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Enterprise, SME and digital services teams

Give a small business customer marketing they can actually run

A shop on the operator's network wants customers. It has no marketing team, no agency and no budget for either.

A pilot's requirements are specified: the data, the authority and the consent design.

Seen by the customer · Web

From the record, not a run: what would reach them, on Web, App, SMS, Digital media.

The case

Annotated from the record

What happened

A merchant wants to create demand without agency cost or customer PII.

A shop on the operator's network wants customers. It has no marketing team, no agency and no budget for either.

What it reads

  • Business profile and category
  • Reachable audience in the area
  • Spend capacity and billing state

Checks before anything is sent

KYB, content, privacy, media budget and audience policy pass.

Every option considered, including doing nothing

  1. Assisted campaign creation inside the operator's own channelConsidered
  2. A managed option where the operator runs itConsidered
  3. No action where the business has no reachable audienceConsidered

Doing nothing is one of the outcomes, and it is recorded with its reason. The options are the record's own; a run decides between them.

Evidence record

Preview
Reference
The reference of the saved run.
Decision
One of the options, including no action, with the reason.
Checks
KYB, content, privacy, media budget and audience policy pass.
Evidence kept
  • Brief
  • creative version
  • approval
  • spend
  • delivery
  • conversion trail
The measures
Subscription, AI credits, media fee and evidenced conversion.
Connection
Written on every record: the systems the run read, and the sample it ran on.

The shape of the record, with no values. A reference appears only after a run is saved.

The improvement, and how it is measured

Hypothesis

The SME base is a customer segment most operators bill but do not serve.

Modelled

The mechanism that could produce the result, stated; the figure is measured in the pilot.

Observed

Measured in a pilot’s validate stage, on your systems, against a comparison agreed first.

The result, the mechanism, the measurement, and the record’s five answers
Desired result
Incremental revenue or retention; lower contact waste; improved conversion with margin guardrails
Mechanism
Ingest → qualify → score → apply limits/consent → assign control → execute approved action → capture delivery and business outcome → monitor/retrain
Measurement

Randomised holdout where feasible; intent-to-treat primary view; pre-declared denominator; guardrails for complaints, margin and opt-out

Measured on: Eligible population; treatment rate; conversion; incremental revenue; ARPU; churn; contact rate; margin; opt-out; decision latency

  1. 01
    Desired result

    The result wanted.

    Incremental revenue or retention; lower contact waste; improved conversion with margin guardrails

  2. 02
    Mechanism

    The mechanism that could produce it.

    Ingest → qualify → score → apply limits/consent → assign control → execute approved action → capture delivery and business outcome → monitor/retrain

  3. 03
    Evidence required

    The records kept to show it.

    Decision log; eligibility snapshot; price/order response; delivery receipt; control assignment; revenue/outcome ledger

  4. 04
    Costs and risks

    The cost, and the ways it can go wrong.

    Costs: Setup fee + annual product subscription; optional managed execution fee; optional verified-outcome fee with agreed baseline

    If it fails: Fail closed on eligibility/consent/price; queue retryable events; do not duplicate orders; route exception to campaign operations

  5. 05
    Measurement approach

    The measure that shows it helped.

    Randomised holdout where feasible; intent-to-treat primary view; pre-declared denominator; guardrails for complaints, margin and opt-out

    Measured on: Eligible population; treatment rate; conversion; incremental revenue; ARPU; churn; contact rate; margin; opt-out; decision latency

Measured in the pilot's validate stage, on your systems, with the comparison agreed first. Every line above is the record's own design intent.

The business side

The change
Subscription, AI credits, media fee and evidenced conversion.
Running cost
Setup fee + annual product subscription; optional managed execution fee; optional verified-outcome fee with agreed baseline
What evidence supports it
Brief, creative version, approval, spend, delivery and conversion trail.

The journey in detail

Step by step, from both sides
StepWhat the customer experiencesWhat the operator does
The momentThe moment that started it.A merchant wants to create demand without agency cost or customer PII.Reads business profile and category, reachable audience in the area, spend capacity and billing state.
The decisionThe decision to be made.The customer's screen is unchanged.Builds local creative, audience criteria, budget and channel plan.
The safeguardsThe conditions that stop it.Still unchanged: the action waits until every check has passed.KYB, content, privacy, media budget and audience policy pass.
The actionThe action that reaches the customer.Publish the campaign through approved media and operator channels. Reaches them on Web, App, SMS, Digital media.Recommends. The system that holds the right confirms, charges or provisions.
When it goes wrongThe failure, and the recovery.The addressable audience is too small for the campaign to be worth running.The business is told so before spending, and offered a smaller option or none.
The resultThe change it made.What changed for them is what is counted; nothing else is claimed.Subscription, AI credits, media fee and evidenced conversion.
The proofThe proof anyone can check.Can be answered for, later, from the record.Brief, creative version, approval, spend, delivery and conversion trail.

Operator systems remain authoritative. HeuriTel reads these to propose an action; it does not decide on their behalf.

The failure, and the recovery

What goes wrong

The addressable audience is too small for the campaign to be worth running.

What happens then

The business is told so before spending, and offered a smaller option or none.

The products in this journey

Available to see today

A pilot's requirements are specified: the data, the authority and the consent design.

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