Email Marketing

Email Program Audit

A clear review of your email flows, campaigns, list and deliverability, with 15 fixes ranked by impact.

Email programs drift. Flows get set up and forgotten, lists fill with quiet contacts, and a missing DNS record can quietly push emails into spam. Email Program Audit looks at all of it. We review your flows, three months of campaigns, list health and deliverability. Then we rank 15 fixes by impact and effort, and explain them in a written walkthrough.

  • Every live flow and recent campaign reviewed
  • List health and deliverability checked, including SPF, DKIM and DMARC
  • 15 fixes ranked by impact, with a written walkthrough
$875 10–20 working days
Envelopes in a wooden rack with one pulled forward by a brass clip, showing an email program checked one part at a time.

What it is

Email Program Audit is a one-time review of how your email marketing is set up and performing. We review every live automated flow, the last 3 months of campaigns, your list health and your deliverability, including SPF, DKIM and DMARC. You get a report with 15 prioritized fixes and a written walkthrough.

Why businesses buy it

When email results slip, it is hard to know whether the problem is the flows, the content, the list or the sending setup. Teams often guess, rewrite a few emails and hope. An outside audit checks each part in order and tells you what to fix first. Every finding is checked by hand, and the fixes are written so your team, or ours, can act on them. It is a sensible step before spending on new flows, a redesign or a platform move. Results from the fixes are never guaranteed.

Problems this solves

Email sales have stalled and you are unsure why

We review every live flow, the last three months of campaigns and your list health. The audit report ranks 15 fixes so you know exactly where to start.

Emails may land in spam because domain authentication is incomplete

A deliverability check covers SPF, DKIM and DMARC, plus sender reputation signals. Any gaps are explained in plain terms, with the fix to make for whoever does the work.

Core automated flows are missing or half built

The flow review compares your live flows against the core set, such as welcome and abandoned cart. Missing or weak flows are flagged in the report with what to add.

Inactive contacts drag down engagement and sender reputation

The list health review looks at growth, engagement and inactive contacts. You see how much of your list is active and what the report recommends for the rest.

Scope card SKU UPM-S0044

Email Program Audit

Everything this service includes, written down before you pay. Add it to your cart when you are ready.

$875 one-time price
Add extras if you need them (optional)

Monthly extras follow the service: the first 3 months are paid at checkout.

What is included

Platforms
1 email platform
Connections
Your email platform and sending domain
Volume
All live flows, 3 months of campaigns and 15 fixes
Deliverables
Review, test, prioritize and report
Languages
1
Quality checks
Findings checked by hand before delivery
Revisions
1 round
Reporting
Written handover report
Support
14 days after launch

A good fit if

You send email regularly, but you are not sure what is working or why results have dipped.
Your flows were set up a while ago, possibly by someone who has since left.
Open rates have dropped, or emails seem to be landing in spam or promotions folders.
You want an outside view and a ranked list of fixes before paying for more email work.

Not the right fit if

You have no automated emails yet and want the core ones built. See Email Flows Build.
You already know what to fix and want campaigns sent every month. See Email Campaigns.
Your emails look broken or off-brand and you mainly need a new design. See Email Template Design.
Your website's search performance is the bigger worry. See SEO Audit and Roadmap.

How it works

  1. You invite us to your email platform, read-only is fine, and share DNS access or a screenshot of your DNS records.
  2. We review every live flow against the core flows most programs need, and note gaps, broken steps and weak emails.
  3. We review 3 months of campaigns and your list health, including growth, engagement and inactive contacts.
  4. We check deliverability, including SPF, DKIM and DMARC and sender reputation signals, then check every finding by hand.
  5. You get a report with 15 fixes ranked by impact and effort, with one round of revisions, and a written walkthrough.

What you provide within 72 hours

Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.

  • Access to your email platform by invite or through a key you control. Read-only access is enough.
  • Viewer access to your DNS by invite, or a screenshot of your DNS records.
  • Your goals, your main offers and any problems you already know about.
  • One person to review the report and send follow-up questions.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.

Timeline

Start Order placed. Platform access, DNS details and goals are due within 72 hours.
Week 1 Access checked and every live flow reviewed.
Weeks 1–2 Campaign review, list health check and deliverability check.
Week 2 Findings checked by hand and the 15 fixes ranked by impact and effort.
Week 2 Report and written walkthrough delivered.
After delivery 14 days of follow-up questions about the findings.
Delivery options, in working days (Monday to Friday) from completed intake. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.
OptionDelivery timePrice
Standard10–20 working days$875

What you receive at handover

  • A flow review with gaps against the core flows
  • A campaign review of the last three months
  • A list health review and a deliverability check
  • An audit report with 15 prioritized fixes (recommendations; making the fixes is not included)
  • A written walkthrough of the findings
  • A follow-up period for questions

Expected benefits and how to measure them

  • Gives you a clear, ranked list of what to fix in your email program
  • Helps you spot deliverability problems before they grow
  • Makes it easier to brief whoever makes the changes
Fixes completed
Tick off the 15 fixes as they are done and note the date of each.
Spam complaints and bounces
Compare rates in your email platform for the month before and after the deliverability fixes.
Email revenue
Compare flow and campaign revenue in your platform for the quarter before and after the fixes.

