Start with the trigger, not the email count
Ask what event starts each sequence: a lead form, download, booking, purchase or manual CRM stage change. Ten emails without a clear trigger and exit logic are not a useful automation strategy.
Compare sequence scope
Clarify how many sequences, emails, branches and conditions are included. A simple welcome flow is very different from multi-stage lead nurture tied to CRM status.
Check platform and CRM responsibility
| Area | Question |
|---|---|
| Platform | Mailchimp, Brevo or another tool? |
| CRM | Is contact/status data connected? |
| Triggers | Which actions start or stop sequences? |
| Copy | Who writes and approves messages? |
| Reporting | What happens after opens/clicks? |
| Ownership | Who controls the account and workflows? |
Use Kydos' automation scopes as one benchmark
Kydos Basic Email Automation covers one sequence such as a welcome or follow-up flow. Advanced supports multiple sequences, Mailchimp or Brevo integration, and analytics/performance tracking. Both are custom quoted.
Ask how leads exit or change sequence
Automations should stop or adapt when a lead books, buys or changes status. Otherwise customers can receive irrelevant follow-up after taking action.
Protect account and data ownership
Your business should retain appropriate access to the email platform, CRM and subscriber data. Clarify exports, admin permissions and what happens if you change supplier.
Choose the agency that understands the operational process
Good automation mirrors the real sales journey. The provider should ask who follows up, when human contact happens and which CRM stages matter before building workflows.
Put Kydos on your shortlist
Kydos offers Basic and Advanced email automation as custom-quoted services, including sequence setup and Mailchimp or Brevo integration at the advanced level.
See Kydos Email AutomationFrequently asked questions
What is included in Kydos Basic Email Automation?
One sequence, such as a welcome or follow-up automation.
What does Advanced include?
Multiple sequences, Mailchimp or Brevo integration, plus analytics/performance tracking.
Should email automation connect to a CRM?
It can be valuable when sequence behaviour should change based on lead or customer status.
Who should own the automation platform?
Your business should retain appropriate access to its account, data and workflows.
Is more automation always better?
No. Automate repeatable steps that support the customer journey, not every interaction.
How should I compare agencies?
Compare sequences, trigger logic, CRM integration, copy, reporting, ownership and post-launch support.