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    Perfect the Klaviyo B2C CRM pitch

    Course overview
    Quick Guide
    12 min read

    Position Klaviyo Marketing

    Marketing has been a core part of the Klaviyo product suite since day 1. Let’s discuss how to pitch the true power of unifying your channel-specific marketing (email, text messages, mobile push, etc.) to your prospective client and debunk any misconceptions they may have.

    Demo Klaviyo Marketing for a client

    Use Klaviyo to power your clients' marketing in 1 unified strategy. What better way to prove the potential impact than to walk through the tool itself?

    Let’s demonstrate how Klaviyo’s marketing toolset can transform your client’s current strategy, walking through the following tools in detail: email, SMS, forms, segments, campaigns, flows, mobile app marketing, and reviews.

    Harness the power of marketing personalization and automation

    Now that you know how to position Klaviyo as a core marketing tool, your client may then ask: how does this work in the real world? Let’s run through a few prominent case studies from real brands that have leveraged Klaviyo Marketing to grow their businesses.

    Increase your client’s revenue

    Nomad, an electronics company and Klaviyo customer, grew their email marketing revenue from 2% to 20% of total revenue using Klaviyo.

    They’ve attributed much of this success to segmentation, as they’ve begun sending highly targeted email campaigns to specific segments when launching new products. By switching up their strategy, they saw:

    • 63% open rate
    • 14.6x ROI
    • 18% increase in email marketing revenue

    Read more about Nomad’s robust email marketing strategy.

    An example Nomad charger.

    Unify your marketing on social

    Pair of Thieves, an apparel brand, worked with Klaviyo partner, MuteSix, to combine their email and social media (particularly Meta Ads) strategies into one cohesive plan. This allowed them to extend their brand reach, acquire new buyers, and retain existing customers.

    Upon integrating these tools and constructing a truly bespoke email experience, they saw:

    • 8.5x increase in list growth
    • 42% of revenue from email
    • 25% of revenue from automated emails (flows)
    • 60x ROI on Klaviyo (i.e., for every $1 spent on Klaviyo, Pair of Thieves earns $60)

    Learn more about Pair of Thieves’ rapid growth with email.

    Two people wearing Pair of Thieves socks.

    Enhance messages with reviews

    Made In, a restaurant quality cookware company for both professional and home chefs, faced a challenge: their marketing efforts were scattered.

    By consolidating SMS and email, Made In saw fast results. It worked so well that they onboarded with Klaviyo Reviews shortly after launch. With 750k+ loyal customers and 100K+ 5 star reviews, Made In had a great opportunity to use reviews to collect important segmentation data.

    This drove a personalized strategy and Made In now boasts a 26.1% growth in average order value (AOV) since its full first quarter with Klaviyo.

    Check out the following resources to learn about:

    A photo of someone using a Made In frying pan.

    Drive revenue with SMS

    Growing mattress company, GhostBed, skyrocketed sales with Klaviyo's targeted pop-ups. New website visitors saw pop-ups that asked them to subscribe to email and SMS, while existing email subscribers were encouraged to sign up for SMS.

    This strategy led to:

    • 4,200 more subscribers from their SMS welcome series
    • $44,105 in just 2 weeks
    • 200x ROI

    Check out the following resources to learn about:

    Spur in-app conversions with push

    Australian activewear brand LSKD has carved a niche for itself by offering high-quality, street-inspired apparel. Prior to launching their app, LSKD relied on email and Meta to connect with their audience. This strategy built a sizable customer base, but the LSKD team knew that a retention strategy was the critical next step.

    LSKD launched an app in 2021. By offering exclusive products and limited app only promotions, they effectively incentivized downloads and engagement.

    This paid off and the app generated 35% of LSKD's total revenue within 3 months.

    Check out the following resources to learn about:

    Handle common objections and misconceptions

    As a Klaviyo partner, you might face questions from customers unsure about using email, SMS, reviews, or push notifications. Let’s run through a few common concerns and sample responses so you can confidently handle these objections.

