Lifecycle marketing

Klaviyo due diligence

Published · Reviewed by The Diligence Standard Team · Updated

An email and SMS program can be a transferable demand asset only when consent, list quality, deliverability, integrations, flows and creative ownership withstand buyer control.

Evidence to request

  • Owners, administrators, users and integration credentials
  • List growth, source, consent status and suppression records
  • Revenue attribution reconciled to orders and incremental behavior
  • Deliverability, bounce, complaint and sending-domain history
  • Flow inventory, templates, segments and creative ownership
  • SMS registrations, quiet-hours and jurisdictional controls

Transfer risks

  • Attributed revenue overstates incremental revenue
  • Purchased or weak-consent lists create legal and deliverability exposure
  • The agency controls flows, domains or integrations
  • Inactive profiles inflate list value

Control-change sequence

  • Move owner and administrator control with domain authentication intact.
  • Preserve suppression, consent and subscription-source records.
  • Test storefront, catalog, event and sending integrations under buyer control.

Account ownership, user roles, sending infrastructure and consent obligations must be assessed together; platform access alone does not establish lawful use of the audience.