Klaviyo

Klaviyo is a powerful email marketing platform that combines customer data with intelligent automation to create personalised campaigns.

Klaviyo – Email Marketing That Converts

How Klaviyo Works: Klaviyo integrates with your e-commerce platform to track customer behaviour and purchase history. It uses this data to create highly targeted email campaigns, automated flows, and personalised product recommendations that drive sales and customer loyalty.

Why It Matters: Email marketing delivers the highest ROI of any digital channel, and Klaviyo's data-driven approach ensures your messages reach the right people at the right time. Perfect for e-commerce businesses looking to maximise revenue from their email list.

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FAQs

Some top answers to your top questions.

What tools and platforms do you use for funnel management?
We use a range of industry-leading tools, including website builders (like Webflow), CRM systems, email marketing platforms, analytics suites, and ad managers. The exact stack depends on your needs, but we always choose solutions that integrate seamlessly and scale with your business.
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Can Zapier handle complex multi-step marketing workflows?

Yes, Zapier can manage sophisticated multi-step workflows using paths, filters, and conditional logic to create comprehensive marketing automation sequences.

Advanced workflow capabilities include:

  • Conditional paths based on data values or user behavior
  • Multi-app sequences with data transformation
  • Delay and scheduling functions for timed sequences
  • Lookup tables for data enrichment and personalization
  • Error handling and retry mechanisms
  • Integration with webhooks for custom functionality

We design complex workflows that integrate with Google Sheets for data processing and CRM systems for comprehensive lead nurturing automation.

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What CRM platforms do you recommend and why?

We work with leading CRM platforms like HubSpot, Salesforce, Klaviyo, and ActiveCampaign. The best choice depends on your business size, goals, and budget. We’ll recommend the platform that integrates seamlessly with your existing tools and supports your growth.

It's vital that the forms you use are flexible and that data can pass seamlessly between forms and your CRM, if that works, then we can tell you exactly where you leads have come from.

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How do you set up and customise a CRM for my business?

We start by understanding your sales process, customer journey, and business goals. Then, we configure the CRM to match your workflow, set up automations, and integrate it with your website and marketing tools. Every business (in our opinion) needs a source of truth and we think your CRM should be yours.

Training and support are included, so your team can hit the ground running.

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How do you ensure data security and compliance in CRM management?
We use secure, GDPR-compliant CRM platforms and implement best practices for data protection. This includes access controls, encryption, and regular audits. We also help you set up consent management and privacy policies, so your business stays compliant and your customers’ data is safe.
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How do I know if my business needs a CRM system?
If you’re struggling to keep track of leads, missing follow-ups, or using spreadsheets to manage customer data, it’s time for a CRM. Even small businesses benefit from a CRM system, as it streamlines communication, improves sales processes, and provides valuable insights. We’ll help you choose and implement the right CRM for your needs.
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How do you measure the success of CRM and email management?

We track metrics like lead response time, conversion rates, email open and click rates, and customer retention. Regular reports show how your CRM and email journeys are performing, with recommendations for ongoing improvement.

We want to turn your CRM into a source of truth, somewhere where you can see user behaviour at work.

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What types of email journeys can you automate with CRM management?

Some CRMs allow youto automate emails, others require you to use a separate email platform. With the CRMs we recommend, you can automate welcome emails, lead nurturing sequences, follow-ups, re-engagement campaigns, and more.

Automated journeys ensure timely, relevant communication with your audience, increasing engagement and conversions.

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How do you measure ROI and attribution from Klaviyo email campaigns?

Klaviyo provides comprehensive attribution reporting that tracks email's impact on revenue, making it easy to measure ROI through revenue attribution, customer lifetime value tracking, and conversion analysis across multiple touchpoints.

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How do you migrate from other email platforms to Klaviyo?

Migrating to Klaviyo requires careful planning to preserve email list quality, maintain deliverability, and set up advanced features including data export, domain authentication, template recreation, and automated flow building for maximum marketing potential.

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