Free Workbook

Plan Your Email Year. Hit Your Numbers.

Most email programs run reactively — campaign by campaign, month by month. This workbook gives you the strategic framework to set annual goals, map your calendar, and build a program that compounds results all year long.

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📅 Full-year campaign calendar🎯 Annual goal-setting framework📊 Quarterly review templates💡 Stop reacting, start planning

Annual Goal Setting

Frameworks for setting meaningful email marketing goals tied to real business outcomes — not vanity metrics.

Campaign Calendar Templates

A full-year email calendar template with seasonal triggers, campaign types, and key sending windows mapped out.

Performance Review System

Quarterly review templates to track what's working, identify gaps, and adjust your strategy before small issues become big problems.

What's inside —

Auditing Your Current Program

Before planning forward, understand where you are. A structured audit of your list health, send frequency, performance benchmarks, and program gaps.

Setting Annual Goals & KPIs

How to set email goals that tie directly to business revenue — with formulas for calculating list growth targets, revenue per subscriber, and ROI.

Building Your Campaign Calendar

Map out your full email year — seasonal campaigns, product launches, nurture sequences, and reengagement windows — with a ready-to-use calendar template.

Quarterly Reviews & Iteration

A quarterly review process for identifying what's working, what to cut, and how to adapt your plan as conditions change throughout the year.

Stop Reacting. Start Planning.

The best email programs are built intentionally. This workbook gives you a structure to think through your full year in one sitting — so every campaign you send has a purpose and a place in a bigger strategy.

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