Get a Free Klaviyo Audit That Ends With a Gameplan
Every flow, segment and setting in your Klaviyo account, read against your real order data and scored out of five - then the subscription program and the offer behind it, where the rest of your retention is decided. You keep the findings and the plan whether you work with us or not.
Everything Below, Before You Pay a Cent
Most agencies sign you, then disappear for eight weeks to audit before they tell you anything. We do the opposite: you get a full teardown of your account and the exact plan to fix it, built from your real numbers, before you have committed to anything.
A Full Unit Economics Analysis
We pull your real numbers from Shopify and Klaviyo - margins, breakeven point, retention order by order, and the most you can spend to acquire a customer without losing money. You see exactly where the business makes money and where it leaks.
Every Growth Lever, Mapped
The full set of levers that move LTV - converting one-time buyers to subscription, cutting voluntary and failed-payment churn, reactivating cancellers, and lifting subscription AOV. You see which ones actually pay for themselves, and which do not.
A Prioritized Lifecycle Scorecard
A flow-by-flow benchmark of your current program - what is working, what is broken, what is missing - scored against brands like yours and ranked by revenue impact. No vague you could do better. A number, and a reason.
The Complete Gameplan
One prioritized roadmap - which flows to fix, kill, or build, which subscriber segments to split out, and which subscription levers to pull, in order, with the targets and trajectory to hit them. Not a 40-page deck. A plan clear enough to hand to anyone and start tomorrow.
All of it free, and yours to keep whether you hire us or not.
Request the Audit →What We Find on Almost Every Account
The same failures repeat across the accounts we audit. Every finding below is real and anonymized, and in each case the account was reporting healthy numbers at the time.
The subscriber base was shrinking while revenue looked fine
More subscribers lost than acquired, two months running, on an account whose dashboard still showed growth. Until one of those two numbers moves, nothing else in the programme matters - and it is almost never the number the reporting screen leads with.
Every decision was being made on a doubled number
Exclude transactional sends from attribution and performance on some accounts halves. Order and renewal notifications were being credited as marketing revenue, so budget, tests and headcount had all been set against a figure twice its real size.
The flow driving the most cancellations was a reminder
A renewal reminder set three days before billing with a three-day wait in front of the follow-up, so it landed after the charge. Filtered by cancellations, it was out-driving every other flow in the account - the send meant to retain them was losing them.
Recoverable revenue nobody was asking for
A payment recovery flow reporting six emails delivered in thirty days, on an account failing several hundred payments a month, because its entry filter gated on order tags that existed on no profile at all. Involuntary churn counted as customers choosing to leave.
Four hundred and forty emails suppressed at peak intent
Smart Sending left switched on at checkout abandonment: nine emails delivered, four hundred and forty skipped. A second flow in the same account had skipped three thousand. Both flows reported as healthy because the sends they did make converted.
A test that produced a confident, wrong answer
Site abandonment and browse abandonment carrying identical one-hour delays, so part of the audience received both. A plain-text versus designed test run on top of it lost badly, and the brand nearly rebuilt its templates on a result that was noise.
Three Layers. Most Audits Cover the First.
A proper Klaviyo audit is the right place to start, and layer one is exactly that - every flow opened, every trigger, filter and setting checked. Then we keep going, because on the subscription accounts we run, the two layers behind it decide around ninety per cent of whether a customer stays. Want your own numbers first? Run the LTV calculator.
The Klaviyo account
The standard audit, done properly.
- Every flow live, drafted or half-built, and which ones are quietly sending nothing
- Entry filters that gate on properties or tags which do not exist on the profile
- Triggers and wait steps checked against your real purchase latency
- Flows that overlap, so one subscriber is entered into two within the same hour
- Segmentation separating prospects, subscribers and cancellers, and suppression that holds
- Deliverability: SPF, DKIM and DMARC, sender reputation and inbox placement per provider
- Sign-up forms, pop-up coverage and capture rate against benchmark
- Attribution windows and transactional sends, so reported revenue is revenue you earned
The subscription program
Where most audits stop.
- The cancellation flow: whether anything stands between the cancel button and the exit
- Save offers matched to the reason people leave, and whether they cover one order or several
- Payment recovery - the retry schedule, and how much involuntary churn it is catching
- Billing reminders: timing, wording, and whether they are manufacturing the cancellations
- Portal quick actions - pause, skip and swap made easier to find than cancelling
- Reactivation: whether anyone goes back for the subscribers who already left
The offer behind it
Where retention is won or lost.
- Discount depth against churn - a subscribe rate bought too cheaply churns straight back out
- Billing cadence against how fast the product is genuinely consumed
- The upgrade ladder: whether one unit can become two, and two three, inside the portal
- The rewards journey - whether staying subscribed gets better over time, or stays flat
- Whether the subscription is categorically better than buying one-time, or merely cheaper
- Where the offer is repeated: landing page, checkout abandonment, billing reminders, post purchase
Prefer to Run It Yourself?
We have published a guide for every part of the Klaviyo layer, free and in full. They are the same checks we work through, written so you can do it without us.
The whole checklist above, run against your account, for nothing.
Request the Audit →The Work Happens Before You Decide
Four steps, and the whole diagnosis lands before you have paid or committed to anything.
Twenty Minutes on the Business
What you sell, how you acquire, what the offer looks like and what has already been tried. Then we agree what you want looked at hardest.
Manager Access, NDA on Request
Klaviyo at manager level. For a subscription brand, the subscription platform added separately and a Shopify collaborator code as well, so revenue is read at order level rather than estimated.
