Select Page

Getting Started with email

Here's a breakdown of everything we need to create your email marketing strategy, as well as an overview of the process so you have an idea of how the project will flow before we get going!

1) What we need to get started

Your Logo

PDF, EPS or high res JPEG or PNG if possible.

Email Client Credentials

Login information for your email client, i.e., Klaviyo, ConvertKit, Mailchimp, etc.

eCom Platform Login

Logins for your eCom platform, i.e., Shopify, WooCommerce, or Magento. If your platform allows partner accounts, please set it up with [email protected].

Images & Pictures

Current and/or new images and pictures you’d like to use in your messages.



Stories, case studies, and any content that is relevant for your email campaigns..

Style Guide

Brand style guide, colors, or any specific design requirements.

These items can be uploaded to your secure dropbox folder (more on that in a bit).

2) Dropbox

We use Dropbox to share image files, designs, and important logins and credentials that are too sensitive to send via email. We will set up a folder for the project and share it with you via email. You can upload all images and files there.

3) The process

Creating your email marketing strategy is an extensive process. To reduce the chance of overwhelm and better help you understand what to expect during the design and development, we’ve outlined our process in 3 steps:


1) Audit

We’ll go through your current email assets to see what you’re working with.

2) Assessment

Based on the audit, we’ll identify opportunity areas that can increase revenue, and become the “tiny hinges that move big doors”.

3) Recommendations

We will deliver a playbook that outlines the strategy, campaigns, workflows, and cadence that will up-level your email marketing.

4) Wrapping Up and Delivering Your Playbook!

Once the playbook is nearing completion we will reach out to schedule a hand-off call. During the call we will discuss our findings, and talk about next-steps if you’re interested in engaging us for implementation.

If you have any questions, feel free to click here

 and send us an email.

Get Your Chaos Killer Framework

Get Your Chaos Killer Framework

Enter your info and get your Chaos Killer Framework, plus you'll be signed up to get additional revenue-boosting goodies down the road!

Your download is coming shortly!