Platform selection and setup

The right platform, set up properly, and the move off your old one done without losing your list or your inbox.

Let’s talk about your email

Platform selection and setup in full

Platform selection and setup

“You don't have an email platform yet, or you've outgrown the one you've got.”

You're on whatever you signed up for years ago, or on nothing at all. Moving feels risky: the list, the automations, the domain, and whether your emails will still land.

What we do

If you're starting, we help you pick the platform that fits what you actually send and set it up properly: domain authentication, the account structure, the first forms and lists. If you're moving, we plan the move: what comes across and what gets left behind, the new domain warmed before your list goes over, engaged readers moved first, and nothing switched off until the new setup is tested.

If the tool you're already on can do the job, we'll say so and skip this.

What it can include

A recommendation based on what you actually send, not what's popular
Domain authentication done properly from day one
Account structure: lists, tags and the first forms
Moving from your old platform: subscribers, tags, forms and automations
The new domain warmed up, with engaged readers moved first
Ongoing care once it's live, if you'd like us to keep it running

Every project is scoped on a call, to what you need. Nothing here is a fixed package.

Where an established list leaks

Where this job fits.

06 Systems · The plumbing underneath

Your tools don't talk, tags misfire, and nobody fully trusts the setup.

What it costs

A buyer's tag never fires, so they keep getting sales emails for something they own. Someone exports a spreadsheet every Monday to move contacts around. You can't see what's working, so every decision is a guess.

How we support it

Choose the platform that fits, or make the one you have work properly
Connect the integrations the project needs, and test them
Keep it running and fix what breaks, so you're not stuck in the plumbing

How we help: Platform selection and setup · Email review and roadmap

A platform move is a separate decision. We start with the tools you already use.

How it works

Scoped in writing first, looked after once it’s live.

We talk for thirty minutes about what's actually happening, and whether there's a first project worth doing.
We scope the work, one service or a few together, and put it in writing before anything starts. What's included, what we'll test, and who runs it once it's live.
We build it in your tools, test it against the checklist we agreed, and you sign it off before it goes live.
Then we keep it running and improving, or hand it over documented if you'd rather. We'll say which we'd suggest.

From the blog

The other seven jobs.

What could email do next for your business?

If you have an offer, an audience and a part of your email you’d like to improve, let’s talk about where to start.

Let’s talk about your email

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Digiwell

Email strategy, copy and implementation for expert-led businesses.

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Toronto, Ontario