Engagement — The Audit

Two weeks. One document. Zero ambiguity.

A forensic teardown of your email program and revenue systems — every flow, every segment, every leak — delivered as a single document with a prioritized 90-day roadmap and a dollar figure attached to each fix.

$1,800One-time · Credited toward a retainer

How it works

  1. Days 1–2 · IntakeYou grant read-only access to Klaviyo (or Mailchimp/HubSpot) and your store, and complete a short questionnaire on goals, margins, and history. Nothing changes in your account.
  2. Days 3–8 · Forensic reviewEvery flow, campaign, segment, popup, and integration gets examined against your last 12 months of performance — deliverability, timing, segmentation, and the gaps between them.
  3. Days 9–11 · Revenue-gap analysisYour numbers benchmarked against category standards, with each gap translated into a monthly dollar estimate so fixes can be ranked by return, not opinion.
  4. Days 12–14 · DeliveryA 60-minute walkthrough call plus the document itself: findings, the prioritized 90-day roadmap, and exactly what I would do first.

What's included

Full Klaviyo account & flow review
Campaign performance analysis, trailing 12 months
Deliverability & list-health assessment
Segmentation & targeting audit
Signup, popup & capture review
Platform integration check (Shopify, Recharge, Rivo)
Revenue-gap analysis vs. category benchmarks
Prioritized 90-day roadmap, ranked by dollar impact
60-minute walkthrough call
Full fee credited if you move to retainer within 60 days

Fit check

Built for you if

  • You’re doing $500K+/yr in e-commerce revenue and email feels underbuilt
  • You have a list and a Klaviyo account, but no one truly owns the channel
  • You suspect money is leaking but can’t point to where
  • You want a second opinion on an agency’s work before renewing

Not the right engagement if

  • You have no email list yet — start with capture, and I’ll point you in the right direction on a call instead
  • You’re looking for a free proposal in disguise — this is paid diagnostic work
  • You need ads, social, or SEO audited — email and lifecycle is the lane

Questions, answered

Do you need access to our accounts?

Read-only access to your email platform and storefront, granted for the two weeks. I look; I don’t touch. Access is removed at delivery unless we continue.

What platforms do you cover?

Klaviyo is the home turf, and where the $7.15M in attributed revenue lives. Mailchimp and HubSpot programs are fully auditable too.

What if we hire you afterward?

The full $1,800 is credited against your first retainer month if you move within 60 days — the audit effectively becomes free.

What if our program is too small to be worth $1,800?

Then I’ll tell you before you pay. A five-minute look at your list size and revenue is enough to know — email me the basics and you’ll get a straight answer.

Book the audit.

Email a few basics — brand, monthly revenue range, list size, platform — and you’ll have a start date within one business day.

Start the inquiry   Or call — 647 980 5908