Email Campaign Setup & Welcome Sequence

Erin Terpstra

Starting at

$

800

About this service

Summary

Get your email marketing foundation set up right. I’ll configure your platform, organize your list, and automate key flows that keep your audience engaged.

Process

1. Discovery & Platform Selection We’ll start with a brief intake or discovery call to discuss your goals, audience, and preferred platform (Klaviyo, Mailchimp, Constant Contact, or HubSpot). I’ll help you choose the best-fit option if needed.
2. Onboarding & Asset Collection You’ll receive a shared folder or form to submit your brand assets (logo, colors, fonts), website access (if needed for form installation), and any existing email list data or copy you'd like included.
3. Account Setup & Configuration I’ll set up your platform account or audit your existing setup—ensuring domain authentication, sender profiles, footer compliance, and branded default templates are in place.
4. Segmentation & List Organization Your contact list will be cleaned (if needed), tagged, and segmented based on behavior, preferences, or business needs—making future campaigns more effective and targeted.
5. Welcome Sequence Strategy & Build I’ll design and automate a 3-part welcome sequence to nurture new subscribers. This includes writing guidance or working with your copy, integrating the emails, and testing the flow.
6. Opt-In Form Design & Installation A custom opt-in form or popup will be created and styled to match your brand. I’ll install it on your website or Shopify store and test for responsiveness and function.
7. Testing & Review Before going live, I’ll fully test your automations, forms, and templates across devices. You’ll receive a preview to review and request one round of light edits if needed.
8. Final Handoff + Training Session We’ll wrap up with a 1-hour training session (live or recorded) walking you through how to manage your list, send campaigns, and get the most out of your email platform.

What's included

  • Platform Setup (Klaviyo, Mailchimp, Constant Contact, or HubSpot)

    Complete setup and configuration of your chosen email marketing platform—including account setup, sender verification, domain authentication (where applicable), and branded template creation for consistent email campaigns.

  • List Segmentation + Audience Tags

    Organized contact list with segmentation based on subscriber behavior, preferences, or purchase history. Includes tagging and grouping for smarter targeting and more personalized campaigns.

  • Welcome Sequence Setup (Up to 3 Emails)

    Automated onboarding flow designed to introduce your brand, build trust, and encourage action. Includes strategy, copy guidance, and setup of up to 3 connected emails within the platform’s automation builder.

  • Opt-In Form Design + Install

    Custom branded opt-in form or popup designed to match your website’s style. Includes installation on your site (or integration with Shopify/WordPress) to grow your list and increase conversions.

  • 1-Hour Handoff or Walkthrough Session

    Live Zoom or recorded video walkthrough of your platform setup, automations, and templates—so you feel confident managing your list and sending future campaigns. Includes time for Q&A.

Duration

2 weeks

Skills and tools

Graphic Designer

Email Marketing Designer

ConstantContact

ConstantContact

HubSpot

HubSpot

Klaviyo

Klaviyo

MailChimp

MailChimp

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