Email Automation Strategy + Setup

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About this service

Summary

If you're launching a course, new products, or want to strengthen how you connect with your audience, our Email Automation Setup + Strategy will set you up fast, clarify your options for the first 6 months, and create the foundation for long-term success across your business.
Within 10 weeks, we get on the same page about your goals, deliver a fully functioning email system, document the setup, and teach you how to use it. We also leave you with a full roadmap you can gradually deploy as your business grows.
This service includes both strategy + implementation. If you’re only looking for a strategy roadmap, check out our Systems Audit + Discovery service!

Process

Phase 1 • Strategy In our first few weeks together, we’ll build a long-term business + customer experience strategy and a concrete short-term plan to iterate on. We start by learning everything about your business goals and values. Then, we spend time digging into your current plans, understanding your people via your current audience/clients/community, and what's working so far and what's not.
Phase 2 • Implementation We set up your email systems and automations unique to your audience. From opt-ins and onboarding sequences to launch campaigns and evergreen funnels, we make sure everything reflects your brand voice and supports the experience you want your subscribers to have.
Phase 3 • Launch The final phase is where we support you as your plans start coming to life. We help you in executing the steps towards a “launch.” Launch doesn’t have to be an actual big public launch, it’s about working towards a milestone we agree on.

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

Kit