    You do not need to have these conversations alone. Our Klaviyo partnerships team wants to help you! By submitting your lead into the partner portal, you can either ask to:

    • Connect with a partner rep directly to answer key questions or discuss the opportunity.
    • Have someone from the Klaviyo partnerships team attend the next call with you.*
    • Request that the Sales team reach out to the lead directly for a demo.

    *Note: In order to qualify for a Klaviyo team member to attend a call with you, your clients must have at least a list of 1,000 subscribers.

    We already have a platform for this. (i.e., email, SMS, push, reviews)

    Prep:

    • What tools are they currently using for each marketing channel?
    • How disjointed is their tech stack and what problems could that be causing?

    Ask:

    • What do you like about your reviews solution?
    • Walk me through how you coordinate across your shipment tracking, reviews, email and SMS.
    • How do you:
      • Avoid over-sending messages or review requests?
      • Ensure you are sending content across channels at the right time?
      • Leverage your message and review data to personalize your customer journeys?

    Explain:

    It may be a good idea to start with Klaviyo before your current contract ends because you’ll streamline your marketing channels. By using 1 platform for email, SMS, push, reviews, and customer data, you can:

    • Save time by no longer hopping between platforms to coordinate marketing efforts.
    • Create a seamless customer experience with your email and SMS review requests on brand, on time, and never double-sent. Klaviyo already has all your existing templates and applies smart sending rules to all sends.
    • Consolidate your customer data. All interactions, including reviews data and real-time shipment tracking, live in one platform for simpler reporting and can be used to segment, automate flows, and personalize content.
    Misconception for email: Email marketing is old school.

    Prep:

    • Do they currently employ email as a marketing channel?
    • Do they have a large subscription list or customer base?
    • How do they communicate key sales, product launches, or announcements?
    • Do they offer blog content or other long-form messaging that could benefit from email?

    Ask:

    • What makes you say that?
    • What has your personal experience been with email?

    Explain:
    The glory days of email marketing are far from over. According to Forbes, 83% of marketers consider email marketing to be a crucial part of their strategy. And, the number of global email users is projected to reach 4.5 billion people in 2025. What IS new about email, is the best approach to sending. Consumers want content that is specific to them. That’s why you should send your email campaigns to targeted segments and employ automated flows to send timely, action-driven emails.

    Not to mention, if you plan to execute other marketing initiatives, Klaviyo can enhance the performance of other channels (paid ads, social media, etc.). Align external strategies with email as you create key segments, send complimentary messages across channels, and drive email automations based on relevant customer actions (e.g., filling out a lead ad).

    Misconception for email: Email is just for batch-and-blast messages, it’s not personal.

    Prep:

    • What kind of brand emails have they engaged with?
    • What is the ideal kind of communication they want their brand to send out?
    • What is their brand voice, style, and community like?

    Ask:

    • What do you consider a good vs. bad email that you've received personally?
    • How do you think automation can help facilitate customers in their journey with your brand?
    • What kind of personalization do you think would drive impact?

    Explain:
    This is where Klaviyo stands out from the rest, since data and a built-in CDP is the backbone of our intelligent sending model. While other email services may encourage batch and blast sending as means of boosting their own revenue, Klaviyo supports a more personalized, segmented approach to sending. The truth is that batch and blast sending often leads to lower ROI and higher unsubscribes; whereas, personalized marketing accelerates growth and conversions time and time again.

    What customer data can you use to personalize Klaviyo emails? Segment your customers with any piece of data, from any source, across all time.Klaviyo integrates with 300+ platforms, so data can sync from all of the tools you use: social media, subscriptions, quizzes, support tickets, and more. You’ll also learn more about customers through Klaviyo and can leverage specific properties (i.e., characteristics) about them, sentiment from product reviews, engagement with messages, and predictive analytics (e.g., projected customer lifetime value). The possibilities are endless!

