Assess your marketing automation workflows, email sequences, and campaign management with a 67-point checklist.
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16
Workflows
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16
Email Automation
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16
Campaign Management
How to use
1Open your online store in another tab
2Go through each section and check items that apply
3Get your score and actionable insights
Open your store in another tab and check each item as you go.
Frequently Asked Questions
What is a marketing automation audit?+
A marketing automation audit reviews your automated workflows, email sequences, triggered campaigns, and segmentation to ensure you're maximizing revenue from automated touchpoints.
Which automation workflows are most important?+
The highest-impact automations are abandoned cart recovery, welcome series, post-purchase follow-ups, win-back campaigns, and browse abandonment emails. These alone can recover 10-30% of lost revenue.
How often should I audit my automations?+
We recommend a quarterly review. Automation performance can degrade as customer behavior changes, new products launch, and competitors evolve their strategies.
Do I need a specific platform to benefit from this audit?+
No, the audit is platform-agnostic. Whether you use Klaviyo, Mailchimp, HubSpot, or any other tool, the best practices apply universally to all marketing automation platforms.