A star-shaped geometric pattern with multiple triangular points radiating outward from a central black diamond.

01 - Start with clarity

The Intentional Audit

Most teams I speak to feel the same way about their email marketing.

They know it should be doing more. They know there’s potential there. But they’re not sure what’s working, what’s missing, or what they should focus on next.

The Intentional Audit is where we change that.

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What The Intentional Audit is

This is a deep dive into your current email marketing, your data, and your customer journey to understand exactly how email is supporting your business - and where it isn’t yet.

By the end, you’ll have a clear, prioritised roadmap for the next 3-6 months, so you know exactly what to work on and why.

No guesswork. No overwhelm. Just clarity and direction.

As part of The Intentional Audit, I review:

  • Your campaigns and overall performance

  • Any existing automations or flows

  • Your templates and brand consistency

  • Your data, segmentation, and list health

  • How email currently fits into your customer journey

  • Where the gaps and missed opportunities are

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Who this is for

The Intentional Audit is a great fit if:

  • You’re unsure what to prioritise with your email marketing

  • You feel like things have grown a little reactively over time

  • You want clarity before investing time or money into making changes

  • You suspect email could be working much harder for your business

  • You want your team aligned on priorities before investing time or budget

What this isn’t

This isn’t about building anything or changing things straight away.

It’s about understanding what’s really going on first, so the next steps are intentional and informed.

What you’ll leave with

You’ll receive a clear, written roadmap that outlines:

What to focus on now

What to prioritise next

What can wait

Where email can have the biggest impact on your business

We’ll walk through everything together on a 90-minute call so you and your team feel clear on what matters and what doesn’t.

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Timeline & investment

The Intentional Audit takes place over three weeks.

Investment typically sits between £2,000 - £2,600 + VAT, depending on the size and complexity of your account.

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Happy Clients!

  • “When Holly asked me for a recommendation, my heart sank. Not because recommending her is difficult, but because it means spotlighting a rare talent we'd rather keep a secret. If email marketing has a Holy Grail, it's finding that triple threat of technical expertise, beautiful copywriting skills and excellent client communication. Holly is exactly that.”

    James, The Inbox Club

  • “Holly is the safest of safe pairs of hands. In fact, she's a whole lot more than that. She's able to come into a brand, quickly diagnose where improvements can be made across the CRM stack and then get on with implementing the changes without faff. Strategic & executional, she has been integral to helping Brand Hackers build out our CRM offering. Highly recommend!”

    James, Brand Hackers

  • “We loved working with Holly on our email marketing project. She has a huge amount of knowledge on CRM platforms and took the time to really get to know our business inside and out. The changes she suggested and implemented made a big difference and she’s an absolute joy to work with!”

    Rhi, WagWorks

  • "Holly is an expert in lifecycle marketing and an absolute pleasure to work with. She's supported us significantly on client accounts from strategy to execution, and driven substantial email marketing revenue growth. She is communicative, and always completes tasks on time and in a thoughtful manner. A huge asset to anyone who works with her!"

    Katie, KM Grow

  • “What can I say, Holly is just a joy to work with. A true professional in every endeavour, she brings not only a huge breadth of skills and experience to her roles but also incredible enthusiasm and diligence. I can't recommend Holly enough if you're looking for a reliable CRM consultant who can take you from A to B, and then some.”

    AC Hayes, Conceptual Copywriter & Content Strategist

What happens next?

If you’d like to explore whether The Intentional Audit is the right place to start, fill in the short form and we’ll arrange a discovery call.