What to Look for When Hiring an Email Marketing Agency
(And Why You Might Not Need One)


Hiring an email marketing agency sounds like a smart move—until you realize the prices are all over the place, the expertise levels vary wildly, and some agencies are so overqualified they’ll drain your budget before you see results.

If your business isn’t hitting seven figures yet, you don’t need a $20K-per-month agency designed for corporate giants. You need high-level strategy, execution, and direct response copy that actually drives revenue—without the agency-sized bill.

Here’s what you should look for when hiring an email marketing agency.

1. Proven Track Record & Results

A lot of agencies talk big, but can they actually prove they generate revenue? You’re not paying for fancy presentations—you’re paying for results. Before signing on with an agency, get real numbers or samples of their work.

Here’s what to look for:
✅ Case studies with data – Not just “We helped a company grow,” but actual revenue increases tied to email campaigns.
✅ Before & after performance – What were their clients' email revenue, open rates, and conversions before hiring them? What changed after?
✅ Businesses at your level – Some agencies are great for massive corporations but have no idea how to make email work for smaller businesses. If you’re under the $10M mark, you need a team that understands how to grow from there.

What If They Can’t Share Data?

Sometimes, agencies have NDAs that prevent them from sharing exact numbers. That’s fair—but that doesn’t mean they can’t prove their worth.

  • Ask for general trends  – They should at least be able to share percentage increases without breaking confidentiality. (E.g., “We helped a client increase email revenue by 72% in 6 months.”)
  • Look for client testimonials – If they can’t share numbers, they should have clients willing to vouch for them.
  • Ask them to walk you through their process – If they can’t prove past success, they should at least be able to clearly explain how they would generate results for you.
  • Request a sample email – Even if they can’t give you a past campaign, they should be able to mock up a simple email strategy or example email tailored to your business.
  • Take advantage of an audit or consult call  – Many agencies will offer a free or low-cost email audit to show gaps in your current strategy. This naturally leads into a strategy discussion, allowing you to see their thought process before committing.

If they can’t provide any proof—data, testimonials, samples, or a clear strategy—run.

2. Specialization in Email Marketing (Not Just “Digital Marketing”)

Email marketing is not the same as social media, SEO, or paid ads. But too many agencies slap “email” onto their list of services without actually knowing what they’re doing.

You need an agency that’s laser-focused on email marketing.

How to tell if they’re legit:
✅ Deep experience in Klaviyo, HubSpot, ActiveCampaign, etc. (not just Mailchimp)
✅ They understand automations, segmentation, and email deliverability(<--Important!)
✅ Their past work shows revenue-driven email strategies—not just pretty newsletters (That means content, promos, flows etc)

A generalist agency will never match the power of a specialist.

3. Direct Response Copywriting (Not Just “Pretty” Emails”)

Most agencies will sell you on design-heavy emails—sleek templates, fancy graphics, and animations. Sounds great, right? Except when all that pretty design kills your deliverability and conversions.

The more images, the higher the chance your email lands in Promotions or Spam. And if your email doesn’t even make it to the inbox, what’s the point?

Common Problems with Over-Designed Emails:
🚩 Lower deliverability – Spam filters love flagging image-heavy emails.
🚩 Slower load times – Customers won’t wait for a bloated email to load.
🚩 Weaker messaging – Design doesn’t sell by itself—words do.

Most agencies don’t get this. But direct response copywriters do.

Direct Response: The Secret Weapon for Ecom, Coaches, and Influencers

E-commerce brands, coaches, and influencers live and die by conversions. You don’t just need emails that “look good.” You need emails that sell.

What Direct Response Email Copy Does Instead:
✅ Prioritizes the offer & message – Your words do the heavy lifting, not just the design.
✅ Focuses on action – Every sentence drives a click, a sale, or a reply.
✅ Uses formatting strategically – Bolded phrases, short paragraphs, strategic imagery, and bullet points guide the reader to the CTA.

The Biggest Secret? The highest-performing emails often look plain. No crazy graphics. No over-designed templates. Just clear, persuasive copy that gets people to buy.

If an agency can’t explain how their copy drives revenue, but they love showing off their email designs—run.

4. Automation & Store Integration

Email marketing isn’t just about sending emails—it’s about building systems that make money on autopilot.

A strong agency should set up:

✅ Welcome Series – To Indoctrinate new subscribers and nurture them into buyers
✅ Abandoned cart emails – To recover lost sales effortlessly

✅ Re-engagement campaigns – To bring inactive subscribers back to buying
✅ Post-purchase sequences – To increase customer lifetime value

They also need to seamlessly integrate with platforms like Shopify, WooCommerce, or your CRM. If they can’t connect email to your sales funnel, they don’t know what they’re doing.

Many agencies will also specialize in a particular email service provider like Klaviyo or Hubspot. This is important to look out for as they know the ins and outs of those powerful systems.

5. Pricing Tiers: Finding the Right Fit for Your Business

Not every agency is built for your business, and that’s not a bad thing—it just means you need to find the right fit. Some agencies are fantastic at what they do but are designed for companies with different needs and budgets.

If you’re a business doing under $10M/year, working with a high-end agency built for $50M+ brands is like hiring a Michelin-starred chef to make you a PB&J—it’s overkill.

Here’s how pricing typically breaks down:

💰 Low-cost agencies ($500-$2K/month) → Great if you just need basic email marketing, but expect templates, minimal strategy, and little customization.

💰💰 Mid-tier agencies ($3K-$10K/month) → The sweet spot for businesses in the $500k-$10M range. You’ll get strategic automation, solid copywriting, and more personalized support.

