Mailchimp audits for charities and purpose-driven teams
Investment: £2,500 inc VAT
If your Mailchimp account feels messy, fragile, or hard to explain internally, you’re not alone.
Many teams inherit complex setups over time — multiple audiences, overlapping tags, automations no one wants to touch — until making changes starts to feel risky. Reporting feels unclear. Decisions take longer than they should. And confidence drops, even when email is business-critical.
This Mailchimp Audit is designed to give you clarity before you change anything.
This is a strategic, consultancy-grade review of how your Mailchimp account is set up and used.
We look at how your audiences, data, journeys, and reporting work together — and where things are creating friction, risk, or unnecessary complexity.
The goal isn’t to judge past decisions.
It’s to help you understand what’s really going on, so you can make confident, informed choices about what to do next.
What this Mailchimp audit is
Who this is for
This audit works best for teams where:
Mailchimp is business-critical, not a side tool
More than one person or team relies on the account
Making changes feels risky or politically sensitive
Reporting exists, but insight feels hard to extract
You want an expert view before investing time or budget elsewhere
It’s particularly useful if you’ve inherited a setup, grown quickly, or layered new activity on top of old decisions.
At the end of the audit, you’ll have:
A clear picture of how your Mailchimp account is currently structured
Confidence about what’s working — and what isn’t
Visibility of risks, duplication, or unnecessary complexity
Practical recommendations you can prioritise and explain internally
A shared understanding your team can align around
Most teams tell us the biggest shift is confidence — knowing what to touch, what to leave alone, and what to tackle next.
⚡️⚡️ All audits are completed within 3 weeks of your kick-off call.
What you’ll get from the audit
What we review
The audit focuses on the parts of your Mailchimp account that most affect confidence, risk, and decision-making.
We review how your account is structured and used in practice, including:
How audiences, segmentation, and tagging are set up and maintained
How automations and journeys are configured, and what they’re supporting
Where complexity, duplication, or fragility has built up over time
This isn’t about assessing everything in isolation. It’s about understanding how these elements work together, and where they’re helping or hindering your wider email programme.
At the end of the audit, you’ll have a clear, usable set of outputs you can share internally and work from.
You’ll receive:
A written audit report with screenshots, explaining what’s happening inside your account and why it matters
A prioritised roadmap, showing what to address in the short, medium, and longer term
A presentation walkthrough call, where we talk through the findings, answer questions, and help you interpret the recommendations
The report is delivered as a Google Slides deck, so it’s easy to circulate, revisit, and use as a reference as work progresses.
What you get
Actually useful
Actually useful
One of our values is that everything we create must actually be useful (no consultant waffle allowed). Here’s how that feeds into our process.
The audit runs over 2–4 weeks, depending on the size and complexity of your setup.
We start with a review of your Mailchimp account, followed by light-touch clarification where needed.
Once the audit is complete, we pull the findings together into a clear, structured report and roadmap.
We then walk you through everything in a dedicated call, focusing not just on what we’ve found, but on what it means for your team and what to tackle first.
There’s no obligation to move into further work.
The aim is to leave you with something ACTUALLY USEFUL, whether or not we work together again.
The nitty gritty stuff
Once booked, you’ll get access to your own Maybe Later portal on Trello. From there, you’ll:
Sign a contract and data processing form so we can access your account under GDPR
You’ll get an email from us via our Mailchimp agency account to grant us access
We’ll have a kick-off call to understand more about your email goals
We start the audit, delivered to you in less than a month
Investment:
£2,500 inc VAT if you have one audience
£3,500 inc VAT if you have 3+ audiences
Includes 2 calls, and a tailored audit report, and a detailed review of up to 10 emails.
Small charity? Let us know in the booking form if you’d prefer to pay in two monthly instalments. We’ll always do our best to make it work.
Kathy Corbishley , Digital Marketing Manager, Sense
“You'll see the value and learn so much. It's the reset you didn't know you needed! Everything Alex has provided has been so useful to us.”
