Email Automation Strategy + Setup
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About this service
Summary
Process
FAQs
What type of businesses do you work with?
I work with services-led and experience-driven businesses across all industries who are ready to improve their operations and bring more intention to how their business runs. Whether you’re a solopreneur looking to scale or a SMEs wanting to streamline your processes, every solution is tailored to your business, your rhythm, and your goals.
How much time does this require?
This project typically runs for 10 weeks total, with about 7 active weeks of collaboration and setup.
Do I need to have specific tools or software in place before working with you?
We partner closely with Kit, so this service is designed for business owners who are already using Kit or looking to migrate their email systems there. If you’re not on Kit yet (or you’re still exploring options), you can start with our Systems Audit + Discovery service to get a clear roadmap first.
What's the investment?
Investment starts from $7,500.
What's included
Brand Questionnaire
Comprehensive prep to make the best of our time together.
Strategy Sessions
Strategy calls to answer your questions and clarify the direction you choose. (Up to six 30-minute sessions)
Strategy Report
Detailed strategy with recommendations specific to your business goals.
Done-for-you Implementation
Building on the strategy report, we partner with you to implement automations and set up systems you can continue to use long-term.
SOP + Documentations
SOPs and documentations for team as needed.
Copy First Drafts
First drafts copy customized to your brand. They sometimes need one or more round of final edits from your team to make sure they’re 100% on brand.
Skills and tools
Email Automation
Business Operations
Kit
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