Use the audit before renewal conversations
Run the non-suppressing audit far enough ahead of the billing date to leave room for client review, optional sunset messaging, Klaviyo processing, and a plan change. A last-day cleanup creates pressure and makes verification harder.
Keep advice separate from account action
The free audit can support a cost review without authorizing suppression. If the client proceeds, the write-scope connection, payment, and approval happen as a distinct workflow. That boundary gives the account owner a clear decision point.
Do not sell a percentage
An agency should not promise that every Klaviyo account has 20 percent, 30 percent, or any other standard inactive share. Show the exact recipe, the account's count, and the lower tier available after processing.
Package the follow-through
Audit the account, supervise the approved cleanup, and verify the processed billable count.
Refresh the review segment and raise new candidates before a profile-driven upgrade.
Data boundaries for client work
Deadweight stores aggregate audit results and connected object identifiers. The rollback snapshot stays as a temporary list in the client's Klaviyo account. The service does not need to keep a raw email export to report the candidate count.
Read the methodology, security controls, and data processing agreement before adding the workflow to client operations.