A brass telescope, a cream mug of tea, an open notebook with a gold pencil and potted succulents on a pale blue backdrop fading to light yellow in the corner.
Mailchimp

How do I keep getting more from Mailchimp?

Evolution Coaching gives your team a Mailchimp partner in residence, with a monthly sprint kickoff and points you spend to build, fix and train.

Stuck after launch?Let’s talk

Why does Mailchimp stop improving after launch?

Launch day is the high point for most associations. After launch, new features go unused, campaigns stall and new staff learn by trial and error. Every change waits on someone with time to figure it out.

  • Staff learn by trial and error

    Changes wait between their real jobs, and mistakes stick.

  • Support hours bill by the ticket

    You open a ticket, wait, and learn the cost after the work is done.

  • One-off projects never build on each other

    Every fix is a new scope, a new quote and a new wait.

Signs you need an Evolution coach

  • A navy slider panel with brass knobs
    Unused featuresYou use a fraction of what you pay for.
  • A navy and cream model rocket
    Stalled campaignsCampaigns don’t go out on a steady schedule.
  • A brass key
    New staff, no trainingNew hires don’t know the system, and nobody trains them.
  • A navy desk telephone with brass fittings
    No vendor accountabilitySomething breaks, and every vendor says it is someone else’s problem.
  • An open navy weekly planner
    Slow changesSmall changes take weeks.
  • A brass service bell
    Unanswered questionsLeaders ask questions your reports can’t answer.

What makes Evolution Coaching different?

As a Mailchimp Pro Partner, Ricochet brings deep Mailchimp and marketing expertise to every month of work. You choose the work at a monthly sprint kickoff, see every assigned item with its points the same day, get a warning before you go over, and review the year at a wrap-up.

  • A navy desk telephone, a brass service bell and a notepad with a pen

    Monthly sprint kickoff

    You choose what gets done each month, in one short call.

  • A navy file folder of cards beside a brass alarm clock

    Same-day assignment report

    The day of your kickoff, you see every open and assigned item with its points.

  • A navy slider panel with brass knobs beside cream envelopes and a smartphone

    Points, with overage warnings

    You pay for what a task should take, and we warn you before you go over.

  • A map with pins beside navy cables, a brass key and a small padlock

    Year-end wrap-up

    See how you spent your points and which areas of Mailchimp gave you the most trouble.

Preview of the guide Why does my association need a Mailchimp coach?
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Why does my association need a Mailchimp coach?

How does Evolution Coaching work behind the scenes?

A brass hub with navy and cream cables plugged in from every side

  • One monthly cycle, all year

    Each month opens with a sprint kickoff and a same-day report of every item and its points. We warn you before new work goes past your points, and a wrap-up closes the year.

  • Need it sooner? Rush points apply

    Ask for an earlier date and the task uses more points.

  • What a month of points can buy

    A one-hour training session is about 1 point. Building a list or segment is 0.25 to 3, and building a workflow is 1.5 to 5.

  • What we coach on in Mailchimp

    Automations, segments and tags, templates and campaigns, forms and preferences, reporting, AMS and app syncs, audience hygiene, and staff training.

Related services

Where Mailchimp Evolution Coaching leads next

Start with a full setup or connect your AMS.

Related services

Mailchimp ImplementationMailchimp built for your members, with your team trained to run it.Mailchimp AMS ConnectorMember data kept in sync between your AMS and Mailchimp.

What associations ask about Mailchimp Evolution Coaching

What commitment does the program require?

Mailchimp Evolution Coaching is an annual commitment with a monthly sprint kickoff. Each month starts with a sprint kickoff where you and Ricochet’s marketing and Mailchimp experts choose the work and set priorities. Your team can use the program for configuration, troubleshooting, and staff training, with tasks and points reported each month.

Will you train our staff?

Yes. Personalized training and working sessions are part of Mailchimp Evolution Coaching. Ricochet provides one-on-one mentoring to help you onboard new staff or build your team’s skills with Mailchimp. Sessions can address your association’s work in the system, alongside the monthly sprint kickoff and other coaching tasks.

Will you work with our other vendors?

Yes. With your permission, we coordinate with your AMS, website, and other partners on issues that span systems. Ricochet’s team can troubleshoot problems and work with those vendors when an issue involves more than Mailchimp. This gives your association a point of coordination across the systems connected to your email program.

Is Evolution Coaching right for a one-time project?

No. Evolution Coaching is an ongoing annual program. For one-time setup, we recommend a Mailchimp Implementation instead. It is designed for associations already on Mailchimp, with a monthly sprint kickoff and ongoing work such as configuration, troubleshooting, and training. If your need is a single setup project rather than continued coaching, Mailchimp Implementation is the recommended service.

How do points work?

A point is the expected time a task should take, so you pay for the task, not the clock. You choose how many points you get each month, and at each monthly sprint kickoff you pick the work. Unused points expire at the end of each month.

The same day as the kickoff, you get a report of every open and assigned item with its points. For example, building a workflow usually takes 1.5 to 5 points. We warn you before new work would go past your month’s points.

How is coaching different from vendor support?

Vendor support answers tickets. A coach works alongside your team, with a monthly plan and report, one-on-one training, and someone who sees across your AMS, website and email and coordinates with those vendors. Your team does the work with Ricochet and keeps the skills, so you use more of what you already pay for.

Let’s talk about your association

Bring your toughest question. We’ll help you find the next step.

Let’s talk