Klaviyo audit

Klaviyo audit for Shopify and WooCommerce brands

A complete review of your Klaviyo account: the data, the flows, the campaigns, deliverability, and the revenue behind them. You get a written report that shows what is working, what is broken, what is missing, and exactly what to fix first.

5.0 on Fiverr and Upwork · 190+ projects delivered · Klaviyo Product certified

Klaviyo accounts I've audited

  • Filigree
  • Flushhh
  • MagneCHEF
  • KUGELLAGER24
  • Pestle & Pods
  • LipoTek
  • + more under NDA

What it is

More than
checking your emails.

A Klaviyo audit is a strategic and technical review of your email and SMS marketing: account setup, tracking, flows, campaigns, segmentation, deliverability, signup forms, integrations, the customer lifecycle, and revenue performance. The goal is to find the gaps, the technical problems, and the revenue opportunities, and to turn them into a prioritized action plan.

There is no point polishing an abandoned cart email if Klaviyo isn't tracking Added to Cart correctly. That is why every audit starts with the data and works up to strategy.

Technical healthIntegration, tracking, events, and data quality.
Marketing strategyFlows, campaigns, segmentation, offers, and creative.
Revenue performanceWhat each flow and campaign actually earns.
Customer lifecycleWhether every stage, from visitor to VIP, gets the right message.

What I review

Every part of your
Klaviyo account.

The audit covers eight areas. Each finding is tied back to its impact on revenue, retention, deliverability, or customer experience.

01

Integration and tracking

  • Shopify or WooCommerce connection, profile and catalog sync
  • Viewed Product, Added to Cart, Checkout Started, and Placed Order events
  • Product names, images, URLs, and order values passed correctly
  • Duplicate or missing events, and consent syncing
02

Flows

  • Which flows exist, which are live, and which important ones are missing
  • Triggers: list, segment, metric, or date property, used correctly
  • Filters and exclusions, so buyers stop receiving recovery emails
  • Timing, email purpose, and per-message performance
03

Campaigns and segmentation

  • Frequency, send days, and the balance of promotion, product, education, and brand
  • Whether campaigns go to engaged segments or "all profiles"
  • Engaged 30/60/90-day, buyer, VIP, and lapsed audiences
  • Duplicate, dead, or badly defined segments
04

List health and deliverability

  • Branded sending domain, SPF, DKIM, and DMARC
  • Bounce, spam complaint, and unsubscribe trends
  • Results by inbox provider: Gmail, Outlook, Yahoo, Apple
  • Unengaged profiles you pay Klaviyo for but shouldn't be mailing
05

Signup forms and offer

  • Popup timing, targeting, and mobile experience
  • Views and submit rate, on mobile and desktop
  • Email and SMS capture, success message, and code delivery
  • Whether the offer works for your margins, not just "a bigger discount"
06

Design and copy

  • Mobile layout, hierarchy, and CTA visibility
  • Subject lines and preview text: clear, varied, and honest
  • Whether each email has one clear job
  • Brand consistency across flows and campaigns
07

Discounts, SMS, and testing

  • Discount stacking that teaches customers to wait
  • SMS consent, flows, frequency, and cost versus revenue
  • Email and SMS timing, so the channels don't compete
  • A/B tests with enough volume to mean something
08

Revenue and lifecycle

  • Klaviyo-attributed revenue by channel, flow, and campaign
  • Flow versus campaign contribution, and where revenue is concentrated
  • Coverage of every lifecycle stage, from subscriber to lapsed customer
  • Store factors, like signup placement and checkout, that limit email

Inside a real audit

What an audit
actually uncovers.

Excerpts from two audits I delivered. Both brands later became case studies.

Pestle and Pods Klaviyo audit report cover showing email revenue down 73% and a deliverability score of 58 out of 100
Pestle & Pods: the starting point. Email revenue down 73% against the prior period, with a deliverability score of 58/100.
Pestle and Pods flow performance table showing three of five live flows earning zero revenue
Flows that were live but earning nothing. Three of five flows, including abandoned checkout, had generated $0.
Pestle and Pods account health scorecard with an overall score of 3.6 out of 10
An account health scorecard. Eleven areas scored, for an overall 3.6/10, with the healthy foundations called out too.
LipoTek flow structure audit showing 19 flows with only 4 generating revenue, several stuck in draft
LipoTek: 19 flows, only 4 earning. Duplicate flows, flows stuck in draft, and all five SMS flows at €0.

