Klaviyo Audit Services
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The Fragrance Shop
Industry: Fragrance & Beauty eCommerce
Project
Long-term Klaviyo partner providing ongoing strategy, automations, segmentation, campaign management, and retention marketing for a growing fragrance eCommerce brand.
Comprehensive Klaviyo account audit, customer lifecycle strategy, flow planning, segmentation recommendations, deliverability review, popup optimization, and visual messaging strategy for a growing fragrance brand.
What I analyzed
- Shopify and Klaviyo integration
- Deliverability setup and sending infrastructure
- Existing flows and automations
- Popup performance and lead capture
- Email templates and mobile optimization
- Customer lifecycle opportunities
- Segmentation and retention strategy
- Brand messaging and creative direction
Key Recommendations
- Rebuild Welcome Series for new subscribers
- Improve Abandoned Cart and Browse Abandonment flows
- Create advanced Post-Purchase journeys based on customer order count
- Implement Repeat Purchase, VIP, Birthday, Review Request, Back in Stock, Winback, and Sunset flows
- Improve popup conversion strategy
- Build fragrance preference segmentation
- Redesign email templates for better mobile performance
- Develop luxury-focused visual and emotional messaging strategy
Outcome
Delivered a complete Klaviyo growth roadmap covering acquisition, retention, customer lifecycle automation, deliverability, segmentation, creative direction, and long-term revenue optimization.
Cabinfield
Industry: Home & Furniture / Custom Furniture
Project
Ongoing Klaviyo management focused on customer lifecycle automation, segmentation, browse abandonment optimization, and retention marketing for a premium furniture brand.
Klaviyo analysis, recommendations, and strategic assessment for Cabinfield, focused on improving existing flows, SMS collection, pop-ups, segmentation, campaigns, and reporting.
What I analyzed
- Existing Klaviyo flows
- Email template design
- Pop-up behavior and lead capture
- SMS marketing opportunities
- Campaign strategy
- Segmentation
- Reporting setup
- Klaviyo integration and tracking
Key recommendations
- Improve email templates to better match the website and brand visuals
- Redesign the pop-up and add SMS collection
- Optimize Welcome, Abandoned Cart, and Winback flows
- Add SMS messages into key flows
- Create Post-Purchase, Browse Abandonment, Back-in-Stock, Birthday, Review/Cross-Sell, and Sunset flows
- Build engaged, VIP, purchase behavior, viewing history, and signup-source segments
- Set up UTM tracking and improve reporting through Klaviyo and Google Analytics
Outcome
Provided a clear Klaviyo growth roadmap covering lifecycle automation, SMS, segmentation, campaign planning, A/B testing, reporting, and long-term account optimization.
Trollbeads Canada
Industry: Jewelry & Lifestyle eCommerce
Project
Managed Klaviyo flows and high-performing email campaigns for a premium jewelry brand, supporting seasonal promotions, customer retention, and repeat purchases.
Complete Klaviyo flow setup and campaign management for Trollbeads Canada, focused on customer retention, seasonal promotions, product storytelling, and ongoing email revenue growth.
Scope of Work
- Klaviyo flow setup
- Welcome Series
- Abandoned Cart
- Browse Abandonment
- Post-Purchase flows
- Customer segmentation
- Custom campaign design
- Product storytelling emails
- Seasonal promotions
- Holiday campaigns
- Ongoing campaign optimization
Key Initiatives
- Jewelry collection campaigns
- Gift-focused campaigns
- Seasonal launches
- Holiday promotions
- Customer retention emails
- Product education and storytelling
- Campaign design aligned with the brand’s visual identity
Outcome
Built and managed Klaviyo automations and high-performing campaigns for a premium jewelry brand, supporting customer engagement, repeat purchases, and seasonal revenue growth.
Scotch Bonnet NYC
Industry: Children's Apparel / Premium Outerwear
Project
Long-term Klaviyo email marketing management and retention strategy for a premium children's outerwear brand. Ongoing collaboration since 2021 covering automations, campaigns, segmentation, promotions, and customer retention.
