Conduct a strategy audit for a client

Learn how to conduct a strategy audit for a client using Klaviyo's audit workbook and presentation. This is specific to onboarding current Klaviyo customers who are new to working with your agency. Make a copy of both templates and customize them for this brand and your agency.

Conduct a strategy audit

Want to to simplify your next Klaviyo account audit and presentation to a client? We've got you covered.

Log into your Partner Portal account and download the following tools:

Strategy audit workbook
Audit presentation template for:

Then, follow along with the video below as inspiration.

Conduct a strategy audit for a client

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