Fireflies account access granted
Asana board access confirmed
Hiro analytics access granted
Klaviyo full access granted
SMS platform access (Postscript / Attentive / Klaviyo SMS)
Claude project set up with brand context
Subscription platform access (Recharge / Skio) if applicable
Shopify access for data pulls
Google Postmaster access requested from brand
Client fills out onboarding doc (brand info, creative inspo, priorities)
Pull CLV data, avg days between orders, cohort repurchase rates (30/60/90) if possible
Include Hiro walkthrough (5 min scheduled)
Share sales call notes and pitch deck
Scope review: deliverables aligned for Month 1
Proposed Month 1 roadmap: audit findings, priority flows, campaign calendar start
Deck reviewed and sent to Eric before kickoff call
Check deliverability score and notate
DKIM, SPF, and DMARC all configured
Google Postmaster score and inbox placement checked
Bounce rate and spam complaint rate reviewed
Active suppression list health confirmed
Attribution windows, quiet hours, bot-click tracking documented
All 8 core flows built and live
Flow triggers firing correctly (logic check on every trigger)
Abandonment flows not cannibalizing each other
Welcome series Email 1 audited for active work
Post-purchase flow segmented by product or cohort
Flows being tested (not set-and-forgotten)
NS standard segments built
Segments starred (prevent 45-day inactivity expiration in Klaviyo)
Master suppression segment clean and up to date
Espresso Shot segments built for high-engagement sends
Current send cadence reviewed (# per week, promo vs. evergreen mix)
Flow-to-campaign revenue split assessed (target: 50/50)
Past 90 days of RPE reviewed for anomalies
Tech stack mapped via Integrations tab
Audit pop-up and add AB test right away
Churn reason data pulled (SKIO / Recharge if subscription)
Kickoff call complete — KPIs and 30/60/90 aligned
Asana board set up with first two weeks of campaigns briefed
First A/B test live (Welcome Series Email 1 default)
Design relationship established with Hannah — turnaround expectations set
Implementation channel introduced — first campaign build briefed
First weekly deck drafted and sent to client
8-week testing roadmap drafted with hypothesis for each test
Monday Priority Update sent (first weekly cadence established)