Scope of Work
- Klaviyo account management
- Email marketing strategy
- Custom branded email templates
- Welcome Series
- Abandoned Cart
- Browse Abandonment
- Customer Segmentation
- Campaign Planning
- Seasonal Promotions
- Customer Retention Programs
- Ongoing optimization and support
Key Initiatives
- Back-to-School campaigns
- Fall and Winter collection launches
- Holiday campaigns
- Black Friday & Cyber Monday promotions
- Christmas campaigns
- Customer retention and re-engagement programs
- VIP customer communication
- Product launch campaigns
Outcome
Provided ongoing Klaviyo strategy, automation management, campaign execution, and customer retention support over multiple years, helping maintain consistent communication with customers and support seasonal revenue growth.
Juice Detox Italy
Industry: Health & Wellness / Nutrition
Project
Performed a comprehensive Klaviyo audit and retention strategy review, identifying automation gaps, flow improvements, and customer lifecycle opportunities. The goal was to identify missed revenue opportunities and improve the overall retention strategy.
What I analyzed
- Welcome Series
- Abandoned Cart automation
- Existing flow structure and filters
- Pop-ups and lead capture
- Browse Abandonment opportunities
- Segmentation and tagging structure
- Email design and content
- Customer lifecycle coverage
Key findings
- Critical flow filters were preventing large numbers of customers from receiving emails.
- Browse Abandonment automation was missing.
- Several important retention flows had not been implemented.
- Existing flow emails lacked strong product education and engagement elements.
- Pop-up strategy and lead capture opportunities were underutilized.
Recommendations
- Optimize Welcome Series with stronger product education and brand storytelling.
- Redesign pop-ups and improve lead generation.
- Fix flow logic and remove unnecessary restrictions.
- Implement Browse Abandonment.
- Create Post-Purchase, Winback, Loyalty, VIP, Birthday, Review Request, and Cross-Sell flows.
- Improve email design and customer journey strategy.
- Expand segmentation and preference management.
Outcome
Delivered a complete Klaviyo optimization roadmap focused on recovering lost automation revenue, improving customer engagement, and building a scalable retention marketing system.
Flatbike
Industry: eCommerce / Cycling / Outdoor Products
Project
Managed the migration from ActiveCampaign to Klaviyo during a full website relaunch and WooCommerce transition. The project included data migration, form migration, flow architecture, segmentation strategy, lifecycle automation planning, and customer journey optimization.
Scope of Work
- ActiveCampaign → Klaviyo migration
- WooCommerce integration
- Customer and subscriber migration
- Flow architecture planning
- Signup form migration
- Customer journey mapping
- Lifecycle marketing strategy
- Segmentation and personalization framework
- Website relaunch email readiness review
Key Recommendations
- Create separate journeys for customers and non-customers
- Build post-purchase product-specific automations
- Implement Browse Abandonment and Winback flows
- Improve signup forms and data collection strategy
- Segment customers based on purchased products and interests
- Replace disconnected website forms with Klaviyo-native forms
- Build VIP and loyalty-based customer experiences
- Optimize abandoned cart recovery based on cart value
Outcome
Successfully migrated customer data, automations, and signup infrastructure to Klaviyo while supporting a major website relaunch. Developed a scalable lifecycle marketing framework designed to improve customer retention, personalization, and long-term revenue growth.
Accordion Table
Industry: Furniture / Home & Living
Project
Klaviyo setup strategy and lifecycle marketing plan for an upcoming eCommerce relaunch focused on a premium, high-ticket product.
Scope of work
- Klaviyo account architecture
- Deliverability recommendations
- Lifecycle flow planning
- Segmentation strategy
- Campaign roadmap
- Relaunch email marketing strategy
Recommended setup
- Welcome Series
- Abandoned Checkout
- Browse Abandonment
- Product Education Flow
- Post-Purchase Flow
- Review Request Flow
- Referral Program Flow
- Re-engagement / Sunset Flow
Segmentation strategy
- Engaged Subscribers
- Customers
- Recent Buyers
- Prospects
- High-Intent Visitors
- Unengaged Subscribers
- Deliverability monitoring segments
Outcome
Created a complete Klaviyo implementation roadmap designed to support website relaunch traffic, improve conversion rates, and build a scalable customer retention system.
Just For Kix Group
Industry: Dance Apparel, Education & Events
Project
Developed a comprehensive Klaviyo migration, account architecture, segmentation, and lifecycle marketing strategy for the Just For Kix Group, including Just For Kix, The Teehive, and Move U brands.
