ExactWork guides

Marketing systems, explained clearly.

ExactWork’s work spans marketing automation, CRM handoffs, integrations and practical AI. Clear explanations, concrete checks and steps you can apply with your existing tools.

Customer lifecycle · B2C · Ecommerce

The customer journey

One connected series, from attracting suitable visitors to giving customers a reason to return. Follow the stages in order, or start with the part you need. Each published guide includes a short B2B note.

Attract the right visitors
Bring the right people to your store
Choose a useful acquisition test and review its cost alongside what each new customer contributes.
Read guide
Understand browsing
What browsing behaviour can tell you before a cart exists
Turn product and category visits into a focused website, email or permitted retargeting test.
Read guide
Recover abandoned carts
Abandoned-cart automation that works with your systems
Build reliable cart reminders with clear identity, permission and purchase checks using your existing tools.
Read guide
Give customers a reason to return
Give customers a reason to come back
Match a useful follow-up to the customer's buying cycle and measure whether it leads to worthwhile repeat purchases.
Read guide

B2B · Marketing and sales

Make B2B follow-up and operations work better.

Enquiries losing context between marketing and sales, reports that disagree, unreliable connections or repetitive work. Start with the problem in front of you.

Enquiries that stall

Your website gets enquiries. Why aren’t they becoming sales conversations?

Follow one request through the tools you already use, give the right person useful context and make the next action clear.

Read the enquiry guide

Marketing systems · Decision guide

Repair or replace your marketing and CRM tools?

Follow one enquiry, locate the real constraint and compare keeping, repairing, extending or replacing your setup. Includes a decision worksheet.

Compare the options

Marketing systems · First project

What does a small first automation project actually include?

See what belongs in one scoped workflow project: the existing setup, agreed outcome, implementation, tests and handoff. Know what to prepare and what changes the effort.

Plan a useful first change