Strategy Sessions & DIY Resources

Get the level of support that works for you.

Whether you want to work through your customer journey on your own, have a specific email or SMS question, or need more in-depth strategic guidance, these options give you a simple way to get started.

  • A step-by-step workbook designed to help you identify your highest-priority customer journeys, map automation logic, and organize your messaging before building flows inside your platform.

    Perfect For:

    • DIY marketers

    • Small business owners

    • Small teams planning new automations

    • Anyone who wants a proven process before building

    Includes:

    • PDF Flow Planning Framework Workbook

      • Journey Mapping Templates

      • Example Customer Journeys

      • Editable Word Version

    Get the Framework

  • Have one focused email or SMS question or challenge? This session gives you direct access to experienced guidance so we can talk through the issue and determine your best next step.

    Best for: One focused question or challenge where you need expert guidance on what to do next.

    Book This Session

  • Need to dig a little deeper? This session gives us time to work through a larger email or SMS challenge, review what you’re currently doing, and develop clear recommendations and next steps.

    Best for: When you need more time to work through a challenge and determine the right strategy.

    Book a 60-Minute Strategy Session

  • Whether you're new to Mailchimp or looking to improve how you're using the platform, these sessions are designed to help you work more confidently and efficiently.

    Topics May Include:

    • Audience setup and organization

    • Campaign creation

    • Customer journey automation

    • Segmentation

    • Reporting and analytics

    • Email marketing best practices

    Perfect For:

    • New Mailchimp users

    • Small business teams

    • Businesses transitioning to Mailchimp

    • DIY marketers wanting expert guidance

    BOOK A MAILCHIMP TRAINING

Not sure which session is right for you?

Start with your goal:

  • Want a DIY customer journey planning framework? → Lifecycle Flow Planning Framework

  • Have one focused email or SMS question or challenge? → 30 Minute Session

  • Need more time to work through a challenge and determine the right strategy? → 30 Minute Session

  • Using Mailchimp and want platform guidance + optimization? → Mailchimp Training

Need More Hands-On Support?

If you're looking for audits, customer journey implementation, ongoing consulting, campaign management, or a fully customized email and SMS strategy, explore our full range of services.

Explore Full Services

Words From Our Clients

  • “Elizabeth’s guidance cut through the fog of process and technology and made email finally make sense. Her insights come from real experience — I highly recommend her.”
    — Jim Sterne, Founder of the Marketing Analytics Summit

  • “Highly professional, extremely knowledgeable, and a delight to work with. She helped us maximize our reach and grow through thoughtful, targeted emails.”
    — Co-Founder, California Pizza Kitchen & Rocca Pizza

  • “I didn’t want someone to just do the job, I wanted to also learn along the way. Elizabeth was patient, clear, and helped me build a beautiful automated journey. Highly recommend.”
    — Shanna, Pet Potion

 FAQs

  • Yes. The DIY framework, training, and strategy sessions are designed to give you a clear entry point based on the level of support you need.

    We also offer full-service options that may include audits, customer journey strategy, campaign planning, automation implementation, and ongoing email and SMS marketing management.

    If you are looking for a more full-service option, please reach out to discuss your goals and next steps. If full-service support is the right fit, please book a discovery session here.

  • We primarily work with Mailchimp and Klaviyo, but also work in Shopify Email, Toast POS, ActiveCampaign, Constant Contact, Brevo, and other email and SMS marketing platforms.

    With over 25 years of marketing experience, I have worked across a wide range of platforms and tools, allowing me to focus more on customer journey strategy and lifecycle marketing best practices rather than any single platform.

  • If there’s something specific you’d like to discuss during a session, having relevant examples, questions, or information available will help us make the most of our time together.

  • Yes. All sessions include a full recording so you can revisit the guidance anytime.