Kicking Off Klaviyo
Discovery Call & Goal Setting
We begin with a comprehensive discovery call to understand your brand’s identity, goals, target audience, and overall email marketing objectives.
This step sets the foundation for a personalized Klaviyo setup that aligns with your business needs. You'll have the opportunity to share insights on your audience, brand voice, and any specific objectives or pain points related to your email marketing.
We'll then have a clear roadmap for a customised Klaviyo setup, covering list segmentation, flows, design elements and performance benchmarks.
Getting the Foundations Right
Integration & Setup
We'll support you in connecting Klaviyo to your Shopify store, ensuring a seamless data flow between platforms. During this stage, we also perform a comprehensive email list cleanse to remove inactive or unengaged subscribers, setting up a clean, optimised list for better deliverability and engagement rates.
Ultimately, you'll have a fully configured Klaivyo-Shopify integration and a cleanse email list ready for targeted campaigns.
Design and Build
Your Klaviyo Email Template
Our design team creates custom, on-brand email templates that reflect your brand identity while optimising for readability and engagement. This includes designs for key email types, such as promotional, transactional, and informational emails.
You'll receive up to two rounds of feedback to ensue every design element meets your expectations. Once approved, we move into build your new email template in Klaviyo.
You'll have a beautifully designed email template, that creates a branded off-site environment your customers recognise immediately to increase brand trust. And a resource that
Strategy, Design & Build
Klaviyo Sign Up Forms
Our team starts by analysing your site and audience to create a data-driven strategy for capturing new leads. By understanding your visitors’ behaviours and preferences, we develop optimised sign-up forms that encourage more visitors to join your email list. From strategy to design and build, you’ll have the opportunity to review and provide feedback, ensuring each form aligns with your brand’s vision and goals. Once approved, we implement these forms in Klaviyo, helping you turn site traffic into valuable subscribers.
Strategy & Content
Klaviyo Flows
Automate customer engagement with essential Klaviyo flows designed to build connections and increase conversions. Once your email template is approved and built in Klaviyo, we transition to developing strategies for your Core Flows. This includes key flows like the welcome series, abandoned cart reminders, and post-purchase follow-ups—each meticulously crafted to nurture relationships at crucial moments in the customer journey.
Before we begin creating content for each flow, we provide an in-depth Loom video walkthrough, guiding you through the strategy and logic behind every element. This video ensures you have full clarity on how each flow is designed to engage and convert. At each step, you’ll have the opportunity to review and approve, allowing us to build flows that are fully aligned with your brand’s objectives and customer expectations.
Elevate the Customer Experience
Advanced Flows
While core flows cover the essentials, many brands need advanced strategies to fully connect with their audience. At Blend, we recognise that each brand and audience is unique, and we craft advanced Klaviyo flows that go beyond the basics to meet your specific goals.
With Klaviyo’s robust integration capabilities, we develop sophisticated flows that respond to your audience's unique behaviours and preferences. This includes specialised flows such as subscription welcomes and cancellations, highly personalised email sequences using tools like Octane AI, and targeted loyalty flows to reward and engage your best customers. Our team will collaborate with you to strategise, create, and tailor content for each advanced flow, ensuring that every message speaks directly to your customers' needs and enhances their experience with your brand.
These advanced flows provide a deeper level of personalisation, enabling you to build stronger connections with your audience, increase customer lifetime value, and foster lasting brand loyalty.
QAQC | Testing | Go Live
Setting the Flows Live
Once all flows, campaigns, and templates are completed, they undergo a meticulous QAQC process to triple-check each element for accuracy, functionality, and brand alignment. No flow or campaign goes live without your explicit approval, giving you full control over every aspect of your email marketing.
Throughout this stage, our team maintains transparent communication so you’ll know exactly what’s happening at each step. We keep you informed on progress and timelines, ensuring you’re never left in the dark. When everything is ready, we seamlessly migrate your cleansed sending list into Klaviyo, making sure there’s no gap in your email marketing operations.
By the time we set your flows live, you can be confident that each element has been thoroughly vetted and Optimised, providing your customers with an exceptional off-site experience that guides them back to your store and supports your brand’s growth.
Video testimonials
What is your turnaround time for a Klaviyo setup?
This depends on what your Klaviyo account needs, what third-party apps are integrated into your Shopify store, and how quickly your team can provide feedback and/or sign off on tasks. We remain agile and are aware that certain things have higher priority than others. Should anything need to be reprioritized to meet a deadline, we are happy to do so. On average, setups can take 8-12 weeks for the Core Setup. An Advanced Setup, including subscription and/or loyalty flows, will increase this lead time to around 16 weeks.
Do you build out the sign-up forms?
Yes. We look at strategies for various forms with various targeting and behaviors before heading into the design and build. During our strategy process, we analyze your Shopify store, your audience, and the conversion funnel to make decisions on where forms are placed, how they’re triggered, and what type of content they should have to ensure we are capturing all that hard-earned traffic you’re driving to your store.
Do you build out the email template?
Yes. We create designs based on your website design, best practices, and CX to create a seamless journey from on-site to off-site. We also consider your industry and the elements you’ll need most. Your email template will contain a myriad of sections that you can use throughout your emails, making professional email creation quick and easy. You’ll also be provided a video on how to use the template and replace items as needed. All designs will be passed to you for approval before we begin the build within Klaviyo itself.
What if I have my own things I want to implement?
Great! Let us know what they are in our discovery call, and let’s see how they align with your goals and how we can get there.
How much is this going to cost me?
Well, that all depends on what you need. We can provide you with a shopping list of the support we can provide, and you can determine which flows you’d like us to prioritise for you. Generally, clients choose our core setup, which includes Email Templates, Sign Up Forms, and all our Core Flows (6). These prices start from £7,200 (ex VAT) or $9,375.
That seems expensive. I can get this cheaper elsewhere.
All our Klaviyo setups are customised to your specific needs, and we don’t follow a cookie-cutter approach. Our Strategists have a proven track record of driving Owned Revenue through Klaviyo email setups, and you’ll enjoy the ROI once the flows are live, capturing data and driving up Owned Revenue.
Can you help with setting up our DMARC?
Absolutely. You can provide us with temporary access to your domain hosting, and we can complete this task for you, or we can provide you with the DMARC records to be added to your DNS settings.
Can you help me migrate my email marketing lists?
Yes, we can. We will ensure you have the cleanest list possible before migration. Once you are ready to go ahead with migration and your Klaviyo side is set up, we’ll migrate your sending lists so that you can continue your email marketing on Klaviyo.
What if I just want exactly what I have in my current ESP moved into Klaviyo?
Our strategies and content have proven time and time again to drive engagement, increase conversions and revenue, and decrease bounce rates and unsubscribes. We don’t just create pretty emails. We create strategies that target your customers using advanced segmentation with personalized content at the right time to drive them back to your site. But if this is what you really, really want, let’s chat about what you need and how Blend can support you.
Can you set me up so my team can start running our Klaviyo themselves?
Absolutely. During our setup, we can provide full training videos to assist your team in using Klaviyo to your advantage.
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
