CRM Marketing Automation Audit

Why do you need an audit?

The e-commerce industry is always evolving. In trying to remain competitive in any industry, a brand must stay on top of the latest tools, tips, trends, and tech. Therefore, it’s essential that a brand takes a pause, takes a step back and reviews its email marketing efforts.

Our discovery audit process allows you to benchmark existing email marketing performance and identify opportunities for enhancements to your customer lifecycle journey through data and understanding – to reach the right customer at the right time with targeted and personalised messages.

In depth
analysis.

At VALIX, we evaluate any email service provider to deliver a clear, actionable discovery audit. We identify gaps, uncover growth opportunities, and benchmark performance to drive ongoing improvement. From quick wins to major opportunities, we provide honest insights to increase email marketing revenue.

We review the full customer journey—from opt-in to automations and campaigns—maximising ecommerce integrations across platforms like Shopify, WooCommerce, Magento, and BigCommerce with tools such as Klaviyo, Mapp, Octane AI, Reviews.io, Recharge, and more.

How VALIX
can help.

No matter what your main concerns are, our team can provide the services you need to drive your email revenue, retain more customers, and increase lifetime value

• Improved ROI from your email and SMS marketing
• Campaign creation and deployment
• Strategic, data-driven planning
• Optimisation of existing tech stack or new integrations
• CRM platform migrations
• Set up and ongoing optimisation of automations
• Reporting & insight

Let's get started - request
a CRM audit.

A VALIX CRM audit will review your entire customer journey from opt in, through automations and campaigns – giving you the insight into where the opportunities are and how you can drive more ROI and customer retention.

Get an audit to enhance your email marketing today.

• Database Growth

• List Management / Use of Database Segmentation

• Automations

• Welcome Journey / Abandonment Series

• Creative Design (inc. email best practice design)

• Tech Stack Utilisation