Klaviyo Retention Marketing Audit

Klaviyo Retention Marketing Audit

$1,495.00

Get a complete audit of your Klaviyo account and email/SMS program from a Master Klaviyo Partner!

Content Strategy & Sending Cadence
Review of up to 5 flows
List Segmentation
a/b Testing
Signup Forms
Design & Copy Best Practices
Deliverability Metrics & Relevant KPIs
Delivered in 5-7 Days
easily digestible PDF format with custom recommendations
Delivered in 5-7 Days
easily digestible PDF format with custom recommendations

Everything You Were Thinking (But Didn’t Want to Ask)

Who is this audit for?

This audit is designed for eCom brands who are currently using Klaviyo but handling everything in-house. If you know you're not utilizing everything Klaviyo has to offer or you're unsure whether your setup is optimized for revenue, this audit will show you exactly what's working, what's not, and where your biggest opportunities are.

How is this different from Klaviyo's built-in recommendations?

Klaviyo's dashboard will flag technical issues, but it won't tell you why your cart abandonment flow underperforms industry benchmarks or how to segment your VIP customers for higher repeat purchase rates. Our audit combines technical optimization with strategic recommendations based on what actually drives revenue for e-commerce brands. You're getting an expert evaluation from a team that's managed millions in attributed revenue, not just automated suggestions.

What exactly will I receive?

You'll receive a comprehensive PDF audit delivered within 5-7 business days that includes:

  • Technical account health check (deliverability, list hygiene, integration issues)
  • Flow-by-flow performance analysis with specific improvement recommendations
  • Segmentation opportunities you're currently missing
  • Campaign strategy gaps
  • Prioritized action items so you know exactly what to tackle first

Everything is presented in clear, digestible sections with specific next stepsβ€”no jargon, no fluff.

Do you implement the recommendations, or do I?

The audit is designed for you to implement in-house, which is why we provide clear, actionable steps. However, if you'd prefer us to handle implementation, we can provide a separate quote for that work. Many brands use the audit to get clarity on what needs to happen, then decide whether to DIY or bring us in to execute.

How long does the audit process take?

Once we receive access to your Klaviyo account, we deliver your completed audit within 5-7 business days. The actual time required from you is minimalβ€”just granting us view-only access and answering a brief questionnaire about your business goals.

How do I know what to prioritize after receiving the audit?

Your audit includes a prioritized action plan ranking recommendations by potential revenue impact and implementation difficulty. We'll clearly mark "quick wins" you can implement immediately versus larger projects that require more time. You'll know exactly where to start and what will move the needle most for your business.

Can you help me implement if I get overwhelmed?

Absolutely. While the audit is designed for in-house implementation, we can provide a custom quote to handle execution for you. Some brands implement the quick wins themselves and bring us in for the more complex workβ€”we're flexible based on your needs and bandwidth.

What happens if I have questions after receiving the audit?

The audit includes one 30-minute call to walk through findings and answer questions. If you need additional support beyond that, we offer implementation services or can discuss ongoing partnership options.

I'm already working with another agency/freelancer. Can they implement your recommendations?

Yes! The audit is a standalone deliverable with clear, actionable recommendations that any competent Klaviyo user can implement. We've had several brands use our audit to guide their existing team or contractors.