How can Klaviyo Advanced KDP or Marketing Analytics help my agency?
As a Klaviyo partner, whether you’re supporting one piece of the marketing puzzle or managing the full strategy, your clients rely on you to drive growth and sales. In a world moving away from cookies, the data you hold is more essential than ever—and you likely already have it. While nearly all marketers (99%) collect customer behavior signals, only 32% can easily take action on them. That’s where Advanced Klaviyo Data Platform (Advanced KDP) and Marketing Analytics step in, transforming data into powerful retention and omnichannel strategies. If you’re looking for a reason to include Advanced KDP or Marketing Analytics as an agency offering, here are four:
- Increase retainer size: Grow your revenue and add Advanced KDP and Marketing Analytics services to your retainers
- Retain clients: Create stickier client relationships by being the strategic ‘brain’ behind clients’ data and advanced marketing strategy
- Diversify your offering: Build trust with your clients and expand services across new teams - strategic, technical, retention, and performance marketing
- Increase managed MRR and tier up: Level up your partner tier and make more rev-share with increased MRR.
We hope you’re thinking “we see the value!” And now the next step is, “how do I sell it?” That’s exactly what this course is here to help you master.
How Klaviyo Advanced KDP and Marketing Analytics can optimize your existing strategy
As a Klaviyo partner, you’re likely already a strong power user of the platform, having driven impressive results for your clients. Now, you might be looking for ways to supercharge those outcomes. This is where integrating Klaviyo Advanced KDP or Marketing Analytics can make a difference. You don’t have to start from scratch; you can build on your existing knowledge to achieve even greater results.
Okay, but what’s the difference between Advanced KDP and Marketing Analytics?
You may have noticed us using “Advanced KDP” and “Marketing Analytics” in our marketing and discussions, which can be confusing as you seek the best fit for your clients. So, what’s the difference?
For a more detailed comparison, check out the chart below:
Advanced KDP
Data:
- No-code data transformation.
- Custom metrics.
- Group membership API (onsite personalization).
- Expanded webhook support.
- Pre-built data warehouse syncing (Snowflake, Redshift, BigQuery, Azure, and Amazon S3).
- Code.
- Custom monitors.
Intelligence:
- Audience performance reporting and comparisons.
- Funnel analysis.
- Custom CLV.
- RFM analysis.
- Product Analysis.
- Conversion overview.
Marketing Analytics
Data:
- Custom metrics.
Intelligence:
- Audience performance reporting and comparisons.
- Funnel analysis.
- Custom CLV.
- RFM analysis.
- Product Analysis.
- Conversion overview.
I see the difference! But how do I position Advanced KDP or Marketing Analytics to my clients?
Throughout this course, we’ll take a deep dive into identifying the ideal customer profile for each product, driving effective discovery conversations, and collaborating with the Klaviyo sales team. To give you a taste of what these conversations can look like, here are a few examples from our top partners on how they successfully engage their clients around Marketing Analytics and Advanced KDP. These insights will help you position these powerful tools in a way that clearly demonstrates the value they bring to your clients’ marketing strategies.
Hidden Tempo introduces Marketing Analytics in the initial account audit
Sharad Thaper, President of Platinum Master Partner, Hidden Tempo, first identifies if prospective clients are a good fit for Marketing Analytics or Advanced KDP based on his initial audit with them.
Next, he will go through their segmentation and campaign strategy as part of their initial audit. Here, Thaper integrates Marketing Analytics recommendations directly into the audit, driving a proposal that includes recommendations with and without Marketing Analytics.
“Every brand is open to an audit, right? Showing them gaps in their flows and segmentation strategy and then pitching Marketing Analytics as part of it has been the most effective marketing strategy, for me.” says Thaper.
If a client expresses interest in strategies that require Marketing Analytics, Thaper emphasizes that this optimization is contingent upon the purchase of the tool. He then includes these optimizations as part of his scope of work.
Zyber starts by considering what use cases the client would benefit from before the call
When David Visser, CEO of Platinum Master Partner, Zyber, connects with a client interested in a more personalized, data-driven marketing strategy, he identifies them as a potential candidate for Marketing Analytics. If the client seeks to enhance data hygiene, personalize on-site experiences, and streamline their tech stack, they may benefit from the Advanced Klaviyo Data Platform (Advanced KDP).
To foster a productive discussion, Visser advises considering key use cases that demonstrate your strategic thinking and highlight how to maximize the value of these products for the client.
From a pre-sales perspective, Visser suggests, “consider already what funnels you might want to put in place based on the integrations that they have because you can very quickly gain insight from having some of those funnels set up.”
Similar to Sharad Thaper, Visser introduces Marketing Analytics or Advanced KDP during the audit phase, gaining a comprehensive understanding of the client’s customer journey. This approach integrates Advanced KDP or Marketing Analytics into regular sales conversations, allowing the client to see the difference in strategy with and without Advanced KDP or Marketing Analytics.
Northern Commerce introduces Marketing Analytics during performance conversations
Jen Wallace, Account Director of Elite Master Partner, Northern Commerce, introduces the conversation during regular performance discussions with clients who are already familiar with Klaviyo. If she hears clients expressing a desire for a more personalized marketing strategy that relies less on promotions, she presents Marketing Analytics as a solution to help achieve those goals.
Similarly, when clients discuss optimizing their budget while maintaining a focus on paid channels, Wallace seizes the opportunity to educate them on how they can still drive acquisition through owned channels. This discussion naturally opens the door to exploring what Marketing Analytics could look like for the client.
I’m Inspired! How can I reach the level of these successful partners in selling Advanced KDP or Marketing Analytics?
We will get you there! In this course, we will help you:
- Identify the right clients for Klaviyo Advanced KDP or Marketing Analytics, whether they are new leads or existing customers.
- Conduct an account audit to uncover opportunities and use cases that showcase value.
- Collaborate closely with your Klaviyo Customer Growth and Sales team to close sales effectively.
- Address key objections with confidence.
- Share best practices to maximize the value of Advanced KDP and Marketing Analytics for your clients.