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.
Washington organisations already have the list — what they lack is a system that knows the difference between a member, a donor, a visitor and a customer.
Delivered remotely for brands across Washington and District of Columbia.
The retention problem here is almost never list size. Associations, museums and universities in this city have enormous contact databases. The problem is that everyone in them receives roughly the same thing, sent by whichever department got to the calendar first, from a domain three other teams also send on. A member who renewed last week gets the join offer. A donor gets a merchandise blast. A visitor who bought a catalogue in April never hears about the next exhibition.
So the build starts with identity, not campaigns. Member versus non-member, lapsed versus current, donor versus purchaser, one-time visitor versus local repeat. Those distinctions come from real data — order history, dues status synced from the membership system, POS purchases from the gift shop register — and they decide who gets what. RFM segmentation on top of that stops a three-time buyer receiving the welcome discount, which in an institutional context is not just wasteful but faintly insulting.
Then the flows that fit this market: renewal approach and lapse winback, post-visit sequences for people who bought in person, exhibition-open and closing-soon announcements, conference and annual meeting pre-and-post sequences, replenishment for consumable merchandise, and back-in-stock for limited exhibition runs. SMS is reserved for the two or three moments a phone buzz is defensible — a closing weekend, a restock, an event day — because an institutional audience is unusually quick to treat over-texting as a breach of trust.
Deliverability is the quiet crisis in Washington institutions, and it is structural. Membership, development, programmes, press and the shop often all send from the same organisational domain, sometimes through different platforms, with no shared sunset policy and no view of overall frequency. One team's unsegmented blast damages a reputation everyone else depends on, and the shop — usually the smallest sender — pays for it first. We set up a dedicated sending subdomain with SPF, DKIM and DMARC aligned, agree a frequency and suppression protocol with the other teams rather than around them, and monitor reputation monthly. We also plan the calendar against the real institutional year: annual meeting, exhibition openings, the September fiscal close and renewal cycles, which is a completely different rhythm from a retail promotional calendar.
The same standard of work we run for every client — applied to a Washington brand’s realities.
Full service detailEight 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.
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.
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.
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.
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.
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.
We do not work off a rate card. Every Washington 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 scopedFlow 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.
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.
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.
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.
Monthly flow A/B tests, quarterly lifecycle redesigns and continuous segment refinement as repeat intervals and buying patterns shift underneath you.
Anonymised under NDA. Figures pulled from the client’s own analytics.
~$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.
~$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.
“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.”
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.
Prefer to write it out? [email protected] gets a real reply the same business day, Mon-Fri, 9am-6pm MT.