Your email capture strategy, built from your site
The capture plan turns your approved website audit into ranked, reviewable decisions: which offer to make, where it belongs, which format fits, and who it speaks to — before anything is built.
A strategy you guess is a strategy you redo
Most email capture strategy advice is generic: ten tips that fit every website and therefore fit yours poorly. Guessing which advice applies costs you rebuilt popups, rewritten offers, and months of a quiet list.
Strategy articles tell you what works on average, not on your pages.
Builders give you a blank canvas exactly when you need a decision.
Without a ranked plan, every capture idea competes for first place.
It starts from your approved audit
The plan is not written from a template. It compiles from the website audit you reviewed and approved: your page groups, your audience, your opt-in opportunities, so every decision traces back to your own pages.
See how the audit worksApprove the audit
The reviewed audit (pages, personas, and opportunities) becomes the plan’s source context.
The plan compiles
Opportunities become ranked plan items: an offer, a placement, a format, and an audience angle each.
You review the plan
Adjust, reorder, or skip items before anything moves on to drafting.
Four decisions, ready to review
Every plan item answers the questions that usually stall list growth, with the evidence coming from your audit, not from a best-practices post.
The offer
An opt-in offer matched to what each page group already promises its readers.
The placement
The page group where the offer has the strongest contextual fit, not everywhere at once.
The format
Popup Box, Slide-In, or Embedded Form, constrained by what actually suits the offer.
The audience angle
The persona the capture experience speaks to, drawn from your audit’s segmentation.
Each item also carries your brand personality summary, so drafts read as yours from the first word.
Ranked, so you know what to build first
A sample capture plan: one ranked item per opportunity, each traceable to a page group from the audit.
Adjust by conversation, approve by click
The plan recommends. You decide. Talk to the agent to reshape any item, and nothing moves to drafting, let alone live, without your explicit confirmation.
A plan beats a pile of tips
Ten tips, zero decisions
Read the listicle, guess which tactic applies to your site, and start from a blank canvas anyway.
Decisions from your own pages
Ranked items compiled from your approved audit, each with an offer, placement, format, and audience angle ready to review.
From plan to drafted assets
Approve a plan item and the agent drafts the capture asset (a Popup Box, Slide-In, or Embedded Form in your brand direction) and holds it for review. The full workflow, from first scan to launch-ready, lives on its own page.
See the full workflowApprove a plan item
Pick the ranked item worth building first and confirm it.
The asset is drafted
Copy and design are drafted in your brand direction, as a draft, not a launch.
Review before launch
Check the draft, request changes, and decide when anything goes live.
Stop guessing. Start with a plan.
Run the audit, approve what it finds, and get an email capture strategy compiled from your own pages, ranked and ready to review.
Questions about the capture plan
What the plan is, where it comes from, and the controls you keep.
See how it startsWhat is a capture plan?
It’s your email capture strategy as a working artifact: a ranked list of plan items compiled from your approved website audit. Each item pairs an opt-in offer with a page group, a format, and an audience angle, so instead of starting from a blank canvas, you review concrete decisions and choose what to build first.
Is it a generic strategy template?
No. The plan compiles from the audit you reviewed and approved: your page groups, your audience segmentation, your opt-in opportunities. Every item traces back to specific pages on your site, which is the opposite of a one-size-fits-all checklist.
Can I change the plan?
Yes. You adjust the plan by talking to the agent: swap an offer, move a placement, change a format, or skip an item. Agent actions wait for your explicit confirmation, so the plan never changes or advances behind your back.
Does it create assets automatically?
Only after you approve, and only as drafts. An approved plan item becomes a drafted Popup Box, Slide-In, or Embedded Form held for your review. There is no automatic publishing, campaign launch, or A/B testing. You decide when anything goes live.
Do I need the website audit first?
Yes. The capture plan is compiled from your approved audit, and that’s what makes it specific to your site instead of generic. The audit reads your discoverable pages, you review and approve what it found, and the plan builds on that approved context.
Which formats can a plan item use?
Popup Boxes, Slide-Ins, and Embedded Forms. The format recommendation is constrained by what suits each offer: a checklist that works inline at the end of a guide is not forced into a popup just because popups are the default elsewhere.