THE EMAIL AUDIT
THE EMAIL AUDIT
An Intentional Audit of Your Email Marketing
Stop guessing when it comes to email marketing with this in-depth audit of your email account, providing you with clarity on your email strategy and a clear path forward.
This audit is a focused, one-week deep dive into your campaigns, flows, metrics, copy, and more, created for purpose-driven brands that want their email marketing to feel as thoughtful as the rest of their business.
I’ll review every part of your setup with a careful, strategic eye and deliver clear, actionable recommendations so you can nurture your audience, increase conversions, and build lasting relationships—without second-guessing what to do next.
Some lovely words from a past client:
“Stephanie was very prompt with her project and provided me with updates all along the way. I appreciated her recap at the end of the day of what she accomplished, and also the clear lines of communication we had throughout the project.
Any questions that came up we discussed with ease, and I loved her tactfulness of using Loom to show me exactly what she was looking at so that I could best advise. She was super professional and helpful, and did a great job with the project of providing me with exactly what I was looking for. If you are considering hiring Stephanie, I highly recommend her for your next project!”
Is This For You?
You’ve been putting the work in to get your email to a place where you can show up occasionally and send promos here and there. But…your results are not what you want them to be.
Maybe you set up a welcome flow months ago and haven’t touched it since or it’s not performing well.
Maybe your list keeps growing, but your open rate is lower and your CTR has taken a hit.
You know email should be doing more than filling inboxes, yet every time you sit down to figure it out, the to-do list feels endless and the numbers don’t tell a clear story.
If that sounds familiar, the Email Audit was made for you.
In one focused week we’ll uncover what’s working, what’s quietly holding you back, and where the biggest opportunities for growth live. Leaving you feeling confident that every email supports your business and the people you serve.
My Process
The Email Audit is full of recommendations for your email strategy, it was created for those who are ready to take their email marketing to the next stage but need some guidance getting there.
Take a look at how our partnership will look like…
Step 1 — Discovery & Immersion
We’ll hop on a 60-minute call to get to know your brand, your audience, and the goals behind your emails. This is also where you can share any struggles or areas you want to really focus on.
This step is the foundation of our week together. It helps me understand your voice, your offers, and how email fits into your overall marketing so the recommendations truly reflect you.
Step 2 — Deep Dive Audit
Over the next week, I’ll comb through your campaigns, automations, signup forms, email copy, metrics, and segmentation.
I’ll benchmark performance, spot hidden opportunities, and identify the quiet gaps that could be costing you subscribers or revenue. But most importantly, I’ll give you strategy on how to build a genuine connection with your audience through email.
Step 3 — Intentional Recommendations
We’ll meet again for a 1 hour session where I share a prioritized plan for next steps with clear fixes, fresh ideas, and quick wins you can implement right away.
If you’d rather not tackle the changes yourself, you can always hand implementation back to me.*
What’s Included:
In-Depth Audit of Your Email Ecosystem
Campaigns, automations/flows, copy, metrics, signup forms, and segmentation reviewed in detail.
Immersion Session (60 minutes)
A discovery call to understand your brand voice, audience, goals, and areas that you want to focus on.Strategy Document + Call To Review
A clear document showing you my findings and recommendations moving forward. Plus, a call to go over it all.Promotion & Personalization Guidance
Ideas for dynamic content, segment-based offers, and ways to nurture subscribers more intentionally.Optional Implementation Support
If you’d like, you can hand over the updates for me to execute.48 Hours of Email Support
Follow-up access for any questions as you put the plan into action.
Your Investment
DIY — $450
Perfect if you or your team will handle implementation.
You’ll receive the full audit, intentional strategy document + call, and 48 hours of email support.
DFY— $700-900
Don’t have the time to make the changes, I got you!
You’ll get full implementation of the recommended updates which includes copywriting, flow adjustments, and testing.
Not quite ready for The Email Audit?
If you still want someone to look over your email marketing but aren’t quite ready to commit to the audit, the Email Clarity Hour is the perfect starting point.
It’s a focused 60-minute strategy session where we get into your most pressing email questions and outline next steps you can implement right away.
It’s low a commitment offer with high reward!
FAQs
How long does the audit take?
From our discovery call to delivery of your strategy document, the full process typically takes about one week.
What platforms do you work with?
I work primarily with HubSpot, Klaviyo and MailChimp, but I can adapt to most major email marketing platforms.
What do you need from me?
We’ll have our initial call and then I’ll request temporary access to your email platform so I can review campaigns, flows, and segmentation..
Do you implement the changes?
That’s totally up to you. The DIY Audit gives you a clear plan to implement yourself, while the Done-for-You option includes full implementation of the recommendations.
Do I need to provide content or images?
Yes, yes, yes!! This is going to make our partnership so much smoother. If you already have branded photography or assets, I’ll use them. If not, I can source royalty-free images or recommend a designer/photographer for custom visuals.
Can we keep working together after the audit?
Absolutely! Many clients choose to move into a monthly retainer for ongoing strategy, campaigns, and optimization once they see the results of the audit.