Marketing automation and customer journeys

The follow-up system that quietly does the chasing.

Most homes have brilliant care and patchy follow-up. We build the calm system in the background that means every enquiry gets a reply within an hour, every tour gets a thoughtful message afterwards, and every family is left feeling considered, not chased.

Book a free consult See the journeys we build
A carer and an elderly resident sharing a smile and a moment of conversation in a communal area.
Family communication, communal area, afternoon
01 · What we automate

Three journeys. One quiet engine.

A

The enquiry pipeline

Form to CRM to manager alert in seconds. A four-hour callback target, a polite chaser if it slips, an immediate autoresponder so the family knows their note has landed.

B

The family nurture

From first enquiry to admission, mapped end to end. The right email at the right pause point, suppressed automatically the moment a tour is booked or a placement is agreed.

C

The bereavement protocol

The most important automation we ever build. The day a resident passes, every marketing message stops. A respectful manager-led note follows. No birthday wishes ever sent in error.

02 · What makes them safe

Six things that protect your reputation.

Care families are the last people you can afford to be careless with. Our automations are built bereavement-first, consent-first, audit-first.
01

Free-tier first

HubSpot CRM free, Mailerlite free up to twelve thousand emails a month. The same stack we run in house. No premium-tool sales pitch.

02

Four-hour SLA

The single biggest lever on conversion in the care sector. Built into every pipeline as standard, escalating to deputy if the manager misses it.

03

Bereavement-safe

A master suppression flag every workflow checks before sending. One missed bereavement email destroys ten years of family relationship. We refuse to ship without this.

04

Consent-first

Marketing only fires for families who have ticked consent. Recorded at the form, mirrored in CRM and Mailerlite, audit trail kept for the ICO.

05

Mapped end to end

Every journey written out as one page before we automate. You sign it off. Then we build, exactly to that map.

06

Hands-off after handover

Built so your team can run it themselves. Clear documentation, plain-English controls, no agency-lock-in. Pay us monthly only if you want us in the chair.

03 · How we build them

From mapping to live, typically four weeks.

Two weeks of mapping with you, two weeks of build, fortnightly demos, no surprises.
  1. Step 1

    Map

    We sketch every customer journey on a whiteboard with you. Where the pauses are, where the suppression triggers go, what gets sent and when. One page, agreed.

  2. Step 2

    Build

    HubSpot, Mailerlite and any third tools wired together. Every workflow tested with a fake family before the real ones see it.

  3. Step 3

    Train

    Short walkthrough for the manager and deputy. A one-page playbook in your hands. The bereavement runbook is a separate document, deliberately.

  4. Step 4

    Hand over

    First month at our cost while we tune. Then it is yours to run. We are still on call if you want, never if you do not.

One more thing

Care, digitised.

Thirty minutes, no obligation, no sales deck. Tell us where digital is letting your home down. We will tell you, honestly, whether we can fix it.

Book a free consult Email us instead
hello@carehome.cloud·Bristol & remote, UK·Mon to Fri, 9 to 5