NEWSLETTER PLATFORM DECISION WORKSHEET
AIProFreelancer | Blank planning sheet | 05 October 2026

Use one copy per platform. Do not put subscriber email addresses,
passwords, API keys or personal consent records in this sheet.
This sheet does not prove that a feature works or that a tool is suitable.

PROJECT
Audience:
Primary job (useful updates / enquiries / publication / other):
Content promise:
Sustainable sending frequency:
Monthly budget and currency:
Account owner / handoff requirement:
Platform / plan / quote date:

Use statuses: NOT TESTED / PASS / FAIL / NEEDS FOLLOW-UP.
Separate a vendor document from an observed account result.

1. SIGNUP AND CONFIRMATION
Expected permission flow:
Vendor source and date:
Permitted test performed:
Observed result and evidence location:
Status / correction / owner:

2. UNSUBSCRIBE AND SUPPRESSION
Expected: unsubscribe is available and the recipient remains suppressed.
Vendor source and date:
Permitted test performed:
Observed result and evidence location:
Status / correction / owner:

3. SUBSCRIBER EXPORT
Required fields (include status and permission evidence requirements):
Documented export fields:
Observed sample fields (no personal data here):
Missing fields / separate export needed:
Status / correction / owner:

4. CONTENT AND AUTOMATION HANDOFF
Required posts / pages / assets / workflows:
Documented export or transfer method:
Observed items retained / items requiring rebuild:
Status / correction / owner:

5. TOTAL COST
Subscriber count assumed:
Plan / currency / monthly or annual commitment / date:
Required features and any extra charges:
Upgrade trigger / cancellation terms source:
Status / correction / owner:

6. CLIENT OWNERSHIP
Owner of account / sending domain / list / content:
Access and transfer arrangement:
Export storage and access policy:
Status / correction / owner:

7. OPERATOR WORKLOAD
Measurement dates:
Issues produced:
Production / maintenance / support hours:
Can this schedule be sustained? Evidence:
Status / correction / owner:

8. OUTCOME MEASUREMENT
Date window and source:
Landing sessions (operator traffic excluded or limitation stated):
Qualified enquiries:
Affiliate clicks / vendor signups, if verified:
Approved commission / cash received, if verified:
Unknown values stay UNKNOWN, not zero.

DECISION
Essential requirements passed:
Unresolved blockers:
Total expected bill and observed workload:
Choose / defer / reject, with evidence:
Reviewer / review date:

Sources for initial research:
https://www.beehiiv.com/support/article/12258595483543-exporting-post-content-or-subscriber-data-from-beehiiv
https://help.kit.com/en/articles/2502489-how-to-export-subscribers-in-kit
https://www.beehiiv.com/support/article/23235404312727-how-subscribers-can-manage-their-accounts

Recheck current documentation and account behavior before relying on them.