Process
A practical process for finding and fixing email revenue leaks.
How the work happens
Fix the biggest revenue leak first, not everything at once.
Email marketing gets messy when every campaign, flow, segment, and deliverability issue is treated as a separate task. The process starts by understanding the full system, then turning that review into practical work your account can actually use.
The goal is not to build everything at once. It is to identify what is limiting revenue now, fix that first, and keep improving the parts of email that drive repeat purchase.
Get My Free Email AuditThe sequence
Four steps, from the first constraint to the next.
Find the constraint
We review your email platform, signup points, lifecycle flows, campaigns, segments, list health, deliverability setup, and recent performance to find the single constraint most likely holding revenue back right now.
Prioritize the roadmap
We rank every fix by revenue impact against effort, so you get a sequenced plan: what recovers revenue this month, what to build next, and what waits until the fundamentals are stronger.
Fix it and build
We fix that constraint first, then build the flows and campaigns end to end inside your existing platform: copy, segmentation, exclusions, QA, and tracking, launched and monitored.
Review and repeat
Each month we review campaign and flow performance, list health, and deliverability, adjust the sends that are underperforming, and move on to the next constraint worth fixing.
Audit first
The first review looks at the whole email system.
Before recommending campaigns or flows, we look for the constraint that is most likely holding revenue back. Sometimes that is missing automation. Sometimes it is segmentation, offer timing, list quality, or deliverability.
Signup forms, offers, and list growth points
Welcome, abandoned cart, browse, post-purchase, winback, and VIP flow coverage
Campaign cadence, segmentation, and recent engagement
Authentication, sender reputation, list hygiene, and inbox placement risks
Revenue reporting, purchase behavior, AOV, repeat purchase, and customer lifecycle gaps
What you provide
Enough context to make the work specific.
Your store URL and email platform
Access to the email account or exported screenshots/data
Top products, margins, offers, and customer buying patterns
Any known issues: low open rates, weak repeat purchase, spam placement, or underperforming flows
Brand voice, creative examples, and campaign constraints when buildout begins
What comes out of it
Clear priorities, then practical execution.
A written findings doc with the highest-impact fixes, ranked by likely revenue impact
A prioritized lifecycle and campaign roadmap
Flows, segments, campaigns, and sending rules built or rebuilt in your platform
QA before launch and a monthly performance review after sending
Start with the account you have now.
The free audit shows what is worth fixing first before you commit to a larger buildout.
Get My Free Email Audit