- Klaviyo, manager level
- Subscription platform, added separately
- Shopify collaborator code
- NDA on request
Two Days, or About a Week
Two business days for a Klaviyo-only account, about a week with a subscription program to read. All three layers scored, every defect noted with what it costs. If we find early that we cannot add much, you hear that straight away.
Inside Your Own Account, Live
The account is opened together and the findings are presented to you live, on screen, with the real numbers in front of you. You keep the scorecard, the gameplan and the recording of the call, whatever you decide.
The Audit Is Run by Our Founder
George Kapernaros runs the audit on every account personally. The account is opened and read flow by flow against your live order data, rather than skimmed or generated, and the findings are presented to you live rather than mailed over as a document.
The shape is the same every time, on Recharge, Loop or Skio: what is live, what is broken, what it is costing, and what to fix first. Klaviyo, Skio, Loop and Bubblehouse have each published YOCTO client results under their own names, and they are in the case studies.
The Fastest-Growing DTC Brands Run on YOCTO
CPG · LIFECYCLE
HEALTH · LIFECYCLE
SUBS · CPG · LIFECYCLE
CPG · LIFECYCLE
SUBS · CPG · LIFECYCLE
SUBS · HEALTH · LIFECYCLE
SUBS · HEALTH
SUBS · CPG · LIFECYCLE
LIFECYCLE · OTHER
CPG · LIFECYCLE · HEALTHHEALTH · LIFECYCLE
HEALTH · LIFECYCLE
LIFECYCLE · OTHER
LIFECYCLE · OTHER
HEALTH · LIFECYCLE
CPG · LIFECYCLE
CPG · LIFECYCLE
SUBS · HEALTH · LIFECYCLE
LIFECYCLE · OTHERCPG · LIFECYCLE
LIFECYCLE · OTHERSUBS · HEALTH · LIFECYCLEThe Industry Put Our Results on the Record
+252% Email and SMS revenue SOURCE → 7x 
WhatsApp ROI SOURCE → 
-48% Cancellations - reactivations up 208% SOURCE → 
5.2x Incremental ROAS, holdout-measured SOURCE → 
8x Subscription growth SOURCE → 
$54K Attributed order value SOURCE → 
£700K Collagen brand Annual upgrade revenue SOURCE → 
+51% 
Member LTV, 16x ROI SOURCE → Klaviyo Audit Questions
A Klaviyo audit is a structured review of everything built in your Klaviyo account - flows, segments, lists, sign-up forms, deliverability and integrations - to establish what is live, what is broken and what is missing. Ours covers all of that, then keeps going into the subscription program and the offer behind it, which on a subscription brand account for roughly ninety per cent of what decides whether a customer stays. You get a score out of five per area and a prioritized list of what to fix first.
Yes. The audit is at no cost and carries no obligation, because it is how we start every engagement rather than a lead magnet. You see exactly how we work before deciding anything, and the worst case is a second opinion on where your programme is losing money. There is no proposal at the end and most audits do not become engagements.
Two business days for a Klaviyo-only account. About a week for a subscription brand, because that means reading the subscription platform, the offer, payment recovery and the order data as well. The findings are then presented to you live, inside your account, and you keep the recording of that call.
Manager-level access to Klaviyo, and nothing more for a Klaviyo-only review. For a subscription brand we also ask for the subscription platform - Recharge, Loop or Skio, added separately from Shopify - and a Shopify collaborator code, because lifetime value read without order-level revenue is guesswork. We are happy to sign an NDA first.
Every flow is opened rather than skimmed: whether it is live or sitting in draft, whether its trigger fires on the event you think it does, whether entry filters are silently excluding the people it was built for, and whether wait steps match your real purchase latency. We also check for flows that overlap, where one subscriber is entered into two within the same hour and receives near-identical emails.
Yes. Deliverability is checked in every audit: SPF, DKIM and DMARC alignment on the sending domain, sender reputation and inbox placement read per provider rather than as one blended number, sending volume against the domain's history, engagement-tiered sending, and the content patterns that trip filters.
Yes, and it is one of the most common failures we find. Authentication records are often partially configured, misaligned with the sending domain, or correct on paper while a subdomain used by another tool sends unauthenticated. The audit reports what is set, what is aligned, and what a mailbox provider will do with mail from you today.
Yes. The full checklist we work through is published on this page for exactly that reason, and each part of the Klaviyo layer links to a deeper guide. What is difficult to do alone is knowing what a good number looks like for your category, and reading the subscription and offer layers rather than only the flows.
The checklist on this page is the one we use internally and it is free to work through. No tool does this properly: entry filters, flow overlap and attribution settings all require opening the account and reading live data against the business behind it, which is why the audit is done by a person rather than generated.
Yes, and it is the work we specialise in. Subscription accounts are where an audit differs most from a standard review: cancellation flows, deflection, save offers, payment recovery, billing reminders and the customer portal all sit outside Klaviyo, and every one of them decides retention before an email does.
It is built for established ecommerce and subscription brands with an existing Klaviyo account and a repeat purchase or subscription model. If we see early that we cannot add much, you hear that straight away rather than sitting through a presentation.
You keep the scorecard, the gameplan and the recording of the call, and you choose what happens next: run it in-house, hand it to your current agency, or have us execute it. It is written to be useful to whoever ends up doing the work.
Worst Case, You Get a Second Opinion.
The audit is at no cost and carries no obligation, because it is how we start every engagement rather than a lead magnet.