What you receive

A written report,
ordered by priority.

Every issue comes with three things: the finding, the recommendation, and its priority. So instead of 47 random suggestions, you know what to fix first.

Finding

The browse abandonment flow is missing.

Product viewers leave without any automated follow-up.

Recommendation

Build a two-email browse abandonment flow triggered by Viewed Product.

Priority

High

Example action plan
PriorityIssueRecommended action
CriticalTracking issue on Added to CartFix the Shopify or WooCommerce event tracking
CriticalAbandoned checkout flow missingBuild a 3–4 email recovery flow
CriticalPoor deliverabilityAuthenticate the domain and suppress inactive profiles
HighCampaigns sent to everyoneBuild engaged segments and exclusions
HighWeak welcome flowRestructure it around the signup promise and first purchase
MediumLow popup submit rateImprove the offer, design, and timing
MediumNo win-back flowAdd a retention and sunset sequence
LowInconsistent email designStandardize a branded template

The report is structured in 13 sections

  1. Executive summary
  2. Account and integration
  3. Tracking
  4. Deliverability
  5. Forms and list growth
  6. Flows
  7. Campaigns
  8. Segmentation
  9. Email design and copy
  10. SMS, if used
  11. Revenue analysis
  12. Customer lifecycle
  13. Priority action plan

An honest note: not every recommendation increases attributed revenue straight away. Some protect deliverability, customer experience, or your margins. The report says which is which.

How it works

From access
to action plan.

01 / Free consultation

Agree the scope.

We talk through your store, your goals, and what's worrying you. You get a fixed price before anything starts.

02 / The audit

Delivered within 48 hours.

You add me as a user in your Klaviyo account, and I review all eight areas using your own account data.

03 / Your action plan

You decide what happens next.

Fix things in-house, hand the plan to your team, or have me implement it. The audit is a standalone deliverable.

Pricing

One fixed price,
agreed up front.

From$150Typically $150–$300, depending on the size of the account and whether SMS is included.
  • Full review of all eight areas
  • Written report with a health scorecard
  • Prioritized action plan
  • Delivered within 48 hours

Client reviews

What clients say
after working with me.

★★★★★
Upwork
"

Obaid rebuilt our entire Klaviyo from scratch in under two weeks. He didn't just execute, he explained every decision. Within 60 days our email was driving 34% of revenue.

Filip Krsticevic
Founder, Kugellager24.ch
★★★★★
Fiverr

Working with Obaid U in the realm of Email Marketing was an EXCEPTIONAL experience. The professionalism and attention to detail in his work exceeded expectations, while his proactive communication and cooperation made the process smooth and efficient. Highly recommend for anyone looking to elevate their email marketing efforts! 🙌

sargondemirdag
Verified Fiverr client · Sweden
View original ↗
★★★★★
Fiverr

The biggest issue when getting an email designer is that you need to micro manage everything, they ask 100 questions to do the job. Well thats not the case here. All i did was give my product, content and website, he made the rest. I could write a whole paragraph.

alandaziz1
Verified Fiverr client · Sweden
View original ↗

FAQ

Klaviyo audits,
straight answers.

Audits start at $150 and typically range from $150 to $300, depending on the size of the account and whether SMS is included. You get a fixed price before we start.
The written audit is delivered within 48 hours of getting access to your Klaviyo account.
Access to your Klaviyo account as a user, and a short conversation about your goals. If deliverability is a concern, I may ask you to check DNS records with whoever manages your domain.
Yes. The integration and tracking checks cover both, including customer and catalog sync and the key ecommerce events.
Yes, if you use SMS in Klaviyo. I review consent, SMS flows and campaigns, frequency, cost versus revenue, and how SMS is timed against your emails.
The audit shows you what to fix and in what order. Many fixes, like broken tracking or missing flows, lead directly to revenue. Others protect deliverability, customer experience, or margins. The report says which is which, and I won't promise a number I can't stand behind.
No. The audit is a standalone deliverable. Many clients start there, get the roadmap, then continue with a full build or retainer. Zero pressure either way.

Let's talk

Find out what's holding
your email revenue back.

Book a free consultation to agree the scope, or send a message with your store and a short description of what's worrying you. Prefer to check it yourself first? My guide on how to audit your Klaviyo account in 90 minutes walks through the basics.