Implementation BlueprintExecution layer

Brevo Multichannel Welcome Series Build (5-7 days)

A fixed-scope sprint that stands up a client's Brevo account, wires a three-channel welcome journey (email, SMS, WhatsApp), and hands over a documented automation the client can run without agency babysitting. Time: 5-7 days.

By InnovaAI ResearchPublished

Marketing Automation Tools

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Blueprint

Brevo Multichannel Welcome Series Build (5-7 days)

A fixed-scope sprint that stands up a client's Brevo account, wires a three-channel welcome journey (email, SMS, WhatsApp), and hands over a documented automation the client can run without agency babysitting.

Prerequisites
  • Client contact list exported and consent status verified per channel before import into Brevo
  • Sender domain access for SPF/DKIM authentication on the client's email domain
  • WhatsApp Business account approved and connected inside Brevo if WhatsApp is in scope
  • Agreed channel mix and message cadence signed off by the client in writing
  • Brevo plan selected: Free for pilots under 300 emails/day, Starter at $8.08/mo for up to 100k monthly sends
Execution Timeline
  • 1.Create the client's Brevo account under the agency's workspace and confirm plan tier against expected monthly send volume
  • 2.Import the contact list into Brevo and map custom attributes for segmentation fields
  • 3.Run a deliverability check on the imported list and flag invalid or unsubscribed addresses
  • 1.Authenticate the client's sending domain in Brevo and publish the required DNS records
  • 2.Build branded email templates in the Brevo drag-and-drop editor with client logo and footer
  • 3.Draft SMS and WhatsApp message copy against Brevo's character and template rules
  • 1.Assemble the welcome journey in Brevo's visual automation builder with entry trigger on new contact opt-in
  • 2.Insert the SMS step and WhatsApp step as conditional branches so contacts without WhatsApp consent skip cleanly
  • 3.Set wait intervals between touches and cap total sends per contact
  • 1.Connect Shopify, WordPress, or Stripe via Brevo integration so new signups and orders feed the journey
  • 2.Configure transactional messaging through Brevo SMTP or API if the client needs order confirmations
  • 3.Test the full journey with internal seed contacts across all three channels
  • 1.Build the Brevo reporting view the client will see: open, click, and channel-level conversion
  • 2.Write the handover doc covering automation logic, list hygiene rules, and how to pause the journey
  • 3.Run a 30-minute walkthrough with the client's marketing owner inside Brevo
  • 1.Fix any journey failures surfaced in the first 48 hours of live traffic
  • 2.Confirm multichannel automation contact limits against the plan (2,000 contacts on Free and Starter)
  • 3.Deliver the final performance baseline and next-quarter optimization recommendations
$8.08/mo Brevo Starter for the client account, or $0 on the Free tier for pilots; agency labor of roughly 10 hours setup plus 3 hours/mo maps to a $399/mo retainer comparable to the Brevo Local Email Starter offer5-7 days
ROI Logic

Brevo Starter runs $8.08/mo and the Free tier covers 300 emails/day, so tool cost is a rounding error against a $399/mo managed retainer. The margin sits in the 10 hours of setup and 3 hours/mo of monitoring, which the agency bills at service rates rather than passing through platform fees. Because Brevo bundles email, SMS, WhatsApp, and CRM in one account, the agency avoids stacking a second vendor invoice and keeps the client's whole journey inside one workspace.

Deliverables
  • Documented Brevo automation map showing email, SMS, and WhatsApp branches with trigger and exit conditions
  • Authenticated sending domain with SPF/DKIM records confirmed inside Brevo
  • Branded email template set plus approved SMS and WhatsApp message copy
  • Client-facing Brevo reporting view with channel-level open, click, and conversion metrics
  • Handover runbook covering list hygiene, journey pause procedure, and plan limit thresholds
Definition of Done

The welcome journey is live in Brevo, has processed at least one full test contact through every channel branch, and the client's marketing owner can pause and edit it without agency assistance.

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