THE NEWSLETTER HEALTH CHECK
Turn Your Newsletter Into a Client-Generating Asset
Get a personalized Audit + Diagnostic of your newsletter strategy — complete with real prospect feedback and a custom Playbook of improvements you can implement immediately.
There’s nothing more frustrating than a newsletter that’s not performing…
Especially when you’re doing everything “right.”
You send it out consistently, share valuable insights, and include calls-to-action regularly.
The open rates are good, but where are the leads?
Where are the discovery calls?
They’re not where you want them to be, but you don’t know why.
➡ Is it the content?
➡ The frequency?
➡ The CTAs?
➡ The welcome sequence (or lack thereof)?
➡ The quality of subscribers?
You’re stuck between “keep building momentum” and “blow it all up and start over.”
Before you do either, we can help.
Perfect if you’re…
✔ A financial services professional who wants to turn email into a real business development tool
✔ Sending regular email content (newsletters, market updates, educational series) but not seeing the client leads you hoped for
✔ Wondering if your prospects are actually reading and engaging with what you send
✔ Unsure whether the problem is your content, your strategy, or something you haven’t even considered
✔ Ready to move past generic advice and get specific feedback on YOUR newsletter
NOT a fit if…
❌ You don’t have an existing newsletter or email list
❌ You’re looking for someone to write your newsletters for you (this is diagnostic and strategy, not done-for-you)
❌ You won’t have time to implement changes based on what we find