Elevate Retention, Loyalty, and Revenue

Comprehensive Klaviyo Monthly Management

Our expert team provides ongoing support, strategy, and insights to Optimise your Klaviyo performance, strengthen customer relationships, and Maximise your Shopify store’s growth.

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Why Choose Klaviyo Monthly Management?

Klaviyo’s power doesn’t end at setup—it thrives on continuous improvement. With Blend Commerce’s Monthly Management, you gain access to a dedicated team focused on keeping your Klaviyo account optimised and your email marketing strategy ahead of the curve. From weekly list cleansing to A/B testing and advanced flow creation, we ensure your campaigns evolve with your brand and audience.

Data-Driven Strategy
At Blend Commerce, we know that no two brands are the same. We use data-driven strategies aligned with your brand goals. We start each month with a strategy tailored specifically to your business objectives, audience behaviour, and growth goals. By analysing your Klaviyo data and key performance metrics, we uncover actionable insights to create personalised campaigns and flows that resonate with your customers and drive conversions.

Whether your goal is to boost repeat purchases, increase customer retention, or introduce new product lines, we align every task with your overall strategy to ensure maximum impact.
Improve Retention and Loyalty
Customer relationships don’t stay static—and neither should your email strategy. Each month, we provide detailed reporting on Klaviyo metrics like open rates, click rates, and conversion rates, helping you understand what’s working and where we can improve. Alongside these insights, we deliver actionable recommendations to help you warm up customer relationships, enhance loyalty, and increase customer lifetime value.

Our proactive approach means we’re always looking for opportunities to Optimise flows, introduce segmentation strategies, or even suggest on-site improvements that align with your email marketing goals. Whether it’s driving one-time purchasers toward subscriptions or improving loyalty program engagement, our recommendations are tailored to help your brand thrive.
Flexible, Client-Driven Tasks
Your needs evolve, and so do our priorities. With Klaviyo Monthly Management, you get a flexible bank of hours to address the tasks most critical to your success. Whether it’s creating new campaigns, optimising existing flows, or responding to ad hoc requests, our team is here to support you when and where you need it.

Examples of tasks we can handle include A/B testing new email design elements, building advanced flows like subscription cancellation sequences, or even designing on-brand assets like quiz hero images or loyalty program pages. This flexibility ensures that your Klaviyo account remains a dynamic, powerful tool in your marketing strategy.

Brands that work with Blend

Discover how our Klaviyo Monthly Management service has helped brands like yours achieve measurable growth.

229%
Increase in Email Marketing Conversion Rate
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273%
Increase in Email Marketing Revenue
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126%
Increase in Campaign Revenue after one month
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See All Results

An Overview of Klaviyo Monthly Management

Our Klaviyo Monthly Management follows a proven process for consistent growth and optimisation, ensuring your email marketing evolves with your brand. From discovery and goal setting to ongoing optimisations, we take a data-driven approach to keep your campaigns engaging, your customers loyal, and your revenue growing.

1

Discovery & Goal Setting
2

Klaviyo Audit
3

Prioritising Optimisations
4

Monthly Implementation
5

Reporting & Recommendations
6

Ongoing Optimisations

Building a Solid Foundation for Email Marketing Success

To get the most out of Klaviyo, it’s essential to start with a clear understanding of your current setup and its potential. That’s why our Klaviyo Monthly Management begins with a thorough audit and a tailored setup process. By assessing what’s working and identifying areas for improvement, we ensure your email marketing is built on a foundation designed to deliver measurable results.

Klaviyo Audit
Before diving into optimisation, a Klaviyo Audit allows us to understand the current state of your email marketing strategy. This in-depth analysis evaluates the performance of your flows, email campaigns, and account structure. We identify what’s working, what’s underperforming, and uncover untapped opportunities to enhance customer engagement, retention, and lifetime value.
Through the audit, we also ensure your Klaviyo account aligns with best practices, from segmentation strategies to flow logic and email deliverability. By pinpointing areas for improvement, we create a solid foundation for impactful optimisations.
Learn more about our Klaviyo Audits
Klaviyo Setup
Following the insights from your Klaviyo Audit, we strategically set up or refine your Klaviyo account to address identified gaps and Optimise performance. This process doesn’t always mean starting from scratch. While some flows may need to be built anew, others can be Optimised to align with best practices and your business goals. We’ll provide prioritized recommendations to ensure our efforts focus on the areas that will deliver the most impact.
From creating personalized flows to redesigning email templates, our setup is customized to your brand’s unique goals and audience. This ensures that every email, segment, and automation is purpose-built to engage your customers effectively and drive results. With a tailored Klaviyo setup, you’re equipped with the tools to grow your email marketing ROI from day one.
Learn more about our Klaviyo Setups

