Klaviyo Flow Audit and AI Composer Campaign Launch (Retention)

Klaviyo Flow Audit and AI Composer Campaign Launch (Retention)

1. 01

   Open the Flows tab and filter by Live status to list every flow currently sending for the client account.

   Export the list before editing anything. Flows left in Draft or Manual status still consume review time and often explain gaps in the client's reported revenue.

2. 02

   Run the AI flow audit against each live flow and record the flagged steps in a shared doc.

   The audit surfaces broken conditional splits, missing wait steps, and messages that fire too close together. Fix the flagged logic before touching copy, because a rewritten email inside a broken branch still underperforms.

3. 03

   Check the Profiles count against the client's plan tier before scheduling any new sends.

   Klaviyo bills on active profiles, not seats. The Free plan caps at 250 active profiles and 500 emails per month, while the Email plan starts at $30/month for an estimated 1,000 active profiles and 10,000 emails per month. A list import that pushes the client past their tier changes their invoice mid-retainer.

4. 04

   Draft the next campaign in Composer using a single prompt that names the segment, offer, and send window.

   Composer generates on-brand copy from the prompt, so feed it the client's tone notes and the exact product SKUs. Review every generated block against the brand guide before it reaches the approval queue.

5. 05

   Rebuild the three core flows (welcome series, abandoned cart, post-purchase) if the audit shows they were never configured.

   These three carry most of the recoverable revenue for ecommerce clients. Confirm each flow's trigger event matches the client's ecommerce platform sync (Shopify, WooCommerce, BigCommerce, Magento, or Wix) before marking it live.

6. 06

   Verify the AI Customer Agent is enabled and scoped to the client's helpdesk questions.

   The agent resolves a share of inbound service questions autonomously, which reduces the delivery hours an agency spends on tier-one replies. Confirm the client's plan includes it before promising the coverage in a retainer scope.

7. 07

   Log the audit findings, the Composer prompt used, and the flow changes in the client's monthly report.

   Agencies that document the before-and-after flow state can defend the retainer at renewal and reuse the same audit template on the next ecommerce client.