How are consent and opt-outs handled on email and text?

The platform enforces consent, quiet hours and opt-outs on every send. Carrier registration and deliverability are handled as part of setting up email and text.

Who owns the website and the data?

You do. Your website, listings and data stay yours.

Is there a minimum term?

Not for growth services. They run month-to-month, and you can opt out of any channel. Platform plans are annual by default, and shorter terms are part of the fit conversation.

Customer retention and lifecycle

Retention that runs on the same record as the sale.

Journeys, reminders, reviews, win-backs, and renewal and repeat-purchase programs, so keeping a customer is part of the system rather than a separate campaign.

Book a demo Start with a free Fit Assessment

Retention and lifecycle

Keep the customers you worked hard to win.

Journeys, reminders and win-backs run on the same record as the sale, so retention is part of the system rather than a separate campaign.

One record Every stop reads and writes the same customer record.

Choose a stop to see what the platform does there.

Customer record Same record as the sale

SophiaCustomer · Northside First purchase

The purchase lands on the record and an automated journey starts: a confirmation, a thank-you and a clear next step.

Last activity: Purchase recorded
Next step: Review request after the appointment

Confirmation sentEmail
Thank-you text sentText
Automated journey startedJourney

Reminders and rescheduling prompts are timed from their own purchase and appointment history, so the next appointment gets booked.

Last activity: Appointment completed
Next step: Reminder before the next appointment

Review request sentEmail
Appointment reminder queuedText
Rescheduling prompt ready if neededJourney

Renewal and repeat-purchase programs start ahead of the date, and your team is looped in when a conversation needs a person.

Last activity: Repeat purchase
Next step: Renewal reminder ahead of the date

Renewal reminder sentEmail
Repeat-purchase program runningJourney
Renewal conversation for OmarYour team

When a customer goes quiet, a win-back program built from their real purchase and appointment history reaches out, and every reactivation shows in reporting.

Last activity: Quiet for a while
Next step: Win-back offer by text

Win-back offer sentText
Reply handed to your teamYour team
Counted in reactivation reportingReporting

Consent, quiet hours and opt-outs checked on every send.

What runs on the same record

Lifecycle journeys after every purchase or appointment
Confirmations, reminders and rescheduling prompts
Review requests
Win-back and reactivation programs built from real purchase and appointment history
Renewal and repeat-purchase programs
Cohort retention and reactivation reporting

Run by us, run with you, or run by your own team or agency on the platform.

Customer journeys

One journey, from first click to repeat customer.

Automated journeys mix email and text with CRM tasks and call tasks for your team, from awareness and a new inquiry through booking, purchase, retention and win-back. They start from real events, hand off from one stage to the next, and stop the moment a customer replies so your team can take the conversation.

See your journeys mapped

Journeys

Sample data Last 90 days All locations

Start here

Follow Jordan R. from a first email to a repeat purchase, one handoff at a time.

Email
Text
Call task
CRM task

Awareness

LiveTrigger New subscriber or engaged visitor

Helpful content for subscribers and engaged visitors who have not inquired yet.

Starts the relayHands off to New inquiry

BranchHigh intent?Pricing visits after an emailIf no, the journey continues to the next step.

If yes:

ExitHand off to New inquiryOn inquiry

InquiresHand off to New inquiry
UnsubscribesEmail suppressed
Texts STOPTexts suppressed

New inquiry

LiveTrigger New inquiry, any source

About 16 touches over 6 days, answered in seconds. A reply, a booking or an opt-out stops it.

From AwarenessHands off to Booking

New inquiry cadence by day and channel
Channel	Day 15 touches	Day 23 touches	Day 31 touch	Day 42 touches	Day 53 touches	Day 62 touches
Text6
Email5
Call task4
CRM task1

Replies or answers a callStop, task for your team
BooksHand off to Booking
Texts STOPTexts suppressed
No reply by day 6Long-term nurture

Booking

LiveTrigger Appointment booked

Confirmation and reminders, with a reschedule path when someone misses an appointment.

