Email Marketing Toolkit

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Support Graphic Designer with companies Digital Asset Management system and integrate current visual assets into platform using agreed upon tagging/keyword system.

More Uses of the Email Marketing Toolkit:

  • Make sure that your venture performs competitive analysis on a regular basis to stay current in the industry and provides guidance and knowledge to the Digital and Marketing teams.

  • Develop and execute lifecycle marketing programs through segmentation and automation as onboarding series, lead nurturing, upsell campaigns, etc.

  • Manage work with the larger Marketing Operations and Analytics teams to ensure that accurate data is being captured to support marketing strategy and results analysis.

  • Initiate: work cross functionally to help manage your Email Marketing projects with multiple internal/external stakeholders to execute marketing campaigns.

  • Ensure you helm; lead process all creative and image uploading through your Content Management system while working closely with your Graphic Design partners for content needs/edits.

  • Govern: work closely with the creative organization and email vendor to align campaigns and projects and to ensure best practices are followed.

  • Become skilled in working with data at varying levels of granularity and bridging data sets across different platforms and systems of record.

  • Execute email acquisition campaigns and experiments from start to finish with the goal of improving engagement and conversions.

  • Manage work with product marketing managers to implement strategic campaigns, provide valuable feedback on message, creative and performance.

  • Secure that your corporation complies; its the third largest health plan provider in your organization and is dedicated to transforming the healthcare industry.

  • Analyze data to identify new opportunities and optimize segmentation based on customer attributes, behavior, and more.

  • Ensure you are able to work quickly and efficiently with minimal direction, and you know strategic marketing campaigns impact the bottom line.

  • Support sales, via help with other Marketing functions, to perfect outbound messaging during the entire buyer journey.

  • Develop, maintain, and test content across dozens of acquisition landing pages and other on site content supporting marketing initiatives.

  • Ensure you guarantee all messages coded for dynamic content are thoroughly tested to eliminate possibility of errors at send time.

  • Stay on the cutting edge of email, retention, and loyalty trends in order to pitch, test, and roll out new communication channels.

  • Coordinate the Email Marketing and automation process by maintaining email lists, ensuring Compliance Processes are followed, setting up email communications, etc.

  • Warrant that your team executes Direct to Consumer direct mail and Email Marketing campaigns based on growth targets and Market Segmentation.

  • Standardize: plan, develop and execute all email communications for your organization in partnership with appropriate departments.

  • Manage: own the marketing strategy for prospects and customers via email, sms, chat, direct mail, packaging inserts, loyalty/Referral Programs, and other direct channels.

  • Collaborate with partners in evaluating effectiveness of marketing objectives to drive new client growth in all channels.

  • Create and update workflows and processes for managing project timelines; track deadlines and follow up with team members to ensure tasks are completed.

  • Be accountable for setting strategy on all paid re engagement campaigns across your Digital Marketing channels; partner with growth team to execute.

  • Methodize: partner and collaborate with other members of the production/operations team to ensure Knowledge Sharing and process efficiencies.

  • Measure the effectiveness of Email Marketing campaigns and monitor subscriptions to continually improve ROI from Email Marketing efforts.

  • Ensure you specify; aid the marketing department in content creation, literature creation, digital advertising, Email Marketing, and other digital projects.

  • Systematize: day to day development and implementation of Email Marketing campaigns in support of guest life cycle to increase engagement, website traffic, and revenue.

  • Develop and execute impactful Email Marketing campaigns to maximize the open rates, clicks, impressions and call to actions.

  • Supervise: design customer segmentation strategies designed to maximize profitability from current customers and increase the lifetime value of client brands.


Save time, empower your teams and effectively upgrade your processes with access to this practical Email Marketing Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Email Marketing related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Email Marketing specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Email Marketing Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Email Marketing improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Marketing budgets are tighter, consumers are more skeptical, and Social Media has changed forever the way you talk about Email Marketing, how do you gain traction?

  2. Do you feel that more should be done in the Email Marketing area?

  3. How would you define the culture at your organization, how susceptible is it to Email Marketing changes?

  4. Who, on the executive team or the board, has spoken to a customer recently?

  5. How do you gather the stories?

  6. How do you create buy-in?

  7. What kind of analytics data will be gathered?

  8. How long will it take to change?

  9. What are current Email Marketing paradigms?

  10. What is the complexity of the output produced?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Email Marketing book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Email Marketing self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Email Marketing Self-Assessment and Scorecard you will develop a clear picture of which Email Marketing areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Email Marketing Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Email Marketing projects with the 62 implementation resources:

  • 62 step-by-step Email Marketing Project Management Form Templates covering over 1500 Email Marketing project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Email Marketing project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Email Marketing project team have enough people to execute the Email Marketing project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Email Marketing project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Email Marketing Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Email Marketing project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Email Marketing project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Email Marketing project with this in-depth Email Marketing Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Email Marketing projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Email Marketing and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Email Marketing investments work better.

This Email Marketing All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.