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.
How it works
- 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.
- 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.
- 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.
- 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
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 not planning to act on the findings — this is real diagnostic work, not a formality
- 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's the catch?
None. It's a genuine two-week teardown, delivered whether or not we ever work together — the best way I know to show you how I think before asking you to pay for anything.
What if our program is too small for this to be worth your time?
Then I’ll tell you before we start. 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.
Send the basics below and you’ll have a start date within one business day.
Prefer to talk first? Book a call on the calendar or call 647 980 5908.