Email Marketing Setup

Turn visitors into leads, and leads into clients.

You’ve probably heard that “the money’s in the list”, but growing and nurturing an email list can feel overwhelming. This done-for-you setup gets everything in place so you can start building trust and staying front-of-mind with the people who need you, without lifting a finger.

We’ll create your lead magnet, connect your email system, and set up a powerful welcome sequence that introduces your services and encourages future contact, all designed with bookkeepers in mind.


✅ What’s Included:

  • Freebie design - A beautifully branded lead magnet (PDF checklist, guide, or template) tailored to your niche

  • Signup form setup - We’ll integrate the form with your website or landing page using Mailerlite, Mailchimp, or your chosen platform

  • 3-part welcome email sequence - Written and scheduled to nurture trust, introduce your services, and prompt action

  • Email campaign how-to guide - Easy-to-follow instructions so you can confidently send newsletters or updates going forward

  • Subject line tips + monthly theme ideas - So you’re never stuck on what to say next


💡 Why It Works:

This setup builds the foundation of your email marketing system, something that can bring in leads automatically while you’re focused on serving clients. It’s the perfect mix of automation, personality, and professionalism.


Who This Is Perfect For:

✔️ Bookkeepers with a website but no email capture system
✔️ Anyone who wants to start building a mailing list the right way
✔️ Business owners who need a freebie and welcome emails, done fast


Start growing your list and building trust on autopilot.

Done-for-you setup that’s ready to go.

email marketing setup