From New inquiryHands off to Purchase

BranchShowed?At appointment timeIf no, the journey continues to the next step.

If yes:

ExitHand off to PurchaseOn purchase

ExitStarts againOn rebooking

RepliesStop, task for your team
Shows and buysHand off to Purchase
Misses the appointmentReschedule path
Texts STOPTexts suppressed

Purchase

LiveTrigger Purchase recorded

A thank-you, what to expect, a check-in from your team and a review request.

From BookingHands off to Retention

BranchReplied?Any replyIf no, the journey continues to the next step.

If yes:

ExitStop, task for your teamRight away

ExitHand off to RetentionJourney complete

RepliesStop, task for your team
Raises a concernTask for a manager
Journey completeHand off to Retention
Texts STOPTexts suppressed

Retention

LiveTrigger Purchase journey complete

Repeat-purchase reminders, renewals and personal check-ins for top customers.

From PurchaseHands off to Win-back

BranchTop customer?By lifetime spendIf no, the journey continues to the next step.

If yes:

BranchBought again?Any purchaseIf no, the journey continues to the next step.

If yes:

ExitBack to PurchaseOn purchase

ExitHand off to Win-back90 days, no purchase

Buys againBack to Purchase
90 days, no purchaseHand off to Win-back
RepliesStop, task for your team
UnsubscribesEmail suppressed

Win-back

LiveTrigger 90 days since last purchase

An offer for customers who have not bought in 90 days, with a call task for top customers.

From RetentionHands off to Booking

BranchTop customer?By lifetime spendIf no, the journey continues to the next step.

If yes:

BranchBooked?Any bookingIf no, the journey continues to the next step.

If yes:

ExitHand off to BookingOn booking

ExitLong-term nurtureNo booking

BooksHand off to Booking
RepliesStop, task for your team
Texts STOPTexts suppressed
UnsubscribesEmail suppressed

Step preview

TextDay 1, in seconds

[Your business]Text message

Day 1, in seconds

Hi {FirstName}, thanks for reaching out to [Your business]. Someone from our team will call you shortly. Prefer to book now? {BookingLink} Reply STOP to opt out.

Merge fields {FirstName}{BookingLink} from the customer record

Step preview

EmailDay 1

From: [Your business]
Subject: {FirstName}, what to expect at a first consultation

Hi {FirstName},

A short guide to how a first consultation works at [Your business], what to bring and which questions to ask.

Read the guide

Sent by [Your business]. Unsubscribe at any time.

Merge fields {FirstName} from the customer record

Step preview

CRM task for your teamSame day

CRM taskDue same day

Reach out to {FirstName}, who is showing high intent

Owner ChrisQueue Workbench

Viewed your pricing page twice after opening an email
Send a personal note or call
Log what you learn on the record

Cancels itself if the customer books or replies first.

Merge fields {FirstName} from the customer record

Step preview

Call task for your teamDay 1, right away

Call taskDue right away

Call {FirstName} about the new inquiry

Owner MayaGoal Book a consultation

Talk track

Hi {FirstName}, it is {RepName} from [Your business].
You asked about {Interest}. Is now a good time?
Offer two times and book the consultation.

If no answer. Leave a short voicemail. The next touch follows.

Merge fields {FirstName}{RepName}{Interest} from the customer record

Step preview

EmailDay 1

From: [Your business]
Subject: Welcome, {FirstName}. Book your consultation

Hi {FirstName},

Thanks for reaching out to [Your business]. Here is what happens at a first consultation and how to pick a time that works for you.

Book a time

Sent by [Your business]. Unsubscribe at any time.

Merge fields {FirstName} from the customer record

Step preview

Call task for your teamDay 1, late afternoon

Call taskDue late afternoon

Second call to {FirstName}

Owner MayaGoal Reach them today

Talk track

Hi {FirstName}, {RepName} again from [Your business].
Check their questions got answered.
Book it, or agree on a time to talk.

