Mailchimp Training & Consultation

Service Scope

Mailchimp Training & Consultation is a fixed-scope educational and advisory service for one business, one Mailchimp account, and up to three attendees from the same organization.

The service includes one 90-minute live remote session covering up to three client-selected Mailchimp topics, a screen-shared account walkthrough, practical answers, written recommendations, and limited follow-up support.

This service is designed for clients who want to understand their account, make better platform decisions, and learn how to complete common Mailchimp tasks with greater confidence.

Complete the Pre-Session Questionnaire

Before the session, the client completes one concise questionnaire describing:

• The business and its marketing goals
• The current Mailchimp plan
• The account’s present condition
• The team’s Mailchimp experience level
• The three highest-priority topics
• Specific questions or workflow problems
• Connected websites, stores, or applications
• Any relevant campaigns, audiences, forms, or automations

The final questionnaire must be received before the session is scheduled.

Select Up to Three Training Topics

The client may select up to three related topics for focused instruction during the session.

Available topics may include:

• Mailchimp account navigation and settings
• Audience structure and contact management
• Tags, groups, audience fields, and segments
• Contact import and update workflows
• Signup forms and subscriber collection
• Email templates and content builders
• Campaign setup, testing, scheduling, and sending
• From names, subject lines, preview text, and tracking
• Customer Journeys and marketing automations
• Welcome, follow-up, and engagement workflows
• Shopify or WooCommerce connection basics
• E-commerce contacts and purchase data
• Campaign reports and performance metrics
• Basic domain authentication and deliverability concepts
• Migration planning and account organization

Features, interfaces, and available configuration options depend on the client’s Mailchimp plan, account permissions, connected applications, and stored data.

Requests covering more than three substantial topics may require an additional session.

Mailchimp Account Access Options

The session can be completed through either of the following methods:

• The client provides appropriate invited user or agency access to one Mailchimp account.
• The client shares their screen and remains in control of the account throughout the session.

The client should never send a Mailchimp password, one-time authentication code, or other private login credential.

If account access is not provided, the preliminary review will be based on the questionnaire, approved screenshots, and information supplied by the client.

High-Level Account Review

Before the meeting, we complete one high-level review of the supplied objectives and the areas of the account related to the selected topics.

Depending on the approved scope and available access, the review may cover:

• Relevant account and audience settings
• Existing tags, groups, fields, or segments
• Email templates and recent campaigns
• Signup forms
• Existing automation workflows
• Connected websites or e-commerce stores
• Available reports
• Obvious workflow or organization concerns

This is a focused preparation review and not a comprehensive Mailchimp audit, deliverability investigation, data-quality analysis, or legal compliance assessment.

Live 90-Minute Remote Session

The service includes one live remote consultation lasting up to 90 consecutive minutes.

A typical session includes:

• Approximately 10 minutes to confirm objectives and priorities
• Approximately 60 minutes of guided instruction and account walkthrough
• Approximately 20 minutes for questions and the next-step plan

The exact timing may be adjusted during the meeting based on the selected topics and the client’s experience level.

Unused session time cannot be transferred to another appointment.

Screen-Shared Account Walkthrough

During the session, we explain the relevant Mailchimp tools directly within the client’s account or through a guided screen-sharing walkthrough.

The walkthrough may include:

• Locating important settings and tools
• Explaining how account elements work together
• Demonstrating an appropriate workflow
• Reviewing existing configurations
• Identifying avoidable mistakes
• Discussing practical organizational options
• Showing how to test work before publishing or sending
• Answering questions related to the approved topics

The client is encouraged to take notes and ask questions throughout the session.

Guidance Versus Implementation

This service provides training, explanation, recommendations, and guided demonstrations.

Minor and reversible examples may be demonstrated when appropriate, but the session does not include completing a separate done-for-you project.

We will not use the consultation to:

• Send or schedule a live campaign
• Publish an unapproved signup form
• Activate a production automation
• Import or delete a contact database
• Merge or restructure multiple audiences
• Make bulk or destructive account changes
• Replace templates or campaign content
• Modify DNS records
• Install custom code
• Complete a platform migration

Any requested implementation work can be quoted as a separate service.

Up to Three Attendees

Up to three people from the same business may attend the session.

The client should identify the attendees and their roles before the meeting so the instruction can be presented at an appropriate level.

Additional attendees, multiple departments with unrelated objectives, or training for separate businesses may require a custom training package.

Written Recommendations and Next-Step Checklist

Within two business days after the completed session, the client receives a concise written summary containing:

• The topics covered
• Important account observations
• Recommended next steps
• Tasks requiring client action
• Relevant workflow reminders
• Identified scope limitations
• Suggested Mailchimp resources where appropriate

The summary is an implementation checklist, not a complete account audit, technical specification, campaign strategy, or custom operating manual.

Seven Days of Follow-Up Support

The service includes seven calendar days of limited written follow-up support beginning when the recommendations are delivered.

Follow-up support covers up to five short clarification questions related directly to the topics discussed during the session, with a maximum combined support time of 30 minutes.

Follow-up support does not include:

• New training topics
• Additional live meetings
• Account implementation
• Campaign or template review
• Troubleshooting unrelated problems
• New strategic recommendations
• Review of work completed after the session
• Ongoing consulting or account management

Unused follow-up support expires at the end of the seven-day period.

Scheduling and Rescheduling

The session is normally scheduled within 3–5 business days after the completed questionnaire and all necessary access or screenshots are received, subject to mutual availability.

One rescheduling request is included when submitted at least 24 hours before the scheduled start time.

Late arrival does not extend the scheduled end time. A missed appointment or a rescheduling request submitted with less than 24 hours’ notice may require a new booking and payment.

Recording is not included. A client who wishes to record the meeting must request and receive permission before the session begins.

Client Requirements

Before the consultation, the client must provide:

• The completed pre-session questionnaire
• Up to three selected Mailchimp topics
• A prioritized list of questions
• Accurate information about the current Mailchimp setup
• Appropriate account access or screen-sharing capability
• Relevant examples, screenshots, or links
• A computer with a stable internet connection
• The ability to join the selected meeting platform
• All attendees at the scheduled start time
• Timely review of the written recommendations

The client is responsible for maintaining secure account credentials and for approving any future changes made after the consultation.

Important Scope Boundaries

The following are not included:

• Mailchimp subscription or usage fees
• Comprehensive account audit
• Done-for-you account configuration
• Contact import, cleanup, or migration
• Audience restructuring
• Signup form installation
• Email template design
• Campaign creation or launch
• Copywriting or content production
• Customer Journey or automation implementation
• Shopify or WooCommerce integration
• Website editing or custom coding
• Domain authentication or DNS configuration
• Deliverability investigation or reputation repair
• Data recovery
• Legal, privacy, or regulatory compliance advice
• Additional live meetings
• Training for separate businesses
• Customized training documentation
• Session recording, editing, or hosting
• Ongoing Mailchimp management
• Guaranteed campaign, revenue, engagement, or delivery results