact cadence that maximises opens without triggering unsubscribes?
Author: Brett Kraiger
Client Promise Tracker
Monitors emails and call notes for commitments made to clients (“I’ll send that by Friday”, “We can include that”), creates tasks with deadlines, and reminds you before promises are broken.
What Makes Automated SMS Lead Follow-Up Essential?
Just minutes separate you from lost leads – automated SMS follow-up converts 21x faster than delayed responses, but most businesses miss this critical window.
Xero Purchase Order Approver
Automatically routes Xero purchase orders to appropriate approvers based on amount thresholds and department budgets, tracking approval status and preventing unauthorised spending.
How to Avoid Marketing Automation Implementation Mistakes
Follow these proven steps to sidestep costly marketing automation errors that derail campaigns and discover what successful teams do differently.
Draught Employee Handbook Sections
Uses AI to convert rough policy notes and bullet points into polished, comprehensive employee handbook sections with legal considerations, examples, and proper formatting, saving to Confluence or similar knowledge base.
What Does Your Platform Health Check Reveal?
This health check exposes the hidden technical failures secretly sabotaging your conversions, from broken automations to toxic contacts damaging your reputation.
Draught Demo Follow-Up Email
Pulls transcript highlights, feature interests, and objections from the demo, then drafts a tailored follow-up with resources and CTA.
What Are CRM Deduping Features?
CRM deduping features automatically identify and merge duplicate customer records across connected platforms using smart matching rules and customizable workflows.
AI Objection Handling Scripts
Analyses lost deal reasons in your CRM using Claude AI, then automatically generates objection handling scripts and talking points to help sales reps overcome the most common deal-killing objections.
3 Steps to Efficient Automation Process Design
Transform repetitive tasks into automated workflows with three proven steps that save hours daily and reduce errors significantly.
Cal.com No-Show Recovery Workflow
When a Cal.com meeting attendee fails to appear, the workflow creates a recovery task in your CRM, triggers a personalised SMS/email sequence, and alerts the rep so the prospect can instantly rebook without playing inbox tag.