Before you start: Note your current open, click, bounce and complaint rates and monthly email revenue before the audit starts.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Running costs

There are no running costs. The audit works inside the email platform you already pay for and needs no extra tools. If you later act on the fixes, any new tools or platform upgrades are your choice.

Ask about running costs

Custom requirements

Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.

Request a custom version

Keep it running

This is a one-time audit, so there is nothing to keep running. The report and written walkthrough are yours to share with your team. For 14 days after delivery you can send follow-up questions. If you want us to make the fixes, Email Flows Build covers the core automated flows and Email Campaigns covers monthly sends. Specific fixes can also be quoted through a Change Quote.

How this compares

Do it yourselfHire a traditional agencyUpmark Labs
Cost The platform's own checks, plus your time to read them An audit often bundled into a retainer pitch One fixed price shown before you buy
Coverage Whatever the dashboard highlights Set by the agency Every live flow, 3 months of campaigns, list health and deliverability
Deliverability Rarely checked until something breaks Sometimes a separate service SPF, DKIM, DMARC and sender reputation signals checked
Output A list of warnings in no order A slide deck 15 fixes ranked by impact and effort
Follow-up None Usually tied to a sales call A written walkthrough and follow-up questions

Questions about this product

Which email platforms can the Email Program Audit review?

Klaviyo, Mailchimp, Omnisend and HubSpot are the most common, and the audit also reads store data from Shopify or WooCommerce where it is connected. If you use another platform, add a note at checkout and we will confirm before starting. The audit covers one platform and its sending domain.

Will the email audit fix our open rates or revenue?

No. The audit finds and ranks the problems, and it does not change anything by itself. Some fixes, such as a missing DMARC record or a broken flow step, can help quickly once made. Results still depend on your offers, your list and the mailbox providers. We never promise a set lift in opens, clicks or revenue.

Do you make the changes after the email audit?

Not as part of the audit. The 15 fixes are written so your own team can act on them. If you want us to make them, Email Flows Build covers welcome, abandoned cart, browse and post-purchase flows, and Email Campaigns covers monthly sends. Other specific fixes can be quoted through a Change Quote.

Why does an email audit need our DNS records?

Because SPF, DKIM and DMARC live in your DNS, not in your email platform. These records tell mailbox providers that your emails are really from you, and missing or wrong records are a common cause of emails landing in spam. Viewer access is enough, or a screenshot of the records works too.

What does the list health review look at?

How your list is growing, how engaged it is, and how many contacts have gone quiet. We look at sign-up sources, unsubscribes and inactive contacts, and how you currently treat them. Sending to many inactive contacts can harm deliverability, so the report says what to do about them. The cleaning itself is not included.

Is it worth auditing our emails if we are moving platforms?

Yes, and it is a good moment. The audit shows which flows, segments and templates are worth moving and which are not. If you want us to handle the move, the Email Platform Migration add-on can be bought with the audit. It moves up to 25,000 contacts with their consent status and rebuilds up to 10 templates.

What do we get at the end of the Email Program Audit?

A written report and a written walkthrough. The report covers flows, campaigns, list health and deliverability, then lists 15 fixes ranked by impact and effort. The walkthrough explains each fix in plain terms, and it is yours to share with your team. For 14 days afterwards you can send us follow-up questions.

Find out what your emails are missing

Order the Email Program Audit for a hand-checked review of flows, campaigns, list and deliverability, and 15 fixes in the order they matter.

Works well with

A large paper panel beside three matching smaller ones made of card blocks: a master email template and its variations.
Email Marketing

Email Template Design

One master email template designed and coded in your brand, plus 3 variations, tested in major inboxes and saved in your email…

From $1,275 Delivery in 10–20 working days
Four envelopes slotted into a wooden calendar block, showing a month of email campaigns planned and ready to send.
Email Marketing

Email Campaigns

Four email campaigns a month, planned, written, designed and sent to the right segments, with results reported back to you.

$775/mo Starts in 10–20 working days
Four envelopes moving along a brass track from a lever switch, showing automated emails set running on their own.
Email Marketing

Email Flows Build

The core automated emails every online business needs, written, designed and switched on: welcome, abandoned cart, browse and post-purchase.

From $2,275 Delivery in 15–25 working days