Process
The flow from audit to handoff
Intake
Stack review, list health, and goal alignment with stakeholders.
Discover
Inventory live automations, overlaps, and blind spots.
Map
Prioritize triggers, segments, and suppressions with operators.
Build
Templates, copy modules, imports, and QA checklists.
Test
Subject, timing, and CTA experiments with sample-size guardrails.
Hand off
Runbooks, office hours, and optional quarterly audits.
Before
Manual sends, inconsistent nurture, operators rebuilding footers weekly, tests called on tiny samples.
After
Documented triggers, modular templates, cohort reporting, and fewer emergency pauses during launches.