A review of your existing email program, including messaging, cadence, templates, audience experience, and overall program structure. This establishes a clear baseline of what’s working, what’s inconsistent, and where friction points or missed opportunities exist.

An evaluation of the technical and operational factors that influence inbox placement and sender reputation. This includes authentication (SPF, DKIM, DMARC), list health, permission practices, bounce and unsubscribe patterns, and any compliance risks that may be limiting reach or engagement.

An analysis of how your audience is currently grouped, targeted, and personalized. This identifies whether segments are meaningful, actionable, and aligned with your goals — and provides recommendations for a more strategic, human‑centered segmentation model that improves relevance and performance.

A review of your platform setup, automations, data flows, and internal processes. This highlights inefficiencies, gaps, or bottlenecks in how emails are planned, built, approved, and deployed — and outlines opportunities to streamline operations and improve consistency across teams.

A deep dive into your open, click, and conversion metrics to understand audience behavior and content effectiveness. This includes trend analysis, benchmarks, and interpretation of what the numbers actually mean — plus where the biggest opportunities for improvement lie.

A polished, actionable report summarizing all findings, insights, and recommendations, organized by priority and impact. This is paired with a live walkthrough to ensure your team understands the results, the rationale behind each recommendation, and the clear next steps for strengthening your email ecosystem.