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Email Platform Health Check

Clarity. Visibility. Confidence in your marketing technology.

What's Really Happening Inside Your Email Platform?

Your email platform is an important part of your marketing operation, but when was the last time someone took a comprehensive look at how it's configured and functioning?

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From account structure and integrations to automations, data and reporting, it's easy for issues and inefficiencies to go unnoticed.

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Get an independent assessment of your platform and understand exactly where things stand.

Let's take a closer look at your setup.
Striped Notebook
  • Is your email platform configured correctly for your business?

  • Are your integrations passing information accurately and reliably?

  • Are your automations and workflows functioning as intended?

  • Is your contact data structured properly?

  • Are there redundant processes or unnecessary complexity in your account?

  • Are you making full use of the capabilities available in your platform?

  • Are there potential risks or gaps that could affect future campaigns?

Experienced Across the Platforms You Use

HubSpot
MailChimp
Salesforce SFDC
Salesloft
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Marketo
ConvertKit Kit
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What level of assessment do you need right now?

Essential Audit

$195

 

A focused review of your account configuration, key settings and core functionality. Ideal for businesses looking for an independent assessment of their existing setup.

Comprehensive Audit

​$395

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A more detailed review of account structure, data, automations, integrations and operational processes, with prioritized findings and recommendations.

Strategic Platform Review

​$595

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A broader assessment of how your email platform supports your marketing operations, including opportunities to improve efficiency, functionality and scalability.

From Platform Complexity to Clear Recommendations

Technology:

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Back on Track

A business came to us looking for a better understanding of its existing email marketing setup. Over time, its account had evolved, with new automations, integrations and processes added along the way.

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We reviewed the account, assessed its configuration and identified areas requiring attention, along with opportunities to improve how the platform was being used.

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The result was a clear picture of the current environment and a prioritized plan for moving forward.

TRUSTED BY BUSINESSES ACROSS B2B AND B2C

MedCircle
Device42
LifeSpan Pilates
Wholistic Living
Knowi
StrategicDB
ArgosRisk

Make Sure Your Email Platform Is Working for Your Business

You shouldn't have to guess whether your marketing technology is configured properly or whether important opportunities are being missed.

 

Get an independent assessment, understand what needs attention and make informed decisions about what comes next.

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