Services

Audits

We take a practical look at your email program. What’s working, what’s not, and where there’s room to improve. Our audits focus on core areas like segmentation, deliverability, content, and performance. You’ll get clear recommendations you can actually use, whether you’re making the case for more resources or just trying to run smarter with what you’ve got.

Services

Audits

We take a practical look at your email program. What’s working, what’s not, and where there’s room to improve. Our audits focus on core areas like segmentation, deliverability, content, and performance. You’ll get clear recommendations you can actually use, whether you’re making the case for more resources or just trying to run smarter with what you’ve got.

Services

Audits

We take a practical look at your email program. What’s working, what’s not, and where there’s room to improve. Our audits focus on core areas like segmentation, deliverability, content, and performance. You’ll get clear recommendations you can actually use, whether you’re making the case for more resources or just trying to run smarter with what you’ve got.

Regular plan

Free audit

This audit comes with no financial commitment and no strings attached. It's our way of helping you get a clear picture of your current lifecycle marketing status, free of charge.

Get a clear, objective look at your email program. Our free audit identifies gaps in your lifecycle strategy and offers practical, high-impact recommendations. You'll walk away with a prioritized action plan to improve performance—no strings attached.

Free features

  • We will want to meet with you to kick off the project and another meeting to review the findings

  • We will deliver the audit within 1 business week from the kickoff call

  • We will need access to your Email Service Provider

  • Topics covered during the audit:

A/B testing

Automation

Email content analysis

Email flows + journey review

List Quality Assessment

Recommendations and Action Plan

Tracking and Analytics

Book a call

Expectations

Regular plan

Free audit

This audit comes with no financial commitment and no strings attached. It's our way of helping you get a clear picture of your current lifecycle marketing status, free of charge.

Get a clear, objective look at your email program. Our free audit identifies gaps in your lifecycle strategy and offers practical, high-impact recommendations. You'll walk away with a prioritized action plan to improve performance—no strings attached.

Free features

  • We will want to meet with you to kick off the project and another meeting to review the findings

  • We will deliver the audit within 1 business week from the kickoff call

  • We will need access to your Email Service Provider

  • Topics covered during the audit:

A/B testing

Automation

Email content analysis

Email flows + journey review

List Quality Assessment

Recommendations and Action Plan

Tracking and Analytics

Book a call

Expectations

Regular plan

Free audit

This audit comes with no financial commitment and no strings attached. It's our way of helping you get a clear picture of your current lifecycle marketing status, free of charge.

Get a clear, objective look at your email program. Our free audit identifies gaps in your lifecycle strategy and offers practical, high-impact recommendations. You'll walk away with a prioritized action plan to improve performance—no strings attached.

Free features

  • We will want to meet with you to kick off the project and another meeting to review the findings

  • We will deliver the audit within 1 business week from the kickoff call

  • We will need access to your Email Service Provider

  • Topics covered during the audit:

A/B testing

Automation

Email content analysis

Email flows + journey review

List Quality Assessment

Recommendations and Action Plan

Tracking and Analytics

Book a call

Expectations

Premium plan

Paid audit

Our commitment doesn't stop with the audit. We offer ongoing consultation and support to assist you in implementing the suggested improvements.

Our premium audit goes deeper into your lifecycle marketing program. We’ll assess your strategy, data, content, and execution, then deliver a tailored roadmap to help you improve performance over time. It’s a more detailed, collaborative version of our free audit.

Free features

Paid features

  • We will want to meet with you to kick off the project and another meeting to review the findings

  • We will deliver the audit within 3 business weeks from the kickoff call

  • We will need access to your Email Service Provider

  • Topics Covered during the audit:

Comparison against industry standards

Competitive analysis

Deliverability

Email marketing technology stack sssessment

List growth strategies

Segmentation and targeting

A/B testing

Automation

Email content analysis

Email flows + journey review

List quality assessment

Recommendations and action plan

Tracking and analytics

Book a call

Expectations

Premium plan

Paid audit

Our commitment doesn't stop with the audit. We offer ongoing consultation and support to assist you in implementing the suggested improvements.

Our premium audit goes deeper into your lifecycle marketing program. We’ll assess your strategy, data, content, and execution, then deliver a tailored roadmap to help you improve performance over time. It’s a more detailed, collaborative version of our free audit.

