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/ services - Email, CRM & Funnel Automation Kit

Email, CRM & Funnel Automation Kit

/ Automate, Nurture, Convert — On Autopilot

Email marketing isn’t dead - bad email marketing is. With the right strategy, automation, and segmentation, your emails can nurture leads, build loyalty, and convert passively. At The Social Square, we craft email funnels and CRM systems that are not only beautifully designed but strategically built to guide your audience from “just looking” to “ready to buy.”

Why It Matters?

Modern businesses don’t have time to follow up with every lead manually. With automation, you can:

  • Stay top-of-mind with leads and past customers

  • Automatically deliver the right message at the right time

  • Turn website visitors into email subscribers

  • Turn email subscribers into paying customers

  • Measure every click, open, and conversion

Whether you’re running an online store, local business, or digital service — email and CRM automation is essential for scale.

Email Campaigns (Promotional & Newsletters)

Design and deploy value-packed email blasts, promotions, and updates that speak to your audience.

Market research is one of The Social Square’s methods for helping you achieve that goal. When you understand exactly what both your existing and potential customers are looking for, it makes a clear mission statement that is much easier to define.

The Social Square also examines and analyses your competitors so that you know how your peers are positioning. Anchor also examines and analyses your competitors so that you know how your peers are positioning.

Email Templates + Automation Workflows

Branded, reusable templates paired with smart workflows for welcome sequences, cart recovery, follow-ups, and more.

Market research is one of The Social Square’s methods for helping you achieve that goal. When you understand exactly what both your existing and potential customers are looking for, it makes a clear mission statement that is much easier to define.

The Social Square also examines and analyses your competitors so that you know how your peers are positioning. Anchor also examines and analyses your competitors so that you know how your peers are positioning.

CRM Integration

Seamless setup with platforms like Mailchimp, Klaviyo, HubSpot, and more — including syncing with your forms and site.

Market research is one of The Social Square’s methods for helping you achieve that goal. When you understand exactly what both your existing and potential customers are looking for, it makes a clear mission statement that is much easier to define.

The Social Square also examines and analyses your competitors so that you know how your peers are positioning. Anchor also examines and analyses your competitors so that you know how your peers are positioning.

Lead Magnet Design & Landing Page

Create high-converting opt-ins like ebooks, checklists, or offers, paired with compelling landing pages.

Market research is one of The Social Square’s methods for helping you achieve that goal. When you understand exactly what both your existing and potential customers are looking for, it makes a clear mission statement that is much easier to define.

The Social Square also examines and analyses your competitors so that you know how your peers are positioning. Anchor also examines and analyses your competitors so that you know how your peers are positioning.

Funnel Creation (Opt-in → Nurture → Convert)

Multi-step journeys that guide leads through your marketing funnel with the right messages at the right time.

Market research is one of The Social Square’s methods for helping you achieve that goal. When you understand exactly what both your existing and potential customers are looking for, it makes a clear mission statement that is much easier to define.

The Social Square also examines and analyses your competitors so that you know how your peers are positioning. Anchor also examines and analyses your competitors so that you know how your peers are positioning.

Segmentation, A/B Testing & Reporting

Target the right people with personalised messages, test for performance, and get clarity on what’s working.

Market research is one of The Social Square’s methods for helping you achieve that goal. When you understand exactly what both your existing and potential customers are looking for, it makes a clear mission statement that is much easier to define.

The Social Square also examines and analyses your competitors so that you know how your peers are positioning. Anchor also examines and analyses your competitors so that you know how your peers are positioning.

Seamless Integration

Explore Our Process

Step 1: Funnel Planning & Platform Setup
We identify your key customer journey stages, recommend tools, and connect your CRM to your website.
Step 2: Asset Creation & Workflow Design
We create branded templates, lead magnets, and full automation flows with triggers, conditions, and delays.
Step 3: Launch, Segment & Optimise
We go live, monitor performance, set up reporting dashboards, and optimise based on real data.
The social square

What You'll Walk
Away With

A complete email marketing funnel ready to run
Segmented audiences and smart automations
Branded emails and templates for ongoing use
CRM connected and functioning across platforms
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Find Your Solutions

Your guide to understanding The Social Square

Contact Us

We provide a custom logo, business card and stationery design, email signature, brand style guide, and logo animation/video intro - all aligned with your brand vision.

All websites are custom-designed using platforms like WordPress or Shopify. We focus on performance, SEO, mobile responsiveness, and ease of management.

Yes! Our Local SEO services include Google Business Profile setup, on-page SEO, local keyword targeting, indexing, and optimisation to improve local visibility.

We use a strategic content calendar, reels, carousel posts, growth hacks, and engagement frameworks to build a loyal following across Instagram, Facebook, and TikTok.

Absolutely. We integrate with CRMs like Mailchimp, Klaviyo, and HubSpot, and set up automated email flows, lead capture funnels, and audience segmentation.

We create reels, ads, product video slideshows, story templates, thumbnails, and UGC-style content - designed to grab attention and drive engagement.

We design and manage ad campaigns on Meta (Facebook/Instagram), and Google. Services include creative production, targeting, retargeting, and reporting.

Yes, we implement Meta Pixel, Google Tag Manager, GA4, and Looker Studio dashboards to track all conversions, events, and performance KPIs.

We perform a full marketing audit, map customer personas, research competitors, build brand messaging, and deliver a clear 90-day growth roadmap.

We offer both. Choose from one-time service bundles or ongoing monthly retainers tailored to your brand’s current stage and growth goals.