Running SendPulse as a service, Marketing Automation Tools

SendPulse Agency Implementation, Building Omnichannel Retainers

Learn how to architect multi-channel marketing retainers using SendPulse's unified email, SMS, chatbot, and landing page tools. This course teaches agencies how to consolidate vendor sprawl, automate client workflows across Facebook, Instagram, WhatsApp, and TikTok, and deliver measurable results without managing separate platform subscriptions.

Open the decision record for SendPulse

What does running SendPulse for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Free plan available; paid plans start at $8.01/month (Starter plan) if email volume exceeds free tier
Time to first value
Days to set up initial client workflow; ongoing management 2-4 hours per client per month
Payback
Break-even in Month 1 with first client retainer covering startup time and tool costs
Guided implementation
8 hours

Is SendPulse worth running as a client service?

SendPulse is a strong entry point for agencies targeting SMBs, offering a generous free tier and multi-channel features in one platform, though limited white-labeling requires agencies to focus on service quality.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • SendPulse account (free or paid plan)
  • API access for custom integrations
  • Zapier or Make account for workflow automation
  • Social media accounts (Facebook, Instagram, WhatsApp) for chatbot setup
  • CRM data (optional) for pipeline management

People and inputs

  • Knowledge of email marketing best practices
  • Understanding of chatbot conversation flows
  • Ability to design landing pages and forms
  • Basic analytics interpretation for campaign reporting

Included with the course

7 working documents for delivering this service.

  • SendPulse Retainer Pricing & Tier Mapping Worksheetworksheet
  • Multi-Channel Chatbot Deployment Checklistchecklist
  • Automation 360 Omnichannel Sequence Templatetemplate
  • White-Label Landing Page Setup SOPsop
  • Email + SMS Campaign Sync Workflow Guideguide
  • Client Onboarding CRM & Lead Capture Templatetemplate
  • SendPulse Feature-to-Service Mapping Checklistchecklist

Listed by name. These documents are not yet published as individual downloads.