Klaviyo Lifecycle Flow Build
Eight to twelve behavioural flows: welcome, browse abandonment, cart and checkout recovery, post-purchase, replenishment, winback, VIP and back-in-stock, each branched by segment rather than sent flat.
Portland, OR
Klaviyo Email & SMS Marketing in Portland, OR
Lifecycle email and SMS for Portland brands whose retention problem is a silent cancel, not an unsubscribe.
Delivered remotely for brands across Portland and Oregon.
Grow · Portland
Why Portland brands come to us for this
- Pre-charge notices with real one-click skip, because a skipped shipment retains a customer a cancel does not
- Dunning and card-recovery flows treated as a revenue programme, not a Klaviyo default nobody opened
- Warranty registration, care sequences and resole prompts turning a two-year silence into an owned relationship
- Trade-in invitations and refurbished back-in-stock alerts that feed the resale programme with supply and demand
- List growth built on fit guides, drop access and warranty entry rather than a discount that trains waiting
Portland has two retention problems and they need opposite programmes. The consumables version is churn: a coffee or goods subscription that people join in thirty seconds and leave without ever replying to an email, usually somewhere around the fourth billing cycle. The durable version is the long gap — someone buys a pair of boots or a knife and has no legitimate reason to hear from you for two years unless you give them one. A single generic flow set serves neither.
For the subscription side the flows follow the billing cycle rather than the calendar. Pre-charge notice with a genuine one-click skip, a cadence check-in when consumption clearly does not match the schedule, a roast-date or freshness message that gives the shipment meaning, dunning that recovers the expired card before it becomes a cancellation, and a save flow that offers pause and swap ahead of any discount. Most of the churn we see in this category is a card and a rigid schedule, not a preference change.
For durable goods the programme is built out of ownership. Warranty registration capture, a care and maintenance sequence timed to the first season of real use, resole and repair prompts based on elapsed time, parts and accessory offers, a trade-in invitation when the product reaches the age where an upgrade is plausible, and a refurbished back-in-stock alert for people who wanted the range at a lower price. That turns a two-year silence into a relationship, and it feeds the resale programme with supply at the same time.
Local context
A list built on a repair promise behaves differently to one built on 10% off
Sign-up incentives here are worth thinking about, because the region's buyers are unusually responsive to substance and unusually cynical about discounts. A pop-up offering a fit and sizing guide, an early window on a small-run drop, or entry into the warranty and repair programme reliably brings in a better list than a blanket 10% — and it does not train your first-time buyer to wait for a code, which matters when your margin already carries domestic or short-run manufacturing. Segmentation then has to respect the same reality: RFM built on order value and recency so a person who has bought three times never sees the welcome offer, plus product-line segmentation because a wholesale buyer, a subscription member and a one-time gift purchaser are three different people who often share a mailing list. On SMS we stay deliberately quiet — Oregon buyers punish overuse fast — and reserve it for drop launches, back-in-stock on a size that sold out, and the pre-charge skip window where a text genuinely saves a cancellation. For clients shipping cider, wine or spirits, age and destination consent has to be reflected in the list as well as at checkout.
Scope
What Klaviyo Email & SMS includes
The same standard of work we run for every client — applied to a Portland brand’s realities.
Full service detailRFM Segment Architecture
Klaviyo segments built on recency, frequency and monetary value instead of open behaviour, so first-time buyers, loyalists and lapsing customers receive different messages and different offers.
Campaign Calendar
Three to five segmented sends a week, planned a month ahead against your promotional calendar, product drops and inventory position rather than improvised on a Tuesday.
SMS Programme
Compliant list growth, and SMS reserved for launches, back-in-stock and time-boxed offers. Two to four sends a month, because the fastest way to kill an SMS list is to overuse it.
Deliverability Management
SPF, DKIM and DMARC alignment, a dedicated sending domain, a sunset policy and list hygiene, monitored monthly so a reputation problem never becomes a revenue problem.
LTV & Owned Revenue Reporting
Klaviyo revenue as a percentage of total, split by flow and campaign, with revenue per recipient, cohort LTV and a view on what discounting is cannibalising.
Scoped and quoted for your Portland store
We do not work off a rate card. Every Portland engagement starts with a fixed statement of work — named deliverables, named dates, one number — written after we have looked at your store, not before. If a smaller first step would serve you better, we will say so.
Get this scopedHow it runs
From kickoff to results
Klaviyo Audit
Flow inventory, deliverability check, list health and integration review. We also surface the profile and event data Klaviyo already collects that nothing in the account currently uses.
Lifecycle Map
Every customer moment worth a message mapped against real purchase behaviour and repeat interval, then assigned to email, to SMS, or to nothing at all.
Build & Migrate
Flows built, designed and QA'd against live profile data, with legacy flows retired cleanly so nobody receives two versions of the same email in the same hour.
Campaign Cadence
Weekly segmented campaigns with tested subject lines, send times and offer structures. Every send has a hypothesis attached and a segment it was written for.
