Email Platform Setup — Mailchimp, ActiveCampaign, or what fits
Email marketing platform installed and configured for businesses that aren't on Shopify (Klaviyo) or don't need full HubSpot CRM. Domain authentication, list import, welcome series, and the operational training so your team can run campaigns themselves.
Key points
What you should know about Email Platform Setup.
- Tool selection: Mailchimp (simplest, generous free tier), ActiveCampaign (automation-heavy), or HubSpot Marketing Free (if CRM matters but full HubSpot is overkill)
- Domain authentication done right (SPF, DKIM, DMARC) — your emails land in inbox, not spam. The single biggest source of email failure for SMBs.
- List import + segmentation: existing contacts migrated cleanly, segments built from real signals (engagement, source, lifecycle stage) — not just one big "everyone" list
- Welcome series + monthly newsletter template built so your team has a working baseline they can edit instead of starting from blank
- Platform plan paid by client direct (most have a free tier under 500-2,000 contacts; paid tiers $10-50/mo); our $399 covers selection, install, deliverability config, list build, and one team training session
When to add this
The honest take.
Add when you have a contact list that should be getting email but isn't — typically local-service businesses with a past-customer list, B2B firms with a webinar/whitepaper signup list, multi-location operations with a loyalty database. This is the right addon when Klaviyo (DTC-specific) doesn't fit AND HubSpot Marketing Hub (B2B CRM-heavy) is overkill. Most SMBs land here.
Pairs with
The Analytics & Attribution service
Email Platform Setup compounds the value of Analytics & Attribution when run together. See the full service for context.
Ready to add Email Platform Setup to your plan?
Book a strategy call or jump straight to the contact form. Beacon Core or higher recommended for this add-on.