Onboard a new client to Klaviyo

Effectively onboarding your client to Klaviyo can not only serve as a market differentiator but can also save your agency costs and shorten the time to value for your client. This course will teach you how to craft a repeatable, high-impact onboarding process. Plus, you'll access our Onboard a client to Klaviyo project plan to help you hit the ground running!

Note: This course is a required course for the 2025 partner program requirements. 

By the end of this course, you will:

• Manage client expectations through effective communication.
• Set up your client’s Klaviyo account.
• Guide clients through the deliverability and warming process.
• Use forms to grow subscriber lists and segments.
• Build a campaign and automation strategy with their client.
• Establish SMS compliance.
• Follow clear avenues of escalation with Klaviyo internal teams.
• Apply best practices to decrease time to value.
• Conduct a successful graduation with a client.
• Identify next steps for growth or collaboration.

Take this course if:

• You are new to Klaviyo and looking for a repeatable onboarding process.
• You would like to cross-reference your current onboarding strategy with how the Klaviyo onboarding team and top partners run onboarding.

Your instructors:

Monica Sindwani Walsh is a principal partner education specialist at Klaviyo.  She has a background in customer education, admissions marketing, and teaching. When not at work, you can find Monica hiking, biking, and trying out new recipes and restaurants. Connect with Monica on Linkedin or the Klaviyo community

Ashley McDermott is a Principal Partner Education Specialist at Klaviyo. She enjoys creating content that helps customers and partners achieve their goals and grow their brands. When not at work, Ashley loves creative writing, reading, traveling, and hiking around New England. Connect with Ashley on LinkedIn or the Klaviyo Community.