If no answer. No voicemail. A text follows tomorrow.

Merge fields {FirstName}{RepName} from the customer record

Step preview

Call task for your teamDay 2, morning

Call taskDue day 2, morning

Morning call to {FirstName}

Owner MayaGoal Book, or learn what is in the way

Talk track

Good morning {FirstName}, it is {RepName}.
Listen for the real question, such as timing, cost or fit.
Offer a time, or answer by text after the call.

If no answer. Leave a voicemail and log the attempt.

Merge fields {FirstName}{RepName} from the customer record

Step preview

CRM task for your teamDay 3

CRM taskDue day 3

Review the inquiry from {FirstName} and update the stage

Owner ChrisQueue Workbench

Read the conversation so far
Update the stage on the record
Choose the next step, or close the inquiry

Cancels itself if the customer books or replies first.

Merge fields {FirstName} from the customer record

Step preview

Call task for your teamDay 5, morning

Call taskDue day 5, morning

Final call to {FirstName}

Owner MayaGoal A last personal attempt

Talk track

Hi {FirstName}, {RepName} from [Your business].
I have a couple of times open this week.
If now is not right, ask when to check back.

If no answer. Log the attempt. The last email and text follow.

Merge fields {FirstName}{RepName} from the customer record

Step preview

Call task for your teamSame day

Call taskDue same day

Offer {FirstName} a new time after a missed appointment

Owner MayaGoal Rebook the appointment

Talk track

Hi {FirstName}, it is {RepName} from [Your business].
We missed you today. Is everything all right?
Offer two new times and book one on the call.

If no answer. Leave a voicemail. The reschedule text is already sent.

Merge fields {FirstName}{RepName} from the customer record

Step preview

CRM task for your teamDay 7

CRM taskDue day 7

Check in with {FirstName} a week after purchase

Owner ChrisQueue Workbench

Ask how everything is going
Note questions or concerns on the record
Suggest a follow-up appointment if it fits

Cancels itself if the customer books or replies first.

Merge fields {FirstName} from the customer record

Step preview

Call task for your teamDay 5

Call taskDue day 5

Call {FirstName}, a top customer, personally

Owner MayaGoal Welcome them back

Talk track

Hi {FirstName}, it is {RepName} at [Your business].
We have missed you. Ask what changed, and listen.
Offer a time that fits and book it on the call.

If no answer. Leave a short voicemail and log the attempt.

Merge fields {FirstName}{RepName} from the customer record

Step preview

Call task for your teamDay 1, after the reply

Call taskDue now

Jordan replied, call back now

Owner MayaGoal Book the consultation

Jordan replied by text“Is Thursday afternoon open?”

Talk track

Hi Jordan, it is Maya from [Your business].
Thursday afternoon is open. Shall I book it?
Confirm the time before you hang up.

If no answer. Reply by text. The automation stays stopped.

Personalized for Jordan R. from the customer record

Rules

Checked on every send

Audience and segment: Email opt-in contacts who have not inquired, segmented by the pages they read.
Consent, per channel: Email opt-inText opt-inSTOP ends textsUnsubscribe ends email
Quiet hours: 8 pm to 8 am in the customer’s time zone. Sends wait until morning.
Exit: An inquiry hands off to New inquiry. Unsubscribe and STOP suppress right away.

Rules

Checked on every send

Audience and segment: Every new inquiry, segmented by location and interest. Current customers are skipped.
Consent, per channel: Email opt-inText opt-inSTOP ends textsUnsubscribe ends email
Quiet hours: 8 pm to 8 am in the customer’s time zone. Sends wait until morning.
Exit: A reply or an answered call stops it and creates a task. A booking hands off to Booking.

Rules

Checked on every send

Audience and segment: Every booked appointment, segmented by location and appointment type.
Consent, per channel: Email opt-inText opt-inSTOP ends textsUnsubscribe ends email
Quiet hours: 8 pm to 8 am in the customer’s time zone. Sends wait until morning.
Exit: A reply stops it and creates a task. A purchase hands off to Purchase.

