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  3. Klaviyo

Klaviyo, wired
to the store.

Klaviyo setup, flows, segments, and SMS for Shopify, Adobe Commerce, and BigCommerce, wired to the store data it runs on.

Klaviyo at RMG

The account review

Klaviyo installed.
Barely switched on.

Most accounts we inherit run the flows Klaviyo suggested at setup, on the data the app synced by default. The rest of the platform, and most of the store’s data, sits untouched. Six things we find in the first week.

  1. Default flows, default copy

    The welcome, cart, and browse flows still carry the template timing and half the template copy. They send, so nobody has looked at them since launch.

  2. Segments built on opens alone

    Email engagement is the only input. Order history, product categories, and predicted lifetime value sit in Klaviyo unused.

  3. Store events that never arrived

    Back-in-stock requests, quiz answers, and subscription changes were never sent to Klaviyo, so the flows they would trigger do not exist.

  4. A profile per channel

    Email and SMS consent live on separate profiles, so a shopper who opted into both is treated as two strangers and messaged twice.

  5. Campaigns without a suppression rule

    Every campaign goes to the whole list, pulling deliverability down and leaving the engaged segment to carry the sender reputation.

  6. Reporting that stops at Klaviyo

    Attributed revenue inside Klaviyo and the store’s own number disagree, and nobody has reconciled them, so the channel’s value is an argument instead of a figure.

Klaviyo

Set up, wired, and worked.

Four groups. Getting the account and its data right, the flows that do the earning, the segments and campaigns that keep the list healthy, and SMS inside the same profile as email.

01 · Account and data

The foundation

Klaviyo is only as good as the data reaching it. We wire the store first.

  • Klaviyo setup, or migration from another platform

  • Shopify, Adobe Commerce, or BigCommerce integration

  • Custom events and catalog fields

  • Reviews, loyalty, and subscription data

  • Consent and profile hygiene

02 · Flows

The automations that earn

Built in Klaviyo with the store data in play, timed to your orders, and revisited monthly.

  • Welcome and nurture

  • Browse and cart abandonment

  • Post-purchase, cross-sell, and replenishment

  • Back in stock, price drop, and low inventory

  • Win-back and sunset

  • Predictive flows on expected next order

03 · Segments and campaigns

Send to the right people

Segments from purchase behavior and predicted value, and campaigns that hold deliverability instead of spending it.

  • Segmentation on order and product data

  • Predictive analytics: lifetime value, churn risk, next order

  • Campaign calendar and A/B testing

  • Deliverability and warm-up

  • Design and copy in your brand

04 · SMS and reporting

One profile, one number

Klaviyo SMS on the same profile as email, and reporting reconciled to the store so the channel has one figure.

  • Klaviyo SMS with consent records and quiet hours

  • Consolidation from Attentive or Postscript, when it fits

  • Revenue attribution reconciled with GA4 and the store

  • Monthly review with a strategist

What goes wrong

Four ways Klaviyo
underdelivers. Handled.

The findings the free Klaviyo audit turns up most often. Each one is a change inside the account or a piece of store data wired in, and each one shows in the next month’s flow revenue.

  • Flows on template timing

    What it costs you

    The cart flow fires an hour late for a shopper who buys in ten minutes, or three days early for a considered purchase. Timing was set once at setup and never tested.

    What we do

    Timing from your order data, a second and third touch, and a test on the offer, so the flow matches how your shoppers actually buy.

  • Segments blind to the store

    What it costs you

    Without order and product data, a segment is people who opened an email. The buyer who spends most and the one who never converts look the same.

    What we do

    Segments on purchase history, product category, predicted lifetime value, and churn risk, with the store fields synced to build them.

  • Two profiles for one shopper

    What it costs you

    Email and SMS consent on separate profiles double-send to the same person and lose the sequence between the channels.

    What we do

    One profile per shopper with both consents recorded, and flows that pick the channel by consent and intent rather than by which app fired.

