Marketing Consultant · Automation & Email
Vivid Marketing offers Marketing Automation & Email Consulting in Surrey, BC. We review your lead nurturing, email campaigns, segmentation, SMS and CRM follow-up workflows, and CASL consent practices, then give you a clear plan to follow up faster and more consistently. It suits service businesses, realtors and online stores. Request a free analysis.
Marketing Automation & Email Consulting is part of our advisory Marketing Consultant services. When you want our team to set up and run the CRM, follow-up and lead capture for you, see our Lead Generation service.
What does Marketing Automation & Email Consulting include?
Marketing Automation & Email Consulting is a review of how your business talks to leads and customers after they first get in touch. We look at what is automated, what is manual, and what is missing. Then we recommend workflows that fit your sales process and your team’s time.
- A map of every follow-up message a new lead receives today, by email, SMS and phone
- Review of your email platform or CRM setup, lists and tags
- Segmentation review: new leads, past customers, inactive contacts, service type and area
- Email content check: subject lines, calls to action, mobile layout and sender name
- Deliverability basics, such as whether your sending domain is authenticated
- A CASL and privacy check on how consent is collected and recorded
How CASL affects your email and SMS marketing
Canada’s Anti-Spam Legislation (CASL) applies to commercial electronic messages, including email and text messages. Before automating anything, we check that your messages meet its three core requirements.
| CASL requirement | What we check in your setup |
|---|---|
| Consent | How each contact agreed to hear from you, and whether that consent is recorded |
| Sender identification | Whether every message clearly names your business and includes contact details |
| Unsubscribe mechanism | Whether every message has a working way to opt out, and opt-outs are honoured |
We are not lawyers and do not give legal advice. We point out where your setup may fall short of CASL and the CRTC’s guidance on anti-spam rules, so you can confirm details with a legal adviser if needed.
Lead forms also collect personal information, which BC’s Personal Information Protection Act (PIPA) governs. We check that your forms explain why you collect details and how you will use them.
Workflows worth considering
The right automations depend on how you sell. Common starting points include:
- Instant lead reply: an email or text confirming the enquiry and setting expectations for the next step.
- Missed-call follow-up: a text sent when a call goes unanswered, useful for busy trades crews on job sites.
- Appointment reminders: confirmations and reminders for clinics and consultation-based businesses.
- Long-term nurture: a slower sequence for leads who are not ready yet, such as home buyers months from a move.
- Review requests: a message after a completed job inviting the customer to leave a Google review, without offering incentives. Our Google Business Profile Consulting covers how to reply to those reviews.
- Re-engagement: a check-in for past customers who have not booked in a while.
Our consulting process
- 1
Free analysis
We ask how leads reach you today and what happens next, to see whether a full review fits.
- 2
System review
With access you grant, we look inside your CRM or email platform at lists, tags, templates and existing workflows.
- 3
Journey mapping
We draw out the path for each lead type, from first contact to booked job or sale.
- 4
Recommendations
You get a written plan with suggested workflows, timing, message outlines and segment rules.
- 5
Handover
We walk your team through the plan. You can build it yourself or ask Vivid Marketing to set it up.
Email and automation for Surrey and the wider Lower Mainland
Surrey’s audiences vary. A clinic in Newton may serve families who prefer messages in Punjabi as well as English, while a South Surrey contractor may serve mostly homeowners booking renovations. We look at whether your segments reflect who your customers really are, including language preference where that helps.
We meet Surrey and Lower Mainland clients at our 152 Street office and work with businesses across Canada remotely. Your automation plan connects naturally with Marketing Funnel & Customer Acquisition Strategy and Marketing Analytics & GA4 Consulting, so you can see which messages lead to sales. Request your free analysis to begin.
I have been a Realtor for over 20 Years and i have tried lots of different marketing and crm systems in my career. Without a doubt i have had my best experience working with Tejas and his system. It is super easy to use so its great for Agent's who are busy, i can use it from all my devices. Love the fact that they were able to customize it for me and within just First month of working together with them i picked up and closed 3 listings. I would highly recommend working with them to anyone.
Tracey AndersonVivid Marketing clientFrequently asked questions
Which email or CRM platform do you recommend?
It depends on your team size, budget, sales process and the tools you already use. We review your current platform first, because switching is not always needed. If it cannot do what your plan requires, we explain the features to look for so you can compare options.
Can I email people who gave me their business card?
CASL has specific rules on implied and express consent, and situations like business cards can be nuanced. We will flag the question and explain the general principle, but you should confirm your specific case with the CRTC’s guidance or a legal adviser before sending.
How much does Marketing Automation & Email Consulting cost?
Cost depends on how many lead types and workflows you have, which platforms are involved, and whether your contact lists need clean-up. A single welcome sequence takes less time than a full CRM review for a team. Request a free analysis and we will outline the scope.
Will automation make my business sound robotic?
It does not have to. Good automation handles timing and reminders, while the messages are written in your voice and point people to a real person. We recommend keeping key moments, like quotes and consultations, personal.
Who owns my contact list and CRM account?
You do. Your contact list, email platform and CRM should be set up in your business’s name, with you as the account owner. We work with user access you grant, and you can remove it at any time. If an old provider set up your account in their name, we can explain how to request a transfer.
Do you also cover SMS marketing?
Yes. Text messages are commercial electronic messages under CASL, so the same consent, identification and unsubscribe rules apply. We review SMS follow-up alongside email and recommend where texts make sense, such as missed-call replies and appointment reminders.
Free marketing analysis
Ready to get more leads in Surrey and beyond?
Tell us about your business and we’ll review how you show up in Google Search, Google Maps, ads, social media and AI answers — then show you where the opportunities are.
- (778) 488-5585
- contact@govividmarketing.com
- Vivid Marketing, 6678 152 St Unit 205, Surrey, BC V3S 3L4
- Monday–Friday, 8 a.m.–5 p.m.
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