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Klaviyo Setup & Custom Projects

Klaviyo setup and custom projects help ecommerce brands build or improve integrations, flows and campaigns. Compare the project plans below.

Foundation

For brands that need a clean, reliable Klaviyo base built properly from the start.

Implementation3-4 weeks

SupportAdditional 4 weeks

  • Platform foundation
  • Technical setup
  • Customer acquisition
  • Core flow architecture
  • Campaign foundations
  • Support and monitoring
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Growth

For brands with Klaviyo needing stronger flows, campaigns, and retention systems.

Implementation4-6 weeks

SupportAdditional 4 weeks

  • Everything in Foundation
  • Expanded flow strategy
  • Campaign strategy
  • Campaign growth
  • Segmentation

Custom Scale

For brands with custom needs, migrations, deliverability issues or custom developments.

ImplementationCustom roadmap

SupportCustom Support

  • Custom Project Scope
  • Custom Flow Development
  • Custom Campaigns
  • Email Platform Migration
  • Custom Integrations
  • Custom Issue Resolution

Deliverable 01

Platform Foundations

  • Full Klaviyo account setup and proper configuration
  • Account structure aligned with best practices
  • Enable all necessary functionality on the Klaviyo backend
  • Proper Smart Sending, attribution window and identity setup

Outcome: A fully configured Klaviyo account, properly set up and following best practices.

Deliverable 02

Technical Setup

  • Email sending setup, DNS records and domain authentication
  • SPF, DKIM, DMARC, BIMI and domain authentication setup
  • Ecommerce platform integration and full data sync
  • Website tracking installation and event tracking validation

Outcome: Configured DNS, domain authentication, integrations, tracking and data sync.

Deliverable 03

Customer Acquisition

  • Market, industry and competitor analysis
  • Brand tone, voice and communication style review
  • Signup form type, incentive strategy and development
  • Audience targeting, trigger timing and frequency setup

Outcome: A high-performing signup form built to grow qualified email and SMS subscribers.

Deliverable 04

Core Flow Architecture

  • Competitor email structure, brand tone and communication style
  • A brand-aligned email template built with best practices
  • Welcome, Post Purchase, Browse, Cart and Checkout flows
  • Trigger, filter, delay, eligibility, audience and logic setup

Outcome: Strategically built the 5 core flows and a branded flow email template following best practices.

Deliverable 05

Campaign Foundations

  • Competitor campaign structure analysis
  • 1 email template for promotional EDMs
  • An email template correctly structured for promos
  • A brand-aligned email template built with best practices

Outcome: A campaign structure built for engagement and conversion for promotional EDMs.

Deliverable 06

Support & Monitoring

  • Extra 4 weeks of monitoring and support after implementation
  • Support with implemented work and any related questions
  • Practical guidance on managing EDM, flows and Forms
  • Deliverability best-practice guidance

Outcome: Support and monitoring to protect performance, resolve issues early and build business confidence.

Deliverable 07

Expansion Flows

  • Strategy and planning for additional flow opportunities
  • Review of customer journey gaps beyond the core flows
  • Winback, Sunset, Repeat Purchase and Back in Stock Flows
  • Trigger, filter, delay, eligibility, audience and logic setup

Outcome: Additional flows built to improve retention, repeat purchases and revenue beyond the core flows.

Deliverable 08

Campaign Strategy

  • Industry and competitor analysis to inform campaign direction
  • Email and SMS Campaign strategy aligned with business goals
  • Key commercial dates, seasonal opportunities and promotions
  • Campaign calendar planning for the next 3 months

Outcome: A clear campaign strategy designed to improve planning, targeting, engagement and revenue.

Deliverable 09

Campaign Growth

  • Educational and Text-Based email templates
  • 3 EDMs covering promo, educational, text-based and campaigns
  • SMS campaign for promo remind purpose
  • Subject lines, preview text, and settings for each campaign.

Outcome: A complex campaign structure for promotional, educational, text-based and SMS campaign execution.

Deliverable 10

Segmentation

  • Audience structure based on user behaviour and engagement
  • Special segments for VIPs, newbies and recent purchasers
  • Engagement-based segments for email and SMS targeting
  • Exclusion segments to protect deliverability

Outcome: A set of segments built to support campaign targeting and exclusions across email and SMS.

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Klaviyo Projects Built Around Clear Winning Priorities

Klaviyo projects are for brands that need specific work delivered, such as flow builds, flow rebuilds, campaign templates, signup forms, segmentation, technical setup, integrations, migrations or account improvements. Each project is scoped around the work that will have the biggest impact on customer journeys and revenue.

Supporting brands in Australia, New Zealand, USA, Canada and Europe.

Common Klaviyo Questions

Which Klaviyo service should I choose?

Choose Klaviyo Audit when you need clarity, Klaviyo Projects when you need specific implementation work delivered, or Klaviyo Support when you need regular strategy, optimisation and execution.

Do you help with flows and campaigns?

Yes. Klaviyo King helps with strategy, segmentation, copy, design direction, build, testing, reporting and optimisation for flows and campaigns.

Do you work with brands outside Australia?

Yes. Klaviyo King works with ecommerce and SaaS brands across Australia, New Zealand, the United States, Canada, the United Kingdom and Europe.

Do you work with brands in Auckland and New Zealand?

Yes. Klaviyo King supports New Zealand and Auckland brands remotely across Klaviyo audits, setup, flows, campaigns, segmentation, deliverability and ongoing optimisation.

Do you work with brands in Melbourne, Sydney and Brisbane?

Yes. Klaviyo King works with Australian brands across Melbourne, Sydney, Brisbane and other locations, as well as international ecommerce and SaaS brands.

Are you a Klaviyo agency or a specialist consultant?

Klaviyo King is a founder-led Klaviyo consultancy and specialist alternative to a traditional agency, with strategy and implementation led directly by Rod Sicone.

Take Your Klaviyo to The Next Level

Get in touch for a Klaviyo account audit, custom project, or ongoing support and optimisation across flows, campaigns, segmentation, deliverability, and attributed revenue.

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