List Growth and Segmentation Audit (Onboarding)

List Growth and Segmentation Audit (Onboarding)

1. 01

   Inventory the client's current subscriber sources and list hygiene

   Map every opt-in point (forms, popups, landing pages, integrations) and check for stale, unengaged, or unsubscribed contacts. Confirm the list is permission-based before any campaign work begins.

2. 02

   Review existing segmentation and tagging structure

   Assess whether the client's segments reflect meaningful behavioral or demographic differences, not just broad categories. Identify gaps where lifecycle stages or engagement levels are missing.

3. 03

   Evaluate deliverability health indicators

   Check bounce rates, spam complaints, and sender reputation metrics in the current platform. Flag any red flags that could harm future campaign performance.

4. 04

   Define growth targets and acquisition channels

   Set realistic subscriber growth goals based on traffic, conversion rates, and industry benchmarks. Prioritize channels that align with the client's audience and budget.

5. 05

   Document the client's brand voice and content preferences

   Gather examples of past emails, tone guidelines, and creative assets. This ensures future campaigns match expectations and reduces revision cycles.

6. 06

   Map the client's customer journey to email touchpoints

   Identify key moments (welcome, onboarding, purchase, win-back) where email can add value. Align automation triggers with the client's actual sales motion.

7. 07

   Establish a shared KPI dashboard with the client

   Agree on metrics like open rate, click-through rate, conversion, and revenue per email. Set a regular reporting cadence to track progress against goals.