Free Email Marketing Health Check
Score list hygiene, deliverability, engagement, automation, content and revenue attribution on one page — the AI report tells you whether your problem is the list, the inbox or the offer, and fixes them in that order.
Quick answer
Six areas decide email performance: list hygiene, deliverability and authentication, engagement quality, automation coverage, content relevance and revenue attribution — each rated 1–5 against written anchors and benchmark ranges (bounce under 2%, complaints under 0.1%, engaged subscribers above 25% of the file, at least three live flows). Because low scores interact, the AI report sequences remediation: authentication and sunset policies first, then flows, then creative — the opposite of what most teams do.
About this template
Email results get explained with the wrong nouns — "engagement dropped", "the audience is tired" — when the mechanism is usually measurable and boring: a purchased cohort dragging sender reputation, a click-tracking redirect that mailbox providers distrust, one welcome flow carrying all the revenue, or a file nobody has pruned since a migration. This audit replaces narrative with six scored areas, benchmark ranges and a deliverability red-flag checklist covering SPF, DKIM, DMARC, complaint rate and inactive-contact policy.
Opens are treated as a trend signal only, since mailbox privacy prefetching inflated them from 2021 onward; the report weights clicks per recipient, list churn and revenue per send instead. Agencies run it at onboarding to explain a client's flat results without blaming their creative; in-house teams run it before a provider migration, when hygiene risk is highest.
Live Preview
Sample form and AI report preview (fillable once the app is published).
What's Included
Everything you need to diagnose the channel.
Six scored areas
Hygiene, deliverability, engagement, automation, content and attribution.
Benchmark ranges
Bounce, complaint, engaged-share and flow-count targets to compare against.
Authentication checklist
SPF, DKIM, DMARC, tracking-domain and sunset-policy questions.
Sequenced fix plan
What to repair first so later creative work is not wasted.
How It Works
From copy to remediation plan in four steps.
Copy the template
Import the form, six areas and scoring into your workspace — free.
Pull last 90 days of numbers
Sent, delivered, clicks per recipient, unsubscribes, complaints, revenue per send.
Score the six areas
Use the anchors — over-rating deliverability is what hides the problem.
Fix in report order
Authentication and hygiene before content ideas, as the AI report sequences.
Who Is This For
Pick your role — see how it fits your workflow.
Lifecycle & CRM managers
Find out why a bigger send list is producing less revenue per send.
E-commerce marketers
Check automation coverage — where flows, not campaigns, carry the revenue.
Email & performance agencies
Onboard a client with a scored baseline instead of a template redesign.
Key Features
What makes this template work as a professional deliverable.
- Six-area scorecard with anchored 1–5 definitions
- Benchmark ranges instead of a bare "is this good?" question
- Deliverability red flags: SPF, DKIM, DMARC, redirects, purchased lists
- Flow-coverage map — welcome, behaviour, post-purchase, win-back
- Engagement metric that survives open-rate distortion (clicks per recipient)
- Revenue-per-send attribution question for the honest answer
- Printable PDF for channel reviews and client onboarding decks
- Free to copy, customize and rebrand
Sample Questions Inside
A preview of real questions — the full version adds scoring and a personalized report per respondent.
- List hygiene: when did you last remove hard bounces and never-opened contacts? (1–5 + date)
- Deliverability: are SPF, DKIM and DMARC all aligned on the sending domain? (yes / partial / no)
- Complaint rate: what was it on your last three sends? (<0.1% / 0.1–0.3% / above)
- Engagement: what share of the file clicked in the last 90 days? (range)
- Automation: how many behaviour-triggered flows are live right now? (number)
- Content: does the sender address come from a person or a brand alias, and does subject testing run? (1–5)
- Attribution: what was revenue per send last quarter, and how is it measured? (open)
- How is the list growing — organic, paid lead magnet, import or purchased? (choice)