What's Included in Klaviyo Monthly Management

                
                  Weekly List Cleansing We keep your email lists healthy and effective by removing unengaged or inactive subscribers. This ensures higher deliverability rates, better engagement, and accurate segmentation for your campaigns.
Monthly Reporting & Actionable Insights Receive detailed reports on your Klaviyo metrics, including open rates, click rates, and conversions. Along with these insights, we provide prioritised recommendations to improve performance, such as flow enhancements, A/B testing ideas, or even on-site optimisations to support your email strategy.
Email Campaigns If desired, we can handle the end-to-end process of your email campaigns—from design and copywriting to scheduling and execution. Each campaign aligns with your goals, helping you connect with your audience and drive results.
Drive Revenue Growth Unlock Klaviyo’s potential to drive sales with data-driven flows and automated campaigns designed to boost conversions. By aligning with your revenue goals, we build a setup that actively supports your growth and generates measurable results.
Regular A/B Testing  We conduct monthly A/B tests to refine your emails and flows. Whether testing subject lines, content formats, or timing, our goal is to Optimise key metrics like open rates, click-through rates, and conversions, with learnings applied across your campaigns.
Flow Optimisation We continuously refine your existing email flows to ensure they’re performing at their best. By analysing key metrics and customer behaviour, we identify opportunities to improve flow logic, timing, and content, helping you engage your audience more effectively and boost conversions.
Advanced Flow Creation When your strategy requires something new, we build advanced flows tailored to your specific needs. These can include subscription welcome and cancellation flows, loyalty program automations, personalised product recommendations, and more—designed to drive engagement and maximise customer lifetime value.
Ad Hoc Support & Strategy With a flexible approach, we’re available for on-demand requests to support your team. Whether it’s developing new strategies, implementing third-party integrations, or troubleshooting, we provide the help you need, when you need it.

Advanced Capabilities with Klaviyo

Unlock the full potential of Klaviyo with advanced strategies and tools designed to elevate your email marketing and customer engagement. With Blend Commerce’s expertise, we go beyond the basics to deliver tailored solutions that drive measurable results and strengthen customer loyalty.

RFM Segmentation for Targeted Messaging

Through tools like Omniconvert, we implement advanced RFM (Recency, Frequency, Monetary) segmentation within Klaviyo. This allows us to group customers based on their purchase behaviors, enabling hyper-targeted campaigns that address their specific needs and preferences. Whether you’re re-engaging dormant customers or rewarding your top buyers, RFM segmentation ensures every message hits the mark.

Email flow strategy for Klaviyo as part of Klaviyo setup by Blend Commerce, a CRO Shopify agency

Advanced Flows

We build sophisticated flows tailored to your business model and customer journey, helping you connect with your audience in meaningful ways:

Subscription Flows: Welcome and cancellation flows that provide personalised experiences, retain subscribers, and reduce churn.
Loyalty Program Flows: Points reminders, refer-a-friend campaigns, and reward tier upgrades to keep your loyalty members engaged and motivated.
NPS Feedback Flows: Capture valuable customer feedback with Net Promoter Score (NPS) flows and use the insights to enhance the customer experience and build stronger relationships.*

Strategic Onsite Design and Development

Extend the impact of your email campaigns with strategic onsite elements designed to complement your flows and campaigns. Our team creates and implements:

Subscription Landing Pages: Highlight the benefits of subscriptions with a dedicated page that boosts conversions and then guide new or one-time customers to this page through Klaviyo flows to encourage subscription.
Onsite Quizzes and Hero Images: Drive engagement and collect valuable data with quizzes, supported by custom-designed hero images that link seamlessly to your quiz.
Loyalty Program Pages: Showcase your loyalty program with a fully designed page that motivates participation and reinforces your brand’s value proposition.

Branded Shopify & Recharge Notifications

Ensure consistency and professionalism across every touchpoint with on-brand Shopify and Recharge notification templates. From order confirmations to subscription updates, we design each notification to reflect your brand’s identity and keep customers engaged.

With Blend Commerce’s advanced capabilities, we ensure your Klaviyo account evolves alongside your brand, unlocking opportunities to deepen customer relationships and drive sustained growth.

Recharge Subscription Email Flows in Klaviyo for Shopify Brands by Blend Commerce, Shopify CRO Agency

What Does Monthly Management Look Like

We provide a structured, yet flexible process to ensure that every task aligns with your business goals. If you have priorities that you'd like Blend's support on, we work alongside your team to ensure that as your business changes, together we are meeting your vision and goals.

