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Forms that feed your records
Grow the list from your forms, with marketing consent recorded on each contact.
Explore Forms that feed your records
Email marketing
Email automation for agencies
Welcome, nurture and follow-up emails that send themselves when a lead fills a form or a deal moves.
Free plan, no card needed. Or book a demo.
Follow-up is where agencies lose deals
A lead fills in your enquiry form on Friday night. By Monday, two other agencies have replied. Automated follow-up means the first reply goes out in minutes, and the next one goes out if they go quiet.
In startbuddi, a form submission, a new tag or a deal moving stage can start a sequence of emails, with waits and conditions in between. If the lead replies, you can branch on what they said.
- A welcome email the moment an enquiry arrives.
- A nurture sequence for leads who are not ready yet.
- A follow-up when a proposal has been sent but not signed.
- A task for the account lead when a reply comes in.
- Minutes, not daysThe first reply goes out straight away.
- Branch on repliesWait for a reply, then act on it.
- Deal stage triggersFollow up proposals automatically.
- Tasks for the teamNobody forgets the call.
Templates
Start from a flow that already works.
Lead capture welcome flow, nurture journeys and more, ready to change on the canvas.
- Lead capture welcome flow and Booking reminder stack
- Cancellation win-back and Invoice overdue recovery
- Free Chip suggestions based on what you already use
Triggers and steps
Triggers from your forms and deals.
A form, a tag or a deal stage starts it; emails, waits and conditions follow.
- Triggers across forms, bookings, money, email, contacts and deals
- Wait for their reply, then branch on what they said
- Send to Google Sheets or Zapier when you need to
Nurture
Or let Chip draft a sequence for one lead.
Open a contact and choose Nurture with Chip. Chip drafts a short sequence from their history.
- Draft with Chip (Beta): set a goal, the number of emails and a tone
- Friendly, Professional or Direct
- Enrol now, or Save without enrolling
Same workspace
Your email list is your contact list.
The people you email are the same contacts who fill your forms, book your time and pay your invoices.
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Follow-ups that run themselves
Welcome and follow-up emails that send themselves when someone signs up.
Explore Follow-ups that run themselves
03
Every client on one record
Every open, click and reply shows on the contact's page.
Explore Every client on one record
04
WhatsApp campaigns
Reach the same people on WhatsApp when email is not enough.
Explore WhatsApp campaigns
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Dashboards and reports
Your email results sit in Analytics beside your forms, bookings and website. Start a monthly marketing report from its template.
More about Analytics
Plans
Email marketing unlocks on Starter
Email campaigns are part of the Marketing hub, which is not on Free. Starter sends 3,000 emails a month, with a 30-day free trial.
- Free Not on this plan $0
- Starter Included, 30-day trial $29/mo
- Growth Included, 30-day trial $79/mo
- Scale Included, 30-day trial $199/mo
Keep reading
Solutionstartbuddi for Creative Agencies
BlogEmail sequence CRM: how to automate follow-ups from your pipeline and close more deals
BlogHow to write email sequences that convert trial users to paid
ProductEmail marketing
ProductAudiences, lists & segments
ProductAutomations
ProductMarketing
CompareBest Email Marketing Software
CompareMailchimp alternatives
Questions people ask
What should an agency automate first?
The reply to a new enquiry. Then a follow-up for proposals that have not been signed after a few days.
Can a deal moving stage start an email?
Yes. Deal stage changes are triggers, alongside forms, tags, bookings and payments.
Can I stop the sequence when they reply?
Yes. Add a step that waits for a reply and branches on what happened.
What plan do I need?
Automations unlock on Starter ($29 a month) with a 30-day trial.
Send your first campaign this week.
Start from a template or let Chip draft it, send from your own domain and see who read it. Try it free for 30 days.
Free plan available. Every paid plan starts with a 30-day trial.