Fix, optimize, or expand your client's Klaviyo account
A few weeks in, campaigns are sending, flows are live, and the account is building momentum. Things feel like they're moving. But here's the question most partners forget to ask: is this actually going well?
Every client’s implementation feels like a snowflake: no two are the same. But our onboarding team sees the same patterns come up again and again. Signals that tell you when to expand, when to optimize, and when to pause. Our subject matter expert Sydnie Kremin could recite them in her sleep. And after running a few of these implementations yourself, you will too.
Use Portfolio to keep an eye on all your client accounts in one place. It's the fastest way to catch something before your client does.
Follow the light
No matter where you are in the world, a traffic light is a pretty universal symbol (shoutout to our global partners, we see you). And just like you keep going on green, slow down on yellow, and stop on red, you can use that same logic to evaluate how your client’s implementation of Klaviyo is going.
Green
Things are on or ahead of schedule. Your client is engaged and early performance indicators look healthy. Here's what to talk about:
If your client is asking what else Klaviyo can do, introduce our other channels: text, WhatsApp, or mobile push, or optimize their onsite experience with Customer Hub.
If they love digging into reporting, talk to them about how Marketing Analytics can take things further. RFM analysis, product insights, and cohort reporting all land best around weeks three to four, once there's real campaign data to point to.
If they're asking about AI and automations, introduce Customer Agent and Customer Hub together. Customer Agent answers product questions, gives order updates, and makes recommendations 24/7 without a human in the loop. And if they're ready to move faster, show them Composer. It's an AI agent that takes a simple prompt and builds a full multi-channel campaign, audiences, copy, email, SMS, and more, ready to launch directly in Klaviyo.
Yellow
Everyone is doing the right thing: the warming schedule is built, segments are set up correctly, and the client is showing up. But the results aren't what you expected. This is where the art of warming comes in alongside the science.
If open rates are underperforming, tighten your engagement window and resend to a smaller, more engaged slice before drawing any conclusions.
If performance is inconsistent across sends, look at what changed between them. Audience size is usually the culprit, but it could also be good data: do your sales emails do better than your general education? Marketing Agent is super helpful here.
If there's a gap between the engaged list and the full list, start small. Pull a random sample from the main list, around 100 people, and send it to that group first. Then double the engaged group from there. The goal is to keep your focus on the people most likely to engage in the inbox before expanding further. List sampling is a great tool to use here.
Red
A lot of things can break, but we are going to focus on deliverability. Here is what to do.
Open the Deliverability Hub. If your client has sent at least 1,000 emails in the last 30 days, you'll see a deliverability score between 0 and 100. Anything under 74 needs attention. Use the Factors toggle to see exactly which metric is dragging it down: open rate, click rate, bounce rate, unsubscribe rate, or spam complaint rate.
Not there yet on volume? Check two things:
- Open the campaign directly
- Go to the Deliverability tab.
It shows healthy vs. needs attention status on every metric regardless of send volume. Then head to the Bounce Details tab in the Deliverability Hub to understand why sends are bouncing and which inbox providers are affected.
If there's a deliverability alert at the top of the Deliverability Hub, start there. Each alert tells you which metric is the problem and links you directly to a troubleshooting guide.
You're not alone
You don't have to figure everything out on your own. Klaviyo has specialist teams for every type of issue. Here's how to reach them.
Type of issue | Who to reach | How to get in touch |
Platform or product issues (bugs, errors, how-to) | Klaviyo Customer Support | Contact Klaviyo Customer Support right in the app. |
Deliverability and compliance concerns | Global Deliverability and Compliance team | Contact Klaviyo Customer Support: requests are automatically routed to the D&C team |
Billing, portal, or program questions | Partner program support | Submit a ticket directly in the Partner Portal and one of our partner program team members will get back to you! |
Expansion support | Your Partner Account Manager or submit a lead in the Klaviyo Partner Portal. | If you are assigned a partner account manager, they are your commercial point of contact for expansion and sales. No Partner Account Manager? No problem! Simply register a lead in the Partner Portal. |
Community | Sign up on the Klaviyo community site | Share your insights, find out if someone else asked the same question or see if a customer or partner can help you. |