At this point, you're likely wrapping up your Klaviyo Sales Certificate
You’ve learned how to prospect, uncover pain, pitch a solution, and demo the value of Klaviyo’s B2C CRM. Now it’s time to deliver. This lesson is your bridge from strategy to execution. It walks through 6 practical steps you can take to evolve your services, whether you're repositioning what you already do or expanding into full-service CRM retainers.
You don’t need to reinvent your business. You just need to take the next right step.
6 steps to evolve into B2C CRM services:
Step 1: Reframe your services as lifecycle solutions
Remember, B2C CRM is not a new Klaviyo product, it's a change in how we communicate what we do. Most agencies are already doing parts of B2C CRM work, they’re just calling it something else.
Why it matters: Clients don’t ask for “CRM.” They ask for results: retention, re-engagement, loyalty. Agencies positioned around the customer lifecycle become strategic partners, not execution arms.
How to do it:
- Update your website and pitch deck to focus on lifecycle outcomes (e.g. “retention strategy” > “flows and emails”).
- Rename services to match CRM language: segmentation, journey mapping, analytics reviews.
Ask yourself: What’s one deliverable I’m already doing that I can rename as a strategic lifecycle service?
Step 2: Continue to practice the Klaviyo B2C CRM narrative
Set the stage: If you're going to sell higher-value services, you need a story that elevates your offer.
Why it matters: Many clients still see Klaviyo as “email and SMS.” Framing it as a full B2C CRM, one that unifies data, messaging, and measurement, helps justify more strategic work and pricing.
How to do it:
- Use phrases like “customer data + engagement platform,” not “ESP.”
- Show how Marketing Analytics, Profiles, and Customer Hub work together.
Agency tip: Practice a 30-second version of this narrative to your colleagues (or spouse, or dog). You can even borrow from the demo frameworks earlier in this certificate.
Step 3: Pitch your services through a CRM lens
Set the stage: You've uncovered business pain. Now you need to align your offer to it, not just by channel, but by outcome.
Why it matters: Most clients don’t realize they need a new service, they just know their results are stuck. Your job is to connect the dots between pain and solution.
How to do it:
- Use the B2C CRM audit guide to identify gaps (e.g. no churn strategy, no unified customer view).
- Match each pain point to a CRM-aligned service (e.g. VIP segmentation, advanced reporting, Customer Hub).
Client prompt example:
“You mentioned repeat purchases are down. That points to a lifecycle gap. I'd recommend we launch a churn-prevention flow, then build segments to monitor drop-off.”
Step 4: Get support from your Klaviyo Partner Account Manager
Why it matters: Scaling your B2C CRM services doesn’t have to be overwhelming when you have direct support.
How to do it:
Schedule an account mapping session to align your agency’s 2025 strategy with high value opportunities.
Step 5: Prepare for execution
Set the stage: We know you just took a sales certificate, and may be wondering what execution looks like. Being able to outline your service offerings in detail will help you close more deals. You can also leverage validated use cases to demonstrate impact to clients.
How to do it:
- Access our B2C CRM partner toolkit.
- Attend an upcomingUnlock New Revenue with Klaviyo’s B2C CRM live session.
Step 6: Offer a new Klaviyo service to an existing client
Why it matters: Expanding your services doesn’t have to be all or nothing. If you have a strong client relationship, this is a great chance to introduce a new service in a low-risk setting. For example, a cautious email client asking about SMS or a brand seeing success with their channel marketing may be ready to grow their ROI with more robust analytics. These opportunities allow you to experiment, refine your approach, and build a structured onboarding plan for future clients.
How to do it:
- Brush up on our newer product suites like Marketing Analytics or Customer Hub.
- Schedule an account mapping session with your partner manager to identify the right client for this opportunity.
- Submit a leadin the Partner Portal.