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Home
Our Packages
About
Contact
Free Funnel Audit
Book a Discovery Call
Email Marketing Setup – Intake Form
First Name
*
Last Name
Business Name
*
Email
*
Website and/or Instagram
What does your business offer?
*
Which email platform do you currently use?
*
Klaviyo
ConvertKit
Mailchimp
Other / Not sure
(please specify)
What is the main goal of your email flows?
*
Nurture new subscribers
Recover abandoned carts / bookings
Drive repeat purchases / rebookings
Build brand loyalty / education
Not sure yet
Who is your target audience? (Briefly describe)
*
Do you have an existing email list?
*
Yes, segmented
Yes, but not segmented
No list yet
Do you have copy and visuals ready?
*
Yes, I have both
I have some, may need suggestions
No, I need guidance (I’ll provide final copy later)
Rarely / Never
Have you run any email campaigns before?
*
Yes
No
How soon are you looking to start?
*
Select a timeline…
This week
Within 2 weeks
Within a month
Just exploring
What are your biggest pain points right now?
*
No welcome or abandoned flows set up
Deliverability or tracking issues
Not sure how to segment lists
Unsure about the email content
Lack of strategy or clear funnel
No time to figure it out
Not sure yet
Anything else you’d like us to know?
Submit
