CRM audit · Klaviyo
A CRM audit for Klaviyo
Klaviyo makes it easy to add one more flow. A few years in, that adds up. The audit maps what your account sends, who gets it and why, and what to change first.
Where Klaviyo programmes drift
- Flows stacked on the same trigger, so one visit sets off three of them.
- Smart Sending doing the planning that nobody else is.
- A discount in the welcome, the abandoned cart and the win-back, so customers learn to wait.
- SMS added later, on its own calendar, so the same offer lands twice.
- “Engaged” segments built on opens, which haven't meant much since Apple's Mail Privacy Protection.
- Predicted lifetime value and churn risk sitting there, unused.
What the audit looks at in Klaviyo
- Flows
- Every live flow: welcome, browse and cart abandonment, post-purchase, win-back, and whatever else has built up. What triggers each one, the filters on it, and where they overlap.
- Campaigns and segments
- Who gets what, and whether your segments use what you know about customers, or just whether they opened something lately.
- Email and SMS
- Whether each channel has a job, and how consent, Smart Sending and quiet hours hold up across both.
- Data
- Profile properties, events and what comes in from your shop, reviews and loyalty. What you collect, what you use, and what's missing that would change what you send.
- Measurement
- Attribution windows and holdouts. Whether the revenue figure in Klaviyo shows what the programme really adds.
How it works
We usually work inside your Klaviyo account, with access agreed up front, or alongside your team if they'd rather make the changes. You get a plan in order of impact: what's going on, why it matters and what to do first.