Perfect the Klaviyo B2C CRM pitch

This course will help agency partners understand Klaviyo’s shift to a full-fledged B2C CRM and how to leverage this new positioning to grow their business. With CRM adoption increasing in 2025, agencies that position themselves as CRM experts will have a competitive advantage. Through this course, you'll learn how to sell and pitch Klaviyo’s new positioning, where your services fit in, and how to handle common objections to win over clients. You'll also get actionable strategies for integrating B2C CRM services into your agency’s offerings.

By the end of this course, you will be able to:

• Describe how B2C CRM impacts agencies.
• Explain the core value of Klaviyo’s B2C CRM narrative and the problems it solves for clients.
• Define the key messaging pillars by product suite.
• Determine where your agency fits within the Klaviyo partner ecosystem and how to position your services effectively.
• Sell Klaviyo B2C CRM services for customer buy into both Klaviyo and the agency.
• Run an effective demo with a client for each Klaviyo product pillar.
• Address common high-level objections during Klaviyo demos.

Take this course if:

You are a Klaviyo Agency partner looking to better understand Klaviyo as a B2C CRM and adopt CRM services into your offerings.

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 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.