Whether you're a solo-preneur or growing a team, your email marketing plan needs to be clearly defined to help you achieve your goals.  Creating a customer driven experience is what will lead to results for your business.


In our world today, trust is more important than ever. By creating a great email marketing strategy, you’re creating a sustainable, helpful, and human experience to develop relationships with your customers.

Creating a well laid out strategy is not as easy as it may seem. It entails building a healthy email list, complying with regulations and segmenting your contacts so you are meeting your customers where they are at in their buyer's journey.

That's where I come in! 


We will work together to create an effective strategy using the important pillars of segmentation and personalization.

Full Setup Package

During the process, we keep in close contact to ensure any questions and missing information can be located and resolved quickly. 


I don’t just do the set-up and leave it to you to figure out. At the end of the project, we will walk through each workflow step-by-step on a 1-1 call, and you'll receive continued support even after the work is completed.


Here's what the setup process looks like:


Project Initiation 

You submit a copy of your current workflow and I review and fine-tune the details to fit the program and your business, prior to our kick-off call. If you don’t have a workflow yet, you’ll submit a draft of what you envision and I’ll pick up the rest. 


Planning Phase 

We’ll have a 45-minute strategy call to customize your workflow collaboratively and tailor it for the needs of your business. After the call, I draft up a detailed workflow plan outside of Dubsado and prepare for the next part of the process.


Information gathering 

This is where I ask you for all the information needed to set up your workflow. You’ll provide me with your proposal, contract, packages, any forms and emails we need to get the system setup efficiently and effectively!



 Once I have all of the required information, I’ll hit the ground running and input all of the information into the program for you. This part is all about building the deliverables to satisfy the customer (you)! Once the data is all incorporated, I test the workflow (and test again) to make sure everything is running smoothly.



We'll finish up with a 30 minute recorded 1:1 zoom call (yours to keep) to walk you through each step, and show you how to use your new workflow. 


Project Completion

Even though the work is done, I like to keep the lines of communication open! For two weeks following the setup, you’ll have Voxer and email support.