Let’s take a look at your email world.
This form will help me understand what’s working, what’s stuck, and what kind of support would be most helpful, whether that’s writing, deliverability, or a mix. Just fill this out as best you can. I’ll handle the rest.
Full Name
*
Mr.
Mrs.
Miss
Ms.
Prefix
First Name
Middle Name
Last Name
Suffix
Phone Number
*
Sometimes it’s helpful if I need to follow up before our call.
Email Address
*
example@example.com
What's your website?
It's okay if you don't have one.
About Your Emails
Do you currently send emails to your audience?
Yes, regularly
Yes, but inconsistently
I want to, but I’ve been avoiding it
Not yet
What’s been the hardest thing about writing or sending emails?
*
Whether it’s tech, tone, or just time — feel free to be honest here.
Roughly how big is your email list (if you have one)?
Rough numbers are totally fine. If you don't have a list, just put "none".
What would you love your emails to feel like?
(Example: warm, calm, grounded, playful, compassionate)
What’s your biggest goal over the next 3–6 months?
This doesn’t have to be perfect. Just share what would feel meaningful, helpful, or relieving to make progress on.
What kind of support are you looking for?
Help finding my voice
Emails written for me in my tone
Storytelling and nurturing sequences
Consistency and structure
Strategy and planning
I’m not sure yet - I just know I need help
Other
About Your Deliverability
What email platform do you use?
*
e.g., MailerLite, ConvertKit, ActiveCampaign, Klaviyo, Mailchimp
How often have you been emailing your list lately?
*
I haven’t been emailing at all
Once or twice a month
Once a week
A few times a week
Almost daily
It varies
Other
What email address do you send your emails from?
*
Have you noticed your open rates dropping recently?
*
Yes, a lot
Yes, a little
Not sure
No, everything seems normal
How many people are currently on your email list?
*
A rough estimate is fine
Do you know your average open rate right now?
*
Do you know your average click rate (if any)?
*
How many active subscribers do you have right now?
*
(Active = opened OR clicked within the last 90 days)
Are you seeing any of these issues?
*
My emails are landing in Spam
My emails are landing in Promotions
People say they aren’t receiving my emails
Low open rates
Low engagement (not many replies/clicks)
Lots of unsubscribes
Not sure — something just feels “off”
Other
Has anything happened recently that might affect deliverability?
*
I did a big “mass send”
I emailed my whole list after a long time away
I imported contacts from another platform
I sent emails to cold subscribers
None of the above
Other
How did most people join your list originally?
*
Lead magnet / opt-in
Webinar / event
Signed up on my website
They’re past or current clients
They bought something from me
I’m not sure
Have you ever emailed people who did NOT opt in?
*
Yes
No
I'm not sure
Are you currently using Gmail Postmaster Tools?
*
Yes
No
I'm not sure what that is
Do you have any upcoming events, launches, or deadlines I should know about?
*
Details are good. If you've not nothing scheduled, put N/A
15. Anything else you want me to know about your email situation?
*
If you need to, be as detailed as possible here.
I understand this process works best when we take a gentle approach — no purchased lists, no sudden volume spikes, and no mass sends while we’re fixing things.
*
I understand.
What date and time works best for you?
*
Any other specific date and time, if the above selection is not suitable.
-
Month
-
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Submit — I’ll take it from here
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