PRO Email Marketing Checklist Notion File

What's Inside the Notion Template

This is a professional-grade email marketing checklist built in Notion, structured so you can duplicate it directly into your own workspace and use it as a living operational document. 

It covers every core area of email marketing for ecommerce: campaign planning, flow setup, list segmentation, deliverability health, and performance review.

You can check off items as you go, assign tasks to team members, and keep your entire email marketing operation organized in one place. It's the same type of checklist framework a Klaviyo agency would use to audit and manage client accounts, now available for free.

Who This Checklist Is For

This is built for Shopify and DTC brand owners who want a professional system to manage their email marketing. 

It's equally useful for in-house email marketers who need a repeatable audit process, freelancers onboarding new email clients, and Klaviyo users who want to ensure every element of their setup is covered before a major campaign or seasonal push.

If you're serious about email as a revenue channel, this checklist is a permanent part of how you operate.

How to Use This Checklist

1. Duplicate the Notion file into your own workspace. It's free to use with any Notion account
2. Work through each section in the following order: campaigns → flows → segmentation → deliverability → analytics
3. Check off completed items and flag anything that needs fixing. Notion lets you add comments and assign owners
4. Pair with Pro Marketer resources: Use the email & SMS flow templates to build out flows, the 1,000 email prompts to write campaigns faster, and 10 Klaviyo tricks to optimize your setup
5. Run it monthly: Use the checklist as a recurring audit, not a one-time setup task

For a fully managed Klaviyo email and SMS program, Pro Marketer's certified team handles setup and ongoing optimization. See how we've driven results for ecommerce brands in our case studies.