  • Revenue that does not reconcile

    What it costs you

    Klaviyo reports one figure, the store reports another, and finance believes neither, so the budget conversation stalls.

    What we do

    Attribution windows set consistently across Klaviyo, GA4, and the store, and one monthly number both sides accept.

Free Klaviyo audit

Your account.
Our notes.

Read-only access to Klaviyo and five business days. You get every flow reviewed for timing, gaps, and copy, the segments read against the data you already have, the SMS consent check, deliverability, and the store events not yet reaching the account. Yours to keep.

  1. 1. Flow-by-flow review

    Every automation, its timing, what it sends and to whom, and where a touch or a branch is missing.

  2. 2. Data and integration gaps

    The store events, catalog fields, and subscription or review data Klaviyo could use and is not receiving.

  3. 3. Segments and predictive analytics

    Whether the segments use purchase data and predicted value, and which ones should.

  4. 4. Deliverability and consent

    Inbox placement, suppression rules, and how email and SMS consent are recorded.

  5. 5. The first three builds

    In order, with what each should do to flow revenue within the month.

Takes
Five business days
Costs
Nothing, whether or not you hire us
Needs
Read-only Klaviyo access
Get the free Klaviyo audit

Other options

Klaviyo alone, a freelancer, or us.

An honest read on the alternatives. The difference is who wires the data and who is accountable for the number.

Comparison criteria
RMG
Klaviyo on its ownEmail freelancerIn-house
Store data in Klaviyo
Wired by the team that builds the store
The default syncWhatever the app syncedIf a developer has time
Flows
Timed to your order data, tested monthly
Template timingSet up, then handed offBuilt when someone can
SMS
Same profile as email, consent recorded
Available, rarely configuredUsually out of scopeDepends on the hire
Reporting
Reconciled with GA4 and the store
Klaviyo’s own numberKlaviyo’s own numberWhatever the dashboard says
Accountability
A strategist on a monthly number
NoneHoursA salary

The big numbers

+30%

Avg. conversion rate lift within 12 months

+50%

Avg. order value lift

<1s

Page load speeds on the storefronts we build

+15%

Avg. revenue lift within 6 months

How it starts

Here's what happens
after you fill out the form.

Sales keeps it short. A senior strategist and an engineer who has shipped on your platform join the first call when the question needs them.

  • Step 01

    30-min
    discovery call

    What you’re on, what hurts, what the ERP and the catalog look like. We’ll say early if the platform isn’t the problem.

  • Step 02

    Free platform audit

    Pricing logic, catalog, integrations, Core Web Vitals on real field data. Five business days. Yours to keep.

  • Step 03

    Stay, upgrade,
    or move

    One recommendation, with the cost of staying set against the cost of moving. Sometimes the answer is stay.

  • Step 04

    Scoped
    proposal

    Scope, timeline, pricing: fixed-fee or T&M. First wins inside 30 days.

WE GOT THE WHOLE PACKAGE

There’s a lot more

to this story.

Design, development, and digital marketing all live under one roof. The same team that builds your store also designs it and runs the paid, lifecycle, and CRO work behind it, so nothing gets lost in a handoff.

View services

THE QUESTIONS YOU HAVE -

Get them out
of the way.

Because it was built for ecommerce data. The native integrations with Shopify, BigCommerce, and Adobe Commerce bring orders, products, and browsing into the profile, the segment builder can use all of it, and predictive analytics, SMS, and reviews sit in the same account. For most stores that is the right trade. Where a brand’s needs point elsewhere, the email and SMS page covers how we work in Attentive and Postscript as well.

Free Klaviyo audit

Klaviyo earning
or idling?

Tell us the platform and what the flows bring in. Within one business day a strategist replies; within five business days you have the audit: flow timing and gaps, segments, deliverability, consent, and the store data not reaching the account. Yours to keep.

Moving to Klaviyo from another platform? Say so and we will scope the migration.

What are you on today?
What do you need?
Timeline
Annual online revenue

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