The Retention Audit · $1,250
Find the money already on your list.
In two weeks we review your Klaviyo, Shopify and reporting, forecast what retention could add to your monthly revenue, and hand you a roadmap and a quote. The full $1,250 is credited toward a Sprint or retainer.
What you get
A plan with numbers on it.
Most audits end with a list of problems. Ours ends with a forecast: what fixing them is worth per month, and what it would cost to have us do it.
Onboarding call
A 60-minute kickoff on your goals, margins, products and calendar. We set up agency access together on the call.
Flow and campaign review
Every Klaviyo flow, campaign, segment and signup form, scored against category benchmarks.
Reporting check
We confirm your attribution and revenue numbers are trustworthy before we build anything on them.
Growth forecast
Conservative, expected and stretch scenarios for monthly revenue from email and SMS over 3, 6 and 12 months.
Prioritized roadmap
The fixes ranked by revenue impact and effort, so you know what to do first.
Quote and next steps
A fixed price for a Lifecycle Sprint or retainer, with the $1,250 credited in full.
How it works
Two weeks, start to finish.
- Day 0: book and pay. Pick a time for your onboarding call. Payment confirms the booking.
- Days 1 to 3: access. You add PICK to Klaviyo, Shopify and analytics using our checklist. Takes about 15 minutes.
- Week 1: deep review. We pull your data and review flows, campaigns, forms, list health and reporting.
- Week 2: findings call. We walk you through the forecast and roadmap, then send the written report and a quote.
After the audit
Keep going if it works.
Most brands move into a Sprint to fix the foundation, then a monthly retainer to run it.
Retention Audit
- Full review of Klaviyo flows, campaigns, signup forms and list health
- Revenue-per-recipient benchmarks against your category
- Prioritized fix list with estimated revenue impact
- 100% credited toward a Sprint or retainer
Lifecycle Sprint
- Rebuild capture and onboarding flows
- Post-purchase, winback and promo calendar
- Conversion passes on key Shopify pages
- KPI dashboard and playbook your team keeps
Retention Retainer
- Weekly campaigns: email and SMS, written and designed
- Ongoing flow testing and optimization
- Promo planning and revenue forecasting
- Monthly strategy call and report
- Scaled to your store's monthly revenue
Need a brand first? Identity, packaging and storefront projects are scoped separately. See branding services.
Questions
Before you book.
What access will you need?
Admin or manager access to Klaviyo, a Shopify collaborator account, and read-only access to Google Analytics. If you use an SMS platform, reviews app or subscriptions app, we'll ask for those too.
Who is the audit for?
Shopify brands with steady orders and an email list of a few thousand or more. If you're earlier than that, book the free call and we'll tell you honestly whether an audit makes sense yet.
What if I don't continue?
You keep the report, the forecast and the roadmap. Your team can run with it.
Can I reschedule or cancel?
Reschedule free up to 24 hours before your onboarding call. Cancel 48 hours or more before it for a full refund. Once the onboarding call starts, the work has begun and the fee is non-refundable, but it still counts in full toward a Sprint or retainer for 30 days.
How are Sprints and retainers billed?
By invoice. Sprints are billed half up front and half at the midpoint. Retainers start at $4,000 a month, are scaled to your store's monthly revenue, run on a 90-day initial term, and are invoiced monthly in advance.
Your best customers are already on your list.
Book the audit, or start with a free 15-minute call.