Plantilla · Email y retención

Chequeo de salud de la lista de email

Puntúa las dos palancas que frenan los ingresos por email del prospecto — antes de escribir una propuesta.

Ideal para: Consultores de email, agencias de retención y equipos creator/DTC dimensionando su próximo proyecto.

Pregunta 2 de 5

How often does the list get a broadcast?

Rara vez
A veces
A menudo
Casi siempre

The problem it solves

The prospect knows email 'should be doing more' but can't tell whether the issue is copy, cadence, deliverability, or capture — and neither can you until you've spent two hours in their ESP.

Para quién es

Built for lead-driven businesses that want qualified leads, not just email addresses.

A short pre-audit that replaces the 'book an email audit' form. Owners get their weakest lever and the fix worth doing first; you walk in with the retainer already scoped.

What you learn as the owner or team

Cada envío se convierte en un lead puntuado en tu panel.

  • List size band, ESP, and business type for context.
  • Weakest lever and the priority fix.
  • Open-rate band and cadence for the audit brief.
  • Source tag: audit page · LinkedIn · guest post · cold email.
Preguntas de ejemplo

Preguntas que revelan señales reales.

  1. 1How large is the active list today?
  2. 2How often does the list get a broadcast?
  3. 3What's the rough open-rate band?
  4. 4How many active segments run today?
  5. 5What happens in the first 14 days after a subscriber joins?
Ejemplo de rangos de resultado

Cada prospecto obtiene un resultado puntuado y útil.

Listo para retención

Segmentation, cadence, and deliverability are aligned — recommend a growth-focused sprint on offer and lifecycle.

Una palanca clara

One pillar is holding back revenue — send the fix and offer a scoped remediation package.

Primero los cimientos

Multiple pillars missing — recommend a full email audit and 90-day rebuild engagement.

Lo que ven los prospectos

Un resultado personalizado con tu marca — no otro PDF.

Cada envío termina en una página de resultados puntuada como esta. Los prospectos se llevan algo útil y tú consigues un lead puntuado con contexto.

  • Puntuación + rango de resultado con un resumen claro de una línea
  • Próximos pasos recomendados según las respuestas
  • Un CTA de reserva que va directo a tu calendario
Your resultPreview
51
/ 100

Segmentation is the leak

List is healthy in size and deliverability, but every send goes to the whole list — the top 20% of buyers are drowning in the same nurture as cold subscribers.

Recommended next steps

  • Build a buyers-vs-prospects segment split this week
  • Rebuild the welcome sequence with segment-aware branching
  • Defer the ESP migration — segmentation is the constraint
Best channels to share it

One link — share it everywhere it fits.

This template works well in the places your buyers already show up. Drop the link in a bio, a reply, or a scheduled campaign.

The 'free email audit' page CTA

The LinkedIn bio and pinned post

The guest-post byline and podcast show notes

Cold-outreach opening line

The auto-reply to inbound 'our list isn't converting' emails

A resource inside your newsletter's welcome sequence

Preguntas frecuentes

Preguntas sobre esta plantilla

Lanza este funnel de evaluación hoy.

Personaliza las preguntas, conéctalo a tu enlace de reserva y empieza a capturar leads puntuados.

This template scores email programme health against the criteria you configure. It is not a deliverability test, an ESP audit, or a guarantee of revenue lift.