Free features

Paid features

  • We will want to meet with you to kick off the project and another meeting to review the findings

  • We will deliver the audit within 3 business weeks from the kickoff call

  • We will need access to your Email Service Provider

  • Topics Covered during the audit:

Comparison against industry standards

Competitive analysis

Deliverability

Email marketing technology stack sssessment

List growth strategies

Segmentation and targeting

A/B testing

Automation

Email content analysis

Email flows + journey review

List quality assessment

Recommendations and action plan

Tracking and analytics

Book a call

Expectations

Premium plan

Paid audit

Our commitment doesn't stop with the audit. We offer ongoing consultation and support to assist you in implementing the suggested improvements.

Our premium audit goes deeper into your lifecycle marketing program. We’ll assess your strategy, data, content, and execution, then deliver a tailored roadmap to help you improve performance over time. It’s a more detailed, collaborative version of our free audit.

Free features

Paid features

  • We will want to meet with you to kick off the project and another meeting to review the findings

  • We will deliver the audit within 3 business weeks from the kickoff call

  • We will need access to your Email Service Provider

  • Topics Covered during the audit:

Comparison against industry standards

Competitive analysis

Deliverability

Email marketing technology stack sssessment

List growth strategies

Segmentation and targeting

A/B testing

Automation

Email content analysis

Email flows + journey review

List quality assessment

Recommendations and action plan

Tracking and analytics

Book a call

Expectations

With our team of seasoned marketing experts, we offer a comprehensive, in-depth analysis of your current marketing strategies and tactics.

Meet our team

Meet our team

“Working with Scalero to audit and enhance our CRM strategy on Klaviyo was a standout experience.
“Working with Scalero to audit and enhance our CRM strategy on Klaviyo was a standout experience.

Their approach to project planning was remarkably professional and flexible, perfectly tailored to our specific needs. The team’s expertise shone through every stage, from meticulously scoping the project to providing consistent updates and follow-ups each week. This level of engagement and professionalism was unparalleled compared to other consultancy firms we’ve worked with over the years. Thanks to Scalero’s guidance, we’ve been able to scale and improve our CRM channel, which is vital for growing our community. I eagerly anticipate our next collaboration on an upcoming project!"

Their approach to project planning was remarkably professional and flexible, perfectly tailored to our specific needs. The team’s expertise shone through every stage, from meticulously scoping the project to providing consistent updates and follow-ups each week. This level of engagement and professionalism was unparalleled compared to other consultancy firms we’ve worked with over the years. Thanks to Scalero’s guidance, we’ve been able to scale and improve our CRM channel, which is vital for growing our community. I eagerly anticipate our next collaboration on an upcoming project!"

Isac Hjertström

CCO & Co-Founder, Airinum

FAQ

What’s the difference between the free and paid audit?

The free audit gives you a focused snapshot of your current lifecycle marketing performance, with high-level insights and action items. The paid audit goes deeper—benchmarking against industry standards, assessing your tech stack, and delivering a comprehensive roadmap tailored to your goals.

If you need broader support, you can also check out all our services here.

What kind of access do you need for the audit?

We’ll need access to your ESP (Email Service Provider) and may request permission to view key workflows, lists, and reporting data. No sensitive customer PII is required.

What platforms do you audit?

We work across platforms like Iterable, Braze, Klaviyo, Customer.io, Bloomreach, Simon Data and more. If it powers your email or customer messaging, we can assess it.

Can I use this audit to prepare for a migration or RFP?

Absolutely. Many clients use our audits to identify gaps before switching platforms or to inform an RFP process. We can tailor recommendations to support your next step.

How long does each audit take to deliver?

We deliver free audits within 1 business week of kickoff. Paid audits are more detailed and delivered within 3 business weeks.

Who are these audits for?

Teams looking to optimize performance, improve automation, tighten deliverability, or prepare for platform migration. Whether you’re a lifecycle marketer, CRM manager, or VP of Marketing, we tailor insights to your role.

Do you include SMS or push in your audits?

Yes, we can include SMS, push, and in-app messaging strategies in both audit tiers—just let us know your current channels during kickoff.

What happens after the audit is complete?

We’ll walk you through the findings, answer your questions, and provide an actionable plan. If you’d like help executing, our team can support implementation as well.

Need more than an audit?

We also offer other lifecycle solutions. See all services →

Have any questions?

Our team is happy to answer any questions and further discuss your specific needs.

Book an intro call

Or send an email to hello@scalero.io to let us know what you need.

Have any questions?

Our team is happy to answer any questions and further discuss your specific needs.

Book an intro call

Or send an email to hello@scalero.io to let us know what you need.

Have any questions?

Our team is happy to answer any questions and further discuss your specific needs.

Book an intro call

Or send an email to hello@scalero.io to let us know what you need.