Klaviyo audit and TCPA compliance review
Full audit of existing Klaviyo account: flow coverage, segmentation structure, sender reputation, list health, and SMS compliance. TCPA audit of SMS opt-in mechanism. Consent documentation review. Remediation plan for non-compliant SMS collection, including re-consent campaign design for existing list if needed.
Abandoned cart flow rebuild (multi-step, value-tiered)
SMS step at 30 minutes for SMS opt-ins (TCPA-compliant). Email 1 at 1 hour. Email 2 at 24 hours. Email 3 at 72 hours. Email 4 ("last chance") at 7 days for carts above a set value threshold. Conditional discount logic: discount offered only at Email 3 or 4, only for carts above a minimum value, only for subscribers who have not already received a discount in the current window. Browse abandonment extension: triggered for subscribers who view the abandoned product page again after Email 3 without purchasing.
Welcome series (5-email sequence)
US consumer-optimised. Email 1: brand introduction with value proposition statement. Email 2: product range with social proof. Email 3: first-purchase incentive (discount or free shipping offer) — withheld until Email 3 to avoid training subscribers to wait for the offer. Email 4: brand story or editorial content for non-purchasers. Email 5: last chance reminder at 14 days for non-purchasers.
Post-purchase upsell flow
Order confirmation (marketing version, separate from Shopify transactional email). Product usage guide at day 3. Review request at day 14. Cross-sell recommendation at day 30, built on product category logic from Shopify purchase data. Replenishment prompt at day 60 for consumable product categories.
VIP segment build and VIP programme design
VIP segment criteria defined based on client's LTV distribution: typically top 10-15% by spend, minimum 2 purchases, purchased within 12 months. VIP-specific flow: early access emails before public sales, exclusive product previews, loyalty recognition messaging. Separate campaign cadence for VIP segment with higher frequency and higher content quality threshold. VIP win-back flow at 90 days of no purchase — no immediate discount, recognition-led re-engagement.
Win-back flow
90-day trigger for non-VIP lapsed buyers. Three-email sequence. Email 1: re-engagement without discount. Email 2: social proof and new arrivals. Email 3: conditional discount for segments above a minimum historical order value. Sunset flow for subscribers who do not engage in the win-back sequence — suppressed from further campaign sends before they damage sender reputation.
Browse abandonment flow
Two-email sequence for subscribers who view a product page without adding to cart. Product-specific content, related items, and urgency signals (low stock, trending) where applicable.
SMS programme (TCPA-compliant build)
New SMS opt-in form with explicit TCPA consent language, separate from email opt-in. Double opt-in confirmation message. SMS flows: abandoned cart (30-minute step, before email sequence), shipping updates (transactional), post-purchase review request at day 14. SMS campaign cadence: maximum 2-4 sends per month to active SMS subscribers, frequency reduced for subscribers with low SMS engagement.
List segmentation
Active subscribers (opened or clicked in 90 days), active buyers (purchased in 90 days), first-time buyers, repeat buyers, VIP (LTV threshold), high-risk deliverability (no opens in 180 days), sunset candidates (no opens in 270 days). Campaign suppression applied to sunset segment.
Campaign strategy and calendar
Monthly campaign plan with US retail calendar: Black Friday / Cyber Monday (with early-access VIP sends), Back to School, Valentine's Day, Mother's Day, Father's Day, Labor Day, Independence Day sale period. Campaign frequency by segment: VIP receives higher frequency; unengaged receives lower frequency or is suppressed.
A/B testing programme
Systematic testing of subject lines, preview text, send times, and discount threshold logic across welcome series, abandoned cart, and campaign sends. Monthly results review with winning variants set as new defaults.
Deliverability management
Monthly sender reputation review: bounce rate, complaint rate, open rate by domain (Gmail, Yahoo, Outlook). Unengaged subscriber suppression on a 90-180 day rolling window. Domain warm-up protocol for any new sending domains. IP warm-up if moving to a dedicated IP.