Klaviyo Account Audit SOP

Objective

This SOP guides a Klaviyo audit for email and SMS marketing systems. The goal is to identify missing features, optimization gaps, deliverability issues, and performance bottlenecks. Results are documented with screenshots, a summary in Notion, and an action plan in Google Sheets.

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🗂 Table of Contents

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✅ Step 1: Pre-Audit Setup

• [ ] Log into Klaviyo with client credentials.
• [ ] Create a new copy of the Klaviyo Audit Tracker (Google Sheet).
• [ ] Open KomodoDecks or Loom, and start a screen recording.
• [ ] Create a Notion Page titled: Klaviyo Audit – [Client Name].

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🛠️ Step 2: Technical Deliverability Check

📍 Navigation:

Settings → Domains

• 🔍 What to Check:SPF: Should be authenticated
• DKIM: Should be authenticated
• 📝 Report:Take a screenshot of domain setup.
• Mark “Authenticated” or “Missing” in Sheet.