Email & Lifecycle Audit
Review of your Klaviyo, HubSpot, or Mailchimp setup covering deliverability, list health, automation coverage, and revenue per recipient by flow.
What's included
Deliverability
- SPF, DKIM, and DMARC records with policy enforcement level
- Sending domain and subdomain setup, plus reputation on the shared or dedicated IP you use
- Bounce, complaint, and unsubscribe rates against provider thresholds
- Gmail and Yahoo bulk sender requirements, including one-click unsubscribe headers
- Inbox placement testing across the major providers
- Link domain and image hosting, since a flagged shortener drags every send down with it
List health
- Growth sources and how each segment behaves after signup
- Sunset policy for unengaged subscribers, assuming one exists
- Suppression list handling and re-import mistakes
- Consent capture at signup and what the record actually stores
- Duplicate profiles created by integrations
Automation coverage
- Flow inventory mapped against the customer lifecycle, showing which stages have no email at all
- Welcome, abandonment, post-purchase, winback, and replenishment coverage
- Trigger logic, delays, and exit conditions, including flows that keep sending after someone converts
- Overlap between flows and campaigns hitting the same person in the same hour
- Transactional and marketing separation
Performance
- Revenue per recipient by flow and by campaign
- Attribution settings inside the ESP and how they inflate reported revenue against GA4
- Segmentation quality and whether your segments behave differently from each other
- Send time, frequency, and fatigue analysis
- Template rendering across clients, dark mode, and mobile
Deliverable
- Deliverability fixes implemented
- Flow gap list ranked by expected revenue
- Reconciliation between ESP-reported revenue and your actual numbers
Why it matters
Email underperforms for boring reasons more often than creative ones. The DMARC policy sits on none, the domain has been mailing a stale list for two years, and campaigns land in promotions or worse. No amount of subject line testing fixes an authentication problem.
The other half is attribution. Every ESP reports revenue on a generous default window, so the number in Klaviyo and the number in GA4 will never agree, and clients notice. Knowing the size of that gap and being able to explain it beats arguing about which tool is right.
What clients say
“Finding SmartMetrics was a real relief – as a research and education institute with a somewhat unconventional focus within Google Analytics, we previously struggled to find an online training program or consultant that could help us. SmartMetrics helped us to review our entire GA4 setup, and finalized multiple dashboards that addressed our subdomain website complications and redesigned our PDF download tracking. Tomas was clear, communicative and efficient, and took time to provide helpful advice at every stage of the project. We would definitely choose SmartMetrics again for future GA4 improvements.”
Micah Greyeyes
Yellowhead
“Wow! I can't say enough about the team at SmartMetrics! They are super fast, intelligent, and helpful in understanding and addressing your problem. I have worked with them multiple times on different accounts. I highly recommend them! I will continue to use them going forward! Big shout out to Tomas for all his help!”
Anna Crowe
“Outstanding work and support with Google Analytics, Advanced Reporting and Metrics, and PPC/SEM. We have an ongoing relationship with SmartMetrics and have never been disappointed. Will continue to work with Thomas and team!”
Brian Bigda
What clients say
“Tomas at SmartMetrics has been fantastic to work with. He consistently delivers high-quality work quickly, communicates clearly and proactively, and makes even complex implementations feel straightforward.”
Gray Digital Group
5.0 on Google · All reviews“A huge difference to the business, and we know where the next dollar goes.”
Blitzy“We can scale spend now without guessing what is actually working.”
PermitFlow“Extremely knowledgable & capable!”
Dj Haer Jr
Work with Tomas
Founder, San Diego, CA
20 years in marketing, CRO, CRM, and analytics. Now building the systems AI runs on.
You work with me directly, from scope to delivery. No account managers.