The Profit Recovery Audit

A forensic analysis of your retention gaps—and exactly how much they're costing you.

What You Get in a Profit Recovery Audit

WHAT IT IS

Most brands have no idea how much revenue they're leaving on the table.

They know their repeat purchase rate is "fine." They know cart abandonment is "a problem." They know they "should do more with email."

But they don't know what it's worth in dollars to fix those things.

That's what the Profit Recovery Audit does.

We turn vague retention issues into specific, quantified revenue opportunities—so you know exactly where to focus and what the ROI will be.

The 14 Retention Metrics Most Brands Never Measure

THE 14 METRICS WE ANALYSE

Revenue Metrics

Monthly Revenue (average)

Current$___,___
Industry Benchmark$___,___
Top-Quartile Target$___,___
Gap (Δ)+$___,___

Average Order Value (AOV)

Current$___.__
Benchmark$___.__
Top-Quartile$___.__
Gap (Δ)+$___.__

Customer Lifetime Value (CLV)

Current (Actual)$___
Potential (Modeled)$___
Top-Quartile$___
Gap (Δ)+$___

Retention Metrics

Repeat Purchase Rate (%)

Current__%
Benchmark__%
Top-Quartile__%
Gap (Δ $)+$___,___

Customer Churn Rate (%)

Current__%
Benchmark__%
Top-Quartile (Lower)__%
Gap (Δ $)+$___,___

Purchase Frequency (orders/customer/year)

Current__
Benchmark__
Top-Quartile__
Gap (Δ $)+$___,___

Opportunity Metrics

Abandoned Cart Rate (%)

Current__%
Benchmark__%
Top-Quartile (Lower)__%
Gap (Δ $)+$___,___

Abandoned Cart Value ($)

Current$___,___
Benchmark$___,___
Top-Quartile$___,___
Gap (Δ)+$___,___

Lapsed Customer Count (90 / 180 / 365+ days)

Current__ / __ / __
Benchmark__ / __ / __
Top-Quartile__ / __ / __
Gap (Δ $)+$___,___

Lapsed Customer Value ($ potential)

Current$___,___
Benchmark$___,___
Top-Quartile$___,___
Gap (Δ)+$___,___

Engagement Metrics

Email Open Rate & Click Rate

Current__% / __%
Benchmark__% / __%
Top-Quartile__% / __%
Gap (Δ $)+$___,___

SMS Engagement Rate

Current__%
Benchmark__%
Top-Quartile__%
Gap (Δ $)+$___,___

Active Automation Flows (count & performance)

Current__ flows
Benchmark__ flows
Top-Quartile__ flows
Gap (Δ $)+$___,___

VIP Customer Identification (top 10% by value)

Current__ customers
Benchmark__%
Top-Quartile__%
Gap (Δ $)+$___,___

WHAT THE REPORT LOOKS LIKE

Your Audit Deliverable

You receive a branded 12-15 page PDF that includes:

Page 1: Executive Summary

  • Total recoverable revenue (the big number)

  • Top 3 opportunities

  • Recommended first actions

Pages 2-3: Current State Dashboard

  • All 14 metrics visualised

  • Benchmark comparisons

  • Heat map showing gaps (red/yellow/green).

Pages 4-7: Opportunity Breakdown

  • One page per major leak

  • Current vs. potential performance

  • Dollar value clearly stated

  • Visual before/after projections

Pages 8-10: Recovery Roadmap

  • Week-by-week implementation plan

  • Quick wins vs. long-term builds

  • Effort vs. impact matrix

Pages 11-12: ROI Projections

  • Conservative (10% hit rate)

  • Likely (18% hit rate)

  • Optimistic (25% hit rate)

  • 90-day, 180-day, 365-day revenue forecasts

Page 13: Investment Options

  • Audit-only (you're holding this)

  • Audit + Implementation

  • Audit + Implementation + Ongoing Management

Page 14: Next Steps

  • Book implementation call

  • Questions we'll answer

  • Timeline

Plus: 30-minute live presentation where we walk you through everything and answer your questions.

PRICING & PACKAGES

How to Work With Us

Limited Offer

Audit Only

Tier 1

$2,500 (or FREE for first 10 Melbourne brands)
What’s Included
  • Full 14-metric analysis
  • Branded PDF report
  • 30-minute live presentation
  • Prioritised recovery roadmap
  • ROI projections
Best For
  • Brands who want to implement in-house
  • Those exploring options before committing
  • Teams with existing Klaviyo expertise
Timeline: 5 business days
BOOK FREE AUDIT
Most Popular

Audit + Implementation

Tier 2

$6,500 – $12,000 (based on complexity)
What’s Included
  • Everything in Tier 1
  • Quick wins: cart recovery, win-backs, post-purchase flows
  • Klaviyo flow setup & customisation
  • Segmentation & automation triggers
  • A/B testing setup
  • Live performance dashboard (Looker Studio)
  • 60-day implementation support
Best For
  • Brands ready to fix retention now
  • Teams without in-house Klaviyo expertise
  • Those who want it done right, fast
Timeline: 2–6 weeks (quick wins live in 14 days)
BOOK STRATEGY CALL

Profit Recovery Partnership

Tier 3

$3,500/month OR 10–15% of recovered revenue
What’s Included
  • Everything in Tier 2
  • Ongoing optimisation & testing
  • Monthly performance reviews
  • Quarterly strategy sessions
  • New campaign builds as needed
  • Priority support
  • Performance guarantee
Best For
  • Brands who want a retention partner, not a vendor
  • Those preferring performance-aligned pricing
  • Long-term retention optimisation
Timeline: Ongoing (3-month minimum)
BOOK PARTNERSHIP CALL

 Audit FAQs

  • Read-only access to Shopify, Klaviyo (or your email platform), and Google Analytics. We can work with other platforms too—just ask.

  • It should take 5 business days from when we receive access, however it may take an additional day or two if there are any custom parameters to navigate.

  • That's fine. You keep the audit, the roadmap, and the insights. Many clients implement in-house or use it to brief their existing agency. No hard feelings.

  • Yes. We work with premium eCommerce brands across Australia (and occasionally internationally). Melbourne brands get priority for in-person strategy sessions.

  • If we can't identify at least $50,000 in recoverable revenue, we'll tell you—and you won't owe us anything. That's our guarantee.

Start With a No-Cost Audit

BOOK YOUR AUDIT HERE