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You've built a lot. Let's see it.
Six modules. Tags, triggers, sequences, signals, suppression logic, list hygiene, writing frameworks. That is a serious amount of ground covered.
This tool takes about three minutes. Answer honestly about where your system actually is right now and get a clear picture of every layer, every gap, and one specific priority to focus on next.
No judgment if you have not built everything yet. That is literally what this is for.
3 minutes
Answer honestly
Where your system actually is. Not where it should be.
instant
See your ecosystem
Every layer, every piece, every gap in one place.
one thing
Know what is next
One priority. Not fifteen. Just the one that matters right now.
Layer 1 of 4 - Foundation
Let's check your infrastructure.
These are the non-negotiables. Everything else depends on these being in place.
Is your ESP set up with a real sending domain, authentication (SPF/DKIM/DMARC), and a working signup flow?
If you are not sure what authentication is, the answer is probably no. Module 0.2 covers this.
Yes, it is set up
Domain authenticated, signup flow tested
Not fully
Some gaps or not sure
Have you built your tag library and connected your entry tags to your signup forms?
Opted In tags should fire automatically when someone subscribes.
Yes - Tag Library built and connected to forms
Partially - built but not all connected yet
Not yet
Do you have a lead magnet?
Yes, at least one
Not yet
Have you built your delivery sequence and arrival flow?
New subscribers automatically receive their freebie and move through the Seeker or Grabber arrival flow.
Yes - both are live and routing automatically
Partially - planned but not fully live
Not yet
Do you have a purchase tag that exits subscribers from active sequences when they buy?
This prevents buyers from receiving pitch emails for something they already own.
Yes, it is set up
Not yet
I do not sell anything yet
Layer 2 of 4 - The Engine
How's your newsletter rhythm?
Newsletters are the fuel. Without them, nothing else has data to work with.
Are you sending newsletters consistently right now?
Yes - weekly or more
Regular cadence, sticking to it
Sometimes - inconsistent
I send when I remember or have something to say
Not yet
When you send a newsletter, do you have a strategic goal behind it?
Example: I am including two links to see who clicks burnout content vs boundary content.
Yes, always or usually
Sometimes
Not really yet
Are your newsletter links tagged so subscriber clicks build your behavioral segments?
When someone clicks a link, a Clicked tag is automatically applied to their profile.
Yes, links are tagged
Not yet
Layer 3 of 4 - Behavior Engine
Your click triggers.
This is where your system starts responding instead of broadcasting.
Do you have topic click triggers built and running?
These fire when someone clicks a content link and send a 2-4 email sequence going deeper on that topic.
Yes - two or more are live
Yes - one is live
Planned but not built yet
Not yet
Do you have intent click triggers built and running?
These fire when someone clicks a pricing page or services link and send 1-2 emails meeting them at the decision.
Yes - at least one is live
Planned but not built yet
Not yet
Do you have signal priority logic in place so an intent click takes priority over a topic click trigger if both fire at once?
Yes, it is set up
Not yet
Layer 4 of 4 - Growth + Health
Nurture sequences and list health.
This is where your system matures, using the data you have collected to build proactive sequences and keep your list clean.
Do you have a post-purchase sequence for buyers?
This fires when someone buys, onboards them, reduces buyer remorse, and deepens the relationship.
Yes, it is live
Not yet
I do not sell anything yet
Do you have any evergreen nurture sequences targeting a specific segment built from click trigger data?
Example: a sequence for everyone tagged Clicked - Burnout multiple times, moving them toward an offer.
Yes, at least one
Not yet
Do you have a re-engagement and sunset flow running for inactive subscribers?
Yes - both re-engagement and sunset are live
Partially - one but not both
Not yet
Before sending a newsletter or campaign, do you check your exclusions?
Buyers excluded from pitches for what they own, subscribers in active sequences excluded from competing sends.
Yes, it is a habit before every send
Sometimes
Not yet
Your Email Ecosystem
Here's where you are.
What is built, what is connected, and exactly what to focus on next.
Your answers are saved automatically. Come back anytime as your system grows.