Email + SMS health audit

✅ Get a full, comprehensive report on your email/SMS program
✅ Personalized retention insights like LTV, list growth + more
✅ Overall health score
✅ Actionable insights and next steps you can implement
🛑 No sales pressure
🛑 No junior reviews - leadership completes all audits

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Email Deliverability

Often missed in other audits, we check your deliverability score to ensure you're not landing in spam.

Flows and Automations

\We’ll pinpoint the gaps in your customer journey, from abandonment to post-purchase, and show you exactly where to focus for the biggest growth wins.

Campaigns

We’ll audit your send cadence, creative, segmentation strategy, and more to uncover what’s working and what’s holding you back.

Technical Setup

we check attribution settings, platform set up, onsite connections and complex domain configurations like DMARC, DKIM, SPF.

List Growth + Health

We'll review your list size, churn, replenishment rate, growth and assess the overall health. We'll call out old addresses or liabilites to your deliverability with suggestions to keep growing.

SMS

We'll break out your SMS program into the same categories as email and even help assess your spending and ROI. Most brands save significant money here.🏆

Billing + Apps

Tech bloat is no joke. We'll analyze all the platforms you're using based on your business and give you our honest, objective assessment if you're overspending and even suggest a budget.

Get deep lifecycle insights. Yes, in an audit.

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Personalized Retention Metrics *KLAVIYO ONLY*

Get a sneak peak at our robust reporting and we'll share key data points and retention metrics with you to help push your growth forward - the same metrics we push for our clients rigorously. *Please note these are only available for Klaviyo audits. We will use your Shopify data instead for simplified retention analysis.

Testimonials

Excellence is in our DNA.

"The team is able to consistently deliver with our ever-changing schedule and store openings. They are the #1 retention agency out there, hands down."

Katherine Goodman

Head of Lifecycle @ Everytable

"The team has always managed expectations and consistently over-delivered."

Matthew Kemper

CMO @ StreetStrider

I recommend Lindsey (and her team) to any organization looking for a dedicated, empathetic, and results-driven leader with a proven track record in both business and philanthropy

Jeannie Barsam

Founder - Gifting Brands