How Margin works, start to report.

A Klaviyo account you can authorize (owner or admin access), and two minutes. That is the whole list. Margin works with accounts of any size, though the diagnosis is built for DTC brands doing meaningful monthly revenue.

Margin starts by asking who you are: your brand's name, who you sell to, your monthly revenue range, product category, brand voice, the top problem you're trying to solve, and the email your report should land in. These answers shape the analysis, a skincare brand chasing repeat purchases gets read differently than a sporting goods brand chasing first orders.

After the questions, one button connects your Klaviyo through Klaviyo's own secure authorization. Margin requests read only access: accounts, lists, segments, profiles, flows, campaigns, metrics, forms, events, and templates, all read, none write. Margin cannot send, edit, create, or delete anything in your account. The permissions physically do not allow it.

You can revoke the connection at any time in Klaviyo under Settings, then Manage apps. Revoking cuts off access instantly.

The analysis takes about two minutes. Margin reads your account, compares what it finds against the Building Block Digital audit standards, and writes the diagnosis. The page moves to your report on its own when it's ready.

The report opens with the number that matters: the estimated monthly gap between what your retention program earns now and what it should earn. Then a summary table of what's missing and what each tier of fixes is worth, your deliverability health, and the full diagnosis: what's working, what's missing, what's broken, and the top three fixes ranked by impact.

You also get the report as a PDF, attached to an email at the address you gave, alongside a link to the live version. The report link is unguessable and private to you, share it only if you want others to see it.

Each Klaviyo account gets one Margin report. If you want a second look after making changes, or a walkthrough of what your report found, book a call from the report's closing section and we'll go through it together.

Anything unclear, or a connection that won't complete: info@buildingblockdigital.com. A person reads it.