Strategy & Planning

• Initial consultation & brand discovery

• Audience segmentation planning

• Campaign goal setting (sales, engagement, retention, etc.)

• Email marketing funnel strategy

• Content calendar planning (weekly/monthly sends)

• Lead nurturing workflow design (welcome, cart abandonment, re-engagement, etc.)

Platform Setup & Integration

• Email platform setup (e.g., Mailchimp, Klaviyo, ConvertKit, ActiveCampaign)

• Domain authentication (SPF, DKIM, DMARC setup for deliverability)

• Email list import, cleanup, and organization

• Signup form creation and integration (pop-ups, embedded, landing pages)

• CRM and eCommerce integrations (Shopify, WooCommerce, etc.)

Campaign Creation & Management

• Email copywriting (conversion-focused, brand-aligned tone)

• Custom email design (mobile-responsive, visually branded)

• A/B testing (subject lines, CTAs, layouts)

• Campaign scheduling & automation

• Link tracking and UTM setup for analytics

• Compliance with email laws (CAN-SPAM, GDPR, etc.)

Automation & Drip Sequences

• Welcome series

• Abandoned cart recovery

• Post-purchase follow-ups

• Re-engagement series

• Birthday/anniversary emails

• Lead magnet delivery

• Custom behavioural or trigger-based workflows

List Growth & Lead Generation

• Lead magnet strategy (eBooks, discounts, checklists, etc.)

• Opt-in forms and landing page creation

• Integration with social ads for email list building

• Contest and giveaway integration for lead capture

Reporting & Optimization

• Monthly performance reports (opens, clicks, conversions, revenue)

• Heatmap & click-through analysis

• Deliverability monitoring

• List health & unsubscribe rate analysis

• Strategy adjustments based on data insights

• Ongoing content and design optimisation