{"product_id":"mailchimp-training-consultation","title":"Mailchimp Training \u0026 Consultation","description":"\u003ch3 class=\"PDq2pG_selectionAnchorContainer\"\u003eService Scope\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\n\u003c\/h3\u003e\n\u003cp\u003eMailchimp Training \u0026amp; Consultation is a fixed-scope educational and advisory service for one business, one Mailchimp account, and up to three attendees from the same organization.\u003c\/p\u003e\n\u003cp\u003eThe 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.\u003c\/p\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\u003ch3\u003eComplete the Pre-Session Questionnaire\u003c\/h3\u003e\n\u003cp\u003eBefore the session, the client completes one concise questionnaire describing:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe business and its marketing goals\u003c\/li\u003e\n\u003cli\u003eThe current Mailchimp plan\u003c\/li\u003e\n\u003cli\u003eThe account’s present condition\u003c\/li\u003e\n\u003cli\u003eThe team’s Mailchimp experience level\u003c\/li\u003e\n\u003cli\u003eThe three highest-priority topics\u003c\/li\u003e\n\u003cli\u003eSpecific questions or workflow problems\u003c\/li\u003e\n\u003cli\u003eConnected websites, stores, or applications\u003c\/li\u003e\n\u003cli\u003eAny relevant campaigns, audiences, forms, or automations\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThe final questionnaire must be received before the session is scheduled.\u003c\/p\u003e\n\u003ch3\u003eSelect Up to Three Training Topics\u003c\/h3\u003e\n\u003cp\u003eThe client may select up to three related topics for focused instruction during the session.\u003c\/p\u003e\n\u003cp\u003eAvailable topics may include:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eMailchimp account navigation and settings\u003c\/li\u003e\n\u003cli\u003eAudience structure and contact management\u003c\/li\u003e\n\u003cli\u003eTags, groups, audience fields, and segments\u003c\/li\u003e\n\u003cli\u003eContact import and update workflows\u003c\/li\u003e\n\u003cli\u003eSignup forms and subscriber collection\u003c\/li\u003e\n\u003cli\u003eEmail templates and content builders\u003c\/li\u003e\n\u003cli\u003eCampaign setup, testing, scheduling, and sending\u003c\/li\u003e\n\u003cli\u003eFrom names, subject lines, preview text, and tracking\u003c\/li\u003e\n\u003cli\u003eCustomer Journeys and marketing automations\u003c\/li\u003e\n\u003cli\u003eWelcome, follow-up, and engagement workflows\u003c\/li\u003e\n\u003cli\u003eShopify or WooCommerce connection basics\u003c\/li\u003e\n\u003cli\u003eE-commerce contacts and purchase data\u003c\/li\u003e\n\u003cli\u003eCampaign reports and performance metrics\u003c\/li\u003e\n\u003cli\u003eBasic domain authentication and deliverability concepts\u003c\/li\u003e\n\u003cli\u003eMigration planning and account organization\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eFeatures, interfaces, and available configuration options depend on the client’s Mailchimp plan, account permissions, connected applications, and stored data.\u003c\/p\u003e\n\u003cp\u003eRequests covering more than three substantial topics may require an additional session.\u003c\/p\u003e\n\u003ch3\u003eMailchimp Account Access Options\u003c\/h3\u003e\n\u003cp\u003eThe session can be completed through either of the following methods:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe client provides appropriate invited user or agency access to one Mailchimp account.\u003c\/li\u003e\n\u003cli\u003eThe client shares their screen and remains in control of the account throughout the session.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThe client should never send a Mailchimp password, one-time authentication code, or other private login credential.\u003c\/p\u003e\n\u003cp\u003eIf account access is not provided, the preliminary review will be based on the questionnaire, approved screenshots, and information supplied by the client.\u003c\/p\u003e\n\u003ch3\u003eHigh-Level Account Review\u003c\/h3\u003e\n\u003cp\u003eBefore the meeting, we complete one high-level review of the supplied objectives and the areas of the account related to the selected topics.\u003c\/p\u003e\n\u003cp\u003eDepending on the approved scope and available access, the review may cover:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRelevant account and audience settings\u003c\/li\u003e\n\u003cli\u003eExisting tags, groups, fields, or segments\u003c\/li\u003e\n\u003cli\u003eEmail templates and recent campaigns\u003c\/li\u003e\n\u003cli\u003eSignup forms\u003c\/li\u003e\n\u003cli\u003eExisting automation workflows\u003c\/li\u003e\n\u003cli\u003eConnected websites or e-commerce stores\u003c\/li\u003e\n\u003cli\u003eAvailable reports\u003c\/li\u003e\n\u003cli\u003eObvious workflow or organization concerns\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThis is a focused preparation review and not a comprehensive Mailchimp audit, deliverability investigation, data-quality analysis, or legal compliance assessment.