💰💰💰 High-end agencies ($10K-$50K/month) → Designed for companies doing $50M+ per year. These agencies specialize in hyper-personalization, advanced segmentation, custom programming, and complex multi-channel integration.

Why This Matters

Many business owners struggle to find the right agency because they expect top-tier service at a budget price or hire an agency that’s way too advanced for their needs. A great agency will be honest about whether they can help you—or if you’d be better off with a different solution.

Signs an Agency is the Wrong Fit for a Retainer:

  • They primarily work with massive brands and seem unsure how to scale email for a growing business.
  • Their minimum monthly fee exceeds what you make from email marketing (bad ROI).
  • Their strategy assumes you have a massive marketing team when you just need something lean and effective.

Signs an Agency is a Great Fit for a Retainer:

  • They have experience with businesses at your exact growth stage.
  • They ask about your revenue and goals upfront instead of selling you on services you don’t need.
  • They clearly define what’s included in their pricing so you’re not paying for extras you don’t use.

What About One-Time Projects?

If you’re not ready for a retainer, investing in a high-quality initial setup can be one of the smartest moves for long-term success.

A well-executed automation buildout, email templates, and strategy setup might cost more upfront, but it pays off over time by:

✅ Automating revenue streams (abandoned carts, welcome flows, re-engagement campaigns)
✅ Creating a solid foundation that you or a smaller team can manage
✅ Avoiding ongoing high agency fees while still benefiting from expert-level strategy

In many cases, businesses see a better return from a strong one-time setup than committing to a pricey monthly retainer too early.

The best agencies know their lane and will tell you upfront if they’re not the right fit. If an agency isn’t upfront about their ideal client, charges a premium without justifying it, or sells you services that don’t align with your needs—run.

6. Transparency in Pricing & Deliverables

One of the biggest red flags when hiring an email marketing agency is unclear pricing. Some agencies will hit you with hidden fees for things like:

  • Automation setup (charged separately after you’ve signed)
  • Additional email sends (suddenly you’re paying extra to email more subscribers)
  • Optimizations & A/B testing (which should already be part of a strong strategy)

Before signing, get everything in writing.

✅ A detailed proposal before payment – A great agency won’t ask for money upfront without first providing a clear breakdown of services, costs, and expectations. This usually happens after a consult call where they evaluate what’s working (and what’s not) in your email program.

✅ What’s included in the pricing – Strategy, automation setup, email design, copywriting—everything should be listed so you’re not left guessing.

✅ How often they optimize your emails – Are they setting up campaigns and disappearing? Or are they regularly tweaking and improving based on data?

✅ Whether they charge per project or per month – Some agencies work on retainers, others on a project basis. Make sure the pricing structure matches your business needs.

A Great Agency Will Provide a Clear Proposal

What a Good Proposal Should Cover:

  • The specific services they’ll provide (not just vague “email marketing” promises)
  • The pricing structure and whether there are extra fees for certain features
  • The deliverables and expected timeline
  • The expected results and how they measure success

A consult call is a common first step to understanding your needs. Many agencies will offer a free or low-cost email audit to assess your current email strategy before creating a proposal. This ensures they’re pitching the right services, not just selling you on a generic package.

⚠️ Caution: If an agency asks for full payment upfront without a clear proposal or consult—run. They should be willing to prove their expertise before locking you into a contract. You should know exactly what you are getting and in expected timeline. Results can vary for a huge number of factors. In retainer situations there should be expected results that have an actual return on investment.

Agencies Aren’t Always the Best Fit (Freelancers Can Do More for Less)

Here’s the hard truth: Most businesses don’t actually need an agency.

Agencies are built for massive companies that need huge teams managing high-volume email marketing. But if your business is doing $5M or less per year, you can get better, more personalized service from a freelancer—without the extra overhead.

Why Hire a Freelancer Instead?

✅ Lower costs – No agency overhead, no bloated fees—just direct expertise.
✅ More flexibility – No locked-in retainers or long-term contracts eating up your budget.
✅ Same high-level strategy – Advanced automation, direct response copy, and A/B testing—without the agency price tag.
✅ Direct communication – No account managers acting as middlemen. You work directly with the expert.

I’ve worked in numerous industries, including e-commerce, coaching, SaaS, influencers, and high-ticket services. I know what works (and what doesn’t) for different business models, and I don’t waste time on fluff—just strategies that actually drive revenue.

The Smarter Alternative: Work With Someone Who Gets It

I’ve worked at an agency. I know the systems, the strategies, and what actually makes emails convert. But I also know most businesses don’t need a bloated team draining their marketing budget.

That’s where I come in.

🚀 Custom-built email automations (abandoned cart, win-back, post-purchase)
📝 Direct response copy that actually sells
📊 A/B testing & optimization (so every email improves over time)
🎯 Done-for-you strategy & execution without the agency price tag

Click Here To See My Services and Reach Out For Help With Your Email Marketing Here

Need Full Agency Services? I Can Refer You

If your business truly needs an agency, I won’t try to sell you on something else. I’ve worked with agencies across multiple industries, and I know which ones deliver real results without wasting your budget.

Need a full-service team? I can connect you with agencies I’ve worked with in the past—teams that specialize in scaling larger businesses with multi-channel strategies, advanced segmentation, and enterprise-level automation.

If you’re unsure what level of service you need, let’s talk. I’ll point you in the right direction—whether that’s working with me or finding an agency that suits your business.

📩 Click Here To Reach Out and let’s figure out what works best for you.