Email Automation + AI Triage Setup
We set up your email automation stack: Klaviyo or ActiveCampaign sequences, AI-powered inbox triage rules, customer-support macros, and the 5-10 sequences that drive 80% of email-driven revenue.
Reviewed by Jenn Yang · Director, DotVA · 48+ AU placements managed · Last checked 18 May 2026
What you get
- Discovery + audit of current email setup
- 5-10 automated sequences built (welcome, nurture, abandoned, post-purchase, re-engagement)
- Email copy written for each sequence (with your brand voice review)
- AI inbox triage rules (Superhuman AI, Sanebox, or custom Gmail filters)
- Customer support macro library (10-20 templates)
- Segmentation strategy + list hygiene rules
- Compliance review (Spam Act 2003, unsubscribe flows)
- Reporting dashboard setup
- 30 days of post-launch tuning
This is ideal for
- AU ecommerce + service businesses with 1k+ contacts and no email automation
- Teams using Klaviyo/ActiveCampaign/Mailchimp at <30% capability
- Businesses where the founder still answers every customer email manually
This is NOT ideal for
- B2B accounts with very low list volume (<200 contacts)
- Highly regulated industries needing manual review per send (legal, financial advice)
Email is still the highest-ROI marketing channel for AU SMB. Most businesses are leaving 50%+ of that ROI on the table because the sequences either don’t exist or were set up once and forgotten.
What “done” looks like
Every DotVA AI services engagement is fixed-scope, fixed-price, and fixed-timeline. No retainers without a defined deliverable. No “discovery phases” that turn into 6-month projects. The scoping call is free; the written quote that follows is what you sign off on.
Why we say no
We turn down roughly 30% of applications. Usually because the team isn’t ready, the goal isn’t clear, or there’s a simpler path that doesn’t need us. We’d rather tell you that on the discovery call than take a brief that won’t deliver. The shortest path to outcome isn’t always us.
Apply below
Two minutes. We read every application within 1 business day. If we’re a good fit, we book the scoping call. If we’re not, we say so — and usually suggest who is.
Tools we set up + integrate
- Klaviyo
- ActiveCampaign
- Mailchimp
- Beehiiv
- Superhuman AI
- Sanebox
- Gmail rules
Common questions
Will the AI write our brand voice?
AI drafts; we calibrate to your voice; you approve. Final copy lands in your tone. We don't ship machine-generated copy without review.
What about Spam Act 2003 compliance?
Standard. We review consent capture, unsubscribe flows, and from-name conventions. Non-negotiable for AU sends.
Can you migrate from Mailchimp to Klaviyo?
Yes — separate scope. Migration is typically 1-2 weeks on top of the rebuild.
Tell us about your situation.
2 minutes. We read every application and reply within 1 business day. If we don't think we're the right fit, we say so — and usually suggest who is.
Thanks — application received
We've got your details for the Email Automation + AI Triage Setup brief. Expect a reply within 1 business day. If we need anything else to scope it, we'll ask.