✦ Free Download  ·  2026 Edition

The Klaviyo Audit
Checklist Every
DTC Brand Needs

47 binary checks across 6 flows. Audit your Shopify email program in 30 minutes — with 2026 DTC benchmarks, dollar-gap formulas, and 5 copy-pasteable Klaviyo segment recipes.

47-point checklist — List Health, Welcome, Cart, Post-Purchase, Browse, Winback
2026 benchmarks — Open rates, RPR, recovery rates by vertical
Dollar-gap formulas — Worked examples for $500K, $1.5M, $3M stores
5 segment recipes — Copy-pasteable Klaviyo filter logic
Print-to-PDF ready — Use it in your team meetings

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12-page designed checklist
2026 DTC benchmarks included
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✦ What's Inside

47 Checks. 30 Minutes. Every Dollar Found.

Not a list of vague best practices. Binary checks — either it's done correctly or it's not. With 2026 benchmarks telling you exactly what "correctly" looks like for your vertical.

47
Audit Checkpoints
Across List Health, Welcome Series, Abandoned Cart, Post-Purchase, Browse Abandonment, and Winback.
20+
Benchmark Data Points
2026 open rates, click rates, revenue per recipient, and flow attribution % by vertical for every flow type.
5
Segment Recipes
Copy-paste filter logic for High-LTV, At-Risk, Post-Purchase 30-Day, Browse-No-Buy, and VIP segments.

A preview of what's inside

2
Welcome Series  ·  8 checks
Welcome Series fires within 5 minutes of signup — benchmark: <5 min delay (default Klaviyo: 1 hour)
Email 1 is non-promotional or soft-offer (≤15% off) — aggressive discounts train subscribers to wait
Email 1 open rate above 40% — benchmark 47–52% for DTC; if below 35%, the subject line is the problem
Email 2 sends within 24 hours with social proof, UGC, or reviews — trust converts the fence-sitters
Email 3 includes urgency mechanism — expiring offer drives conversion for subscribers who haven't acted
3 more checks in Welcome Series + 39 more across 5 flows — get the full checklist →
★★★★★

"Found 4 gaps in 20 minutes. Our browse abandonment flow had never been live. Fixed it, generated $2,400 the first month."

Apparel brand, $800K/yr
★★★★★

"The benchmark tables are worth the price of admission alone. Finally had data to push back on our agency's numbers."

Skincare brand, $1.2M/yr
★★★★★

"Used this in our quarterly email review. Caught that our Welcome Series timing was set to Klaviyo default (1 hour). That fix alone moved our Email 1 open rate 8 points."

Wellness brand, $600K/yr

Common Questions

Is this actually free?
Yes. No catch. You'll receive it in your email and can open it directly in your browser. Use your browser's print-to-PDF to save it as a file.
What if I'm not on Klaviyo?
Most of the checklist applies to any ESP. The benchmark tables and segment recipes are Klaviyo-specific, but the 47 checks are platform-agnostic.
How long does the audit actually take?
30 minutes with Klaviyo open in another tab. Some checks are instant (does the flow exist?) and some require pulling a 30-day report (open rate, recovery rate). We time-box each section to 5 minutes.
Will I be added to a mailing list?
Yes — you'll receive the Forge newsletter (weekly DTC email tactics). You can unsubscribe any time. We send useful stuff — never spam.
What's the difference between this and the free AI audit?
The AI audit at retentionlab.polsia.app analyzes your specific Shopify store and generates a personalized score in 60 seconds. This checklist is for manual, self-directed audits. Both are free — they work well together.

Get the Free Checklist

47 checks, 2026 benchmarks, dollar-gap formulas, and 5 segment recipes — delivered to your inbox right now.

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