Challenge: Australian business with 3,500 subscribers had neglected their Kit account for years—broken sequences, unused tags, and no systematic email strategy costing them revenue.

Solution: Conducted comprehensive Kit account audit analyzing all forms, tags, sequences, and automations. Delivered actionable roadmap via custom Airtable dashboard.

Results: Identified 12 critical fixes, uncovered missed annual revenue opportunity, provided step-by-step implementation plan to increase email revenue by 30%.

The client reached out late at night (classic entrepreneur move!) with a common problem: they had Kit for years but never used it properly. Despite having email marketing experience from working at companies like Amazon, their own business email system was a mess:

Broken sequences that were years old and never reviewed

Scattered tags with no clear organization or purpose

Unused automations that should have been generating revenue

Multiple VAs had worked on the account creating inconsistency

Zero visibility into what was working vs. what was broken

3,500 subscribers being completely underutilized

The result? Money left on the table every single day.

Core Approach: Systematic analysis of entire Kit account with actionable recommendations delivered via custom Airtable dashboard

Pre-Call Access - Reviewed account before discovery call

Discovery Call - Deep dive into business model and goals

Comprehensive Audit - Systematic analysis of all Kit components

Findings Documentation - Built custom Airtable interface with categories

Actionable Roadmap - Prioritized recommendations with implementation steps

Walkthrough Delivery - Presented findings with next steps

7 broken website forms losing leads daily

23 unused tags cluttering the system

4 sequences with broken automation logic

12 high-value sequences that could be implemented

Missing welcome sequence (leaving new subscribers cold)

No re-engagement campaign for dormant subscribers

Clear tag taxonomy for easier management

Streamlined form structure

Documented automation workflows

Prioritized implementation roadmap

Clean, organized account structure

Custom Airtable Dashboard featuring:

Interactive audit findings by category

Priority ratings for each recommendation

Implementation difficulty scores

Expected revenue impact

Step-by-step action items

Links to specific Kit areas

Video walkthrough of findings

Website Forms (all forms and conversion paths)

Kit Forms (native form analysis)

Tags (organization and usage audit)

Automations (sequence functionality review)

Next Steps (prioritized action plan)

Instead of delivering a static PDF that gets lost, I built an interactive Airtable interface where the client can:

✅ Check off completed fixes

✅ Filter by priority or category

✅ Track implementation progress

✅ Reference recommendations anytime

✅ Share with team members

✅ Update as they make changes

This turns the audit from a one-time document into an ongoing implementation tool.

Most businesses have email lists sitting dormant, leaving money on the table every single day. This audit:

Reveals hidden revenue opportunities in existing systems

Provides clear, actionable steps instead of vague advice

Prioritizes high-impact fixes so clients know where to start

Delivers ongoing value through the Airtable dashboard

Prevents costly mistakes from broken automations

Perfect for businesses that know they're not maximizing their email marketing but don't know where to start.