Monthly Planning
Ahead of each month, you'll have a monthly call with your Account Manager to align on priorities and confirm which tasks you'd like us to work on for the upcoming month. Whether these are tasks that we have recommended from our monthly reporting, or new tasks that you'd like support on, we ensure that your highest priorities are addressed in the month ahead to keep driving your email marketing and business forward.
Implementation
You'll have a bank of hours for each month and we'll provide the scope for each task. Each month, we will implement your agreed-upon priorities and remain agile to accommodate your changing business needs each month. Our expert team can provide answer to questions, training videos to support you team run Klaviyo implementation or reprioritise tasks as required.
A/B Testing
Each month, we'll implement A/B Testing within your Klaviyo flows to continuously optimise your flow s and key metrics. We use the results from A/B testing to refine your email marketing strategy, and carry learnings over into other areas of your email marketing based on user behaviour.
Weekly List Cleansing
It's important to regular list cleansing, whether this is weekly or bi-weekly. This ensures that you continue communicating to customers are engaged and helps your deliverability within your email marketing.
Monthly Reporting
Each month, we will deep-dive into your Klaviyo metrics, providing your insights into the data as well as prioritised recommendations on how to further optimise your email marketing.
Project Management
You'll have your very own project management board where your account manager will keep you abreast of task progress. You'll be able to raise new tasks or questions and have a high level overview of the progress of your monthly tasks.

Benefits or Partnering with Blend Commerce

When you choose Blend Commerce for Klaviyo Monthly Management, you’re choosing a partner invested in your long-term success. Our dedicated team of Shopify and Klaviyo experts works closely with you to provide tailored solutions that align with your brand’s unique needs. With a flexible bank of hours at your disposal, we adapt to your priorities, whether it’s optimising existing flows, building advanced automations, or strategising new campaigns. We take a proactive approach, offering actionable insights to drive incremental gains and continuously improve your Klaviyo performance. Plus, our expertise in advanced flows and third-party integrations ensures your email marketing strategy is always at the cutting edge, delivering measurable results for your business.

Customer reviews

Blend has been an invaluable extension of our team, handling redesigns, optimisations, and ongoing improvements. Friendly, expert, and supportive—highly recommend for any Shopify growth needs!

Sally Bennett

See the Reviews

Frequently Asked Questions on Klaviyo Management

Why do I need a Klaviyo Audit before starting monthly management?

A Klaviyo Audit provides a thorough assessment of your current email marketing setup, identifying strengths, weaknesses, and opportunities for improvement. This foundational step ensures that our monthly management efforts are strategically aligned with your specific needs, leading to more effective and targeted optimizations.

Can Blend Commerce work alongside my existing marketing team?

Absolutely. We collaborate seamlessly with your in-house marketing team, complementing their efforts and filling in any gaps. Whether your team requires support in specific areas or seeks to leverage our expertise for advanced strategies, we tailor our services to meet your unique requirements.

What does the Klaviyo Monthly Management service include?

Our service encompasses:

Regular list cleansing to maintain high deliverability rates.
Creation and execution of email campaigns, as needed.
Monthly reporting with actionable insights and recommendations.
A/B testing to Optimise key metrics like open and click-through rates.
Development and refinement of both standard and advanced email flows.
Ad hoc support tailored to your specific needs.

How does the bank of hours work?

You can choose the number of hours of support you require each month - whether that is 20 hours or 40 hours - to match your specific needs and goals. While we pre-plan the month's tasks based on agreed priorities, we remain flexible. If urgent priorities arise, we can adjust by moving lower-priority tasks to accommodate these needs, ensuring that your most critical objectives are always addressed.

What kind of advanced flows can you implement?

We specialize in creating advanced flows such as:

Subscription welcome and cancellation sequences.
Loyalty program communications, including points reminders and referral incentives.
Net Promoter Score (NPS) feedback loops.
Personalized product recommendations and more.

These flows are designed to enhance customer engagement and drive conversions.

How do you ensure the security and privacy of our customer data?

We adhere to strict data protection protocols and comply with all relevant regulations to safeguard your customer information. Our team is trained in best practices for data security, ensuring that your data remains confidential and secure.

How soon can we expect to see results from the monthly management services?

While some optimizations may yield immediate improvements, email marketing is a strategic, long-term endeavor. Typically, clients begin to see significant enhancements in engagement and conversion metrics within the first few months of consistent management.

Can you integrate other tools and platforms with Klaviyo?

Yes, we have extensive experience integrating Klaviyo with various third-party tools and platforms, including subscription services, loyalty programs, and review systems. These integrations enable a cohesive and efficient marketing ecosystem tailored to your business needs.