The priced next step

CRM Marketing Assessment

I review your email and SMS account myself. You get a step-by-step list of what to change first to make more money. If you hire me to make the changes, the $1,500 assessment fee is credited toward the work.

$1,500Fixed. Ten-day delivery.

What you get

Six things, inside ten working days. Each one is a decision you can act on, not a slide about best practice.

  1. 1

    A written account review

    I go through your email and SMS account myself. No junior, no template.

  2. 2

    A ranked list of changes

    What to change first, second and third, with the reason beside each one.

  3. 3

    The revenue case for each

    What every change is worth, using your numbers and not an average.

  4. 4

    Flow-by-flow notes

    Every automated program you run, and the gaps where one should be.

  5. 5

    A deliverability check

    Your sending domain, your authentication records and your list health.

  6. 6

    A call to walk it through

    We go over the list together, so you can start on it the same week.

The fee comes back

Hire me to make the changes and the $1,500 is credited toward the work. You are paying for the plan, not for a sales call.

Who this is for

If you have no list yet, start with the CRM Score. It is free, and it will tell you where to begin.

Start the assessment.

Tell me what you run and what is not working. I reply within one business day.