01
Audit and journey architecture
Review audiences, permission records, existing campaign tools and lifecycle handoffs.
OHMGENIUS · AI & TRANSFORMATION SERVICES
AI Marketing Automation Services
We design, connect and implement marketing automation across CRM, email, customer messaging, ecommerce and reporting—using governed AI assistance and practical workflow integration.
Implementation focus: connect approved customer data, communication rules and business ownership across your existing tools.
CRM + customer recordsApproved messaging journeysAI-assisted content and classificationAttribution and reporting
01 / Service overview
Marketing automation is more than scheduling messages.
OhmGenius maps how people enter your business, what they should receive next, who owns the follow-up and how the outcome gets recorded. Digital platforms and integrations support the AI capability.
02
CRM and platform integration
Connect supported forms, customer records, marketing tools and ecommerce systems.
03
AI-assisted decisions
Use controlled classification, segmentation and draft content using approved information.
04
Journey configuration
Build opt-in welcome, enquiry-nurture, reminder or re-engagement workflows.
05
Tracking and reporting
Define event capture and outcome KPIs so marketing and sales can see progress.
06
Testing and governance
Validate triggers, unsubscribe handling, human review, exceptions and ownership.
02 / Implementation capabilities
What our implementation team actually configures.
A scoped engagement can cover the following capabilities individually or as a connected workflow.
01
Customer event mapping
Forms, CRM stages, commerce events and approved engagement signals.
02
Consent & preferences
Opt-in checks, segmentation criteria, suppression and unsubscribe logic.
03
Channel orchestration
Platform-approved email and WhatsApp Business Platform workflows through suitable providers.
04
AI message assistance
Approved campaign prompts, reusable templates, human review and quality checks.
05
Sales and service handover
Lead ownership, follow-up tasks, notifications and escalation paths.
06
Analytics & optimization
GA4 events where appropriate, campaign attribution, funnel visibility and controlled experiments.
03 / Technology approach
Use the right tools for the business—not a fixed vendor stack.
These are examples of systems we may assess. Availability, compatibility, licensing and implementation feasibility are confirmed during discovery.
Named platforms are illustrative integration options; mentioning them does not imply partnership, certification or universal compatibility.
04 / Delivery process
A clear path from discovery to a maintainable workflow.
We document responsibilities, access, triggers and approval points before automation goes live.
01
Assess
Review channels, lead flow, systems and business goals.
02
Design
Map lifecycle events, customer permissions and KPIs.
03
Configure
Set up workflow rules, AI assistance and integrations.
04
Test
Check sample cases, errors, exclusions and escalation.
05
Train
Hand over documentation and team operating procedures.
06
Improve
Review qualified outcomes and tune the workflow.
05 / Engagement and scopeDISCOVER IMPLEMENT OPTIMIZE
Choose a practical implementation starting point.
The service can support a one-time project or ongoing improvements. A formal proposal defines deliverables, owners, timelines and third-party fees.
Audit & roadmap
Indicative assessment: 1–2 weeks · Quoted individually
- Current system review
- Customer journey and consent assessment
- Priority use cases and KPI definition
- Implementation scope and integration requirements
Build & integration
Indicative scope: 2–6+ weeks · Quoted individually
- Campaign and workflow configuration
- Approved AI assistance and CRM connection
- Trigger, exclusion and exception testing
- Staff training and acceptance checklist
Review & support
Monthly support by agreement · Quoted individually
- Monitoring and issue resolution
- Performance and journey review
- Content and workflow improvements
- Prioritized backlog for next phase
Timelines depend on approvals, data quality, third-party API access, and campaign complexity. Tool subscriptions and message usage are additional where applicable.
06 / Practical use cases
Implementation examples across marketing and customer operations.
Select a use case that has reliable customer data, clear ownership and a measurable next step.
01
B2B enquiry nurturing
Capture inbound interest, segment by need and hand off qualified prospects to CRM.
02
D2C welcome and retention
Coordinate opted-in product discovery, post-purchase information and relevant repeat journeys.
03
Education enrolment enquiries
Route programme questions, send approved information and track consultation bookings.
04
SaaS trial engagement
Map trial stages, deliver timely guidance and route activation issues to the right team.
05
Marketplace partner nurturing
Connect approved seller onboarding steps, missing documentation and follow-up tasks.
06
Service appointment reminders
Deliver permitted appointment notices, confirmations and owner escalation.
07 / Example integration
A transparent marketing-to-sales automation scenario.
This workflow is illustrative and must be configured according to each client's consent and systems.
Example: campaign enquiry to CRM-qualified consultation
Landing enquiryPermission checkCRM contactAI-assisted intent labelApproved nurtureSales owner alertOutcome report
Campaign data enters the CRM; relevant customer permissions and business rules determine the next communication. AI can assist with content or classification, while important customer-facing actions remain under approved rules and human oversight. The result is measurable from enquiry through consultation.
08 / Frequently asked questions
Scope, security and responsibility—explained clearly.
Ask us about tool fit and implementation readiness before committing to new software.
Will you run our Google or Meta advertising campaigns?
This page covers AI marketing automation implementation. Paid advertising and SEO sit under Digital Marketing & Growth and can be coordinated separately.
Do you provide the CRM and marketing software licences?
We recommend compatible tools and clarify licensing, API limits and message charges in the proposal. Subscriptions may be billed directly by third-party providers.
Can AI contact customers without their permission?
No. Outbound communication is designed around appropriate consent, suppression rules, approved templates and applicable platform policies.
Will marketing automation replace our sales team?
No. It should improve timely, relevant engagement and route qualified opportunities to people with clear ownership.
Can we connect to our current Shopify, WooCommerce or CRM setup?
Potentially, subject to technical access, data structure and supported integrations. We evaluate these before committing to scope.
How do you calculate success?
We agree on baseline measures such as enquiry response times, qualified consultations, CRM handoff quality and retention events, then report actual results rather than promise a guaranteed uplift.
Related OhmGenius offerings
Connect marketing with sales, ecommerce and the broader digital foundation.
The solution page explains outcomes; these related pages cover adjacent capabilities.
01
Marketing & Customer Engagement Solution
Customer-facing use cases, journeys and START/GROW/SCALE scopes
02
AI Sales & Customer Automation
CRM lead qualification, follow-ups and sales pipeline ownership
03
AI Ecommerce Growth & Automation
Store customer journeys, order workflows and customer experience
04
Digital Marketing & Growth
SEO, paid media strategy and growth execution
LET'S CONNECT YOUR CUSTOMER JOURNEY
Connect your campaigns, CRM and customer journeys.
Tell us about your marketing tools, team workflows and the first lifecycle process you want to improve. We'll recommend an implementation approach and explain the scope.