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 email list

❌ You don’t believe newsletters work for business development

❌ 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

How It Works

STEP 1: We Go Undercover

After you book, we’ll have a mystery shopper (a real person who fits your ideal client profile) subscribe to your newsletter.

They’ll experience exactly what your prospects experience: the opt-in, the welcome sequence, the newsletter content, and any CTAs.

They’ll leave detailed feedback about their experience.

STEP 2: 45-Minute Strategy Call

Then, you can schedule your call with Hillary and John.

We’ll have a focused, 45-minute conversation about what’s working, what’s not, and what opportunities you’re missing.

We’ll also discuss the mystery shopper’s feedback and walk through your current approach.

STEP 3: Your Custom Playbook

Within one week, you’ll receive a personalized playbook.

Your playbook will document everything we found, what your mystery shopper experienced, and specific improvements you can make.

You’ll walk away knowing exactly what actions to take to turn your client-generation system!

You’ll finally understand how prospects actually experience your newsletter (not how you think they experience it, but what really happens when someone signs up).

By the end…

You’ll have a clear picture of what’s working (so you can do more of it) and what’s falling flat (so you can fix it).

Most importantly, you’ll have an actionable plan tailored to your business, your audience, and your newsletter so you can make meaningful improvements.

Ready to get started?

Most newsletter audits miss the most important perspective… your ideal client’s.

You can have experts analyze your content, frequency, and design all day long.

But none of that matters if you don’t know what your ideal client actually experiences when they interact with your newsletter.

That’s where the mystery shopper comes in.

We don’t just give you our expert opinion (though you get that too).

We show you what a real person in your target market thinks, feels, and does when they encounter your newsletter.

💌 Do they feel welcomed after signing up?
💌 Does your content resonate?
💌 Do they want to click your CTAs?
💌 What happens after they click?

We get you the real answers you need to make meaningful improvements.

Most financial services pros have never seen their own newsletter through their prospects’ eyes.

The welcome sequence you slapped together 5 years ago?
It’s every new subscriber’s first impression.

The CTA you buried in Email 5?
They probably missed it.

Small fixes here create massive improvements in results.

Here’s everything you’ll get…

Real Prospect Feedback

A real person who fits your ideal client profile will go through your entire newsletter experience and provide honest written feedback.

45-Minute Strategy Call

A focused session with Hillary Gale (email marketing specialist for advisors) and John Way (assessment and conversion systems expert)

Custom Playbook

A personalized document showing:

  • What your mystery shopper actually experienced

  • What’s working in your current approach

  • What’s not working (and why)

  • Specific improvements you can make immediately

Clarity + Direction

No more guessing about what to change. You’ll have a concrete roadmap to turn your newsletter into a strategic client-generating asset.

frequently asked questions

  • That’s actually valuable information! We’ll document that gap and show you exactly what to create. Part of the diagnostic is identifying what’s missing, not just what’s broken. text goes here

  • You’ll receive your custom playbook within 5 business days of your diagnostic call.

  • Just make sure we have access to subscribe to your newsletter (we’ll send you a detailed questionnaire after booking). We’ll handle the mystery shopper experience before our call so we can discuss real findings with you.

  • As long as you’re in the financial services industry, we can help! We work with financial advisors, CPAs/accounting firms, financial coaches, and more!

  • Nope! While the webinar provides helpful context, this diagnostic stands alone. If you’re sending newsletters and want better results, this is for you.

  • That’s entirely up to you. Some people will take the playbook and implement on their own. Others will want help executing. We’re happy to discuss options, but there’s zero pressure. You own the playbook and can do whatever you want with it.

See exactly what your ideal clients experience

and walk away with a clear plan to turn your newsletter into a client-generating system.