Brevo Account Audit & Email Marketing Optimization

Service Scope

Brevo Account Audit & Email Marketing Optimization is a fixed-scope Brevo email marketing service for one business and one existing Brevo email marketing account.

The service is a read-only diagnostic review of the account’s visible configuration, contact organization, senders, templates, recent campaigns, active automations, integrations, and reporting settings, followed by up to fifteen prioritized recommendations.

The objective is to identify concrete risks and opportunities and organize them into an actionable sequence without making unapproved changes inside the account.

Audit the Account Foundation

We review the settings that influence how the email marketing account is organized and operated.

• Users and basic account configuration
• Senders and domain status
• Lists, attributes, segments, and contact statuses
• Connected forms, websites, or stores
• Plan-dependent feature constraints

Review Campaigns, Templates, and Automations

We inspect representative recent email campaigns, reusable templates, and active automations for visible issues in structure, branding, targeting, timing, tracking, and maintainability.

Create the Optimization Roadmap

We rank up to fifteen recommendations by urgency and likely operational impact, separating immediate fixes from short-term and longer-term improvements.

Testing and Validation

Before handoff, we cross-check each recommendation against the visible account evidence and clearly mark assumptions, missing data, and plan or integration dependencies.

• Evidence for each priority
• Affected account area
• Recommended owner
• Suggested order of work
• Dependencies and risks
• Items requiring specialist review

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work and any visible platform limitations or unresolved third-party dependencies.

• Executive audit summary
• Account findings
• Priority risk list
• Up to fifteen recommendations
• Suggested implementation order
• Forty-five-minute findings call

Client Requirements

Before work begins, the client must provide the following access, information, and approvals:

• Brevo administrator access
• The required website, store, DNS, or source-platform access for the approved scope
• Final brand assets, business information, and implementation instructions
• Timely review and approval of proposed settings and test results
• Read or administrator access to the existing account
• Current email marketing goals
• Context for recent campaigns and automations
• Relevant website or store details
• Availability for one findings call

Delivery and Revisions

Standard delivery is 7–10 business days after access and background information are received. The findings call is scheduled after the written report is delivered.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, a replacement brief, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• Implementation of audit recommendations
• Template, campaign, or automation redesign
• Contact cleanup or data migration
• DNS or deliverability remediation
• Custom analytics or attribution work
• Integration repair or development
• Legal compliance review
• Guaranteed performance improvement