Email Marketing Audit

Home » Email Marketing Services » Email Marketing Audit

Unlock the Full Potential of Your Email Marketing with Our Comprehensive Audit

At Holistic Email Marketing, we offer the most comprehensive email marketing audits available, supported by over 26 years of expertise across a wide range of industries. We’ve helped global brands like TransUnion, Not on the High Street, TJ Maxx, Tails.com, Tractive, and many more take their email marketing to the next level.

Our audits are designed to identify missed opportunities, optimise strategies, and ensure you’re maximising your ROI—all tailored to your unique business. Whether you need a quick diagnosis or a full transformation, we have an audit to meet your needs.

Why Choose Our Email Marketing Audit?

Unlike templated audits, ours are fully tailored to each client’s specific situation. We go beyond the basics to uncover what others miss, whether it’s incorrect testing methodologies, too-short reporting windows, or missed opportunities for growth. We bring our deep experience across most verticals to every audit, so you can be sure that the insights we provide are both actionable and specific to your business.

We will spend days exploring your data, experiencing your customer journey, and writing up a robust and valuable report that you can share with your team. We will identify what works, what doesn’t, and discover missed opportunities. You get an actionable list of improvements in clear language about what you should do, why you should do it, and how you should do it.

This email marketing audit is a perfect first step towards gaining a strategy, or it can also be combined with a discovery session or a journey mapping workshop. If you’re looking for a new email marketing vendor, then this is a great place to start – identifying and helping to benchmark your requirements.

About our expert reviewer

Your email marketing or eCRM programme will be reviewed by one of our expert email marketing consultants. With email marketing experience ranging from 18 to 26 years, you’re in safe hands as our consultants have worked with brands such as Facebook, Ebay, TFL, MR PORTER, Barclays, Zipcar, Hiscox, VisitScotland, National Theatre, Southbank Centre, Printerpix, and many more…

What We Do and How We Do It

Our audit process is thorough and detailed, starting with a discovery phase where we gather all relevant stakeholders to discuss your email program’s objectives and challenges. From here, we conduct an in-depth analysis, covering every aspect of your email program, including:

• Deliverability: Ensuring your emails reach the inbox.
• Content & Design: Reviewing email layout, subject lines, and calls-to-action to optimise for engagement.
• Segmentation & Targeting: Identifying how well you are targeting the right audiences.
• Lifecycle Marketing & Automation: Evaluating triggered emails and customer journeys for maximum impact.
• A/B Testing: Analysing testing methodologies and providing insights to optimise future tests.
• Metrics & Reporting: Ensuring you have the right KPIs in place and identifying areas for better tracking and performance measurement.

What’s Included in the Report

At the conclusion of the audit, you will receive a comprehensive written report that covers the following elements:

• Audit Findings: A detailed analysis of the current state of your email marketing.
• Roadmap to Success: A phased action plan, prioritising recommendations based on ease of implementation and projected ROI.
• Charts, Graphs, and Visuals: Clear, actionable insights supported by data visuals.
• Email Screenshots: Visual examples showing where improvements can be made.

We also include a 2-hour walk-through call to guide you through the findings, ensuring you understand the insights and can confidently act on the recommendations.

Turnaround Time

We understand the need for timely insights. Our audits typically take between 10 to 15 business days, depending on the complexity and scope of your email marketing programme. We ensure a quick turnaround without sacrificing depth or quality, so you can start seeing improvements as soon as possible.

The Benefits of an Email Marketing Audit

The benefits of our email marketing audits are clear:

• Increased Deliverability: Ensure your emails land in the inbox, not the spam folder.
• Improved Engagement: Optimise your email design and content to increase open and click rates.
• Enhanced Customer Journeys: Improve lifecycle marketing and automate key touchpoints for a seamless customer experience.
• Strategic Insights: Identify actionable opportunities that will drive measurable improvements to your email programme.
• ROI-Driven: Most clients see ROI within a few weeks of implementing just one or two of our recommendations.

Our clients, from ecommerce to B2B and agencies, have seen transformational results from our audits. We’ve helped companies achieve:

• +51% increase in open rates
• +148% increase in click rates
• +163% increase in conversion rates
• Up to 99% deliverability across all ISPs

With our guaranteed ROI, you’ll see measurable improvements—often within weeks.

Startup Audit

Our Startup Optimisation Audit is designed for small businesses or startups seeking to establish a strong email marketing foundation.

This comprehensive audit provides practical insights and actionable recommendations to help you optimise your email strategy, engage customers effectively, and set up the building blocks for long-term growth.