\u003c\/p\u003e\n\u003ch3\u003eLive 90-Minute Remote Session\u003c\/h3\u003e\n\u003cp\u003eThe service includes one live remote consultation lasting up to 90 consecutive minutes.\u003c\/p\u003e\n\u003cp\u003eA typical session includes:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eApproximately 10 minutes to confirm objectives and priorities\u003c\/li\u003e\n\u003cli\u003eApproximately 60 minutes of guided instruction and account walkthrough\u003c\/li\u003e\n\u003cli\u003eApproximately 20 minutes for questions and the next-step plan\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThe exact timing may be adjusted during the meeting based on the selected topics and the client’s experience level.\u003c\/p\u003e\n\u003cp\u003eUnused session time cannot be transferred to another appointment.\u003c\/p\u003e\n\u003ch3\u003eScreen-Shared Account Walkthrough\u003c\/h3\u003e\n\u003cp\u003eDuring the session, we explain the relevant Mailchimp tools directly within the client’s account or through a guided screen-sharing walkthrough.\u003c\/p\u003e\n\u003cp\u003eThe walkthrough may include:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eLocating important settings and tools\u003c\/li\u003e\n\u003cli\u003eExplaining how account elements work together\u003c\/li\u003e\n\u003cli\u003eDemonstrating an appropriate workflow\u003c\/li\u003e\n\u003cli\u003eReviewing existing configurations\u003c\/li\u003e\n\u003cli\u003eIdentifying avoidable mistakes\u003c\/li\u003e\n\u003cli\u003eDiscussing practical organizational options\u003c\/li\u003e\n\u003cli\u003eShowing how to test work before publishing or sending\u003c\/li\u003e\n\u003cli\u003eAnswering questions related to the approved topics\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThe client is encouraged to take notes and ask questions throughout the session.\u003c\/p\u003e\n\u003ch3\u003eGuidance Versus Implementation\u003c\/h3\u003e\n\u003cp\u003eThis service provides training, explanation, recommendations, and guided demonstrations.\u003c\/p\u003e\n\u003cp\u003eMinor and reversible examples may be demonstrated when appropriate, but the session does not include completing a separate done-for-you project.\u003c\/p\u003e\n\u003cp\u003eWe will not use the consultation to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eSend or schedule a live campaign\u003c\/li\u003e\n\u003cli\u003ePublish an unapproved signup form\u003c\/li\u003e\n\u003cli\u003eActivate a production automation\u003c\/li\u003e\n\u003cli\u003eImport or delete a contact database\u003c\/li\u003e\n\u003cli\u003eMerge or restructure multiple audiences\u003c\/li\u003e\n\u003cli\u003eMake bulk or destructive account changes\u003c\/li\u003e\n\u003cli\u003eReplace templates or campaign content\u003c\/li\u003e\n\u003cli\u003eModify DNS records\u003c\/li\u003e\n\u003cli\u003eInstall custom code\u003c\/li\u003e\n\u003cli\u003eComplete a platform migration\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eAny requested implementation work can be quoted as a separate service.\u003c\/p\u003e\n\u003ch3\u003eUp to Three Attendees\u003c\/h3\u003e\n\u003cp\u003eUp to three people from the same business may attend the session.\u003c\/p\u003e\n\u003cp\u003eThe client should identify the attendees and their roles before the meeting so the instruction can be presented at an appropriate level.\u003c\/p\u003e\n\u003cp\u003eAdditional attendees, multiple departments with unrelated objectives, or training for separate businesses may require a custom training package.\u003c\/p\u003e\n\u003ch3\u003eWritten Recommendations and Next-Step Checklist\u003c\/h3\u003e\n\u003cp\u003eWithin two business days after the completed session, the client receives a concise written summary containing:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe topics covered\u003c\/li\u003e\n\u003cli\u003eImportant account observations\u003c\/li\u003e\n\u003cli\u003eRecommended next steps\u003c\/li\u003e\n\u003cli\u003eTasks requiring client action\u003c\/li\u003e\n\u003cli\u003eRelevant workflow reminders\u003c\/li\u003e\n\u003cli\u003eIdentified scope limitations\u003c\/li\u003e\n\u003cli\u003eSuggested Mailchimp resources where appropriate\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThe summary is an implementation checklist, not a complete account audit, technical specification, campaign strategy, or custom operating manual.