05 — Automation & tracking
Turn your visits into enquiries and measure what matters
Conversion, email, CRM, applied AI and analytics: useful automations to respond faster and track your results.
A website that receives visits without producing enquiries is an incomplete investment. We work on the pages, forms and contact journey so that an interested visitor can write to you, call you or order without friction. Then we organise what comes next: every enquiry reaches the right place, receives a quick response and stays tracked through to the sale.
We add automations only when they save your team time: email sequences, reminders, sorting of enquiries, an assistant that answers frequent questions based on your information. Every tool is linked to a clear measurement, so you know what actually brings in contacts and sales. We study your needs and propose a tailored quote.
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Useful automations, not gadgets
An automation only has value if it solves a concrete problem in your business: an enquiry left unanswered, a forgotten quote, a question asked ten times a day. We start from these real situations, not from fashionable tools. Every scenario is documented, tested with you and monitored after going live. Someone on your team always stays in control: they can take over a conversation, correct a reply or stop a flow. The data used remains yours, and every send respects your contacts' consent.
- Every scenario starts from a real need in your team, not from a fashionable tool
- Human supervision: you can take over, correct or stop a flow at any time
- Assistants answer only from the information you provide
- Consent respected: no unsolicited sends, no purchased contact lists
- An indicator attached to every automation to check that it is genuinely useful
What we do
Conversion and customer acquisition
Your pages receive visits; we help them produce enquiries. Every step of the journey is reviewed to remove hesitation and make contact easier.
- Landing pages reworked to present the offer clearly and guide towards action
- Short forms, readable on mobile, that ask only for what is necessary
- Visible calls to action, worded according to what the visitor expects at each step
- Simplified purchase journey, from the product page to the order confirmation
- User experience reviewed to reduce hesitation and input errors
- Clarified contact process: phone, WhatsApp, form or appointment booking
- Integration with your sales management tools so no enquiry is lost
- A/B tests of messages and layouts, when traffic volume allows it
- Identification of drop-off points to fix what is blocking first
What you receive
- Audit of the conversion journey with friction points ranked by priority
- Mock-ups and implementation of the revised pages, forms and calls to action
- Connection of forms to your sales tool or to a dedicated inbox
- A/B testing plan and reading of results, when traffic justifies it
Good to know : We improve the journey without promising conversion rates or sales: results depend on your offer, your traffic and your market.
Email marketing that respects your contacts
Emails people expect, sent to the right people at the right time. We build useful sends rather than mass campaigns.
- Regular newsletters to stay present with your customers and prospects
- Email design consistent with your identity and readable on a phone
- Contact segmentation by interest, purchase history or city
- Welcome sequences that introduce your business to new subscribers
- Automatic reminders: appointments, pending quotes, deadlines not to miss
- Abandoned cart recovery for online shops, when relevant
What you receive
- Email templates adapted to your brand guidelines, ready to reuse
- Segments and lists configured in your sending tool, with unsubscribe management
- Automated sequences written, tested and activated
- Clear send report: opens, clicks, replies and unsubscribes
Good to know : We send only to contacts who have given their consent; we never use purchased lists or practices that amount to spam.
CRM and enquiry automation
An enquiry should never sit idle in an inbox. We organise your contacts and connect your tools so that every opportunity is followed through to the end.
- Tracking of enquiries from receipt to reply, with an identified owner
- CRM integration to centralise contacts, exchanges and quotes in one place
- Automations between your forms, your messaging and your management tools
- Organisation of contacts and opportunities by stage, from first exchange to sale
- Flows via WhatsApp Business or other compatible and authorised channels
What you receive
- CRM configured according to your actual sales stages, with the useful fields and views
- Documented automation scenarios: trigger, action, owner
- Connection of your forms and contact channels to the CRM
- Short training for your team to use and maintain the tool
Good to know : Messaging channels are used within the scope authorised by each platform; the scope of integrations is specified in each proposal.
Artificial intelligence applied to your business
Precise, controlled and supervised uses. The AI answers from your information, and a person always stays in control.
- Chatbot for frequent questions: opening hours, delivery areas, terms, documents
- Assistant that answers only from the information provided by your business
- Classification of incoming enquiries: quotes, after-sales service, partnership, job application
- Automation of repetitive tasks: follow-ups, data entry, document formatting
- Customer service support: draft replies to approve before sending
- Content preparation and organisation: outlines, summaries, variants to proofread
- Integrations between tools to pass information along without re-entering it
What you receive
- Knowledge base structured from your documents and standard replies
- Assistant or chatbot configured, tested on real cases with your team
- Rules for sorting and handing over to a person when the AI cannot answer
- Conversation log for review and continuous improvement
Good to know : AI does not replace your team: it works on the data you provide, under human supervision, and can be wrong if the information is missing or out of date.
