StreamEdgeSolutions

Digital Marketing · Automation

Marketing Automation Setup

A one-off remote service: your automation platform configured with segments, triggers and up to 3 live sequences.

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From$799USD one-off

One payment. Work starts once we have confirmed your requirements.

The four questions this page answers

  1. 1

    What you buy

    A one-off setup service delivered remotely. You pay once; we configure a marketing automation platform for you — importing and segmenting your list, building up to 3 branching sequences totalling up to 15 messages, wiring the triggers, and training your team. The platform’s own subscription is separate and paid by you.

  2. 2

    What you get

    6 deliverables, listed in full below

    • A configured automation platform in an account held in your name
    • Your contact list imported and segmented, with consent status preserved
    • Up to 3 branching nurture sequences live, totalling up to 15 messages
    + 3 more
  3. 3

    How it is delivered

    Remote Setup

    Carried out remotely by our team. Nothing is posted and no one visits.

    REMOTE SERVICE

  4. 4

    How long it takes

    2–4 weeks

    Measured from the point everything under “what we need from you” is with us, not from the moment you pay.

Triggered emails with templates, scheduling and delivery logging — illustrative concept, not a screenshot of a client system
Triggered emails with templates, scheduling and delivery logging. Illustrative interface concept — not a screenshot of a client deployment.

What is this, in plain English?

A one-off setup service delivered remotely. You pay once; we configure a marketing automation platform for you — importing and segmenting your list, building up to 3 branching sequences totalling up to 15 messages, wiring the triggers, and training your team. The platform’s own subscription is separate and paid by you.

This configures a platform properly: contacts segmented by what they actually did rather than by guesswork, sequences that respond to behaviour, and reporting that shows which sequences get engagement and which do not. Consent capture and unsubscribe handling are built in, because a list built without permission is a liability rather than an asset. What the sequences produce commercially depends on your offer and your list, and is not something we forecast.

The problem it solves

You have a contact list and no systematic way of staying useful to it, so it goes cold and you start again with paid traffic.

If that does not describe you, this is probably the wrong product. Tell us and we will point you at a better fit rather than sell you the nearest one.

What you get

The concrete things that exist at the end and that you own.

6 deliverables

  • A configured automation platform in an account held in your name
  • Your contact list imported and segmented, with consent status preserved
  • Up to 3 branching nurture sequences live, totalling up to 15 messages
  • Trigger rules connected to your site and forms
  • Consent capture and unsubscribe handling in place
  • A written handover guide and a training session with your team

What's included

The work covered by the figure in the buy box, at no extra cost.

  • Platform setup
  • List import and segmentation
  • Up to 3 sequences with up to 15 messages total
  • Trigger configuration
  • Consent and unsubscribe handling
  • Training

Not seeing something you expected? Check what you are not buying before you order.

What does it do?

Everything listed here is delivered as part of this product. Nothing on this list is aspirational.

  • Platform setup and list import with consent status preserved
  • Behaviour-based segmentation
  • Nurture sequences with branching
  • Trigger rules from site and form activity
  • Consent capture and unsubscribe handling
  • Sequence performance reporting

How it works

The delivery sequence from order to handover.

  1. 1

    Audit the list

    Including consent status, because that determines what may legitimately be sent.

  2. 2

    Design segments

    Grouping based on behaviour and stated interest rather than assumption.

  3. 3

    Build sequences

    Up to three sequences with branching, approved by you before activation.

  4. 4

    Connect triggers

    Site and form activity drives entry into the right sequence.

  5. 5

    Report

    Which sequences get engagement and which do not.

Delivery & fulfilment

Stream Edge Solutions ships nothing. Every package on this site is carried out and handed over remotely — this is exactly what happens after you order.

REMOTE SERVICEHow this is delivered
  1. 1We confirm requirementsWe read what you sent with the order, come back in writing with anything missing, and agree the scope before any chargeable work starts.
  2. 2We build and configure remotelySetup, configuration and testing are done by our team over a remote connection — on your systems or on ours, whichever the package specifies.
  3. 3We hand it overYou receive the working setup, the credentials, the documentation and a walkthrough. Everything built for you is yours at handover.

Carried out remotely by our team. Nothing is posted and no one visits. Typical turnaround: 2–4 weeks.

Delivery method
Remote Setup
Expected delivery time
2–4 weeks
Measured from the point everything under “what we need from you” is with us — not from the moment you pay.

Full detail of how work is handed over, what happens if requirements are outstanding and how order records are kept is in the Delivery & Fulfilment Policy.

What we need from you

Nothing starts until these are in place, and the turnaround above is measured from that point — not from the moment you pay.

  • A contact list you can export, with a documented consent basis for each contact
  • A platform account in your business name, or authority for us to select and open one
  • The message content, or written approval of drafts we structure from your material
  • Access to your website and forms so triggers can be connected

Who this is for

  • Businesses with a growing contact list they underuse
  • Companies with a long consideration period before purchase
  • Anyone sending occasional manual newsletters
  • Teams wanting to know which marketing produces enquiries

Business needs this addresses: Manage customers, Automate work, Improve marketing

What's not included

Just as plainly as the list above: the things this package is not.

  • The platform’s own subscription or per-contact fees, which you pay to the provider directly
  • Ongoing content production or campaign management after the initial sequences — this is a setup service, not a retainer
  • Importing purchased or scraped lists, which we refuse
  • Sending to contacts who have not consented
  • Any forecast of open rates, replies, enquiries or revenue from the sequences

Anything outside the scope above is quoted separately, in writing, before it is carried out. Nothing is added to your bill without your agreement.

FAQs

Can you import a list we bought?

No. Beyond the legal exposure, it destroys your sending reputation and takes the rest of your mail down with it. We will help you build a consented list instead.

How many messages should a sequence have?

We usually build four to six over a few weeks, and the setup covers up to 15 messages across three sequences. The right number depends on your sales cycle, and we will discuss it rather than apply a rule.

Refund & cancellation

What happens if you change your mind, and what happens to money already paid.

Cooling-off before work starts
You have 7 days after ordering to cancel while work has not yet begun. Up to 25% may be retained to cover scoping and scheduling already carried out.
Work already done
Once delivery has started, refunds are assessed against the work completed and the deliverables already handed over — the list under “what you get” above is what that assessment is made against. Approved refunds are processed within 14 days.
If we cannot deliver what is described here
You are refunded. The scope on this page is the scope we are held to, which is exactly why the exclusions above are stated before you buy rather than after.

The full terms, item type by item type, are in the Refund & Cancellation Policy. How the work reaches you is covered by the Delivery & Fulfilment Policy.

Not sure this is the right product?

We would rather point you at the right thing than sell you the nearest one. Ask us before you buy — no obligation.

Ask a questionRequest a custom quote

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