- Start with deliverability economics: even modest inbox placement loss on high-volume promotional mail can drain revenue before ops notices; cross-check ESP metrics with Google Postmaster Tools and placement benchmarks.
- Score campaign velocity: count days from brief to send for seasonal and lifecycle programs; compare to revenue calendar deadlines.
- Audit personalization depth: are lifecycle programs behavioral or batch-and-blast with merge tags?
- Test attribution: can you tie campaigns and journeys to revenue, CLV, and cross-channel outcomes in one report?
- Review retention and win-back: segment sophistication, real-time triggers, re-engagement logic at scale.
- Map data silos: CRM, commerce, and ESP disagree on identity, consent, and purchase history.
- Calculate workaround tax: ops hours on exports, middleware, and duplicate accounts vs. revenue experiments not launched.
If three or more signs score red, pair this list with outgrowing your email marketing platform limits and when to switch enterprise email marketing platforms.