Scope of Work
- Klaviyo migration planning
- Shopify integration strategy
- Deliverability setup (SPF, DKIM, DMARC)
- Segmentation framework
- Customer lifecycle architecture
- Multi-brand retention strategy
- Campaign planning and automation roadmap
Key Recommendations
- Separate customer journeys for parents, dancers, studios, and team coordinators
- Build Welcome, Browse Abandonment, Abandoned Cart, Post-Purchase, Review Request, Birthday, Winback, and Repeat Purchase flows
- Implement enrollment and competition reminder automations
- Create B2B quote nurture and reorder flows for The Teehive
- Consolidate Move U contacts and customer journeys into The Teehive ecosystem
- Develop geographic and behavior-based segmentation strategies
Outcome
Created a complete migration and retention marketing roadmap designed to support eCommerce sales, dance class enrollment, competition participation, and B2B custom apparel growth across multiple brands and customer types.
Hunnee
Industry: Health & Wellness / Functional Nutrition
Project
Klaviyo account review, lifecycle marketing analysis, flow optimization strategy, and campaign planning recommendations for a fast-growing wellness brand.
What I analyzed
- Email structure and deliverability
- Welcome flow performance
- Abandoned Cart automation
- Browse Abandonment flow
- Post-Purchase lifecycle
- Campaign engagement metrics
- Template structure and user experience
Key recommendations
- Transition from image-heavy emails to a balanced text-and-image structure
- Expand Welcome Series to 3–5 emails
- Improve Abandoned Cart and Browse Abandonment flows
- Build stronger Post-Purchase customer journeys
- Increase campaign engagement through clearer messaging and CTA placement
- Implement monthly campaign planning and content strategy
Outcome
Delivered a complete optimization roadmap focused on improving deliverability, engagement, customer retention, and long-term Klaviyo revenue performance.
ANAAKA
Industry: Skincare & Haircare / Clean Beauty
Project
Developed a complete Klaviyo retention strategy and customer lifecycle framework for a premium halal-certified skincare and haircare brand focused on repeat purchases, education, and long-term customer retention.
What I analyzed
- Customer buying behavior
- Product replenishment cycles
- Customer retention opportunities
- Deliverability requirements
- Segmentation strategy
- Popup conversion strategy
- Lifecycle marketing architecture
- Email template structure
- Customer education opportunities
Key Recommendations
- Build a conversion-focused Welcome Series
- Create Replenishment flows based on product usage cycles
- Develop Post-Purchase education journeys
- Separate skincare and haircare customer segments
- Implement Browse Abandonment, Abandoned Cart, and Checkout flows
- Create VIP, Birthday, Winback, Back-in-Stock, and Sunset automations
- Improve deliverability through SPF, DKIM, DMARC, and dedicated sending domains
- Use educational content and product routines to drive repeat purchases
Outcome
Created a complete Klaviyo strategy focused on first-purchase conversion, repeat purchase growth, customer education, retention marketing, segmentation, and long-term account scalability.
HydraCelt
Industry: Health, Fitness & Sports Nutrition
Project
Developed a complete Klaviyo email marketing and customer retention strategy for HydraCelt, a startup hydration and performance beverage brand preparing for product launch. The project focused on customer acquisition, lifecycle marketing, retention, and launch planning.
Scope of Work
- Customer journey strategy
- Klaviyo implementation roadmap
- Email flow architecture
- Launch campaign planning
- Customer segmentation framework
- Deliverability recommendations
- Popup and lead generation strategy
- Loyalty and retention planning
Key Recommendations
- Create Welcome, Post-Purchase, Abandoned Cart, Browse Abandonment, Winback, VIP, Birthday, Back-in-Stock, Refill, Review Request, and Sunset flows.
- Develop personalized messaging for athletes, professionals, outdoor enthusiasts, and active lifestyle consumers.
- Implement SMS and email lead capture.
- Build customer loyalty and replenishment strategies.
- Develop launch campaigns, educational content, testimonials, seasonal campaigns, and VIP programs.
- Create a branded customer experience aligned with HydraCelt's "Go Harder, Go Further" positioning.
Outcome
Created a complete Klaviyo launch and retention strategy designed to support customer acquisition, product education, repeat purchases, and long-term customer loyalty for a high-growth FMCG startup.