Monthly email setup

Tell us a little about your business and how you’d like this to work.

This helps us understand your business, your clients, and how involved you want to be each month. You do not need to have everything figured out. Rough notes and simple answers are more than enough.

Takes 2 to 3 minutes. Once submitted, we will review everything and come back to you with the next steps.

email-marketing-form

First Name

Last Name

What is your business name?

Who are your typical clients?

What do you do? (briefly)

What services do you currently offer? (optional but useful)

What types of things do you usually want to keep clients updated on?

How involved would you like to be each month?

I’ll send notes or bullet points once a month

I’d like light guidance on what to include

I’d prefer you to take the lead and suggest ideas

Are there any services you’d like more visibility on over time? (optional)

How would you like your emails to feel?

Anything we should avoid? (optional)

Sending & Set up

Do you already use an email marketing platform?

Yes

Not sure

If yes, which platform do you use?

How would you like this email to be sent?

I’ll send it myself after approval

Please send it for me

Not sure yet

When would you ideally like the first email to go out?

Anything else we should know? (optional)