Scope of services
What your retainer covers.
Clear boundaries keep the collaboration easy. Anything outside scope is flagged before work begins.
Included
- Building and editing email flows, sequences and campaigns
- Workflow automation, triggers and internal notifications
- Lead scoring, lifecycle stages and routing rules
- CRM property, pipeline and field management
- Event setups, pre and post (in-person and virtual), including registration, reminders, attendance tracking and follow-up
- User permissions and general platform administration
- List segmentation and audience management
- Data clean-up, deduplication and import of provided data
- Dashboards and recurring performance reporting
- Documentation of everything built, plus team walkthroughs
- Platform best-practice advice and tool recommendations
Not included
Available as separate projects or via trusted partners.
- Copywriting of long-form content (light editing included)
- Graphic design and custom HTML email templates from scratch
- Paid ads management and SEO
- Custom software development or website builds
- Software licence and subscription costs
- Full CRM migrations (quoted as separate projects)
Something you need isn't listed?
Say the word — I'll tell you honestly whether it's my work, a partner's, or simply not worth doing yet.