ConvertKit Consulting

This is ConvertKit consulting on steroids.

As a ConvertKit Certified Expert since 2016 (I was personally invited to become one of the first 4), I literally spend all day, every day, playing in ConvertKit accounts. I’ve worked with businesses of all shapes and sizes. I know all the tips and tricks for making your ConvertKit setup work for you and your business.

And isn’t that why you signed up for ConvertKit in the first place? To get everything beautifully automated so you can focus on what matters most?

Let’s get you focusing on with the real business stuff knowing ConvertKit’s got your email marketing automation back!

How my ConvertKit consulting works depends on what you specifically want my brain on (choose-your-own-adventure style! 🏞):

Option 1 – Audit my ConvertKit Account

  • An initial look around in your ConvertKit account so I can see where you’re at.
  • 30 min Zoom call where we go over the existing strategy of your business setup and email marketing (as it relates to ConvertKit and integrations). 
  • Within one week I then deliver you a detailed report of how your account is currently set up, how your subscribers ‘flow’ through, and how (if applicable) this differs from what we discussed should be happening. 
  • Recommendations and words of wisdom I have for your ConvertKit setup to keep it simple and maximise effectiveness.
  • After you’ve had an opportunity to review the report, we have another 60 min Zoom call (with screen share if necessary) where we can go over my report, discuss any changes you might want to make in your account, and answer any questions you might have about ConvertKit and using it effectively.

Option 2 – Audit a specific (funnel) setup, including integrated tech tools

  • An initial look around in your ConvertKit account so I can see where you’re at.
  • 30 min Zoom call where we go over the strategy of your specific funnel setup and how it should be working.
  • Within one week I then deliver you a detailed report of how your specific funnel is currently set up, how your subscribers ‘flow’ through, and how (if applicable) this differs from what we discussed should be happening. 
  • Recommendations and words of wisdom I have for your ConvertKit setup to keep it simple and maximise effectiveness.
  • After you’ve had an opportunity to review the report, we have another 60 min Zoom call (with screen share if necessary) where we can go over my report, discuss any changes you might want to make to your setup, and answer any questions you might have about ConvertKit and using it effectively.

Option 3 – Advise on a specific new (funnel) setup

  • An initial look around in your ConvertKit account so I can see where you’re at.
  • 60 min Zoom call where we go over the strategy of your new funnel setup in detail (as it relates to ConvertKit and integrations). I’ll be bringing my A game in terms of email marketing strategy so your funnel/setup is simple but with maximum effectiveness.
  • Within one week I then deliver you a detailed report of how to set things up in ConvertKit and with your integrations to achieve the strategy we discussed most effectively. This report will be very detailed. We’re talking the tags you need, the automation (rules and/or visual), form settings, how to set up your integrations, what to exclude from which sequence email, the works.
  • Any other recommendations and words of wisdom I have for the rest of your ConvertKit setup.
  • After you’ve had an opportunity to review the report, we have another 30 min Zoom call (with screen share if necessary) where we can go over my report, discuss any changes you might want to make to your setup, and answer any questions you might have about ConvertKit and using it effectively.

Investment

$1500

If you would like me to make changes or implement anything we’ve discussed in your account, this is available at an additional cost.

Availability

Due to the intense nature of this package (particularly the report writing stage – I really have to get in the zone with it!), I only take 2 ConvertKit consulting clients per month. 

Want in? Here’s what to do next

Awesome! Please fill in the form below and we’ll get you booked in!

Can’t wait to get my eyes on your ConvertKit setup and help you take it to the next level!

FAQs

Will you be making changes in my ConvertKit account?

Nope, no changes. Just looking. If you’d like to hire me to implement any changes as a result of the report, that’s an option at an additional cost.

Can I have a team member on the calls with me or in my place?

Absolutely! I’m very happy to have team members on the calls. Alternatively I can liaise with a team member throughout the entire process (particularly for option 2 or 3).

Which tech tools and integrations do you have experience with?

For option 2 I’ll also be logging into any tech tools that significantly integrate with your ConvertKit setup.

The main commonly used tech tools I have extensive experience with are Zapier, Deadline Funnel, WordPress, Teachable, SamCart, ThriveCart, EverWebinar, EasyWebinar and Demio. I also have moderate experience with Squarespace, particularly as it relates to ConvertKit integrations.

If you use a tech tool heavily in your setup and you don’t see it listed above, please feel free to leave me a message in your chat box and I can advise if I’ll be the best person to help or not.

Are calls recorded?

Yes, all calls are recorded and will be made available to you. No need to frantically write notes or anything!

Do you just focus on technical setup?

Not at all! This is very much technical setup combined with email marketing strategy customised for your unique business.

Any other questions? Sure thing. Contact me.

Looking for something else? Take a look at my other ConvertKit services here.