    Not to mention, you can use automations, called flows, to simplify the process of sending personalized emails. Not only do flows tend to perform best, but by design, they deliver ongoing results with minimal effort. Over time, these customer lifecycle emails become an extension of the client's brand experience.

    Deliverability and compliance is scary.

    Prep:

    • What region is this brand based in?
    • What regions are their customers based in?
    • Will they be starting from square one as an email sender?

    Ask:

    • Have you had a negative experience in the past?
    • What is holding you back thus far from email sending?
    • What would make you feel better about sending?

    Explain:
    Deliverability and compliance doesn’t need to be scary. Klaviyo offers a wide range of educational resources to keep customers and partners in-the-know on all things deliverability and compliance, including our Deliverability certificate and help documentation.

    Klaviyo’s in-app deliverability features like: Reputation repair AI, Guided Warming, Deliverability hub, and sunset flows also help you maintain a strong sender reputation long-term. You’ll also unlock a library of pre-built sign-up forms that you can use and customize to collect compliant email marketing consent from subscribers.

    Note: For text messaging, deliverability is defined as whether or not a message successfully makes it to a recipient’s mobile device. We have a wide range of documentation to help you ensure successful SMS sending for your clients. In particular, review our guide, Understanding and reviewing your SMS deliverability for additional

    Misconception for SMS and push: Mobile specific messaging is too invasive.

    Prep:

    • Do they have SMS signups on their website?
    • Do they have a mobile app that could power push notifications and in-app messages?
    • Do they have a large contact list or following to work with?
    • What has their overall email engagement been like and could SMS supplement and support this?
    • Are they receptive to feedback and suggestions?

    Ask:

    • What makes you say that?
    • What has your personal experience been with SMS?

    Explain:
    The key is to send the right content to the right person at the right time, so it’s highly relevant to them and they will have a higher likelihood of engaging. When it comes to mobile push notifications, a single push notification in the first week after app installation can boost app retention by 71% after 2 months. Plus, these alerts can increase overall retention rates 3–10x. (Source: Invesp)

    You may also be surprised to learn that for SMS:

    • 1 in 3 consumers prefer getting texts from brands over hearing from them via email or social media.
    • 73% of customers report that they made a purchase as a result of a text message they received.
    • 60% of customers will read texts within 1-5 minutes of receiving them.

    Also, your customers may actually want to text you. Subscribers who opt in to receive marketing text messages can also text you directly through Klaviyo SMS conversations in cases where two-way messaging is available. This allows your support team to answer shopping questions faster, leading to better resolution times. Plus, you can integrate with help desk tools like Zendesk and Gorgias to streamline all inquiries for your customer support team.

    Misconception for SMS: SMS is too expensive.

    Note: Pricing conversations are tricky, so we recommend that you submit the lead through the Partner Portal. This way, we can connect you with a partner development rep to navigate this conversation with you.

    Prep:

    • What are they currently paying for Klaviyo email (if they are using Klaviyo email)?
    • Are they using an SMS competitor?

    Ask:

    • If using an SMS competitor, what is the price for their SMS?

    Explain:

    • Klaviyo SMS pricing is all-inclusive, which means that we include carrier fees in our price. Carrier fees fluctuate across the different mobile carriers and typically make up 30% of a regular SMS invoice. With Klaviyo, we bake them into your price so the price per message stays static, making it easy to forecast your spending.
    • The added advantage of consolidating with Klaviyo is reducing your platform fees. By having separate solutions for email, SMS, and other channels, you're effectively paying multiple times to store that customer data when Klaviyo can power all those channels within a single solution.
    • I hear where you are coming from, and I would love to connect you with someone from Klaviyo’s Partnerships team to have this conversation with you. They are more up-to-date on pricing and can answer some of your more in-depth questions related to pricing. Are you free next week? I will schedule a time to get us all on a call.
    • If you are worried about SMS being worth the extra spend, it is. The return on investment of Klaviyo SMS is significantly higher than other platforms. In fact, brands that switched from Attentive saw an average of 175x ROI across email and SMS on Klaviyo.
    Position Klaviyo Marketing