Tailored to fit the unique needs of emerging brands, this audit is your starting point for creating a high-impact, customer-centric email marketing programme.

Turnaround Time: 2-3 weeks

SME Audit

The SME Optimisation Audit is crafted for medium-sized businesses ready to elevate their email marketing to the next level.

This in-depth audit dives into key areas such as lifecycle programs, segmentation, and customer journeys, providing strategic insights that enable sustainable growth and higher engagement.

With a focus on both quick wins and long-term strategy, this audit equips SMEs with a clear path toward a more refined and successful email marketing programme.

Turnaround Time: 3-4 weeks

Enterprise Audit

Our Enterprise Optimisation Audit is ideal for large, multi-site enterprises that require a comprehensive, strategic approach to email marketing.

This audit thoroughly examines every aspect of your email programme, from customer lifecycle and personalisation to competitive benchmarking, to help you achieve maximum impact.

Designed for complex, high-volume organisations, this audit provides actionable recommendations and a phased roadmap that will position your business as a leader in customer engagement and email effectiveness.

Turnaround Time: 4-6 weeks

Subscription Packages Tailored to Your Business

Our subscription packages provide continuous support, deliverability monitoring, automation, A/B testing, and strategic insights designed to evolve with your business, whether you’re a startup, SME, or large enterprise. Investment starts at £600 per month.

Ready to Transform Your Email Marketing?

We’ve worked with businesses across various industries to unlock the full potential of their email marketing. Whether you’re looking for a quick diagnosis or a comprehensive strategy, our email marketing audit is the essential first step.

Email delivers results – let’s help you achieve even great results! There’s no better time than now to get started.

Ready for better results? Schedule your email audit today.

Don’t just take our word for it…

Faced with some specific challenges in our CRM programme, we were keen to enlist the help of a consultancy who specialised in email marketing. Holistic delivered an exceptionally thorough email marketing audit of our email marketing programme, covering every aspect of the customer journey. The audit provided clear, actionable insights and plenty of things to aspire to. We’ve been able to implement some improvements immediately, and have added a whole host of others to our roadmap. We are excited for the future of our email marketing programme, and we look forward to working with Kath and the team in the future. – Justine McMenemy, Not on the High Street

We asked Kath at short notice to help audit our CRM programme. Kath’s expertise was evident in how quickly she understood our particular challenges, and her email marketing audit and recommendations were both timely and insightful. We benefitted from immediately actionable changes as well as getting clear input on strategic goals, both of which will elevate our CRM performance. Kath was a pleasure to work with and I have no hesitation in recommending her. – Jamie MacNaughton, tails.com

“We recognised Kath Pay as a leader in the industry, and as we wanted the best, we contacted Holistic to help us take a new approach to our email marketing. We needed a consultancy who could help us take our email marketing from ‘batch and blast’ to something more sophisticated, with conversions being our primary goal. Through the email marketing audit that Holistic performed, they helped identify missed opportunities, and gave some great recommendations on how to take advantage of them.” – Aamir Jiwa

“The email marketing audit produced by Holistic Email has given us clear direction on how to move forward with our email marketing strategy. The audit investigated our entire customer journey, from website actions and content through to how leads are nurtured. The review of our existing email marketing campaigns highlighted some interesting points on what we were doing well and not so well. The overall audit outlines missed opportunities with valuable suggestions on how we can progress.” – Hannah Barron

We recently completed a newsletter audit with Kath and her team at Holistic Email Marketing and I just want to say how excited I am for going this route! The audit was an enlightening experience as a whole and I am super excited for the email related improvements that will follow! Kath has proved how doing ordinary things can become extraordinary simply by doing them with the right people, and I 100% recommend Kath and her team for any email related consulting one may seek – from strategy to optimization tricks, from simple email messages to the complete customer journey – her insights on email marketing topics are just so valuable! Starting working on the tasks from the audit, it was made apparent that greatness in the email industry comes from taking little smart steps and doing them consistently. I’m very thankful for Kath, and the fact that she is still providing valuable feedback, even after the completion of the audit. Very glad we chose them for the audit – I would do it again anytime! – Sanda Briciu, Tractive

• 

  Custom email marketing audit at a special price

  November exclusive offer! Close the revenue gap in your email marketing programme Power up your email marketing with a custom audit and expert advice Transform your programme with an audit by a Holistic email specialist – now at an exclusive rate only for November. Choose a single in-depth audit or add on a follow-up session… keep reading →

  Discover More →