\u003c\/p\u003e\n\u003ch3\u003eSeven Days of Follow-Up Support\u003c\/h3\u003e\n\u003cp\u003eThe service includes seven calendar days of limited written follow-up support beginning when the recommendations are delivered.\u003c\/p\u003e\n\u003cp\u003eFollow-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.\u003c\/p\u003e\n\u003cp\u003eFollow-up support does not include:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eNew training topics\u003c\/li\u003e\n\u003cli\u003eAdditional live meetings\u003c\/li\u003e\n\u003cli\u003eAccount implementation\u003c\/li\u003e\n\u003cli\u003eCampaign or template review\u003c\/li\u003e\n\u003cli\u003eTroubleshooting unrelated problems\u003c\/li\u003e\n\u003cli\u003eNew strategic recommendations\u003c\/li\u003e\n\u003cli\u003eReview of work completed after the session\u003c\/li\u003e\n\u003cli\u003eOngoing consulting or account management\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eUnused follow-up support expires at the end of the seven-day period.\u003c\/p\u003e\n\u003ch3\u003eScheduling and Rescheduling\u003c\/h3\u003e\n\u003cp\u003eThe 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.\u003c\/p\u003e\n\u003cp\u003eOne rescheduling request is included when submitted at least 24 hours before the scheduled start time.\u003c\/p\u003e\n\u003cp\u003eLate 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.\u003c\/p\u003e\n\u003cp\u003eRecording is not included. A client who wishes to record the meeting must request and receive permission before the session begins.\u003c\/p\u003e\n\u003ch3\u003eClient Requirements\u003c\/h3\u003e\n\u003cp\u003eBefore the consultation, the client must provide:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe completed pre-session questionnaire\u003c\/li\u003e\n\u003cli\u003eUp to three selected Mailchimp topics\u003c\/li\u003e\n\u003cli\u003eA prioritized list of questions\u003c\/li\u003e\n\u003cli\u003eAccurate information about the current Mailchimp setup\u003c\/li\u003e\n\u003cli\u003eAppropriate account access or screen-sharing capability\u003c\/li\u003e\n\u003cli\u003eRelevant examples, screenshots, or links\u003c\/li\u003e\n\u003cli\u003eA computer with a stable internet connection\u003c\/li\u003e\n\u003cli\u003eThe ability to join the selected meeting platform\u003c\/li\u003e\n\u003cli\u003eAll attendees at the scheduled start time\u003c\/li\u003e\n\u003cli\u003eTimely review of the written recommendations\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThe client is responsible for maintaining secure account credentials and for approving any future changes made after the consultation.\u003c\/p\u003e\n\u003ch3\u003eImportant Scope Boundaries\u003c\/h3\u003e\n\u003cp\u003eThe following are not included:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eMailchimp subscription or usage fees\u003c\/li\u003e\n\u003cli\u003eComprehensive account audit\u003c\/li\u003e\n\u003cli\u003eDone-for-you account configuration\u003c\/li\u003e\n\u003cli\u003eContact import, cleanup, or migration\u003c\/li\u003e\n\u003cli\u003eAudience restructuring\u003c\/li\u003e\n\u003cli\u003eSignup form installation\u003c\/li\u003e\n\u003cli\u003eEmail template design\u003c\/li\u003e\n\u003cli\u003eCampaign creation or launch\u003c\/li\u003e\n\u003cli\u003eCopywriting or content production\u003c\/li\u003e\n\u003cli\u003eCustomer Journey or automation implementation\u003c\/li\u003e\n\u003cli\u003eShopify or WooCommerce integration\u003c\/li\u003e\n\u003cli\u003eWebsite editing or custom coding\u003c\/li\u003e\n\u003cli\u003eDomain authentication or DNS configuration\u003c\/li\u003e\n\u003cli\u003eDeliverability investigation or reputation repair\u003c\/li\u003e\n\u003cli\u003eData recovery\u003c\/li\u003e\n\u003cli\u003eLegal, privacy, or regulatory compliance advice\u003c\/li\u003e\n\u003cli\u003eAdditional live meetings\u003c\/li\u003e\n\u003cli\u003eTraining for separate businesses\u003c\/li\u003e\n\u003cli\u003eCustomized training documentation\u003c\/li\u003e\n\u003cli\u003eSession recording, editing, or hosting\u003c\/li\u003e\n\u003cli\u003eOngoing Mailchimp management\u003c\/li\u003e\n\u003cli\u003eGuaranteed campaign, revenue, engagement, or delivery results\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"KizilCo","offers":[{"title":"Default Title","offer_id":53829827494171,"sku":null,"price":299.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1033\/5436\/8283\/files\/ChatGPTImageAug27_2026_06_15_33PM.png?v=1787868988","url":"https:\/\/www.kizilco.com\/products\/mailchimp-training-consultation","provider":"KizilCo","version":"1.0","type":"link"}