Cover for CRM Hygiene for Scaleups

Email Retention

CRM Hygiene for Scaleups

4 hours live + toolkit

Scaling teams often inherit messy ESP workspaces. This course installs naming conventions, QA rituals, and lightweight approvals so new hires do not break journeys accidentally.

280,000 KRW

Informational pricing—no checkout on this static site.

What is included

  • Tagging dictionary starter aligned to lifecycle stages
  • QA checklist for journey launches
  • Approval ritual for high-risk sends
  • Sandbox testing patterns for clones
  • Documentation cadence for campaign owners
  • Handover template for departing owners
  • Incident log for send mistakes with response steps

Outcomes

  1. A tagging dictionary your team can adopt immediately
  2. A QA checklist embedded in launch rituals
  3. An incident log template for retrospectives
Portrait for Jonah Wexler

Responsible lead

Jonah Wexler

Operations coordinator focused on dependable delivery rhythms.

FAQ

Will you log into our ESP?

No remote access is provided. Reviews use sanitized screenshots and exports you supply.

Is this technical engineering training?

It is governance and process focused, not API engineering.

What if we use multiple ESPs?

Bring both; we adapt naming patterns to a dual-vendor world with extra homework.

Participant notes

The incident log became our most-used doc after a mis-tagged promo.
Bea Ortiz · Operations · Loopcrate delivery · Trustpilot