Email Marketing Checklist for Small Business Owners

Boost Your Campaigns & Engage Your Audience

Stylized email inbox or marketing campaign graphic

Email marketing remains one of the most effective ways to reach and engage customers for Small Business Owners. This checklist provides a comprehensive guide to planning, creating, sending, and analysing your email marketing efforts.

Your Email Checklist:

1. Planning & Strategy

  • Define clear goals for your campaign (e.g., drive sales, announce new store opening, promote event).
  • Understand your target audience: demographics, interests, pain points.
  • Segment your list for more targeted messaging.
  • Comply with relevant spam laws and regulations.

2. Content & Design

  • Craft compelling subject lines that stand out.
  • Personalise emails using subscriber data.
  • Write engaging copy that resonates with your audience.
  • Use high-quality images/videos.
  • Ensure your email is mobile-responsive.
  • Include a clear Call-to-Action (CTA).
  • Proofread meticulously for typos and grammatical errors.

3. Sending & Deliverability

  • Choose the right email marketing platform.
  • Test your email across different email clients and devices.
  • Send at optimal times for your audience.
  • Monitor deliverability and bounce rates.

4. Analysis & Optimisation

  • Track key metrics: open rates, click-through rates, conversions.
  • A/B test different elements (subject lines, CTAs, content).
  • Analyse results and make data-driven improvements for future campaigns.

Download the Full Checklist

Ensure your email campaigns are hitting the mark. Get your free checklist now!

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