When this scope is useful
You have an audience with a known subscription basis and a meaningful follow-up or retention scenario.
A cold prospecting program needs a separate brief, list provenance and delivery review; do not treat it as a newsletter.
Questions that distinguish the team
- How are segments and exclusions defined?
- Who owns consent and suppression data?
- What happens after a reply, unsubscribe or purchase?
Inputs before work starts
Segment definitions, subscription records, suppression lists, message inventory and event data.
Three ways to scope the work
These are buyer-side scope models, not an agency price list. Use the inputs, client responsibilities and exclusions below for each model.
01 / Diagnose
- Work
- Audit lists, current journeys and delivery setup.
- Handover
- Journey and data-quality audit.
02 / Deliver a defined project
- Work
- Launch an agreed sequence with tested triggers and exclusions.
- Handover
- Approved templates, trigger map and test contacts.
03 / Manage and improve
- Work
- Review delivery issues, customer actions and overlapping communications.
- Handover
- Lifecycle report and change log.
Acceptance and shared responsibility
A test contact receives only the intended sequence; suppression and unsubscribe paths work; purchases stop inappropriate messages.
Client responsibilities
Provide audience provenance, approve messaging and assign reply ownership.
What needs separate agreement
Purchased contact lists, unapproved sends and unscoped CRM migrations are not part of the plan.
Ask for a cost estimate based on the actual access, production volume, integrations and review cadence. A comparable price requires the same scope.
Take this into the brief
Service: Email marketing Inputs: Segment definitions, subscription records, suppression lists, message inventory and event data. Acceptance: A test contact receives only the intended sequence; suppression and unsubscribe paths work; purchases stop inappropriate messages. Questions: How are segments and exclusions defined? Who owns consent and suppression data? What happens after a reply, unsubscribe or purchase?
Common buying questions
Are opens enough to judge success?
No. Inspect relevant clicks, replies and later actions with measurement limits.
Who should receive a sequence?
Define the segment and exclusions before importing contacts.
Evidence to examine
Evidence review
Cryptus: preserve ROMI and enquiry definitions
The reported figure is labeled ROMI, not ROAS or profit. A course enquiry also does not establish an enrolment or retained customer. Keep both definitions in the brief.
Sources and review date
Sources read on: 2026-09-11. A source review is not an audit of the agency’s systems.