We first clarify the marketing workflow you want to improve, then pair it with compliant CRM automation and official WhatsApp Business API messaging playbooks to create a clear customer journey online. Digital products are delivered instantly.
Customer data is scattered and follow-up is inconsistent
Messages are scattered across different platforms and spreadsheets, making it difficult for sales and marketing teams to understand each customer’s stage or identify which touchpoints are actually effective.
Solution
統一 CRM 流程與合規 API 訊息
依客戶旅程設計標籤、分段與自動化觸發,透過官方 WhatsApp Business API 發送經同意的訊息,並保留完整的溝通紀錄。
Deliverables Checklist
完成購買即可線上取得的交付內容
01
CRM 流程藍圖
Customer journey maps, tag structures, and segmentation rules that can be applied directly to your existing CRM.
02
官方 API 訊息 Playbook
Compliant WhatsApp Business API templates, consent-management guidance, and recommended messaging cadence.
03
自動化工作流程設定指南
Step-by-step guidance on triggers, wait times, and exception handling so your team can deploy the workflow independently.
04
Instant Digital Delivery
Once payment is complete, all documents and templates are delivered instantly in digital format, with no physical shipping required.
Three Plans
Choose the Right Plan for Your Team
All three plans, Starter, Pro, and Agency, are fixed-price packages with digital content delivered instantly after payment.
Starter
Ideal for a Single Team
Includes a CRM workflow blueprint and API messaging playbook, ideal for small teams building their first automation workflow.