Email Marketing Audit & CRM Audit Services

What this audit covers

I audit your full email program including list health, segmentation logic, automation flows, deliverability, open and click performance, and CRM data hygiene. I identify the gaps that are costing you leads and retention.

List health and deliverability audit
Segmentation and personalization review
Nurture sequence and automation flow audit
Open rate and click rate benchmarking
CRM data hygiene and integration review
Re-engagement and win-back flow analysis
Welcome sequence effectiveness
Revenue attribution from email channel

What you will walk away with

Every audit ends with a clear, jargon-free deliverable your team can act on immediately.

Full

Program audit

Clear

Revenue gap analysis

Action

Optimization roadmap

Audit details

Best forBusinesses with an email list of 1,000 or more contacts who are not seeing strong engagement or revenue from email.

Timeline7 to 14 business days

DeliverableEmail program audit report with segmentation recommendations and automation gap analysis

Book this audit

Sending emails is not the same as having an email marketing strategy

Email marketing delivers a high return on investment. For many industries, it can be higher than paid media, social, or other digital channels. The businesses that fail to capitalize on it almost always have the same underlying problems: poor list health, weak segmentation, automation gaps, and no clear view of what the channel is actually contributing to revenue.

Deliverability problems silently kill email performance before a single person reads your message

You can have brilliant copy, a perfectly segmented list, and a genuinely compelling offer but still see your emails land in spam for a significant portion of your audience. Deliverability is one of the most technically complex and most commonly neglected parts of an email program, and the consequences of getting it wrong compound over time as sender reputation degrades. A list health and deliverability audit is the foundation of any meaningful email marketing analysis because performance data is meaningless if a material portion of your sends are never reaching the inbox.

Segmentation is the difference between an email program that feels relevant and one that gets ignored

Sending the same message to your entire list is one of the most reliable ways to train your subscribers to ignore you. The businesses with strong email marketing KPIs are almost always the ones that have invested in meaningful segmentation, separating prospects from customers, identifying engaged subscribers from inactive ones, and tailoring messages to where each contact actually is in their relationship with the business. This audit reviews your segmentation logic in full and identifies where your current approach is flattening engagement that better segmentation would surface. If your CRM data is too inconsistent to support proper segmentation, the AI and automation audit often identifies data hygiene and workflow automation improvements that make segmentation significantly more effective.

Most automation flows were set up once and never properly reviewed

Welcome sequences, lead nurture flows, abandoned cart emails, re-engagement campaigns, and post-purchase follow-ups all represent some of the highest-leverage opportunities in email marketing because they run continuously and reach subscribers at high-intent moments. But they are also the part of an email program most likely to have been set up during an earlier stage of the business and never meaningfully updated. An email campaign audit of your automation flows identifies which sequences are underperforming, where contacts are dropping out of flows prematurely, and what changes would have the biggest impact on the revenue those automations generate.

CRM data hygiene is not an IT problem, it's a revenue problem

Dirty CRM data produces inaccurate segmentation, unreliable reporting, and automation flows that trigger at the wrong time for the wrong contacts. Most businesses with CRM data problems are aware of them in a vague sense but have never done a structured audit of how bad the problem actually is or what it is costing them in missed revenue. The CRM data hygiene and integration review in this audit quantifies that gap and produces a clear remediation plan. For businesses where the CRM issues connect to broader questions about how marketing spend is being attributed across channels, the marketing spend and ROI audit gives you the full cross-channel revenue attribution picture.

Why the businesses that hire Megan to fix their email program stop underestimating it

Email marketing audits reveal two things consistently: how much revenue the channel is leaving on the table, and how fixable most of the problems are. Here is what I bring to this engagement that makes the difference between a report and a result.

I have been auditing email programs since before most current platforms existed

Email marketing has changed significantly over the past two decades in terms of platforms, deliverability standards, automation capabilities, and subscriber expectations. I have worked through all of it. That history means I understand not just what best practice looks like today but why it evolved the way it did and what tends to happen to programs that ignore the fundamentals regardless of which platform they are built on. I have reviewed email programs on Klaviyo, HubSpot, Mailchimp, ActiveCampaign, Salesforce, and more. The patterns of underperformance are remarkably consistent, regardless of the tool.

I review email marketing KPIs against benchmarks that are actually relevant to your business

Average email marketing benchmarks published by platforms are a rough reference point at best. Open rates, click rates, and conversion rates vary significantly by industry, audience type, list size, send frequency, and email type. A transactional email program for an e-commerce business should not be benchmarked against a B2B lead nurture sequence, and neither should be measured against a platform average that flattens all of those differences. Because I have reviewed email programs across industries and business models, I can benchmark your specific program against standards that reflect what good performance actually looks like in your market.

I look at email as part of your full marketing picture, not in isolation

Email does not operate independently from your other marketing channels. The quality of your email acquisition flows depends on what your other channels are delivering. The effectiveness of your nurture sequences depends on how well your CRM data reflects where each contact actually is in their buying journey. The revenue attribution from email depends on how well your tracking integrates with your broader analytics setup. I assess your email program with all of those connections in mind, which means the recommendations I make are calibrated to your full marketing strategy rather than optimized for email metrics at the expense of everything else. For businesses where the customer journey across all channels is relevant, the customer journey audit maps that full picture including how email fits into it.

You walk away with an optimization roadmap your team can implement, not a benchmarking report with no direction

An email marketing assessment that tells you your open rate is below industry average without explaining why or what to do about it is not useful. Every finding in this audit is connected to a specific recommendation, a rationale, and an expected impact on the metrics that matter. The optimization roadmap you receive is ordered by priority so your team knows what to address first for the fastest revenue improvement. Whether you are managing email in-house or working with an agency, you will have the clarity to make confident decisions about where your email campaigns need to go next.

Email & CRM audit