CHANNEL AUDIT

Let’s uncover what’s working, what’s holding you back, and where the biggest opportunities lie. Whether you’re looking to improve performance, prepare for scale, or simply get a fresh pair of expert eyes on your Klaviyo* setup, this audit delivers clarity and next steps.

We’ll assess every part of your CRM performance: from flow logic and list health to segmentation, deliverability, and design. You’ll get a no-nonsense review and a prioritised action plan to help you grow, convert and retain more customers through email and SMS.

*We are a Klaviyo partner, but can also work with other platforms.

  • Detailed walkthrough of your existing Klaviyo setup, including all live flows (welcome, cart, post-purchase, winback, etc). We’ll evaluate structure, logic, frequency, and performance.

  • We’ll review your most recent email campaigns, identify gaps in your content mix, and flag where you're under or over-sending.

    Recommendations will be practical and prioritised.

  • We’ll assess your audience strategy: how you’re targeting, how segments are built, and how to improve personalisation and deliverability through smarter logic.

  • We’ll dig into your sender reputation, open rates, Gmail inboxing, unsubscribe trends and bounce rates. You’ll get clear next steps for improvement and risk prevention.

  • You’ll receive a clear, tailored PDF report with audit findings, priority actions, and tool-specific guidance to help you execute. Perfect for in-house teams or agencies.

  • You’ll have the option to book a short follow-up call to clarify any recommendations, or ask for second opinions as you start to implement.