You have options. We offer strategy and execution as monthly engagements, and also one-time services.
Month 1 - Strategy
Define the key events for each customer stage (stranger → lead → customer → repeat customer → promoter) after interviews with key stakeholders
Design your automated customer journey blueprint
Prioritize the automations roadmap based on company priorities and goals
Establish baseline metrics
Agree on the source of truth for every metric
Define necessary custom fields
Centralize the customer record
Diagram tool stack & data flow
Spec implementation plan for your development team
Put together a documented automation plan that includes all of the above
Months 2-3 - Execution
If our engagement continues past month one, we’ll execute the documented automation plan in partnership with your team.
Structure automation flows depending on agreed upon priorities
Create communications including email, text, direct mail, in-app, on-website messages
Launch automations until your entire automation blueprint is done, typically includes 10-15 automated flows depending on your business.
Set up reporting
Months 4-6 - Optimization & Management
If our engagement continues past the execution phase, we’ll take care of your new automation machine.
Optimize messages through strategic A/B testing
Handle one-times sends to your contacts
Create new automations as needed
Advise on technical matters related to your automation
Deliver monthly reporting to discover areas of improvement
What pricing options do I have for monthly engagements?
Your lifecycle marketing strategy will be completed in one month for $10,000.
A defined customer journey
An automated customer journey blueprint
Prioritized automated journey roadmap
Documentation & diagram of data flow between tools
Implementation spec for product & development team
Your lifecycle marketing strategy will be done and built in three months for $30,000, billed at 10k monthly.
Everything from option #1
A live, seamless, automated customer journey
Performance reports covering movement toward high-level goals, and nitty gritty details like open and click rates
Your lifecycle marketing strategy will be done, built, and managed. Months 1-3 cost 10k, and months 4+ cost 5k. For example, a six-month engagement would cost $40,000 total and a twelve month engagement would cost $70,000.
Everything from options #1 and #2
Continuous testing and optimization
Ongoing campaign and automation management
* Your engagement with us will replace the need to hire roles like Director of Lifecycle Marketing, Marketing Automation Manager, and Email Marketing Specialist. A twelve-month engagement with Ottomate will cost less than hiring for even one of these roles.
What one-time services do you offer?
In addition to our monthly engagements, we offer a handful of one-time services.
60-minute strategy call - $500
Bring any question you have to the table about automating your customer journey, integrating your marketing tool stack (CRM, Segment, landing page builder), and creating effective communications.
A recording of the call
A brief email recap with the key points
Free email follow-up after the call for 7 days
High-level documented strategy - $5,000
Based on interviewing your team and researching your audience, you’ll get a plan that covers:
Customer journey stages
Automations to create
Tool stack integration data flow
This offering is more high-level than the detailed automation plan we create in our monthly engagements.
Your Team for a Day - $1,250 for half and $2,500 for full
Ottomate’s partners will come on-site or online and handle your specific obstacles related to automating your customer journey.
This engagement includes:
30-minute call to assess your needs
Recorded sessions with key stakeholders
Action plan for the half day or full day
Solving as many of your automation problems as possible in the time allotted
Recap presentation at the end of the session
Availability via email for seven days after the engagement to address any follow up questions