EMAIL PLATFORM & Marketing AUTOMATION SETUP
If It’s Already Breaking(or feels that way)… It Was Never Set Up Right.
You shouldn’t have to rebuild your tech every year.
Most teams don’t come to us saying, “We’re ready for the perfect setup.”
Sometimes, teams come to us mid-way through a setup that’s already gone sideways. Other times, they’ve inherited a tech stack with no documentation, questionable logic, and automations that fire (or don’t) for reasons no one can explain. Maybe someone left, and no one else knows how it was built. Or maybe it was pieced together over the years by whoever had a login that day.
Either way, what was supposed to save time is now slowing everything down — and making simple things feel way too complicated.
Tech that creates more problems than progress isn’t just frustrating — it’s costing time, trust, and momentum you can’t afford to lose.
What is actually important
So… what is this setup or optimization, really?
Think of it as a fresh start — without starting from scratch.
This isn’t about copying someone else’s setup or duct-taping tools together just to get campaigns out the door. It’s about creating a connected, scalable, sane system that supports the way your team actually works — and grows.
Our job is to help you:
– Build (or rebuild) your core email platform with clarity and intention
– Connect your automations and data flow to match your customer journey
– Set the foundation so you can grow without reworking everything in six months
The goal is to create a clean system you understand, trust, and can scale with — not one you fear touching.
Explore what's included
What we actually look at
Every implementation is a little different, but most setups focus on getting the basics right — and building with your goals in mind.
We’ll often help with:
– ESP and CRM setup (or cleanup)
– Platform integrations (from forms to lead sources to sales tools)
– Automation buildout for key lifecycle moments (welcome, re-engage, nurture, etc.)
– Data structure and tagging logic that won’t break down as you grow
– Deliverability-friendly sending practices
– Naming conventions, folder structures, and documentation so nothing gets lost later
If you’ve got specific campaigns or systems that need to be live ASAP, we’ll balance foundational work with what’s time-sensitive. No bandaids, just the right build at the right time.
See if AN Enhanced Implementation or Tech Refresh is YOUR NEXT STEP
What you’ll walk away with
By the end of this engagement, your email platform and automations will be structured, scalable, and ready for what’s next — not just what’s urgent.
You’ll walk away with a clean setup that reflects your real-world marketing and sales process, along with clear documentation and best practices your team can rely on. You won’t have to guess what’s running where, or wonder if a rogue automation is sabotaging your list.
And maybe most importantly: you’ll feel confident launching new campaigns without crossing your fingers and hoping it all holds together.
