Audit your Klaviyo in minutes.
Boost your revenue.
Retain reads every Klaviyo flow email-by-email and quantifies opportunities in $/month, so DTC founders, CRM managers and consultants ship the right campaign this week, not the easy one.
// Trusted by DTC brands from $500K to $30M+ in annual revenue
Your Klaviyo is 25 to 40% of your revenue. And yet…
We’ve audited 250+ Klaviyo accounts. DTC operators consistently leave 30 to 60% of potential revenue on the table. Not because they don’t care, but because nobody has the time, the data, or the senior CRM eye to spot every leak.
Native dashboards hide what matters
Open rate, click rate, revenue per campaign. But not RFM cohorts, not lifecycle stage performance, not flow-by-flow diagnostics, not deliverability drift. The real signals are buried under aggregates.
External audits are slow and expensive
$3,000 to $8,000. Two to four weeks. By the time you receive the deck, half the recommendations are already stale. And next quarter you’ll need another one.
Manual reporting eats your week
Pull Klaviyo data. Build a Sheet. Format a Notion page. Write a recap for the founder. Repeat. CRM managers and Heads of Growth spend 6 to 10 hours per week on plumbing instead of strategy.
You ship without quantified impact
"Improve the welcome flow", "segment the inactives", "test Tuesday vs Wednesday". Every week brings ideas. But what’s each lever worth in $/month? Without quantification, you’re ranking by gut feel. You ship the wrong things first.
Retain doesn’t give you dashboards.
It reads, diagnoses, quantifies, prioritizes.
Most Klaviyo tools add more execution. Retain does the opposite: it does the analytical work your team doesn’t have time for. The dashboards are just where you read the verdict.
Reads your Klaviyo
12 months of history ingested in 5 minutes. Every campaign, every flow, every email, every segment. Refreshed weekly.
Diagnoses flow by flow
Each flow read email-by-email: timing, subject lines, drop-off points, missing steps. Cross-referenced against 250+ audited DTC accounts.
Quantifies in $
Every fix, every missing flow, every untapped segment scored in $/month of recoverable revenue. Computed on your real volume and industry benchmarks.
Prioritizes for you
Top 3 levers surfaced every Monday, ranked by impact / effort. You walk into your week with a quantified, ready-to-ship plan.
Every flow. Every email. Diagnosed.
Most tools count your flows. Retain reads them. Email by email. Then tells you exactly what to fix, with the dollar impact of each fix.
Flow audit
7 flows analyzed · 42 emails read
Welcome flow
Good baseline5 emails detected (recommended: 5-7) · 1 critical fix: Email 3 has 18% click-rate drop. Suggested: rewrite subject + add bestsellers carousel.
Cart abandonment
Critical gap1 email detected (recommended: 3) · 2 emails missing: T+24h reminder, T+72h final incentive. No tiered discount sequence.
Post-purchase
Missing entirely0 emails detected · Entire flow missing. Recommended: 4-email sequence (T+1 confirmation, T+3 shipping, T+10 review, T+30 cross-sell).
Browse abandonment
Good baseline3 emails detected · trigger logic too narrow. Suggested: extend to category-level browsing + add product carousel.
Win-back
Missing entirely0 emails · Entire flow missing. 12% of your active list went dormant in the last 90 days. Recommended: tiered re-engagement with VIP differentiation.
Plus replenishment, lifecycle, and 2 more flows analyzed. Full report in your dashboard.
Email-by-email diagnostic
Every email in every flow read by AI: subject line, body, CTA, timing, drop-off points. No more "your flows look fine" without saying which one to fix first.
Benchmarked vs 250+ accounts
Each flow scored against the 250+ DTC Klaviyo accounts we’ve audited. Your welcome flow at 12% conversion isn’t "okay" if your industry runs 22%.
Quantified fix list
Not "consider improving the welcome flow". "Rewrite Email 3 subject + add carousel = +$1,800/month." Briefable, shippable, measurable.
5 minutes · No credit card · Read-only Klaviyo
Senior CRM-level reporting.
In 30 seconds.
6 reports a senior CRM manager would build for you. Already done. Ready to scan in 30 seconds.
"What should I ship this week?"
The top 3 opportunities surfaced every Monday, ranked by impact / effort. Each one quantified in $/month on your real volume. Ready to brief your team or your agency.
- → AI prioritization by impact / effort ratio
- → $ amounts computed on your real volume
- → One-click export as a brief
"How are we trending?"
