Email Platform Audit
Know exactly what's working and what's costing you
- Full email account health review
- Flow and campaign performance analysis
- Segmentation and list quality assessment
- Action plan delivered as PDF + Loom
- Delivery
- 3–5 business days
No sales call required to buy.
Prefer to talk first? Book a free call
What happens after you order
No mystery, no chasing. Here is exactly how it goes from order to live.
- 1
Place your order online
Buy directly from this page — no sales call, no back-and-forth quoting.
- 2
We email you within 4 working hours
You get a confirmation from our team with next steps and a short intake form.
- 3
You share access & assets
Send over the account access and brand assets listed below so we can start immediately.
See exactly what we need ↓ - 4
We build it
Strategy, copy, design, and build — typically delivered in 3–5 business days.
- 5
Review, activation & handoff
You review everything before it goes live. We activate it and hand over documentation.
Want to talk it through first? Book a free kickoff call — or tick the box at checkout and we'll send you the link.
What It Is
Most email accounts have been built up in pieces — a flow added here, a segment tweaked there, a template nobody's revisited since launch. The Email Platform Audit is a full, structured review of your account as it stands today: what's actually live, what's actually working, and what's quietly costing you opens, clicks, and revenue.
We go through your flows, campaigns, segments, and deliverability setup with the same checklist we use on every account we manage, then hand you a PDF report ranked by impact — not a wall of screenshots. Every finding comes with a plain-English explanation of why it matters and what to do about it.
It works with any ESP, so you don't need to be on Klaviyo to get value from it. If you've never had a second pair of eyes on your account, or it's been 6+ months since your last review, this is the fastest way to find out what's leaking.
Who It's For
- You've been running email for 6+ months and have never had an outside audit of the account
- You inherited an ESP account from a previous employee or agency and want to know what state it's actually in
- You suspect your flows or segmentation are underperforming but don't have the internal bandwidth to dig in
- You want an objective, written benchmark before deciding whether to bring on an agency or hire in-house
Probably not for you if
- You specifically want revenue attribution and ROI projections modeled out — that's the Full Email Revenue Audit, our deeper option
- You already know deliverability is your core problem — go straight to the Deliverability Audit + Fix, which fixes issues as well as finding them
- You want us to also implement the fixes we find — this audit is diagnostic only; ask about our managed service for hands-on implementation
What's Included
How It Works
You grant read-only access
Send a read-only (or manager-level) invite to your ESP account. No changes are made to your account during the audit — we only observe.
We review the account
Our strategist works through flows, campaigns, segments, and deliverability signals against our internal audit checklist, documenting findings as we go.
We build your report
Findings are compiled into a ranked PDF — quick wins first, structural issues second — with a recommendation for each.
You get the report and walkthrough
Delivered in 3–5 business days: a PDF report plus a Loom video where our strategist walks through the findings and answers the "so what do I do next" question.
Typical delivery: 3–5 business days
What We Need From You to Get Started
Have these ready and we can kick off immediately — no back-and-forth delays.
- Read-only (or manager-level) access to your ESP account
- Roughly 90 days of send history visible in the account (if it isn't there by default, let us know)
- Optional: read-only access to Shopify or your store analytics for extra context
- A one-line description of your main goal for the audit (e.g. "increase flow revenue" or "figure out why opens dropped")
Frequently Asked Questions
Just read-only or manager-level access to your ESP account — never anything that lets us send campaigns or change settings without your sign-off. There's no risk to your account or your subscribers from granting audit access.
Yes. If you move forward with us on a retainer or a bundle after your audit, the $299 audit fee is commonly credited toward that engagement. Ask your strategist when you get your report and they'll confirm the exact credit.
We're Klaviyo-focused but this audit works across major ESPs, including Mailchimp, Omnisend, and others. The checklist adapts to whatever platform your account is built on.
You'll get an email with instructions for granting read-only account access and a short intake form asking about your goals. Once access is confirmed, the 3–5 business day delivery window starts.
Buy online via the checkout button on this page, or if you'd rather talk first, book a free audit call and we'll set it up together.
The Email Platform Audit is a broad, $299 health check across flows, campaigns, segmentation, and deliverability. The Full Email Revenue Audit ($499) goes deeper — it adds revenue attribution, competitor benchmarking, missed-opportunity quantification, and a 30-minute strategy call. Choose the Revenue Audit if you specifically want dollar-figure ROI projections.
Related Services
Full Email Revenue Audit
Find every dollar your email program is leaving behind
$499
Flow Architecture Audit
Eliminate gaps and overlap in your automation
$249
List Health & Segmentation Audit
Your list is your biggest asset. Make sure it's healthy.
$199Deliverability Audit + Fix
Get out of spam and stay out
$349Prefer an ongoing, fully managed engagement instead of a one-off build?
See our managed serviceNot sure yet? Talk to a human first.
You don't have to buy blind. Book a free 30-minute call and we'll tell you honestly whether Email Platform Audit is the right move for your store — or point you at something better.
Prefer email? [email protected] — we read every reply.
Ready to Get Email Platform Audit Live?
No sales call required — buy online or get a free audit first.