I will audit your CRM and automation workflows
GoHighLevel Klaviyo Marketing Automation Specialist
About this Gig
Is your ActiveCampaign account working efficiently or are there hidden issues slowing down your marketing?
I will audit your ActiveCampaign account and review your key automations, campaigns, triggers, segmentation, and overall workflow logic.
Youll receive a clear audit report highlighting:
- potential issues and gaps
- automation and workflow logic
- segmentation and email setup
- areas that may need improvement
- practical recommendations for optimization
Important: This service is an audit and does not include implementation or fixing of the identified issues unless specifically agreed.
Whether you need a quick review of your account or a deeper analysis of your ActiveCampaign setup, Ill help you understand what is working, what needs attention, and what to improve next.
Choose the package that fits the depth of audit you need.
Software:
ActiveCampaign
Industry:
Business services & consulting
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E-Commerce
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Software
My Portfolio
FAQ
Do you need access to my account to perform the audit?
Yes, access is required to review your account and automation workflows. I will only use the access needed to perform the audit and will not make changes unless agreed separately.
What do you need from me to start the audit?
I’ll need access to the relevant platform, automation workflows, and any available information about your current setup and goals. I’ll confirm the required access before starting the audit.
Will you fix the issues found during the audit?
The audit includes identifying issues and providing recommendations. Implementation, fixes, or automation development can be discussed and quoted separately based on your needs.
Can I order account setup, automation fixes, or custom automation development?
Yes. Account setup, automation fixes, and custom automation development are available on request. Please contact me first so we can discuss your needs and agree on the scope and pricing individually.
What does the Training Session include?
The Training Session is not a live call. You will receive either a short recorded video or a step-by-step Google Doc guide explaining the recommended changes and how to implement them.
Is the Training Session included in every package?.
No. The Training Session is included only in the Premium package. Basic and Standard packages include the audit and recommendations according to the selected package.
Can you audit other platforms such as Klaviyo or GoHighLevel?
Yes. I can also review other marketing automation and CRM platforms, including Klaviyo and GoHighLevel. Please contact me before placing an order so I can confirm that your platform and audit requirements are a good fit.

