Document preview (includes canvas blocks)

══ EXECUTIVE SUMMARY ══
1) Outcome: (set your primary goal)
2) Context: 
3) Perspective: business — prioritize ROI, scalability, and accountable owners.
4) Guidance: Angle: treat keywords (email list health audit, email deliverability checklist) as acceptance tests.
══ REGION PRESET (tailored output) ══
Market: Canada (CA) · Display currency: CAD · Locale: en-CA
Indirect tax frame: HST/GST — illustrative reference rate 13% (use your real jurisdiction, exemptions, and filing rules).
Typical VAT/GST/sales registration discussion threshold (rule-of-thumb): ≈ $30,000 — confirm with an accountant in Canada.
Payroll / contributions context: CPP (5.95% employer-relevant band) and EI (1.63%) — use official Canada tables for exact caps and multipliers.
Switch region in the header to re-run exports with CAD, USD, GBP, or AUD formatting.
══ KEY METRICS ══
Pipeline & reach impact (index): 115
Complexity score: 65/100
Checklist progress: 0%
Base-case monthly $ impact: 0 CAD
Conservative (65%): 0 CAD
Aggressive (135%): 0 CAD
Efficiency: 0.00 CAD/hour (effort-adjusted)
Success metric: (add one measurable KPI)
══ SCENARIO COMPARISON ══
Enable “Compare alternate scenario” to model a second case side-by-side.
══ RISKS & GOVERNANCE ══
- Risk level: 3/5 · Timeframe: 14 days · Effort: 12 h
- Region context: Canada — validate tax and regulatory details locally.
- Constraints: none stated
- Assumptions: document assumptions before sharing externally
══ DELIVERY MILESTONES ══
- Week 1: confirm scope, owner, and baseline metrics for "this initiative".
- Day 4: midpoint review — adjust budget ($1,000) if scope shifted.
- Day 11: pre-close review — checklist should exceed 80%.
- Close: export this report and archive inputs for the next cycle.
EMAIL LIST HEALTH AUDIT · CANVAS WORKSHEET
Tool id: email-list-health · Category: Marketing
Audience: team · Industry: n/a · Stakeholders: n/a
Budget envelope: $1,000
Expected revenue lift: $0
Expected cost savings: $0
Conversion lift assumption: 0.0%
Conversion-adjusted revenue lift: 0 CAD
══ EXECUTION CHECKLIST ══
- [ ] Define “done” in one sentence
- [ ] Identify who approves the final version
- [ ] Export and attach to your project or CRM
- [ ] Note what you would do differently next time
- [ ] Evidence check: Email List Health Audit
- [ ] Evidence check: Email Deliverability Checklist
- [ ] Evidence check: Email List Cleanup Guide
- [ ] Evidence check: Email Marketing Audit
- [ ] Align claims with brand and legal guidelines
- [ ] Define CTA, attribution, and follow-up SLAs
- [ ] Validate with CRM, analytics, or customer quotes
══ CANVAS BLOCKS ══
- 1. Audience & ICP: …
- 2. Message & offer: Decisions, evidence, owner, due date.
- 3. Channel sequence: Decisions, evidence, owner, due date.
- 4. Measurement: Decisions, evidence, owner, due date.

PDF / Print — use the sticky export bar for MD/HTML; region is embedded in the report.