Autopilot consultants

We can help you automate your business with Autopilot and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Autopilot.

Integration And Tools Consultants

Autopilot

About Autopilot

Autopilot is a visual marketing automation and customer journey platform designed to help businesses create personalized experiences for their customers. It offers a drag-and-drop interface for building multi-channel marketing campaigns, customer journeys, and automation workflows.

Key features of Autopilot include:

  1. Visual Journey Builder: Create complex customer journeys using a canvas-style interface.
  2. Multi-channel Marketing: Reach customers through email, SMS, in-app messages, and postcards.
  3. CRM Integration: Seamlessly connect with popular CRM systems like Salesforce.
  4. Lead Scoring: Automatically score and qualify leads based on behavior and attributes.
  5. A/B Testing: Optimize campaigns by testing different messages and content.
  6. Personalization: Tailor content and messaging based on customer data and behavior.
  7. Analytics and Reporting: Track campaign performance and customer engagement.

Autopilot is particularly useful for small to medium-sized businesses and marketing teams looking to automate and personalize their marketing efforts without requiring extensive technical knowledge. Its integration capabilities with various tools and platforms make it a versatile choice for streamlining marketing operations and improving customer engagement.

Autopilot FAQs

Frequently Asked Questions

How can Autopilot be integrated into our existing systems and workflows?

Is it possible to use AI agents to automate how we interact with Autopilot?

What are common use cases for integrating Autopilot in larger digital ecosystems?

Can Autopilot be part of an end-to-end automated workflow across multiple departments?

What role can AI play when integrating Autopilot into our operations?

What are the key challenges to watch for when integrating Autopilot?

How it works

We work hand-in-hand with you to implement Autopilot

Step 1

Process Audit

Our consultants conduct a comprehensive review of your existing marketing processes, customer touchpoints and data sources. We evaluate your current CRM setup, email workflows and customer journey mapping to identify gaps and inefficiencies that Autopilot can address through automation.

Step 2

Identify Automation Opportunities

Working closely with your marketing team, we prioritise high-impact automation opportunities across channels. We analyse customer behaviour patterns, lead scoring requirements and engagement metrics to identify where Autopilot’s capabilities can deliver the strongest ROI through personalised customer experiences.

Step 3

Design Workflows

Our specialists architect sophisticated multi-channel journeys tailored to your business objectives. We leverage Autopilot’s visual canvas to map out trigger-based workflows, incorporating personalisation rules, A/B testing frameworks and conditional logic to create dynamic, conversion-focused customer experiences.

Step 4

Implementation

Our implementation team handles the technical setup of Autopilot, including CRM integration, data migration and workflow configuration. We establish tracking parameters, set up lead scoring models and implement personalisation rules while ensuring compliance with data privacy requirements.

Step 5

Quality Assurance Review

We conduct extensive testing of all automated journeys, examining trigger conditions, message delivery and personalisation accuracy. Our QA process includes comprehensive journey audits, A/B test validation and performance monitoring to ensure your automation workflows operate flawlessly.

Step 6

Support and Maintenance

Post-implementation, we provide ongoing optimisation and support services. Our team monitors campaign performance, refines lead scoring models and adjusts automation rules based on analytics insights. We ensure your Autopilot implementation continues to deliver measurable marketing results.

Transform your business with Autopilot

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Autopilot consultation.