Pre-session intake questionnaire

Private 2-hour Zoom work session; remote access where you see\watch everything I do plus I provide clear explanations of all issues and repairs

Review of your Tools\Suite choice with assessment on how it fits your workflows, how you serve your clients and budget

Suite setup\configurations review - basic account setup\enabling of features

Suite setup review of targeted features: landing pages, campaigns\sequences, lead capture\forms, lists\segments and tags

Review\basic setup of a custom Onboarding sequence

Review of how branded emails are setup

Once review is complete, we perform the needed repair\miss-configurations – for existing setups and new from this session – features and assets

Minimal review of your Connected System – we will assess how your Suite is connected to your other tools\sites and I will make note of Risks, Errors found and Recommendations from this assessment – this is NOT a System wide audit or repair package

Fully documented report with findings, repairs: what and why plus recommendations listing for further Tool-Suite itself\and integration with your Connected System

What is not Included: Full Connected System Review, Repair – your tools\sites that are connected to your Suite are NOT audited\repaired. This package is Email Suite focus instead (from the inside out)