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The audit call · About twenty minutes

Pick a time and I will open your account.

You are booking time with me, not with a scheduler who hands you off afterwards. Same person on the call, in the audit, and in the account.

If your store is not at a size where this pays, I will say so on the call. There is nothing on this site to sign up for.

01 / The call

What Happens on It?

Three questions, in this order.

STEP 01

What you are sending now

Which flows exist, how often campaigns go out, and what the last three sends were. If you are not sure what is still running, say so. Most owners are not.

STEP 02

What you think is broken

Owners are usually right about the symptom and less often right about the cause. I want both before I open anything.

STEP 03

Whether it is worth doing

Sometimes the answer is not yet. Under $25,000 a month the arithmetic does not work, and if your list is a few dozen people the flows have nobody to send to.

02 / Worth having ready

What Should You Bring?

Nothing is required. The answer is sharper if you have a rough sense of these.

Useful to know

  • Roughly what the store does in a normal month.
  • Whether you are on Klaviyo, Omnisend or something else.
  • About how many people are on the list, and how they got there.
  • Roughly what share of revenue you think email is doing today.
  • How your signup form works, and what it offers in exchange for the address.

Not needed

  • Account access. Nothing gets shared to book a call or to hold one.
  • Exact figures. Ranges work.
  • A brief, a budget, or a decision.
  • Anyone else on the line. If it is your store, you are the right person.
03 / Questions

Frequently Asked Questions

Is the audit free?
Yes. I go through the account on video and you keep the recording whether or not anything comes of it. Price comes up after you have seen the video.
Do I need to give you account access to book?
No. The call comes first and nothing needs to be shared to hold it. If we go ahead after that, the work happens in your own Klaviyo or Omnisend under your login, and you keep all of it if you leave.
What if my store is under $25,000 a month?
Book anyway if you want to. I will not take you on, but I am glad to spend the time and tell you what I would do in your position. I enjoy this work enough to talk about it for free.
Is this a sales call with a different name?
There is no deck and no demo reel. I ask three questions and tell you whether email is your actual constraint. Often it is not, and then we talk about what is.