# NON - ClickUp Research Notes

These notes summarise the three ClickUp tasks used to tighten the wording of the full report.

## NON — Tracking & Attribution Audit (Phase 0 gate)

- Task ID: 86d2ux46p
- URL: https://app.clickup.com/t/86d2ux46p
- Status: preparing
- Priority: urgent
- Due: 4 May 2026
- Assignees: Andy Nguyen, Steve Aylward

### Brief

Why

Tracking is the gating dependency for every other piece of the NON audit and strategy. Every metric Josh shared in the kickoff (CVR, ROAS, CAC, LTV) is currently unreliable because of: Faire/Air Goods conversions polluting Shopify, Meta's known over-attribution, Klaviyo's inflated revenue, an unactioned Meta policy violation flag, and unconfirmed Pixel/CAPI dedup. Until this is signed off, the strategy is built on noise.

This task is the Phase 0 deliverable - it precedes the first true performance review (~30 days after campaigns go live) and feeds the early/mid May setup/launch checkpoint.

Scope

Full cross-platform tracking validation across NON AU + NON US (UK out of scope this phase).

Meta Pixel + CAPI

Confirm Pixel + CAPI dedup rate (target >=90%)
Investigate and resolve the open Meta policy violation Aaron flagged
Validate event schema (PageView, ViewContent, AddToCart, InitiateCheckout, Purchase) firing on both client + server
Confirm domain verification + iOS 14.5 priority order
Cross-check Pixel events against Triple Whale

Google Ads conversions

Audit conversion actions (active, deduped, primary vs secondary)
Confirm enhanced conversions match rate
Validate import vs website-source conversions
Cross-check Google's reported conversions against GA4 + Shopify

GA4 + GTM

Confirm GA4 properties exist for AU + US (separate or single property w/ data streams - flag the call)
Validate key event schema: purchase, begin_checkout, add_to_cart, generate_lead
Confirm GTM container publish state and version control
Cross-domain / regional setup review
Consent mode v2 status
UTM hygiene across Cuttable, Klaviyo, affiliate links

Google Search Console

Confirm verified properties for ven.com.au and all NON regional domains
Indexing coverage + sitemap health
Flag the Food & Wine article backlink status (no-follow / pulled / 404) - Steve to investigate in parallel

Shopify / commercial layer

Isolate Faire + Airtight Goods conversions out of US Shopify CVR (currently inflating 2.3% figure)
Validate Triple Whale historical attribution model
Klaviyo + Instant AI revenue attribution audit (Klaviyo known to inflate; Instant likely conflicting with future strategy)
Confirm true new-vs-returning split once marketplaces stripped out

Deliverable

Tracking-health report with severity-tagged findings, root causes, recommended fixes, owner per fix, and a sign-off note confirming campaigns are safe to launch. Findings to feed directly into the broader NON audit and strategy doc.

Dependencies

Shopify access (Steve invited to AU + US)
Triple Whale access (internal lead invited to AU + US)
Meta BM access
Google Ads MCC access
GA4 + GTM + GSC access
Klaviyo + Instant access
Cloudflare migration (currently GoDaddy - Steve actioning)

Out of scope (this phase)

UK tracking - handled in UK/AU consolidation phase later
AI Sommelier event schema - separate task under Web Project
Net-new GA4 events for the AI Somm - Steve owns

Notes

Precursor: 86d2rzzvw "Confirm GA4 + GTM access per NON market" (already on Andy)
Flag-to-Andy: any finding that materially expands scope vs. the marketing retainer hours, or that requires client decisions on Pixel/account ownership, comes back to the internal lead and Andy before action.

## NON — Site & CRO audit (AU + US)

- Task ID: 86d2ux7pv
- URL: https://app.clickup.com/t/86d2ux7pv
- Status: ready for work
- Priority: high
- Due: 11 May 2026
- Assignees: Andy Nguyen, Steve Aylward

### Brief

Why

AU CVR 1.19%, US CVR 2.3% (US inflated by Faire/Air Goods wholesale traffic). All Meta ads route to home page - likely 15-30% CVR opportunity from PDP/segment-specific routing (high confidence, standard benchmark). Aaron has built a one-page-scroller redesign on the existing template but hasn't pushed live for cash-flow reasons. Brand premiumisation is in scope (chefs, real ingredients, food pairing). Site needs to work for both DTC and offline-discovery (Whole Foods / Dan Murphy's shelf shoppers).

Scope

True CVR isolation: strip Faire + Airtight Goods from US Shopify number, rebaseline
Page-level CVR: home, PDP, collection, cart, checkout
AOV, add-to-cart rate, cart-to-checkout, checkout-to-purchase per region
Mobile vs desktop CVR
Add-to-cart friction audit (Aaron flagged "too many steps")
PDP video and richer content scope
Multi-LP / segment-routing opportunity (Gruns model - GLP-1, food-pairing, premium occasion)
Page speed + Core Web Vitals
Search-on-site behaviour
Comparison of Aaron's draft redesign vs current - recommendation on which goes live and when

Deliverable

Findings doc with severity-tagged CVR leaks, prioritised CRO test backlog (effort vs. impact), and a recommendation on the Aaron-built template launch.

Dependencies

Shopify partner access (Steve actioning)
Tracking audit signed off - Faire isolation fix is the gating item
Brand guidelines + image library (Josh has shared)

Flag-to-Andy

Whether Aaron's redesign goes live before the consolidation phase or after - strategic call
CRO test backlog scope vs. retainer - anything material gets an SOW conversation

## NON — Email/CRM audit (Klaviyo + Instant)

- Task ID: 86d2ux7ug
- URL: https://app.clickup.com/t/86d2ux7ug
- Status: preparing
- Priority: high
- Due: 11 May 2026
- Assignees: Andy Nguyen, Steve Aylward

### Brief

Why

Klaviyo running but historically over-discounted ("too much discounting going on"). Instant AI is firing automated flows on top of Klaviyo - Aaron + Ben prefer human-led comms. Klaviyo revenue numbers known to be inflated. Open rate 42% (good), click rate 1.4% (below benchmark). 6,000 customers haven't reordered in 6 months. AU has 17,000 profiles but 7,000 suppressed.

Scope

Audit current flows (Welcome, Browse Abandon, Cart Abandon, Post-Purchase, Win-back) - performance, send logic, copy, design
Instant AI overlap audit - what's it actually firing, attribution, and decision on whether to turn off
Suppression list audit - why are 7,000 AU profiles suppressed?
Lapsed-customer cohort: the 6,000 non-reorders - segmentation, RFM, recovery flow opportunity
Database health: deliverability, sender reputation, list growth rate, unsubscribe rate
Cross-check Klaviyo revenue claims against Triple Whale + Shopify
SMS opportunity scoping (currently zero - Aaron flagged as gap)
Discount strategy reset - current cadence vs. recommended

Deliverable

Email/CRM findings doc + recommended flow architecture + Instant AI on/off recommendation. Lapsed-customer winback campaign brief as a quick-cash deliverable for early May.

Dependencies

Klaviyo access
Instant access (Josh to provide)
Tracking audit signed off - attribution cross-checks
Triple Whale access

Skills

client-reporting:klaviyo-edm

Flag-to-Andy

Instant AI off/on call - client preference is human-led; needs Aaron + Ben sign-off
SMS scope - out of current retainer if added
