Klaviyo consulting

Every part of Klaviyo, set up to earn its cost.

Most brands pay for Klaviyo and use a third of it. I consult on how you use the whole platform: which products you should be on, how they should be configured for your customer base, and whether each one is paying for itself. Klaviyo's own product team calls me a power user; I've run it from 10,000 profiles to nine million.

What I consult on, product by product.

The left column is Klaviyo's product. The right is what I do with it.

Email

Campaigns and flows on the unified profile.

Flow architecture by lifecycle stage, segment-specific messaging, deliverability and warmup, the testing cadence that moves revenue.

SMS and RCS

Text messaging, including rich RCS.

Consent capture that holds up, SMS built into the email journeys rather than bolted on, and the measurement to know what it adds.

WhatsApp

Conversational messaging inside the same flows.

Where it belongs in the journey for your market, and where it would only add cost.

Mobile push

App notifications tied to behaviour.

Integrated with email and SMS so a customer gets one coherent sequence, not three competing ones.

Reviews

Collection and display of customer reviews.

Timing inside post-purchase, incentives that don't poison the sample, and reviews fed back into segmentation.

Klaviyo Service: Customer Agent, Helpdesk, Customer Hub

Support that resolves and sells, on the same customer data.

I was an early beta partner for Klaviyo Service. Setup, knowledge, guardrails, and the handoffs between the agent and your team.

Klaviyo AI: Composer and Marketing Agent

Audit and create flows and campaigns from a prompt.

Where the AI output is good enough to ship, where it needs a human, and how to review what it generates against your numbers.

Klaviyo Data Platform and Advanced CDP

Behavioural, transactional and engagement data unified in real time.

Data model and event design, identity resolution, custom metrics and the RFM configuration that matches your actual customer base instead of equal thirds.

Segmentation and personalization

Groups by behaviour and attributes; content that adapts to them.

A tier model tied to order count and lifetime value, zero-party data captured at signup, and dynamic content that uses it.

Klaviyo Analytics

Performance across channels, attributed value, deliverability.

Reading attributed revenue honestly, reconciling it to the store's orders, and running holdouts before scaling anything.

Forms and on-site

Signup forms, web content blocks, on-site personalization.

Signup that captures what the flows need, and web blocks that continue the email conversation on the site.

Integrations and migrations

350+ integrations, APIs, and moving in from another platform.

Shopify, BigCommerce, custom SFTP imports, app tracking, and full platform migrations at scale, including nine million profiles during peak Q4.

How a utilization review works.

1. 1

   Map what you pay for against what you use

   Every product, every flow, every segment, every integration, scored on whether it is live, measured and earning.

2. 2

   Reconcile the numbers

   Klaviyo's attributed revenue next to the store's own orders, so the review is built on what happened.

3. 3

   The order to fix it in

   A roadmap ranked by revenue at stake, with what each change is worth, what it costs, and who does it.

What Klaviyo says.