Amy knew her email list had the potential to be an important asset in supporting her lactation consulting business. But this wasn’t what she had signed up for.
But every time she logged into her Kit account, it felt like entering a maze. She wanted to use email marketing effectively, but managing Kit felt like a job in itself.
A chaotic setup inside of Kit
Amy had some automations in place: freebies and webinar sign-ups flowed into her account, but beyond that, it was a manual, frustrating process. Instead of supporting her business, her email marketing system was draining time, energy, and trust.
- Clients and prospects were getting mixed up, making her look unprofessional.
- She was manually adding contacts from her forms. The intake form and contact form weren’t properly linked to her Kit account, requiring extra work that was taking away from actually supporting her clients. (Not to mention the energy required to actually remember to add them to her Kit account!)
- Payment tracking wasn’t automated. Clients who delayed services or signed up for additional offers later needed to be manually updated in her system. (Ugh, what a headache!)
- No integration with her calendar. She relied on Calendly for scheduling but had no automation in place to track appointments within Kit.
Every email sent came with a nagging feeling: Is this even going to the right person?
Amy’s words said it best:
“Before I started working with you, my whole backend was just a jumbled-up cluster. I didn’t even know what was working—I just knew it wasn’t right.”
Why she invested in Kit expertise (after waiting a year)
Like many service providers, Amy hesitated before outsourcing. In fact, she waited an entire year before investing in my email marketing consulting services.
“It’s hard to quantify the return on investment with things like this. Sometimes you just have to take a leap of faith.”
And when she finally did? Relief.
“The most exciting part was not having to deal with it myself. I made it clear from the beginning this wasn’t my superpower, and you took it off my plate effortlessly.”
The Fix: A Simpler, Smarter Email System for a High-Touch Lactation Consulting Business
To transform Amy’s email marketing setup, we focused on four key areas:
- Clear Segmentation & Tagging that made Sense – Every subscriber was automatically bucketed: prospect, client, or VIP. Now, she can confidently send emails without worrying about embarrassing herself by sending emails to clients that were intended for prospects.
- Automated Contact Form Integration – We connected Gravity Forms with Kit, eliminating hours of manual updates.
- Payment & Intake Automation – We created a system that automatically updated subscriber tags when payments were made, ensuring no one reverted back to a “prospect” after becoming a client.
- Calendly & Kit Integration – Now, all scheduled appointments were properly tagged in Kit, allowing Amy to track interactions effortlessly.
The transformation: A simple, automated email marketing setup
After implementing these changes, Amy’s email marketing finally worked for her instead of adding to her workload.
✔ No more tech headaches.
✔ More time for client care.
✔ Confidence that every email was reaching the right person.
The work Amy hired me to do eliminated tedious admin work, letting Amy focus supporting new parents.
( While also giving her the peace-of-mind that her setup was working behind the scenes to get her lactation consulting offers to moms who hadn’t yet hired her.)
Are you quietly toleration a broken email marketing system, too?
If your email marketing setup is stealing time from your actual work — or making you second-guess every message you send — you don’t have to keep living with it.
Amy waited a year before reaching out. You don’t have to.
Book a free call today and let’s build an email system that finally supports your business (instead of creating more work)