Free CRM diagnostic for Shopify brands

Find the CRM leaks costing your Shopify brand repeat revenue.

Get a free Klaviyo and Attentive audit from ecommerce CRM specialists who look at flows, campaigns, SMS, segmentation, deliverability and repeat purchase together.

2-minute qualification form. If there is a fit, book a short context call with Sean.
KlaviyoAttentiveEmail + SMSShopify retention

Trusted by ecommerce brands

CRM firstKlaviyo, Attentive, email, SMS and customer lifecycle strategy.
Shopify onlyBuilt for ecommerce brands where retention changes the growth maths.
Senior viewStrategy, segmentation, offers, creative and reporting reviewed together.
Fast readTop leaks, likely impact and recommended fix order from the audit.

What we check

We audit the CRM engine that should be turning first purchases into repeat revenue.

Paid traffic can buy the first order. Klaviyo and Attentive decide how much of that demand becomes a second order, a third order and a customer worth acquiring again.

Flows

Welcome, browse, abandoned cart, post-purchase, winback, VIP and replenishment journeys.

Segments

Customer groups, buying behaviour, engagement, predictive signals and suppression logic.

SMS

Attentive or SMS strategy, timing, channel mix and moments where SMS should earn its place.

Campaigns

Calendar rhythm, offers, product stories, creative formats and list fatigue risk.

Revenue attribution

How email/SMS revenue is being read, overclaimed, underused or disconnected from LTV.

Retention strategy

What happens after the first order and whether the system is increasing customer value.

Your CRM should change the paid traffic equation.

If repeat purchase and owned revenue are weak, you need more new customers just to stand still. The audit shows where CRM can take pressure off acquisition.

Check if you qualify

Sample output

A fix list your team can actually use.

The audit is not a vague deck about sending more campaigns. It is a practical read on where CRM is leaking revenue, what evidence points to the leak and what should be fixed first.

LeakEvidencePriorityFirst fix
Post-purchase journey drops too earlyNo second-order path by product categoryHighBuild category-specific education and cross-sell sequence
VIP segment is underusedHigh-value customers receive generic campaignsMediumCreate VIP calendar with early access, bundles and replenishment prompts
SMS is only used for promosChannel is not mapped to urgency or service momentsMediumReserve SMS for high-intent windows and key lifecycle events

Strategic CRM

Built for brands that need more than newsletter management.

The strongest email programs are not built from random campaigns. They are built from customer data, buying behaviour, lifecycle timing, offer strategy and clear reporting.

If your team has outgrown basic flows, this audit gives you a senior read on what the CRM system should do next.

“Your CRM should make every acquired customer more valuable. The audit looks for the gaps stopping Klaviyo, Attentive, email and SMS from doing that job.”

Zebra3 CRM audit approach

Best fit

Who it is for

  • Shopify or Shopify Plus brands with real customer volume.
  • Teams using Klaviyo, Attentive or both.
  • Brands with paid traffic running but retention not pulling its weight.
  • Founders or marketers who want strategic CRM, not just campaign sending.
  • Teams open to sharing CRM screenshots or read-only access if qualified.

Poor fit

Who it is not for

  • Pre-launch stores without customer data.
  • Brands looking for one-off copy tweaks only.
  • Teams that only want a free full strategy deck.
  • Stores unwilling to share any useful CRM context.
  • Businesses that do not use email or SMS seriously.

Process

How it works

1

Submit the form

Tell us your store, CRM platform, revenue range and suspected retention problem.

2

Book context call

If there is a fit, book a short call with Sean so we can understand the situation.

3

We review CRM

We check flows, segments, campaigns, SMS, attribution and repeat purchase paths.

4

You get the fix order

You get the highest-priority leaks and the order we would address them in.

FAQ

Questions founders usually ask

Is this only a Klaviyo audit?

No. Klaviyo is a core focus, but we also review Attentive, SMS, lifecycle strategy, customer segments and the way CRM supports repeat purchase.

Do we need to use Attentive?

No. The audit works for Klaviyo-only, Attentive-only or mixed email/SMS setups.

Will you need account access?

Not immediately. The form and context call come first. If there is a fit, screenshots or read-only access make the audit sharper.

Is this a sales call?

The goal is to find the most obvious CRM revenue leaks. If Zebra3 can help fix them, we will say so. If not, you still get useful direction.

Final step

Check if you qualify for the free CRM audit.

Takes about 2 minutes. If you qualify, the form will send you to the next step to book a context call.

Best for Shopify brands using Klaviyo, Attentive or both.