Email and CRM audit
We review your email setup from the outside in: how people join, what they receive, which automations exist and which are missing, then give you a short list of fixes in the order we would make them.
What you get
A review of your flows, campaigns, sign-up forms and list health, with a ranked list of fixes. Best for: businesses with an email list that sends regularly but is not sure it is working.
Flow review
Campaign sample review
Sign-up and list health
Ranked fix list
Three flow outlines
How it runs
What we need from you
No meetings. A written brief and a few links or files.
What the brief asks for
- Read-only access, or screenshots and exports we list in the brief
- Your email platform and store platform
- Recent results you already track
Is this right for you?
It is worth checking before you pay. If you are in the second column, email us and we will suggest something that fits better.
- You send emails but rarely look at the results
- You suspect missing automations
- You can give read-only access or exports
- You have fewer than a few hundred subscribers
- You want the fixes made for you
What it costs
$197 USD, paid once. No subscription, no hourly billing and no extra charge for the revision rounds listed above.
Not included:
- Writing the emails (see the Email Welcome Sequence)
- Changes made inside your account
It is also part of the Growth System bundle ($997 for 6 deliverables).
Full refund within 7 days of payment, for any reason. See the Refund Policy and Delivery Policy.
Not sure this is the right one?
Email us two sentences about the problem. We reply within 2 business days with the deliverable that fits, or tell you honestly that none of ours does.
Common questions
About the Email & CRM Audit.
We email your brief form within 1 business day of payment. The 5 business days to your first draft count from the day we receive your complete brief and anything it asks for.
One consolidated list of comments on a draft, sent in one email. We send the revised version within 3 business days. Comments that change the brief itself, such as a different product or market, count as new work.
It is part of the Growth System bundle, which cost less than ordering the same deliverables one by one.
Yes. Once your order is paid and delivered, the document is yours to use, edit and share inside your business.