Retention Audit · 2 to 3 weeks · fixed fee
Find out what your Klaviyo account is leaving on the table.
A senior review of your email and SMS program, with a ranked list of what to fix first. Two to three weeks, fixed fee.
Who it's for
- Email and SMS revenue has flattened and nobody can say why
- Your flows were built at launch and haven't been touched since
- You're about to hire an agency or a retention lead and want an outside read first
What's included
- Klaviyo account structure, integrations, and data flow
- Every live flow, from welcome and lead nurture through post-purchase and win-back
- Campaign calendar, cadence, and recent performance
- Segmentation and personalization
- Deliverability, list health, and sunset rules
- SMS program and how it works with email
- Performance against your revenue goals
What you walk away with
- A ranked fix list with estimated effort for each item
- A walkthrough call with you and your team
- A clear answer on what to build next, whether I build it or not
How it works
The process, week by week.
01
Kickoff and access
A short call on goals and context. You share Klaviyo and Shopify access.
Week 1
02
Review
I go through the account flow by flow and pull the numbers that matter.
Weeks 1 to 2
03
Fix list and walkthrough
You get a prioritized list with effort estimates, then we walk through it together.
Week 3
Questions
About the retention audit
- How much access do you need?
- Read access to Klaviyo and your ecommerce platform is enough for most audits. If SMS runs in a separate tool, access there too.
- Will you tell us if the program is in good shape?
- Yes. If the fundamentals are solid, the fix list will be short and I'll say so.
- Can you fix what you find?
- Yes. Many clients move into a Lifecycle Build or Retention Partner engagement after the audit, but there's no obligation.
Other engagements
6 to 10 weeks · fixed scope
Lifecycle Build
I design and build the program your brand needs now, from welcome and lead nurture through post-purchase, replenishment, and win-back.
Monthly · 3 month minimum
Retention Partner
Ongoing strategy and management for brands that need a senior retention owner without a full-time hire.
Add-on or 4 to 6 week project
Growth Planning and Reporting
Media budgets, forecasts, and a daily flash report built with your analytics team, so paid and retention run off the same numbers.
Next step
Let's look at your retention program together.
Book a 30-minute call. Bring your questions or your Klaviyo login. You'll leave with at least two things worth fixing, whether we work together or not.