List Building & Segmentation

Is their a compelling lead magnet?

What is growth rate over the last 3-6 months?

What is the list turn over the last 3-6 months?

Are subscribers segmented based on behaviors such as email opens, clicks, purchase history, or website activity?

Is the audience segmented according to where they are in the customer lifecycle (e.g., new subscribers, active customers, lapsed customers)?

Are custom fields being used to tailor content (e.g., first name, recent purchase, birthday offers)?

Content & Messaging

Are subject lines engaging and optimized for open rates? Are you conducting A/B tests to find the most effective subject lines?

Is the preview text being used effectively to complement the subject line and entice opens?

What is the split between informative messages and promotional

Campaign Performance

Are open rates meeting or exceeding industry benchmarks? What factors (e.g., subject lines, timing) are influencing open rates?

Are landing pages optimized for conversions? Is there a strong alignment between the email/SMS content and the landing page?

Are offers compelling and relevant to drive conversions? Are you testing different offers to find what resonates best?

Are unsubscribe rates within the acceptable range? Are certain campaigns causing higher unsubscribe rates, and why?

Are you collecting feedback when someone unsubscribes to understand their reasons and potentially reduce future churn?

Automation & Deliverability

Is the welcome series engaging and effective in introducing new subscribers to your brand? Are open and click rates higher than average?

Are abandoned cart emails/SMS recovering sales effectively? What is the recovery rate, and how can it be improved?

Are re-engagement campaigns successfully reactivating dormant subscribers? Are you testing different approaches (e.g., offers, surveys)?

Are you tracking the performance of each step in the drip campaign? Are there drop-off points that need to be addressed?

Are emails/SMS being flagged by spam filters? What steps are being taken to improve inbox placement (e.g., authentication, sender reputation)?

Are deliverability rates monitored regularly? What is the overall deliverability rate, and are there patterns of concern?

How often is the email/SMS list cleaned to remove invalid addresses and reduce bounce rates?

Quick Wins