Stripe audit
Stripe audit checklist for revenue resiliency
A practical, execution-focused checklist for payment orchestration, decline recovery, and payment health across Stripe, Klaviyo, and GHL.
Core Stripe health
- • Confirm webhook delivery and endpoint retries are enabled.
- • Validate event handling for invoice.payment_failed, invoice.payment_succeeded, and customer.updated.
- • Ensure idempotent processing with Stripe event IDs and dedupe logic.
- • Use the Stripe Customer Portal for secure payment updates.
- • Track failure reasons with decline_code, payment_method_details, and status.
Recovery & dunning
- • Map retry attempts to failure types instead of using a one-size-fits-all schedule.
- • Route soft declines to follow-up messages and hard declines to payment method updates.
- • Protect customer experience with escalation paths and grace period rules.
- • Capture data on recovery reasons and iterate content based on actual results.
- • Surface payment health in dashboards so non-technical teams can act quickly.
Integration fidelity
- • Verify data flows between Stripe, Klaviyo, and GHL are complete and audited.
- • Keep customer identifiers consistent across systems: email, Stripe customer ID, and CRM contact ID.
- • Ensure retry state is stored outside ephemeral sessions or cache.
- • Build alerts for webhook failures, duplicate events, and missing customer records.
Execution plan
- • Prioritize the highest-leakage flows first: dunning, customer updates, and webhook recovery.
- • Use a shared tracking model for payment failures, retries, and recovered value.
- • Schedule a cadence for reviewing recovered revenue and declined-card trends.
- • Add post-mortem checks after major payment outages or decline-rate spikes.
Next step
This checklist is a starting point. If you want help closing implementation gaps, I build and integrate Stripe recovery systems with Klaviyo and GHL so you stop losing revenue to failed payments.
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