How do my services fit in the Klaviyo narrative?
We know Klaviyo likely isn’t your only partner (but we wouldn’t mind being your favorite). This isn’t just about selling Klaviyo (okay, maybe a little). It’s about helping you grow your agency, land bigger retainers, and keep clients coming back.
Clients may say they need execution, but you’ve likely seen that disconnected tools and one-off campaigns only go so far. Retention, repeat purchases, and average order value (AOV) don’t improve without a more unified approach. This is where B2C CRM comes in.
No matter what platforms you work with, this framework will help you:
- Expand your services beyond execution.
- Help clients see why a unified strategy matters.
- Use a structured approach to selling strategic services.
Clients already know they need better retention and higher AOV. The opportunity is showing them why you are the right partner to make it happen.
Okay, but how do I translate this pitch into concrete services?
Now that you’ve shared with your client the art of the possible, it's time to distill these recommendations into concrete service offerings. Here are a few examples of what this could look like across 3 use cases with Beantown Coffee, SWAK Cosmetics, and Nani Health and Wellness.
And if you’re deep into these middle-of-funnel conversations and your client is unsure, we shared a couple customer proof points from real life customers and case studies that you can share to further demonstrate your point.
Marketing Director, Beantown Coffee
Beantown coffee, a growing coffee chain, struggled to increase repeat visits across their multiple locations. They lacked a unified view of customer behavior, leading to generic promotions that failed to drive loyalty. You are meeting with Joey, Beantown’s marketing director.
Joey’s goals:
- Increase customer lifetime value (CLV) by building long-term relationships with customers.
- Deliver a personalized, seamless omnichannel experience.
- Lower total cost of ownership (TCO) across Beantown’s multiple point solutions.
Recommended tactics:
- Personalize promotions based on RFM analysis.
- Geo-targeted deals for local store visits via SMS or mobile push notifications.
- Implement Customer Hub for an easy-to-access coupon vault.
Customer proof: MadeIn saw 26.1% growth in AOV in the first quarter since consolidating SMS, email, and reviews. This proves that an omnichannel strategy can significantly impact customer retention.
Recommended B2C CRM services:
- Omnichannel strategy
- Full funnel personalization planning
- RFM segmentation and activation strategy
Founder, SWAK Cosmetics
SWAK Cosmetics, a founder-led beauty brand, wanted to grow its owned audience but struggled to convert website visitors into subscribers. Without a strong list growth strategy, the founder, Mita, was overly reliant on paid ads for customer acquisition.
Mita’s goals:
- Increase email and SMS subscribers to reduce reliance on paid media.
- Improve form conversion rates.
- Nurture new subscribers into loyal customers.
Recommended tactics:
- Use AI-powered forms to optimize list growth.
- Implement welcome flows with product education and exclusive discounts.
- Collect SMS consent with a tap-to-text form.
Customer proof: Tata Harper saw a 65%+ increase in form submissions after optimizing its sign-up experience using Klaviyo’s forms and behavioral targeting.
Recommended B2C CRM services:
- AI optimization
- Customer acquisition strategy
Head of Support, Nani Health and Wellness
Nani Health & Wellness, a well-established subscription-based wellness brand, was being bogged down with questions about subscriptions and tracking information for customers’ packages. Their Head of Support, Sylvie, was unable to hire additional staff, leading to long response times and agents manually having to respond to each customer.
Sylvie’s goals:
- Reduce the volume of support tickets without hiring more agents.
- Improve efficiency by automating common customer inquiries.
- Increase customer satisfaction by providing faster resolutions.
Recommended tactics:
- Enable customers to self-serve for subscription management and order tracking questions, reducing the strain on the support team.
- Offer an easy way to get in touch with a support agent via live chat in the Hub.
Customer proof: Happy Wax saw a 75.86% decrease in tracking-related customer support tickets year-over-year (YOY) thanks to self-serve capabilities in Customer Hub.
Recommended B2C CRM services:
- Support strategy and optimization
- Customer service experience (CSX) monetization
Demo in 3 Acts
Not sure how to turn your research into a compelling pitch? Use this simple, proven structure. Our top sellers at Klaviyo use it to guide conversations, not just walkthroughs. Practice your own version with our demo prep cheat sheet.
Dropdown 1: Frame up
Start with their pain. Remind them what they told you and connect it to what you're about to show.
Example:
“You mentioned VIPs keep slipping through the cracks, and it's costing you repeat sales. Let me show you how Klaviyo helps you catch and re-engage them automatically.”
Why it works:
It signals you listened. It makes the demo feel like a solution to their problem, not a generic feature tour.
Dropdown 2: Show and tell (with context)
This is your moment to connect the feature to the client’s goals, and show how your agency will bring it to life. You're not just demoing Klaviyo; you're demoing your role as their CRM strategist.
Example:
“Here’s a Klaviyo profile: this is where all customer data comes together. You mentioned struggling to track engagement across Mailchimp, Attentive, and your POS. With Klaviyo, every interaction, store visits, emails, texts, purchases, is unified in one place.
Take James. He buys in-store through Toast, then gets a text about your holiday wine bundle and orders online. That full journey is here, plus predictive insights like expected spend and next order date.
Your current tools can’t do this, they don’t integrate across channels. This single view is a strategic advantage, and as your agency, we’ll build the automations and segments that turn it into revenue.
You also mentioned wine tastings. We can track reservations from OpenTable using custom objects, party size, location, date, all tied to the customer. That unlocks smarter follow-ups and better targeting.”
Why it works:
You’re showing more than functionality, you’re showing outcomes. By grounding the demo in their pain and layering in how your agency drives the strategy, you’re selling a partnership, not a product.
Dropdown 3: Tie down questions
Using open ended questions, get your prospect to confirm understanding of how this solves the pain discussed and the impact it will have.
Example:
“How would this change the way you run your loyalty campaigns now?” or “If this were live today, what would be the biggest impact for your team?”
Why it works:
Buyers trust their own conclusions. Great tie-downs help them say the value out loud, which means they’re more likely to believe it and act on it.
What’s next?
Your clients already know they need to increase retention, improve engagement, and reduce inefficiencies but they may not know how to get there. And you do: these are just a few examples of services that you can offer to your prospective client to close bigger deals, better communicate your impact, and drive greater ROI positioning Klaviyo as a B2C CRM. Check out the B2C CRM toolkit for more information.