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Onboard clients and deliver measurable value faster

About this learning path

This series of resources is designed to help your agency conduct proper onboarding. You will learn how to ramp up a new client with both Klaviyo and your agency's services. This path is made up of a series of Klaviyo Academy courses as well as interactive one-pagers and workbooks. 

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

  • Ramp up a client onto the Klaviyo B2C CRM.
  • Warm their account and sending infrastructure. 
  • Explain the value add of Klaviyo's vast toolset. 
  • Demonstrate the importance of platform consolidation to a client.

Take this learning path if: 

  • You want to onboard new clients.
  • Access all onboarding resources in one place for your team.

Pre-requisites: 

We recommend that you complete the Deliverability certificate in alignment with this pathway.  

Onboard clients and deliver measurable value faster
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Course
Conduct a strategy audit for a client
Part 1/16: Conduct a strategy audit for your client using Klaviyo's audit workbook and presentation. Make a copy of both and customize these templates for this brand and your agency.
6 minutes
Partner
Course
Understand your client's baseline
Part 2/16: Learn how to identify the client's current strategy, goals, and gaps ahead of onboarding.
13 minutes
Partner
Course
Onboard a new client to Klaviyo
Part 3/16: Effective onboarding will not only serve as a market differentiator, but can also increase the time to revenue for your agency and save you long-term costs. Gain invaluable insights from top partners and Klaviyo experts to craft a repeatable, high-impact onboarding process.
51 minutes
Partner
Course
Launch a foundational email strategy
Part 4/16: This execution guide provides step-by-step instructions for agency partners to sell, implement, and optimize Klaviyo Email effectively for their clients.
9 minutes
Partner
Course
Getting started with email templates
Part 5/16: Use the email template editor to create visually appealing and high-converting emails in Klaviyo.
46 minutes
Course
Launch a mobile marketing strategy with text messages and push notifications
Part 6/16: Set yourself up for success with these important set up and compliance foundations.
23 minutes
Partner
Course
Reviews onboarding checklist
Part 7/16: Learn how to implement Klaviyo Reviews for your client.
2 minutes
Partner
Course
Getting started with reviews
Part 8/16: Learn how to collect reviews, automate follow-up, and promote 5-star reviews
23 minutes
Course
Getting started with Marketing Analytics
Part 9/16: Use Klaviyo's advanced reporting tools to identify retention opportunities and risks.
59 minutes
Course
Access key Marketing Analytics tools
Part 10/16: Learn use-cases for Klaviyo Marketing Analytics and access an onboarding checklist
18 minutes
Partner
Course
Getting started with Advanced KDP
Part 11/16: Learn how to configure and customize each feature of Advanced Klaviyo Data Platform (Advanced KDP) to fit your business.
31 minutes
Course
Access key Advanced Klaviyo Data Platform (AKDP) tools
Part 12/16: Learn use-cases for AKDP and access an onboarding checklist.
19 minutes
Partner
Course
Customer Hub onboarding checklist
Part 13/16: Learn how to implement Klaviyo Customer Hub for your client.
2 minutes
Partner
Course
Getting started with Customer Hub
Part 14/16: Ready to level up your customer experience? Learn how to set up Klaviyo Customer Hub to drive engagement, boost revenue, and simplify post-purchase interactions with no coding required. Part 1/3.
33 minutes
Course
Improve your client's tech stack
Part 15/16: Learn how to audit your clients tech stack, add new tools, and increase revenue for your agency with new, tech-specific services.
31 minutes
Partner
Course
Drive impact as you conclude your client's onboarding
Part 16/16: Learn how to conclude onboarding effectively and share your feedback on this learning path!
7 minutes
Partner