How to Conduct an Email Marketing Audit for Your Business

At CLVboost, we’re in the business of finding high ROI opportunities for businesses who are eager to use email to grow their sales or engagement. What we do, of course, vary’s widely from business to business, but the “lenses” we use to assess new horizons for email revenue remain the same.

Of course there is a great deal of technical and copywriting nuance in our work, but our analysis process is something we’ve always been transparent with. I believe that if I help business owners help themselves – I’ll be closer to the front of the line when they do want to bring on an expert.

With that being said, here’s how we assess businesses in a nutshell:

The 4 Areas of an Email Marketing Optimization Audit

The 4 initial areas of focus are:

  • Your site (web presence, conversion-oriented pages, conversion opportunity)
  • Your software for email marketing and CRM
  • Your autoresponder sequences and email campaigns (split-testing, segmentation)
  • Your broadcast email marketing (split-testing, segmentation)

By going through our thought process in the video above, you’ll be able to determine your biggest ROI opportunities for leveraging email for profit.

Should you have any questions, feel free to reach us via our strategy call page and set a time to chat, or find me here at

All the best, and happy marketing,

– Daniel Faggella

Founder, CLVboost

About The Author

Daniel Faggella

I grow businesses with marketing automation, email marketing, and conversion-rate optimization. I've spoken on business and emerging technologies internationally and at some of America's finest schools (Yale, Stanford, Cornell, etc...). My marketing strategies have been featured in the Boston Business Journal, MarketingProfs, Direct Marketing News, and much more. CLVboost is where I share marketing strategies, is my major pursuit.