Evergreen funnel setup with Deadline Funnel

I would recommend working with you to anyone looking to figure out how to effortlessly introduce new subscribers to their work, their products and services, and how to organize it all so your business works even when you’re not actually working. You made everything super simple. I tend to overwhelm myself with options, but on our call everything felt clear and simple. That helped me get a lot done really fast after our call. Now I’m more excited to grow my list because I feel like there’s a powerful engine on the back-end that will grow my influence, impact and income, and all I have to do is get people to sign up! 

You’re a really good business strategist in addition to knowing ConvertKit, and that’s a REALLY helpful combo. You were also great at walking that tough line between giving me clear steps and saying exactly what to do (which simplified everything so much!) without telling me what to do, if that makes sense?! You grasped what I was trying to do and helped me achieve that in a simple way whereas so many people try to get you to do things they think are a good idea. I also think you’re very intuitive because one of the first things out of your mouth was addressing a super random automation concern that I wasn’t even sure if I should be worried about, but was driving me crazy!

Suzanne Heyn

ConvertKit Account Audit

I would recommend working with Lizzy to anyone who has tried to DIY advanced ConvertKit strategies themselves. Lizzy understands the in’s and out’s of ConvertKit and was able to guide me, even on challenges the ConvertKit Support team couldn’t help me solve. She unearthed and fixed problems with my emails I wasn’t even aware of. Plus, she offers a stellar mix of consulting and strategy, which I really appreciated. My only regret is that I didn’t hire you sooner!

Melody Wilding

ConvertKit Account Audit

I love ConvertKit, but was feeling like my account was getting away from me and I also could not find the mistake I had made that was causing my sequences to not work properly. Lizzy helped me find the mistake I had made and I feel better about tidying up my account. I appreciate the helpful tips she offered and the extensive review of my account. It was more than I was expecting!

Roben-Marie Smith

I had a minimal grasp of ConvertKit prior to working with you. I understood what it is capable of and could sort of get myself there but in a very messy, round about way. Now I’m definitely more empowered to get into the system and set it up to meet my needs. I’m looking forward to cleaning everything up. 

I would recommend you to anyone who needs technical support with ConvertKit or who needs help mapping out the flows and automations in CK. I felt like I got everything I needed (and more) and it was absolutely worth the cost to have all those tiny details ironed out. 

Andi Smiles

I had very few reservations about working with you. I thought there was a chance that you would not be as helpful as I was hoping, but that fear turned out to be unfounded! I was feeling positive about ConvertKit, but I knew there were some aspects that I was missing, and I didn’t have anyone I knew who was using it, nor did I have any direct access to an expert. I had gotten myself into trouble with a sequence for an upcoming launch, and realized I need help – fast! You were available and helped me get right to the heart of the issue and gave me clear advice on how to fix it.

I now feel much more confident and relaxed. I got a lot of things confirmed about what I did know and understand, but also got a lot of new understanding and appreciation for the tool.

I would definitely recommend you to anyone looking to improve their skill and confidence working with ConvertKit. Because you are good at assessing the client’s skill level going in, you were able (certainly in my case) to give me the right targeted advice and maximize the value of our call.

Your assessment of my use of Sequences vs. Broadcasts was game-changing, and has opened up a new understanding of how best to use ConvertKit for my future email and list-building strategy. It was very easy to work with you. Everything was handled efficiently and effortlessly.

John Tarnoff

I would recommend working with Lizzy because I’ve clearly wasted money on cheaper services who didn’t know what they were doing. So much better to work with an expert! I feel like you really cared about the account and also the person behind the account (me!). Thank you for your help.

Amy Hebdon

I am now on my way to rockin’ this online world! I would recommend working with Lizzy to all business owners looking to have a clear email marketing strategy.

Thank you so much for your help. I’m kind of stubborn and independent, characteristic of being an only child, and therefore like to struggle through things on my own. I know I could have done it on my own but it would have taken ages and a whole heap of frustration. Working with you allowed me to complete tasks, have a clear strategy; and I can’t wait to implement it successfully – no guesswork needed. The clarity was absolutely worth the cost!

Josey Stafford

Anyone using ConvertKit should work with you about how to leverage it for their specific business because you know your stuff! I appreciate how much industry knowledge you bring to the table as well, not just technical advice.

I thought you shared so much info; it was easy to talk to you; and you demonstrated very keen knowledge about ConvertKit and how I could best leverage it for my particular business. And the fact that you offered trainings afterward was icing on the cake, and really nice that your package wasn’t set up to tell a client what they should be doing, but then tell them that they’d have to pay extra to learn how to do it. Thank you for making it a great experience!

Maria Bayer

I would definitely recommend working with Lizzy. You rock. Expectations were made clear. Promises made, promises kept.

This was for a new website, and it’s now working smoothly which is critical and a huge sigh of relief​!

Todd Kaufman

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