The AMP Program – Email Intake Form

Mailchimp Information Needed

Please fill in the questionnaire to the best of your ability and hit submit!

Your response will go directly to the AMP team to review prior to consultation on your email marketing program.

Website Informaton

Customer Journey Setup


New Prospect example emails:

Email #1: Welcome & thank you for signing up

Email #2: Website review  

Email #3: Find me on Social (Linkedin, Twitter) 

Email #4: Echelon has a Wealth of great content (EWP website, YouTube etc)

Email #5: Your Name and Investment Philosophy 

Email #6: Promotional/book a consult today 

New Client examples emails:

Email #1: Welcome & thank you 

Email #2: Website highlights   

Email #3: Find me on Social (Linkedin, Twitter) 

Email #4: Echelon has a Wealth of great content (EWP website, YouTube etc)

Email #5: What you type of content you can expect from me, ie. social posts, emails, content etc. and how often (monthly, quarterly, weekly)

Email #6: Promotional/discuss cross-sell/upsell opportunities

Current Client examples emails:

Email #1: Greetings and reminder 

Email #2: Website updates and/or content updates (sign-up for newsletter 1/4 etc.)

Email #3: New at Echelon/new services

Email #4: Reminder of services

Email #5: Promotional/discuss cross-sell/upsell opportunities

Birthday emails:

One of the easiest ways to gain customer positivity and promote your brand is to send an automated birthday email.