Email Automation — Customer communication that runs without you having to be there.
What Email Automation Can Do for SMEs
Your email belongs to you — no algorithm decides whether your message gets through. Unlike social media or paid advertising, you communicate directly, without wastage and without dependence on third-party platforms.
Direct communication without platform algorithm
Every manual email costs time; every customer interaction without a suitable email is a missed opportunity. Email automation solves this dilemma: You define once who receives which message when.
For SMEs: Professional Customer Communication Without a Large Team
Email automation solves this dilemma: You define once who receives which message when—and the system works for you, around the clock. For SMEs in Switzerland, email automation is particularly valuable because it enables professional, consistent customer communication without requiring a large marketing team.
Timely behavior-based communication
Helda Solutions designs and implements email automation systems that respond to the behavior and lifecycle status of your contacts — ensuring each recipient receives the relevant message at the right time. No mass mail, but relevant communication.
Overview of the most important automation routes
Effective email automation consists of several coordinated communication sequences that cover different phases of the customer relationship.
Welcome sequence and lead nurturing
The welcome sequence automatically greets new contacts, informs them about your company, and leads them to the next logical step. Lead nurturing guides prospects who are not yet ready to buy through valuable content and targeted offers until they make a purchase decision.
Onboarding, Follow-up, and Re-engagement
Post-purchase emails ensure customer satisfaction after a purchase, generate review requests, and trigger repeat purchases. Re-engagement campaigns target customers who have been inactive for a long time with personalized offers before they churn permanently.
Analysis Phase: The Right Routes for Your Business Model
Helda Solutions first analyzes your specific customer journey and then develops automation processes that offer the greatest leverage for your business model. Not every process is equally important for every SME — we prioritize based on impact.
Tool Selection and Implementation
Choosing the right email marketing tool is crucial for the success of your automation — and largely depends on your existing systems, data structure, and budget.
HighLevel as Your Primary All-in-One Platform
Helda Solutions primarily works with HighLevel—a powerful all-in-one platform that combines email automation, CRM, landing pages, and reporting into one system. For SMEs seeking an integrated solution without a patchwork of individual tools, HighLevel is the ideal choice.
Integration with CRM, Shop, and Marketing Channels
We recommend the tool that best suits your requirements. After selecting the tool, Helda Solutions takes over the complete technical setup: data migration, integration with your website and CRM, building automation flows, and creating email templates.
Training your team
Helda Solutions trains your team in using the new system — so you can make adjustments yourself, adapt sequences, and monitor performance after setup. Our goal is independence rather than reliance on an agency.
Measure and optimize email automation
Email automation is not a one-time setup, but a continuous optimization process. Helda Solutions defines the relevant key figures together with you: open rate, click-through rate, conversion rate from email, unsubscribe rate, and revenue per email.
KPIs for open rate, click-through rate, and revenue
These metrics show which automation flows are performing well and where there is room for improvement. Based on this data, we systematically test different subject lines, sending times, content, and calls to action.
Deliverability and technical configuration
Deliverability is also particularly important: an email that ends up in the spam folder does not generate sales. Helda Solutions ensures correct technical configuration (SPF, DKIM, DMARC), healthy list quality, and compliant opt-in management.
Regular optimization cycles
We only adopt what performs demonstrably better. With monthly optimization cycles, your email automations continuously improve — higher open rates, more clicks, more revenue from the channel with the highest ROI in digital marketing.
Set up email automation now — Request an initial consultation
30 Min. | Non-binding | Free