From podcasts to business coaches, Amy, had heard it everywhere: Email is king.
She 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.
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.
“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.”
- Clients and prospects were getting mixed up. She wanted to make sure her paying clients weren’t receiving promotional emails meant for prospects.
- 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.
- Payment tracking wasn’t automated. Clients who delayed services or signed up for additional offers later needed to be manually updated in her system.
- No integration with her calendar. She relied on Calendly for scheduling but had no automation in place to track appointments within Kit.
Amy was overwhelmed. She wanted to use email marketing effectively, but managing Kit felt like a job in itself.
Why she invested in Kit (formerly ConvertKit) expertise
Despite knowing she needed help, Amy hesitated to invest in my email marketing consulting services for a full year.
“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.”
Building an email setup that finally works her professional services business
To transform Amy’s email marketing setup, we focused on four key areas:
- Clear Segmentation & Tagging – We restructured her Kit setup to ensure every subscriber landed in the right bucket: prospect, client, or VIP client. Now, she could confidently send emails without worrying about cross-messaging.
- Automated Contact Form Integration – We connected Gravity Forms to Kit, eliminating the need for manual data entry and ensuring all inquiries were captured seamlessly and automatically
- 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 manual updates. Subscribers were properly categorized and received the right emails at the right time.
✔ More time for her clients. The automation we built eliminated tedious admin work, letting Amy focus on what she does best: supporting new parents.
✔ Confidence in her system. Instead of second-guessing if her emails were going to the right people, she could trust that everything was working behind the scenes.
If your email marketing system is adding more work to your plate and taking away from your actual work, let’s fix that! Whether you need a complete overhaul or refine what you already have, I can help you build an email system that supports your business so that you can focus on supporting your clients. Book a free call today to get started!
