Free Marketing Automation Assessment for DTC Brands
Email and SMS are among the highest-ROI channels, but for most brands, they quietly leak revenue due to broken customer journeys, weak segmentation, and deliverability issues. See exactly where the money is hiding, before you commit to a single change.
Our complimentary Marketing Automation Assessment evaluates your email, SMS, and in-app programs across platforms like Klaviyo, Salesforce Marketing Cloud, HubSpot, and more, delivering prioritized recommendations in six key areas.
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Marketing Automation Drives Measurable Growth
Email, SMS, and lifecycle marketing continue to deliver some of the highest returns in digital marketing. A well-optimized marketing automation program helps brands strengthen customer relationships, increase engagement, and drive measurable business growth. Here's what industry benchmarks—and our client work—shows.
Returned for every $1 spent on email, the highest ROI of any digital channel
Conversion rate increase for Opalescence through a CRM-driven omnichannel framework
Revenue growth for Nestlé Coffee Partners through personalized lifecycle marketing
The 6 Pillars of Your Marketing Automation Review
To give you a true baseline, we look under the hood across six distinct pillars, comparing your current state against direct competitors and industry benchmarks.
1. Database Health & Deliverability
Spam trap analysis, engagement decay, and sender reputation. We confirm your complaint rate stays safely below the .10% threshold so your revenue reaches the inbox.
2. Subscriber Acquisition & Data Capture
Every pop-up, embedded form, and preference center. We find where you can lift conversion and cut friction in your paid-to-owned pipeline.
3. Campaign Performance & Revenue KPIs
Beyond open rates. We dig into Click-to-Revenue Ratios, your testing history, and a full SPF, DKIM, and DMARC authentication check.
4. Automation & Lifecycle Architecture
Welcome, Abandoned Cart, Post-Purchase, and Winback. We measure each revenue-driving flow against top-tier benchmarks to find the gaps.
5. Deep Segmentation & Personalization
How deeply you personalize, where dynamic content can lift ROI, and where AI-driven segmentation could move your click-through rates.
6. Competitive & Industry Benchmarking
We mystery-shop your competitors, map their cadence and onboarding, and benchmark your metrics so you know exactly how to win the inbox.
What You'll Receive
1. Comprehensive Review Report
Detailed findings across all six pillars, complete with scored benchmarks
2. Prioritized Gap Analysis
A clear outline of usability issues, deliverability risks, and content gaps
3. Immediate Quick Wins
Actionable fixes for the first 30 days, from broken triggers to spam-trap cleanup
4. Strategic Roadmap
Short and long-term recommendations that set the foundation for execution that performs
Turn Marketing Automation Insights Into Action
Your complimentary assessment requires only read-only access and is completed within 4–6 weeks. You'll receive a prioritized roadmap highlighting immediate opportunities and longer-term recommendations to strengthen your marketing automation program.
Check Out Our Solutions
Whether you're pondering the perfect solution, embarking on a journey to optimize your experience, or boldly taking your customers and business where they've never been, we'll help you get there.
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Our complimentary assessments, workshops, and demos equip you with the tools you need to own the digital experience of every customer across every channel.