Chase Dimond | Email Marketing Nerd 📧

Chase Dimond | Email Marketing Nerd 📧



How to audit a prospect’s Klaviyo account in a way that makes them desperate to work with you: (From someone who’s personally audited 100’s of accounts over the past 5 years) Let's dive in👇

Auditing a prospect’s Klaviyo account is an incredible way to “sell” them on working with you. That being said, it only works if you can quickly recognize the good, the bad, and the opportunities within their account…

Which is why in this thread, I’m going to reveal the “playbook” for how we do it at my 8-figure agency. Covering: 1. Email Collection 2. Flows 3. Campaigns 4. The secret sauce Let’s get into it…

1. Email Collection The first and most important aspect of any account audit is email collection. Why? Because if their list isn’t growing, it doesn’t matter how great your flows & campaigns are, performance will stagnate.

So navigate to “Signup Forms”, check out their pop-up and make sure there’s a regular stream of traffic viewing their form. But what about conversions?

Well, a good pop-up should convert at 5-7% (minimum). But if theirs isn’t - great! That’s an opportunity for you to point out low-hanging fruit & show how with a few simple changes, you could rapidly increase their email revenue. Next:

2. Flows The first thing you’re looking for is whether they have the 4 core flows in place. > Welcome Series for Non-Buyers > Abandoned Cart > Abandoned Checkout > Customer Thank You If they don’t, that’s more low-hanging fruit. If they do…

You’ll do a deep dive into every flow and every email. Yes, this may take some time. But you’re a professional, and it’s essential that you’re thorough. Here’s what you’re looking for in the flows:

> How many emails are in each? > Are they well-designed? > Is the journey properly set up? > Which emails are performing vs. which ones aren’t? > Is the copy compelling? > Are they sending the right message to the right person at the right time? Ask yourself these questions…

… as you’re going through each email and note down every problem you see. Remember, if you can explain to a prospect their problem better than they can themselves, they’ll assume you have the solution. Next:

3. Campaigns It’s common to audit a brand with the core 4 flows setup & tons of email subscribers but isn’t sending regular campaigns. This is a huge piece of low-hanging fruit because…

You can drive a ton of revenue in the first month without adding more subscribers simply by sending more emails. If they are sending regular campaigns…

Check whether they’re segmenting their list or sending every email to everyone. At the very least, they should have an engaged segment for deliverability, a buyers/non-buyers segment, and a VIP customers segment. If they don’t? Great, you have even more ammo for your pitch.

Finally, if their current campaigns aren’t performing, you need to find out why. Ask yourself: > Is the copy persuasive and original? > Are the designs exciting? > Does each email lead to one specific action? > Are they “on brand”? > Are the subject lines compelling? Then…

Compare all that with performance metrics: > Are they getting at least 20-25% open rates? > Are they getting at least 1-3% click-through rates? > Are the emails generating sales?

Now it’s all well and good knowing HOW to audit a Klaviyo account, but how do you present the findings in a way that makes them desperate to work with you?

4. The secret sauce Apply these 3 tips on top of everything else and you’ll have clients tripping over themselves to work with you:

a) Know your sh*t Your audit should prove to the prospect beyond all doubt that you’re an expert in the field of email marketing. So drop as much free game on them as possible. Trust me, they won’t run away with your “secrets”... They’ll be dying to work with you.

b) Sprinkle social proof in the audit As you’re talking about the main opportunities for improved performance within their account, give examples of results you’ve achieved for previous clients after making similar improvements. This adds power to your words.

c) Explain the consequences You know how much they’re leaving on the table, but they may not. Explain how as they scale, weaknesses in their setup will cost them 5-10x what it is now. Explain how every 1% of increased performance could put 1000's back in their pocket.

So there you have it - everything you need to blow your prospect's mind and “sell” them with an audit. Get this right and closing deals becomes a matter of simply qualifying them + naming your price. ⬇️⬇️

Hope you enjoyed this one! If you want me to reveal more of the playbook that took my agency from $0 to 8-figures/year, follow me @ecomchasedimond and RT the first tweet below:

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