Klaviyo Audit Checklist

A practical checklist for reviewing the core areas that usually decide whether a Klaviyo account is healthy, underused or quietly leaking revenue.

Technical setup

  • Klaviyo tracking is installed and firing correctly
  • Shopify, ecommerce or SaaS platform data is syncing cleanly
  • Core metrics, events and profile properties are available
  • UTM tracking is enabled and campaign naming is consistent

Deliverability

  • Sending domain authentication is configured
  • Suppression, bounce and spam complaint patterns are reviewed
  • Engagement segments protect sender reputation
  • Inbox placement risks are checked before scaling campaigns

Forms and list growth

  • Popup offer, timing and targeting match the customer journey
  • Mobile form experience is easy to complete
  • Email and SMS consent language is clear
  • Submit rate is reviewed against realistic traffic benchmarks

Flows

  • Welcome, abandoned checkout, browse, post-purchase and winback flows are active
  • Flow timing, filters and exclusions avoid message overlap
  • Emails use strong subject lines, CTAs and are mobile-friendly
  • Flow revenue is measured against total Klaviyo performance

Campaigns

  • Campaign calendar has a clear rhythm and purpose
  • Segments are set instead of sending campaigns to everyone
  • Creative, copy and offers are aligned with customer intent
  • Campaign revenue is balanced against automated flow revenue

Revenue performance

  • Klaviyo attributed revenue is reviewed as a share of total revenue
  • Revenue per recipient shows if the list is being monetised well
  • Campaign, flow, email and SMS contribution checked separately
  • Priority fixes are ranked by likely revenue impact and risk

Want the full account reviewed?

The full Klaviyo audit turns these checks into a clear report, screenshots, priority fixes and a practical roadmap for improving account performance.

View audit details

Common Klaviyo Questions

What is included in a Klaviyo audit?

A Klaviyo audit reviews technical setup, deliverability, onsite forms, flows, campaigns, templates, SMS, tracking and revenue performance so you can see what is limiting growth.

How long does a Klaviyo audit take?

Most audits are completed within 1-2 weeks after the account has been reviewed in detail, with findings, screenshots, priorities and recommended next steps prepared in a clear report.

Can the audit lead into implementation?

Yes. The audit can be used to plan a Klaviyo project or ongoing support if you want help fixing the issues found.

Take Your Klaviyo to The Next Level

Get in touch for a Klaviyo account audit, custom project, or ongoing support and optimisation across flows, campaigns, segmentation, deliverability, and attributed revenue.

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