Rules

Checked on every send

Audience and segment: Every buyer, segmented by what they bought.
Consent, per channel: Email opt-inText opt-inSTOP ends textsUnsubscribe ends email
Quiet hours: 8 pm to 8 am in the customer’s time zone. Sends wait until morning.
Exit: A reply stops it and creates a task. When it ends, it hands off to Retention.

Rules

Checked on every send

Audience and segment: Active customers. Top customers by lifetime spend get a personal check-in.
Consent, per channel: Email opt-inText opt-inSTOP ends textsUnsubscribe ends email
Quiet hours: 8 pm to 8 am in the customer’s time zone. Sends wait until morning.
Exit: A new purchase goes back to Purchase. 90 days without one hands off to Win-back.

Rules

Checked on every send

Audience and segment: Lapsed customers who are opted in. Top customers get a call task.
Consent, per channel: Email opt-inText opt-inSTOP ends textsUnsubscribe ends email
Quiet hours: 8 pm to 8 am in the customer’s time zone. Sends wait until morning.
Exit: A booking hands off to Booking. A reply stops it and creates a task.

Performance

Sample dataLast 90 days

Enrolled6,240
Inquired1,02016% of enrolled

AI recommendation

No change recommended this period.

AI reviews each step’s results and flags changes here.

Performance

Sample dataLast 90 days

Enrolled4,812
Replied2,31048% of enrolled
Booked1,92640% of enrolled

AI recommendation

Replies peak within the first hour.

NextKeep the right-away call task on every new inquiry.

Applies to every new inquiry

Performance

Sample dataLast 90 days

Enrolled1,926
Confirmed1,60483% of enrolled
Showed1,38772% of enrolled

No-shows 539Rebooked 212 39%

AI recommendation

No-shows cluster on appointments booked more than seven days out.

NextAdd a reminder text the day before.

About 30 more shows a quarter, projected

Performance

Sample dataLast 90 days

Enrolled612
Left a review18430% of enrolled
Bought again19031% of enrolled

AI recommendation

No change recommended this period.

AI reviews each step’s results and flags changes here.

Performance

Sample dataLast 90 days

Enrolled1,880
Bought again40221% of enrolled

AI recommendation

No change recommended for this journey.

Related142 May buyers have not bought again and are ready for win-back.

Audience: 142 buyers

Performance

Sample dataLast 90 days

Enrolled1,420
Replied31222% of enrolled
Booked120
Purchased58$171K in revenue

AI recommendation

142 May buyers have not bought again.

NextStart the win-back journey for this group.

Audience: 142 buyers, ready now

Your team's tasks

Call tasks and CRM tasks from every journey land in your Lead Management Workbench queue, with the customer's history on screen. They cancel themselves when a customer books or replies.

Sample data

Call tasks created7,214Last 90 days
Call tasks completed6,12085% of call tasks
CRM tasks created1,962Last 90 days
CRM tasks completed1,81192% of CRM tasks

Workbench queue, from journeys

Tasks your journeys created for your team
Task	Customer	From	Due	Owner	Status
Call taskJordan replied: call back now	CustomerJordan R.	FromNew inquiry, after a reply	DueNow	Maya	Due now
Call taskDay 2 morning call	CustomerJordan R.	FromNew inquiry, day 2	DueTomorrow	Maya	Canceled: replied
Call taskMissed appointment: offer a new time	CustomerAlex M.	FromBooking, no-show path	DueToday	Chris	Open
CRM taskCheck in a week after purchase	CustomerSam T.	FromPurchase, day 7	DueToday	Maya	Open
Call taskTop customer: personal call	CustomerTaylor K.	FromWin-back, day 5	DueTomorrow	Chris	Open
CRM taskReview the inquiry and update the stage	CustomerAlex M.	FromNew inquiry, day 3	DueDone	Chris	Completed

A reply or an answered call stops the journey and puts a task at the top of the queue.

