CLIENT REVENUE GENERATED$9,720,200+Independent consulting · Since 2008
MARKETING AUTOMATION & AI CAMPAIGN MANAGEMENT
I help businesses connect campaigns, enquiries and follow-up. We put clear steps between the first response and the next action, then use AI where it can help with preparation, checks and reporting.
Connect campaign and CRM steps
Review messages before they go out
Track what happens after the click
Himanshu Swaraj
Direct planning and review
18 years in search marketing
Campaigns, websites and the route to an enquiry
LOOK BEYOND THE LAUNCH
A form submission or email reply is the start of another process. It needs the right information, an owner and a clear next action.
Details stay in an inbox, important fields are missing or nobody knows who should respond.
Different needs receive the same sequence, or messages continue after someone has replied.
The campaign looks busy, but it is difficult to see which responses became useful conversations.
A PRACTICAL WORKFLOW EXAMPLE
For a service enquiry, I would map the route from the form to the person handling the response. Each step needs a reason and an owner.
Record the request, its source and the information needed for a relevant response.
Route it to an owner. Prepare a reply or an appropriate follow-up task.
Record the response and stop or change follow-up when the situation changes.
Illustrative workflow, not a claim about a client’s results.
WHAT I PUT IN PLACE
The work starts with how your team handles campaigns today. For regular copy, graphics and channel preparation, see content and social media management. I can build the missing connections or take responsibility for agreed campaign operations.
MAP
Define the trigger, audience, message, owner and exit point for each stage.
CONNECT
Review fields, routing, duplicate handling and available integrations.
PREPARE
Build agreed message sequences and tasks around the request and recorded preferences.
CHECK
Check links, offer details, audience rules, personalisation fields and approval steps.
MEASURE
Connect available campaign data with CRM outcomes and identify gaps in the records.
MAINTAIN
Monitor delivery issues, broken handoffs and changes to the process or offer.
WHERE AI FITS
AI can help summarise an enquiry, prepare a draft reply, check a brief or explain changes in a report. The workflow still needs accurate sources, permissions and someone responsible for the next action.
Give the system approved offer details and relevant information from the request.
Agree who approves messages and what changes can be made automatically.
Handle replies, changed preferences, failed steps and requests needing personal attention.
BEFORE THE CAMPAIGN GOES OUT
A correct message can still send someone to the wrong page. I review the audience, offer, destination and follow-up together. If those priorities are still unclear, AI marketing strategy can define the plan before we build.
I build the checklist around your systems and campaign. An automated check can flag an issue; it does not replace a person’s judgement about the customer or the offer.
Example review worksheet. The actual checklist follows your campaign.
WAYS TO WORK TOGETHER
Implementation, campaign operation and repairs can be quoted separately. You can choose the support your team needs.
DEFINED PROJECT
For a campaign process that needs connecting.
Project quoteBased on workflow and systems
Discuss SetupONGOING DELIVERY
For a team needing agreed campaigns managed.
Monthly quoteBased on volume and responsibilities
Discuss ManagementEXISTING PROCESS
For a workflow that is failing or hard to manage.
Scoped quoteFollowing an initial setup review
Discuss a RepairCampaign volume, audience complexity, systems, available data, message work and reporting requirements. Software, email delivery charges and advertising spend are identified separately. The proposal makes clear who handles replies and sales conversations.
HOW THE WORK STARTS
I review the current process with you, agree the changes, build and test them, then document how the workflow should operate.
Campaign, systems, records and team handoffs.
Agreed connections, messages and checks.
Normal cases, missing details and stop rules.
Handover or ongoing management and review.
WORK DIRECTLY WITH HIMANSHU
I’m Himanshu Swaraj. My 18 years in search marketing inform how I connect targeting, messages, website actions and enquiry quality.
I help define the process, implement the agreed workflow and review how it performs. We decide who approves content, handles replies and owns the sales conversation before work starts.
Read about my experienceBEFORE YOU CHOOSE
It can include preparing campaigns, checking audiences and messages, coordinating approval, reviewing delivery and reporting on responses. AI supports defined tasks within that process. The proposal identifies exactly what I manage and what remains with your team.
I review the systems, available integrations and permissions first. Supported connections may use a native integration, an API or custom development. I confirm what is practical before committing to a build.
Paid search management can be quoted separately, as can paid social management. This service focuses on campaign workflows, data handoffs, follow-up and operations. Advertising spend is separate from service fees.
Only through the process you approve. We agree the audience, trigger, content, recorded preferences and stop rules before activation. Personal replies and sensitive enquiries need an identified person to handle them.
Yes, for the responsibilities we agree. That can cover implementation, campaign preparation, approval coordination, operational checks and reporting. It does not automatically include sales calls, all content production or every paid campaign.
I can review the process and investigate where it fails. The platform, access and quality of the existing setup affect what can be repaired. Any changes and retesting are agreed before implementation.
Workflow builds and repairs are quoted as projects. Ongoing campaign operations are quoted against the agreed volume and responsibilities. Software, delivery costs and advertising spend are listed separately where relevant.
We agree measures such as delivery reliability, complete records, response handling, qualified enquiries and available CRM outcomes. I identify gaps in the data before drawing conclusions. Campaign activity alone is not evidence of additional sales.
LET’S CONNECT THE FOLLOW-UP
Tell me what happens after someone clicks, submits a form or replies.
