Platform Pulse ™

Know exactly what your platform can do
—and what to fix next.

A high‑level assessment of your ESP or CRM that reviews settings, data,
feature usage, automations, deliverability, and send behaviors
—with a prioritized plan to optimize.

Outcomes:

• Clarity fast: A single source of truth for how your platform is configured and used today.
• Action you can ship: A prioritized 90‑day optimization plan with effort vs. impact.
• Risk reduction: Deliverability and data hygiene issues surfaced before they cost you.
• Revenue unlocks: Recommendations for new and improved automations tied to goals.

Who It's For:

• Teams on Mailchimp, SFMC, Adobe Campaign, Zeta, HubSpot, Salesforce, or similar ESP/CRM platforms that want a clear, unbiased picture of their program—and a plan to improve—before commissioning builds or migrations.

What's Included:

• Settings & Governance: Account/security settings, user roles, naming conventions, connection health, compliance basics (opt‑in, consent, retention).
• Data & Field Review: Key objects/fields, data quality, required flags, preference center usage, basic ERD/field dictionary (lite) for CRM scenarios.
• Feature Usage & Optimization: Segmentation, dynamic content, experiments/A‑B, templates/snippets, integrations (site, ecommerce, forms), reporting features in use vs. available.
• Automations—Review & Recommendations: Inventory of current flows (triggers, audiences, KPIs), performance snapshots, gaps and new flow ideas, and quick wins to lift existing journeys.
• Deliverability & Reputation: DNS (SPF/DKIM/DMARC) status, bounce/unsub policy, list hygiene practices, IP/domain warmup readiness, content risk flags.
• Send Behaviors & List Health: Cadence, fatigue indicators, targeting patterns, suppression logic, resends/holds, engagement tiers.
• Measurement & Feedback Loop: KPI alignment, UTM conventions, dashboard gaps, test backlog + decision cadence.
• Prioritized Backlog & 90‑Day Plan: Ranked opportunities with effort/impact, Platform Health Score, and a week‑by‑week starter plan.

Process:

1. Intake & Access – Light discovery + read‑only exports or platform access.
2. Review & Scoring – Settings, data, automations, deliverability, and send behavior analysis.
3. Readout & Handoff – Executive summary, Platform Health Score, and a 90‑day action plan.

Deliverables:

• Executive Summary: findings, risks, and decisions to make now.
• Platform Pulse rubric: view across settings, data, features, automations, deliverability, and send behaviors.
• Opportunities: effort/impact, owners, and dependencies.
• Light Data Map: key fields/objects and fixes (de‑dupe, consent, naming).

*Note: This is a strategic audit. No builds, migrations, or creative production are included. **Partial sample below.