A journey step creates it
Call tasks carry a short talk track. CRM tasks carry a checklist.
Routing picks the owner
It lands in that rep's workbench queue, with the customer's history on screen.
It cancels itself when it should
A booking or a reply cancels the tasks still waiting in that journey.

AI Journey Designer

Describe a goal in plain language. AI drafts the audience, steps, timing, messages and exit rules, and nothing goes live until someone on your team or ours approves it.

Drafted messages

Merge fields from your data

EmailDay 1
We saved something for you, {FirstName}. {OfferDetails}
TextDay 3
Hi {FirstName}, [Your business] here. Your offer is still open. {BookingLink} Reply STOP to opt out.
Call taskDay 5
Talk track for your team: welcome them back, ask what changed, offer a time.

Draft for the Win-back stage

Draft ready

Goal
Booked appointment
Audience
Lapsed 90 days or moreOpted inTop customers flagged
Steps
1. Day 1EmailEmail with an offer
2. Day 3TextText to opted-in contacts
3. Day 5Call taskCall task for top customers, for your team
Exit
On booking, hand off to Booking. A reply stops it and creates a task for your team.
Rules
Quiet hours onConsent checked on every sendSTOP suppresses texts

Ready-made journeys

Dozens of ready-made journeys, labeled by lifecycle stage. Start from one, then tune the steps, timing and messages to your business.

Awareness
Helpful-content emails, an offer text for opted-in contacts and a CRM task on high intent.
2 emails, 1 text, 1 CRM task
Awareness
Seasonal content for subscribers, with a CRM task when a visitor shows high intent.
2 emails, 1 CRM task
New inquiry
About 16 touches over 6 days. Answered in seconds, and it stops the moment someone replies.
6 texts, 5 emails, 4 call tasks, 1 CRM task
New inquiry
For after-hours inquiries, an instant reply now and a call task first thing in the morning.
1 email, 1 text, 1 call task
Booking
Confirmation, reminders and a reschedule path for no-shows, with a call task for your team.
1 email, 3 texts, 1 call task
Booking
Extra reminders for appointments booked more than a week out.
1 email, 2 texts
Purchase
A thank-you, what to expect, a check-in task for your team and a review request.
1 email, 2 texts, 1 CRM task
Purchase
Care tips after a purchase, then a reminder when it is time to reorder.
2 emails, 1 text
Retention
A repeat-purchase reminder around day 60 and a renewal email.
1 email, 1 text, 1 CRM task
Retention
Birthday and anniversary notes, with CRM tasks for top customers.
1 email, 1 text, 1 CRM task
Win-back
An offer email, a text three days later and a call task for top customers.
1 email, 1 text, 1 call task
Win-back
A gentle check-in for customers who have been away the longest.
1 email, 1 text, 1 CRM task

A few per stage shown here. Dozens more are in the library.

Who runs your journeysWhoever builds them, the conversations stay with your team.

Run by usOur team designs, builds and tunes them, channel by channel.

Run with youWe build them together, and your team approves every change.

Run by your own teamYour team or agency builds on the platform, with the library and the AI Journey Designer.

Services FAQ

Questions

Who owns what

At a glance

Website and listings: You
Your data: You
Growth services: Month-to-month
Platform plans: Annual by default

How are consent and opt-outs handled on email and text?
The platform enforces consent, quiet hours and opt-outs on every send. Carrier registration and deliverability are handled as part of setting up email and text.
Who owns the website and the data?
You do. Your website, listings and data stay yours.
Is there a minimum term?
Not for growth services. They run month-to-month, and you can opt out of any channel. Platform plans are annual by default, and shorter terms are part of the fit conversation.

Something else? Contact us

Free Fit Assessment

Start with a free Fit Assessment.

We look at your channels, your pipeline, your stack and what you want built, and tell you plainly where Marvenio would help first.

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Pick a timeWe email you to set a time that works for you.
Get a straight answerA workflow map, the highest-value automation opportunities and a phased plan.

If we are not a fit, we say so.

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