Email List Health Check
Score the two levers holding back a prospect's email revenue — before you write a proposal.
Best for: Email consultants, retention agencies, and creator/DTC teams sizing their next engagement.
Question 2 of 5
How often does the list get a broadcast?
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.
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.
Every submission becomes a scored lead in your dashboard.
- 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.
Questions that surface real signal.
- 1How large is the active list today?
- 2How often does the list get a broadcast?
- 3What's the rough open-rate band?
- 4How many active segments run today?
- 5What happens in the first 14 days after a subscriber joins?
Every prospect gets a scored, useful outcome.
Retention-ready
Segmentation, cadence, and deliverability are aligned — recommend a growth-focused sprint on offer and lifecycle.
One clear lever
One pillar is holding back revenue — send the fix and offer a scoped remediation package.
Foundations first
Multiple pillars missing — recommend a full email audit and 90-day rebuild engagement.
A branded, personalized result — not another PDF.
Every submission ends on a scored result page like this. Prospects walk away with something useful, and you land a scored lead with context.
- Score + result band with a clear one-line summary
- Recommended next steps tuned to the answers
- A booking CTA that goes straight to your calendar
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
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
Questions about this template
Launch this assessment funnel today.
Customize the questions, wire it to your booking link, and start capturing scored leads.
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.