Every Klaviyo KPI that matters, in one view. 12 months of history. Compared to your DTC industry benchmarks in real time. Anomaly detection flags drift before you notice.
- → 12 months auto-backfilled in 5 minutes
- → AI anomaly detection (drops, peaks, deliverability)
- → Month-over-month comparisons auto-computed
"Who are my customers, really?"
True RFM in 8 strategic buckets: VIP, Loyalists, Promising, New, At risk, Can’t lose, Hibernating, Lost. Each segment with $ value, recommended action, and the targeting JSON to paste into Klaviyo.
- → Hybrid RFM (Klaviyo + Shopify orders)
- → $ estimated impact per segment
- → Refreshed daily, you spot drift in real time
"Why aren’t leads converting?"
For each signup cohort, what % becomes a buyer at 30, 60, 90 days. Spot the moment your welcome flow drifts, instead of finding out 3 months later. Drill into non-buyer leads, ready to re-engage.
- → Monthly cohorts, 90-day tracking window
- → AI commentary on each cohort’s outliers
- → Drill-down to non-buyer leads
"How is repeat purchase trending?"
The 2nd, 3rd, 4th order. Time-to-2nd-purchase by cohort, repeat rate, replenishment cycle for consumables. The hidden retention drivers Klaviyo native doesn’t surface.
- → Repeat rate by acquisition cohort
- → Optimal replenishment timing (consumables)
- → LTV projection by cohort with confidence intervals
"Which client needs me this week?"
For agencies, consultants, brand holdings: the portfolio view. KPIs per brand, drift alerts, side-by-side comparisons. Built for piloting at scale with volume pricing beyond the 1st brand.
- → Unlimited brands per account
- → Volume discount: -27% per brand at 5 brands
- → Cross-portfolio aggregations + per-brand drill-down
~30 minutes per week. That’s the contract.
Retain is built for operators who don’t have time. The dashboards refresh on their own. You only show up at three moments in the week.
Weekly recap arrives by email
What moved last week, what drifted, the top 3 opportunities for the next 7 days. You read it on your phone over coffee. Forward to your team or agency in one click.
You open the Decision Hub
Drill into the top opportunity surfaced this week. Read the $-impact estimate, the suggested action, the targeting. Approve and forward the brief to your team.
Monthly report auto-generated
Performance vs goals, activated opportunities, next month’s roadmap. Branded PDF, shareable with founders / board / investors. What used to take 2 days takes 10 min of review.
Free 5-min audit · No credit card
We don’t try to do everything.
Retain Intelligence focuses on the analysis layer: audit, diagnostic, dashboards, opportunities, reports. We assume you already have an execution stack you trust.
- ✓ AI audit (7 axes, weekly refresh)
- ✓ Flow-by-flow diagnostic
- ✓ 6 strategic dashboards
- ✓ Opportunities quantified in $
- ✓ Weekly recap + monthly PDF report
- ✓ Multi-brand dashboard
- ✓ Unlimited users
- ✗ AI editorial calendar
- ✗ AI content generation
- ✗ Production board (Kanban)
- ✗ Client review portal (Figma-like)
- ✗ One-click export to Klaviyo as draft
- ✗ Voice DNA content calibration
Need execution features too? The Complete plan ($195/month) adds them on top of Intelligence. You can upgrade later in one click.
Who picks Intelligence.
Head of Growth · DTC brand
You delegate Klaviyo execution to an agency or freelancer. You need to track performance, validate strategy, report up to the founder. You shouldn’t be writing briefs yourself.
Replaces: manual Notion + Sheets reporting
Founder · E-commerce
Your CRM manager runs Klaviyo daily. You want the strategic view: what’s working, what’s missing, what to prioritize. Without digging into Klaviyo native or reading a 40-tab spreadsheet.
Replaces: weekly CRM standup deck
Klaviyo consultant
You run strategy across 3 to 10 brands. Clients have their own execution teams. You need a unified piloting layer that lets you walk into each client call with a quantified action plan.