Optimise & Expand
Monthly flow A/B tests, quarterly lifecycle redesigns and continuous segment refinement as repeat intervals and buying patterns shift underneath you.
Proof
Klaviyo Email & SMS results
Anonymised under NDA. Figures pulled from the client’s own analytics.
Supplements (Subscription DTC)
~$4.2M/yr, 60% subscription revenue, 22 SKUs, US · Shopify Plus (Recharge, Klaviyo)
Monthly subscription churn hit 9.4% and the cancel flow was a single button on a hosted page nobody had touched in three years. Support processed 340 subscription changes a month by hand because customers could not do it themselves. The named constraint: no forced logins. The brand refused to gate account access behind a password reset, which ruled out every off-the-shelf portal.
9.4% → 6.1%monthly subscription churnheld for five consecutive months, not a single-month dip
+34%12-month customer LTV$187 to $251 on the subscriber cohort
19% → 38%of revenue from email + SMScategory benchmark for a healthy program is 25-40%
-71%subscription support tickets340/mo to 98/mo after the self-serve portal launched
Food & Beverage (Specialty Coffee)
~$3.1M/yr, 28 SKUs, subscription + one-time, US · Shopify (Klaviyo, Recharge)
A 14-day roast window meant every discount cut into a 41% gross margin that could not be rebuilt. First-order CAC was $52 against a $38 AOV, so the business only worked on the second order and 64% of customers never placed one. The named constraint: no discount deeper than 10%, ever, on any channel.
+8%conversion rate2.4% to 2.6%. The smallest number here and the least important one
$38 → $50average order value+32%, once the sampler replaced the single-bag entry offer
36% → 58%90-day repeat purchase ratethe metric the entire engagement was designed around
+$410kannualized contribution marginCAC fell 19% while AOV and repeat rate rose, at zero incremental discount cost
In their words
Clients on this work
Email 11% → 34% of revenue
“Email was 11% of revenue when we started. It's 34% now. They rebuilt the Klaviyo account from the ground up — half our flows had never been turned on and the segments were basically 'everyone' — and then we argued about send frequency for a solid month. I was convinced five a week would torch the list. Instead of just insisting, they ran it as a holdout. Unsub rate moved 0.09%. I lost the argument and I'm glad I did.”
Head of RetentionBeauty & skincare brand, ~$7M/yr · Austin, TX
Verified client, 2025FAQ
Klaviyo Email & SMS in Portland — your questions
Look at the mechanics before the messaging. In most roaster and consumables accounts we audit, a large share of what is recorded as a cancellation is a failed payment nobody recovered, and a large share of the rest is a schedule sending coffee faster than the household drinks it. So the first fixes are proper dunning with card-update prompts, a visible skip in the pre-charge email, and a cadence check-in that offers to change the interval rather than defending it. Save-flow discounts come last, because they cost margin on people who would have paused.
Things they want as an owner. Break-in and care guidance in the first weeks, a seasonal reproofing or conditioning reminder before the wet months, warranty registration if they skipped it, parts and laces, and a resole prompt timed to realistic wear. Later, a trade-in invitation and access to the refurbished range. None of it is a discount and all of it is useful, which is why it keeps an engaged profile alive long enough for the eventual second purchase or referral.
Klaviyo handles the messaging and segmentation; the billing lives in your subscription platform, and the two need to be integrated properly so club status, allocation and shipment contents are available as profile data. The compliance points to get right are age and destination — people in states you cannot ship to should not be receiving club offers, and that is a segmentation problem you can solve rather than a disclaimer at the bottom of the email.
Segment by evidence of interest rather than blasting everyone. Prior buyers of the line, browse-abandon on related products and explicit waitlist sign-ups get the early window; the wider list gets a single announcement. Waitlists are the important piece — a notify-me on a drop or a size gives you a segment with genuine intent and makes the sell-out productive rather than just frustrating. SMS is reserved for the moment the drop opens, and for nothing else that week.
Twenty-five to forty percent is the healthy band for most DTC brands. Consumables and subscription categories run higher; considered one-off purchases sit lower. If you are under 15%, the gap is almost always missing flows and unsegmented sending rather than the size of your list.
It is our default, because the Shopify integration goes deeper than anything else on the market: real order and browse events, native profile properties and predictive fields you can segment on directly. We also run Postscript and Attentive for SMS. If you are on Mailchimp or Omnisend we will usually recommend migrating, and we will run that migration.
The first four flows are live inside three weeks and start earning immediately, because they trigger off traffic you already have. The full lifecycle build takes six to eight weeks. Owned revenue share typically moves materially by month three.
Next step
Klaviyo Email & SMS for your Portland brand.
Thirty minutes with the strategist who would actually run your account. We screen-share your store, read your data live, and tell you the three highest-value things we can see from the outside.
Shopify or Shopify Plus stores doing $150k/mo or moreFounder, CEO or eCommerce lead on the callNo deck and no pitch — we open your store instead
Prefer to write it out? [email protected] gets a real reply the same business day, Mon-Fri, 9am-6pm MT.