Email & CRM

Email Marketing Self‑Assessment

Answer 16 quick statements about list growth, automations, campaigns and deliverability to score your email marketing.

Runs entirely in your browser. Your answers aren’t sent anywhere or stored.

01

List growth & setup

Our email platform is connected to our website or store, so sign-ups, purchases and browsing data flow in automatically.

We have a sign-up pop-up or form with a clear reason to join, shown at the right moment.

People can sign up in the footer and at checkout, without a pre-ticked marketing box.

We gain new subscribers faster than we lose them.

02

Automated flows

A welcome series goes out within minutes of sign-up and explains why to buy from us.

Cart and browse abandonment emails remind people of the exact products they looked at.

A post-purchase flow builds excitement for delivery, shows how to get the most from the product and asks for a review.

Win-back or re-engagement emails go to customers and subscribers who have gone quiet.

03

Campaigns & content

We send campaigns on a consistent schedule that suits our brand and customers.

Our calendar mixes offers and launches with useful, story-led content.

Every email has a clear call to action and links straight to the right page.

We test subject lines and check that emails look right on mobile and in dark mode.

04

Deliverability & reporting

Our sending domain is authenticated (SPF, DKIM and DMARC) and emails land in the inbox, not spam.

Spam complaints stay below 0.1% and we regularly remove unengaged contacts.

Every link has UTM tags, and we track conversions and revenue from email.

We know what share of our revenue comes from email and SMS.

How to use it

  1. Answer each statement honestly. It works for online stores, service businesses and B2B.
  2. Your score appears once all 16 are answered, with a breakdown by area.
  3. Start with the weakest area. For most businesses, automated flows are the fastest win.

A short version of the full email and retention audit I run for clients, which also covers SMS, segmentation, creative and benchmarks.

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