Replaces: 4-6h of manual audit per client
Native Klaviyo vs Intelligence vs Complete.
| Native Klaviyo | Intelligence $89/mo | Complete $195/mo | |
|---|---|---|---|
| Basic KPIs (revenue, OR, CTR) | ✓ | ✓ | ✓ |
| Flow-by-flow audit (every email read) | ✗ | ✓ | ✓ |
| Opportunities quantified in $ | ✗ | ✓ | ✓ |
| DTC industry benchmarks | ✗ | ✓ | ✓ |
| 8-segment auto RFM | ✗ | ✓ | ✓ |
| Lifecycle cohorts (30/60/90d) | ~ | ✓ | ✓ |
| Weekly recap + monthly PDF | ✗ | ✓ | ✓ |
| Multi-brand portfolio view | ✗ | ✓ | ✓ |
| Execution layer → | Below: only Complete has these | ||
| AI editorial calendar | ✗ | ✗ | ✓ |
| AI content generation | ✗ | ✗ | ✓ |
| Production board (Kanban) | ✗ | ✗ | ✓ |
| Client review portal | ✗ | ✗ | ✓ |
Upgrade Intelligence → Complete in one click whenever you’re ready. Stripe pro-rates the next invoice.
$89/month for the 1st brand.
Volume discount after.
Billed in USD. No commitment, cancel in one click.
| Klaviyo brands | Total / month | $/brand average | Discount |
|---|---|---|---|
| 1 brand | $89 | $89 | — |
| 3 brands | $247 | $82 | −8% |
| 5 brands (sweet spot) | $391 | $78 | −12% |
| 8 brands | $607 | $76 | −15% |
| 10 brands | $751 | $75 | −16% |
Frequently asked questions
How is Retain different from other Klaviyo tools? +
Most Klaviyo tools add more execution: another calendar, another content generator, another production board. Retain is the analysis layer instead. It reads your Klaviyo weekly, diagnoses every flow email-by-email, quantifies opportunities in $/month, and tells you what to ship next. Your team keeps its execution stack. You add the strategic cockpit.
Why pick Intelligence over Complete? +
If your CRM execution is already covered (in-house team, agency, or freelancer running Klaviyo daily), you don’t need another execution tool. Intelligence is the strategic layer on top: audit, flow diagnostic, dashboards, opportunities in $, monthly reports. Complete ($195/month) adds AI editorial calendar, content generation, production board, and client review. Most teams who already execute Klaviyo daily get more value from Intelligence alone.
Does the flow audit really read every email? +
Yes. For each flow detected (welcome, cart abandonment, post-purchase, browse abandonment, win-back, replenishment, lifecycle), Retain reads every email in the sequence: subject lines, preheaders, body copy, CTAs, timing, drop-off points. Then it cross-references against the 250+ Klaviyo accounts we’ve audited to flag what’s missing, what’s suboptimal, and what to fix first. With the $ impact estimated per fix.
Can I upgrade to Complete later? +
Yes, in one click from your account. New features activate immediately, Stripe pro-rates the next invoice. No setup, no data migration. You can also downgrade Complete → Intelligence at end of cycle.
Does Intelligence replace my Klaviyo agency? +
No. Intelligence makes your agency relationship better. You pilot strategy from the cockpit, your agency receives quantified briefs ($ opportunities, prioritized roadmap, flow-by-flow fix list) and executes. You stop discovering 2 months late that a flow drifted. Many Head-of-Growth users use Intelligence to keep their agency accountable.
Which integrations does Intelligence include? +
Klaviyo (read-only, official OAuth) and Shopify (orders for hybrid RFM and lifecycle cohorts). Recharge, GA4 and Meta are landing in the next releases. All Klaviyo connectors include 12 months of historical backfill on connection.
How many users can I invite? +
Unlimited users on Intelligence and Complete. No per-seat upcharge, no hidden limit. Invite your team, your founder, your agency in read-only — whatever you need.
Can I run multiple Klaviyo brands on one subscription? +
Yes. Volume discount kicks in beyond the 1st brand: +$79/brand for 2-4, +$72 for 5-10, +$65 for 11+. For a 5-brand consultant, that averages $78/brand (~$391/month total).
Is there a free trial? +
The Klaviyo audit is unlimited and free (no credit card). If you want to activate the full Intelligence plan (weekly recap, monthly report, multi-brand dashboard, full RFM, flow diagnostic), you get 14 days free, no credit card to start. Cancel in one click.
How is my Klaviyo data secured? +
Read-only access via official Klaviyo OAuth (revocable in one click from your Klaviyo account). Data hosted in Europe (Supabase Frankfurt), encrypted at rest and in transit, GDPR compliant. No third-party sharing, no resale. Delete your account and all your data in one click.
More Klaviyo revenue.
Without more Klaviyo work.
Generate your free audit on your real Klaviyo data. See the flow diagnostic, the quantified opportunities, the weekly recap. Decide if Intelligence is the right fit.
No CC · No commitment · Cancel in 1 click · EU data · GDPR