Analytics and tracking: useful indicators
Measure what matters to your business, not everything that can be measured. Readable figures to make decisions.
- Measurement set up on your website and your campaigns, installed cleanly
- Events and conversions defined according to your goals: form, call, order
- Tracking of enquiries, calls and sales when the tools allow it
- Dashboards that show the essentials at a glance
- Clear reports, written to be understood without being a specialist
- Periodic campaign review to stop what is not working
- Concrete, prioritised recommendations with every report
- Consent configuration for the tools that require it
What you receive
- Measurement plan: list of events, conversions and what they mean
- Analytics tools installed and verified, with a consent banner where needed
- Shared dashboard, updated at the agreed frequency
- Periodic report with annotated analysis and recommendations
Good to know : Tracking of calls and offline sales depends on your tools and your processes; we specify what can be measured in each proposal.
How we work
- 01
Start from your real enquiries
Before automating, we observe how enquiries arrive today: form, call, WhatsApp, visit to the shop. We identify those that get lost, those that wait too long and those that keep coming back. It is this observation, not a catalogue of tools, that defines the first scenarios to put in place.
- 02
Connect rather than replace
You already use a messaging tool, perhaps a spreadsheet or management software. We favour connections between these existing tools before proposing a change. When a new tool is necessary, we choose a solution your team will be able to run on its own, and we train them to do so.
- 03
Keep AI and consent under control
Every assistant works on a base of information that you approve. Uncertain answers are handed over to a person. For email and messaging, we write only to contacts who have agreed to receive your messages, with a simple unsubscribe. These rules are written into the proposal, not left to interpretation.
- 04
Measure, then adjust
Every flow put in place is linked to a simple indicator: enquiries received, response time, appointments booked. We review these figures with you at the agreed frequency, we stop what brings nothing and we strengthen what works. Tracking is part of the service, according to the coverage set out in the quote.
Concrete examples
- A consulting firm in Casablanca that wants to receive its appointment requests in a CRM, with an automatic reminder the day before.
- An online shop selling handcrafted products that wants to follow up abandoned carts and segment its customers by type of purchase.
- A building materials business in Tangier that wants to sort its enquiries: trade quotes on one side, private customers on the other.
- A training centre that wants to answer questions about enrolment with an assistant fed by its own information sheets.
- A restaurant in Marrakech that wants to track each week the number of bookings coming from its website and Google Business Profile.
- An estate agency that wants to know which listings generate calls and viewings, in order to adjust its campaigns.
Frequently asked questions
Automation & tracking
Which CRM or emailing tools do you use?
We start from what you already use whenever possible. Otherwise, we choose with you a tool suited to the size of your team and your practices, favouring simple solutions that you can manage yourself. Accounts are opened in your name: you remain the owner of your data and your access.
Can the AI assistant answer any question?
No, and that is deliberate. The assistant answers from the information you provide: opening hours, services, terms, documents. When a question falls outside that scope, it says so and passes the enquiry to a person on your team. We regularly review the conversations to complete the knowledge base and correct imprecise answers.
How do you handle contact consent?
We write only to people who have agreed to receive your messages, for example via a checkbox on your forms. Every email contains an unsubscribe link. We never buy contact lists and never carry out unsolicited mass sends. For analytics tools that require it, we also set up a consent banner.
Can you track calls and in-store sales?
Partly, depending on your tools. Calls made from the website or from Google Business Profile can be counted. In-store sales require entry into the CRM or a link with your point-of-sale software, when it allows it. We specify from the outset what will be measured precisely and what will remain an estimate.
What report do we receive, and how often?
A dashboard you can consult at any time and a written report, with annotated analysis and recommendations. We keep a few indicators that are useful to your business rather than a long list of figures. The frequency of reports and review meetings is set in the quote, according to the agreed scope.
What happens if an automation makes a mistake?
Every flow includes a checkpoint: someone on your team can take over a conversation, correct a send or pause a scenario. We test the scenarios with you before going live and monitor the first weeks closely. Adjustments are included according to the coverage agreed in the quote.
Let's talk about your enquiries and your figures
Describe your business, your contact channels and your current tools. We study your needs and propose a tailored quote.