Everything we need to write emails that drive foot traffic, online sales, and repeat purchases for your jewelry store. Fill this out thoroughly — the more context you provide, the better every email performs from day one.
Section 1
Business Foundation
The basics. Who you are, what you do, and the landscape you operate in.
How many locations? Where are they? Include city/state for each.
Why do customers choose you over other jewelers? Custom design? Family-owned? Specific brands? Price range? Experience?
Rough average — what does a typical customer spend per visit?
Other jewelry stores in your area. Who are your customers also considering?
Section 2
Products & Services
Everything you sell and every service you offer. We need the full picture to plan campaigns that make sense across seasons.
Why this matters
Jewelry is deeply seasonal and emotional. Monthly email campaigns need to rotate between product categories, promote the right items at the right time, and cross-sell intelligently (engagement ring → wedding band → anniversary gifts). The more we understand your full catalog, the smarter every campaign gets.
List your main product categories with typical price ranges. Check all that apply and add details.
Which products or services bring in the most revenue? What brings people through the door most often?
Designer brands, exclusive lines, or your own house brand?
We need to know who we're writing to — not just demographics, but how they think, what keeps them up at night, and how they talk about their problems.
The trust principle
Jewelry is an emotional, high-trust purchase. People don't resist offers — they resist being asked for more trust than they're ready to give. Whether it's an engagement ring or an anniversary gift, we need to understand your customer's mindset to calibrate every email perfectly.
Check all that apply — most stores serve multiple types.
Age range, gender split, income level, local area radius.
Values, priorities, what they care about in a jeweler.
What brings people in? What triggers a jewelry purchase for your customers?
What stops people from buying or coming in? What makes them hesitate?
Primary traffic sources — how do people discover your store and end up on your email list?
What's the sign-up mechanism? In-store form, website popup, event, purchase?
Section 4
Proof & Results
Social proof is the engine of email conversion. Give us everything you've got — case studies, testimonials, data, wins.
Memorable proposal stories, custom design journeys, multi-generational customers — the stories that show who you are as a jeweler. These become the heart of your email campaigns.
Copy/paste your best 5-10 reviews from Google, Yelp, or The Knot. Include the customer's first name if available.
Years in business, certifications, awards, memberships, number of customers served — anything that builds credibility.
Section 5
Brand Voice & Style
This is how we make every email sound like you — not like a generic AI or a different brand.
Critical — Read This
This section is the difference between emails that feel like your store and emails that feel generic. The writing samples are the most important part of the entire intake. If you've sent any emails before (even basic ones), paste them here. If not, we'll build your voice from scratch based on the other sections.
Paste complete emails — subject line, body, CTA. These can be emails you've written yourself OR emails from someone whose style you want us to emulate. Either way, they should represent the brand voice you want us to replicate. The more you give us, the more accurately we clone the voice.
Pick 3-5 words that describe your brand voice. Or describe how you want to come across.
Where do you fall?
How do your emails typically feel?
Signature phrases, favorite expressions, recurring terms in your writing.
Words or phrases that make you cringe or don't fit your brand.
Whose writing or communication style do you admire? Who do you want to sound like?
If you have a brand guide, style doc, or specific formatting preferences, paste or describe them here.
Section 6
Email Infrastructure
Technical setup, list health, and what's currently running. We need to know the machinery before we write a word.
Opened or clicked in last 90 days
How is your list segmented? What are the major groups?
List every automation currently running. Include flow name, trigger, and whether it's performing well or needs work.
Technical Authentication
If you're unsure about any of these, that's fine — just note "don't know" and we'll check.
Section 7
Performance Data
We need actual numbers, not estimates. Export your data from your ESP so we can see exactly what's happening.
Required — Export Your Data
Self-reported metrics are unreliable. We need real exports from your platform covering the last 6 months minimum (12 months preferred). This gives us accurate baselines, seasonal patterns, and engagement trends to build from.
Where to Send Your Exports
Export the files below as CSV or Excel, then share them with us via:
Google Drive / Dropbox — Create a shared folder and send us the link
Email — Attach the files directly to your intake submission email
Slack — Drop them in our shared channel
Label each file clearly (e.g. "Campaign-Performance-Last-12mo.csv").
What to Export
Export these three reports and share them with us (CSV, Excel, or PDF):
Export 1 — Campaign Performance
All campaigns/broadcasts sent in the last 6-12 months. Should include: campaign name, send date, recipients, open rate, click rate, unsubscribe rate, revenue attributed (if available).
Export 2 — Flow / Automation Performance
All active flows/automations and their performance. Should include: flow name, total recipients, open rate, click rate, conversion rate, revenue (if available).
Export 3 — List Growth & Health
Subscriber growth over the last 6-12 months. Should include: monthly new subscribers, monthly unsubscribes, monthly bounces, list size over time. Also export engagement segmentation if available (% active vs. inactive).
How to Export (By Platform)
GoHighLevel (GHL)
Emails: Marketing → Emails → Campaign stats (screenshot or export)
Automations: Automation → Workflow stats (screenshot each active workflow)
List Health: Audience → Manage Audience → Export Audience
Growth: Audience → Growth History (screenshot)
Constant Contact
Campaigns: Reporting → Email → Export
Contacts: Contacts → Export Contacts
Growth: Reporting → Contact Growth (screenshot)
Automations: Automations → View Results
Other / Not Sure
Export any campaign/email history you can find
Export your contact/customer list as CSV
Screenshot any stats dashboards
If unsure, just let us know — we'll help pull the data
Anything we should know about the data? Platform changes, migration history, data gaps?
Your average campaign metrics. Leave blank if you're sending the exports — we'll calculate these ourselves.
Section 8
Trust Landscape
This is where most email strategies go wrong. Before we write anything, we need to understand the relationship between you and your list.
Why This Section Exists
Jewelry is a high-trust, emotional purchase. A customer who bought an engagement ring last year has a completely different relationship with you than someone who signed up at a bridal expo. This section prevents the #1 email strategy mistake: treating everyone the same.
What's the primary opt-in mechanism? This tells us their initial trust level and expectations.
Exact opt-in messaging matters. If they signed up for "weekly tips" and you're selling daily, there's a trust gap.
Have you been consistent? Any long gaps? Changes in frequency?
Any deliverability problems, spam complaints, blacklisting, or negative subscriber feedback?
Have you ever cleaned your list? Run a sunset flow? Removed inactive subscribers?
Be honest — this helps us pick the right strategy. Check all that apply.
Reply behavior is one of the strongest trust signals. What kind of replies do you get?
Section 9
Monthly Blueprint Context
The forward-looking context we need to plan your first month of campaigns — and every month after.
Jewelry's Seasonal Calendar
Jewelry retail runs on key calendar moments. Tell us which ones matter most to your store so we can plan campaigns around them.
Which holidays/seasons drive the most revenue for your store? Rank them 1-5.
Upcoming sales, events, new collections, store happenings. Even tentative plans help us plan campaigns.
What kind of content or messaging works best for your customers? What do they respond to?
What brings people in? What marketing is working? Be specific.
What are you frustrated with? What do you wish was better? Be honest.
What do you want email to do for your business?
Context, concerns, priorities, store culture, pet peeves — anything that helps us do better work for you.
What Happens Next
1. Submit this form — Use the button below to copy all responses or print to PDF.
2. Send your data exports — Campaign performance and contact data from your platform (GHL, Mailchimp, etc.).
3. We build your blueprint — Your store's voice, audience, seasonal calendar, and performance data get synthesized into your Email Blueprint.
4. First month's campaigns — You receive your first monthly email blueprint with campaigns, automations, and copy ready to deploy.