Before you jump into implementation, take a step back to assess where your client is starting from. Whether they’re brand new to Klaviyo or already using the platform, understanding their current strategy, goals, and gaps is essential for tailoring a successful onboarding experience. These resources will help you audit existing setups, identify the right starting point, and uncover where your agency can add the most value, setting the stage for a faster, more strategic path to measurable outcomes.
By the end of this course, you will be able to: