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Partner Program Fundamentals

Course overview
Lesson
4 min read

Manage accounts effectively

Learn how to register your managed accounts, adhere to your MRR requirements, and understand our revenue share model.

Manage your Klaviyo accounts effectively

Calling all Master Partners (and future Master Partners!) We are here to support you! We will walk you through registering managed accounts in the partner portal, followed by a deep dive into your MRR goals and our revenue share model. Understanding these requirements will help you do what you do best: help your clients achieve their goals.

Managed account revenue share

For every account you actively manage, you are paid a percentage of that account’s MRR for an indefinite time period. The payout amount is calculated by taking the account's MRR multiplied by your partner tier rate divided by 12, and is paid out on a quarterly basis.

For instance, if you’re a Platinum Master Partner managing a $10,000 MRR Klaviyo customer account, you would receive ( $10,000 x (4% / 12) ) x 3 = $100 quarterly. Please refer to the table below for more information about managed revenue share percentage by partner tier.

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Table showing the managed revenue share percentage and duration of payment for each tier of the Klaviyo Partner Program

*"Bronze" was formerly known as "Klaviyo Partner".

For managed accounts, payments are processed within 45 days after the end of each calendar year. There is no minimum threshold for managed customer payouts.

Please refer to the Partner Payouts FAQ for more information on our payout requirements and process.

Best practices for managing customers

Our Partner Academy equips you with the resources to build your retention practice, onboard clients smoothly, and showcase success stories. Whether you're just starting out or have years of experience, there's something for everyone.

Want to grow your agency but unsure where to start?

Increase recurring revenue, boost profitability, and build loyal clients with monthly support services. Our Build a Retention Practice course, co-written with Klaviyo partner Rachel Jacobs, is your practical guide to getting started. Learn why retention beats project-based work, how to build your service, and how to prove its value to clients. Plus, get a step-by-step workbook with a client-ready ROI template!

Onboarding a Klaviyo client for the first time?

Being able to effectively onboard your client to Klaviyo will not only serve as a market differentiator, but can also increase time to revenue for your firm and save costs by driving a more efficient onboarding process. Our Onboard a Client to Klaviyo course provides a step-by-step guide to get your clients up and running fast.

What's new?

  • Updated content & expert insights: Gain valuable data migration and kickoff call best practices from top Klaviyo partners.
  • Step-by-step plan: Get a project plan to streamline onboarding, modeled after the one we use internally at Klaviyo!
Looking for ways to prove client success?

Become a client success champion! Mastering the art of storytelling allows you to showcase your hard work and its impact on your clients' success. This transparency builds trust, reduces churn, and keeps clients happy.

Our Proving Client Success course equips you to audit client accounts, analyze performance, and deliver impactful business reviews.

What's new?

  • Expert insights: Learn from top Klaviyo partners.
  • Step-by-step guidance: Master client account audits, communication strategies, and impactful meetings.
  • Klaviyo mastery: Leverage the full platform to drive results.
Manage accounts effectively