D2C Strategy · Audit · Analytics

D2C GROWTH AUDIT
CHECKLIST

The exact 47-point audit framework we run on every new client onboarding. Covers Meta Ads, Klaviyo flows, Shopify CRO, attribution, and unit economics. Use it to find your revenue leaks in one afternoon.

47 points
Audit checklist
5 categories
Ads · Email · CRO · Attribution · UE
2 hrs
Avg completion time
Free
Always

WHERE MOST D2C GROWTH STALLS

After auditing 100+ D2C brands, we see the same 6 problems appear repeatedly: poor flow coverage (40–50% of revenue left in Klaviyo), unstructured Meta campaigns that waste budget on overlapping audiences, Shopify pages with sub-2% CVR that haven't been touched in years, attribution setups that make decisions impossible, unit economics that are underwater at scale, and no competitive benchmarking.

This checklist forces you to look at all five systematically.

HOW TO USE THIS CHECKLIST

Block two hours. Open your Meta Ads Manager, Klaviyo, Google Analytics 4, and Shopify analytics in four tabs. Work through each section, scoring each item red (broken/missing), yellow (exists but suboptimal), or green (working well).

By the end, you'll have a clear picture of your biggest revenue leaks. The checklist includes a priority scoring formula to sequence your fixes by revenue impact vs. implementation effort.

WHAT'S INSIDE — PREVIEW

01
Meta Ads (10 checks): Campaign structure, audience overlap, creative fatigue score, ROAS by audience type, CPM trends, and frequency caps.
Meta Ads · Campaign health · Creative audit
02
Klaviyo Flows (9 checks): Flow coverage, trigger accuracy, send time optimization, suppression logic, flow revenue attribution.
Klaviyo · Flow audit · Email health
03
Shopify CRO (12 checks): Product page conversion rate vs. benchmark, checkout abandonment rate, average page speed score, mobile vs desktop CVR gap.
Shopify · CRO · Page speed · UX
04
Attribution (8 checks): GA4 setup, UTM consistency, click vs. view attribution settings, blended ROAS vs. in-platform ROAS gap.
Attribution · GA4 · UTM · Blended ROAS
05
Unit Economics (8 checks): Blended CAC, CAC by channel, LTV:CAC ratio, contribution margin, payback period.
Unit Economics · CAC · LTV · Margin
06
Bonus: Competitor benchmarking — 5 ways to audit your competitors' ads, email, and Shopify without any tools.
Competitive intel · Free methods
07
Red flags: The 12 warning signs that a D2C brand is about to hit a growth plateau — and how to pre-empt them.
Warning signs · Plateau prevention
08
Priority matrix: How to score each finding and sequence fixes by revenue impact vs. effort.
Priority scoring · Action plan

FREQUENTLY ASKED

Do I need a developer to run this audit?

No. Everything in this checklist is accessible to a non-technical founder or marketer. You need access to Meta Ads Manager, Klaviyo, GA4, and Shopify admin — nothing else.

How long does the audit take?

The first time: about 2 hours. For experienced operators who know where to look, 45–60 minutes. We recommend blocking a half-day the first time.

What if I find major issues?

The checklist includes a 'what to do next' section for each category. For major issues, we also offer a free 45-minute growth call where we walk through your findings together.

Is this the same audit Sorted Agency charges for?

Largely, yes — we run a more detailed custom version for paid clients, but this checklist covers 85% of what we look for in a new client audit.

READY TO SCALE?

Free 45-minute D2C growth audit — we'll show you exactly where revenue is leaking.

Book Free Audit →
MORE FREE RESOURCES
ROAS CalculatorLTV CalculatorD2C Growth AuditKlaviyo Flow LibraryMeta Ads ScalingView All Resources →