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Kari knew she needed to be doing email marketing for her coaching business. But every time an email marketing task landed on her to-do list, it triggered frustration and dread.
“I was a grumpy Mailchimp user: I needed an email management tool, and MailChimp was the right price and I was aware of it (hello podcast ads), so I subscribed. I didn’t know that I’d be getting a tool that always felt clunky and unintuitive to use.”
The challenge: Fighting a tool that just didn’t fit
Like so many entrepreneurs, Kari pushed through, trying to make her email marketing software work for her business simply because she had already invested time and money into it.
Eventually, she realized something had to change.
“I explained my pain points, how I was using the tool, and what I wanted it to do. [Bev] encouraged me to look at a couple of other tools, especially since I had such an ‘ugh’ reaction every time I had MailChimp-related work on my to-do list.”
The solution: A strategic migration and a clean setup
After considering her options, Kari chose to switch her email marketing to ConvertKit (now Kit). She needed a seamless, stress-free migration that set her up for success, without the overwhelm, but the upfront work felt daunting.
That’s why she hired me to do a done-for-you migration. Here’s what our work included:
- Email List Cleanup — Identified and cleared out inactive subscribers so she could start fresh with a more engaged audience.
- Optimized Opt-In Flow — Streamlined her signup process to better capture audience insights without overwhelming her subscribers.
- Strategized Segmentation and Tagging — Built a clear, scalable tagging system to track leads, clients, and engaged readers.
- Guided Walkthrough & Training — Delivered just the right amount of education to make sure Kari felt confident and in control, not overwhelmed.
- Post-Migration Support — Provided resources and answers during her early months in Kit to keep momentum strong.
“[Bev] anticipated things I’d need for my business in the future, and made efficiencies to processes I didn’t realize were clunky.”
This wasn’t just about switching platforms. It was about creating a system that matched how Kari actually wanted to run her business.
The results: from dread to more than doubling her output
Instead of questioning herself (“Am I the gremlin?”), Kari finally had an email marketing system that felt intuitive, manageable, and scalable.
“Within a day, I had a clean email management system to use. Her set-up was flawless and her support and education was the right level of detail for feeling confident and prepared to start working in this new tech.”
The impact of the migration wasn’t just technical. Here’s how the transformation showed up in real business results:
Showing up more frequently for her audience
With a system that finally worked for her, Kari was able to show up in her subscribers’ inboxes without hesitation — and more than doubled her email output.
“In my first full-year using ConvertKit, I sent 101 emails; in my final full year using MailChimp, I sent 40. And it’s entirely because Bev made the system work FOR ME.”
Higher email engagement and real audience insights
Showing up more regularly didn’t just build consistency, it built connection. With more frequent touchpoints, Kari saw clearer patterns in her subscribers’ behavior, and valuable opportunities to refine her messaging.
“I definitely saw an uptick in replies, BUT I also saw an interesting shift in my subscription rates – people who weren’t my people unsubscribed, WHICH IS A GOOD THING. That meant my open rates and click-through rates grew. I had better insight and real data about what was or wasn’t interesting and relevant to my audience.”
Could your email system be holding you back?
If your email platform feels like it’s working against you instead of for you, it’s not your fault – and you’re not stuck.
Whether you need a full-service migration or a system reset that simplifies and straightforward, I can help you build an email marketing setup that feels like a business asset, not another tech chore.
Book a zero-pressure call to explore how we can finally banish the tech gremlins for good.