Email Marketing & Automation Scope of Work Template

Email remains one of the most powerful tools for driving conversions, nurturing leads, and boosting customer retention. The Email Marketing & Automation Scope of Work Template provides a detailed framework for marketers, freelancers, and agencies looking to document and deliver results-driven email strategies with clarity and consistency.

Who Should Use This Template?

This template is ideal for:

• Email marketing specialists and consultants
• Digital marketing agencies manage client email campaigns
• SaaS or eCommerce businesses scaling lifecycle automation
• Entrepreneurs outsourcing their email strategy

Why This Template Matters

Successful email campaigns rely on strategy, personalization, and automation, but managing expectations and deliverables can get messy without structure. This template ensures your team and clients are on the same page about what’s being sent, when, why, and how performance is measured.

Whether you’re setting up welcome sequences, drip campaigns, or running monthly newsletters, this scope template gives you a clean, professional framework to manage everything from setup to optimization.

What’s Included in This Template

This ready-to-use Scope of Work template includes:

• A clear introduction outlining the goals of email marketing and automation
• Defined objectives such as list segmentation, lead nurturing, and ROI tracking
• A breakdown of services including strategy, copywriting, design, and reporting
• A week-by-week setup timeline followed by ongoing deliverables
• Defined roles, revision terms, and payment structure for transparency

How to Edit This Website Design & Development SOW Template in Taskip

Taskip’s built-in Document editor makes it simple to use this template:

• Open the Website Design & Development Scope of Work Template.
• Click the “Use Template” button to copy it to your workspace.
• Use the editor to modify section headings, add client-specific information, or remove parts that don’t apply.
• Save and share the document internally or with clients using a secure link.
• Optionally export the final version as a PDF.

Taskip allows for real-time collaboration, so your team or clients can comment and contribute without needing third-party tools.

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