First, what type of project do you have?
Stefan Milicevic from Klaviyo Master Elite Partner Underground Ecom emphasizes that highlighting project wins depends on the project structure. Here’s the breakdown.
When tackling an onboarding project, your client craves a quick and smooth Klaviyo setup. Time is critical, so emphasize your efficiency.
Did you share a project plan? (Great! If not, we've got you covered.)
Now's the golden opportunity! Highlight instances where you're hitting or exceeding deadlines. This will reassure your client that the project is well managed, allowing them to launch Klaviyo even faster.
Retainer clients require a different approach. This long-term partnership revolves around your strategic guidance. Here's how to showcase your value early on:
- Focus on Strategic Moves: Highlight the proactive strategic work you're doing upfront.
- Leverage Early Metrics: Showcase preliminary growth metrics like list growth, click rates, and flow performance.
While significant ROI numbers might not be available yet, these early indicators demonstrate your ability to deliver value quickly and set the stage for future success. By focusing on positive trends, you reassure your retainer clients that you're hitting the ground running and positioned to bring them significant value in the long term.
Follow this quick graduation checklist
Want to smoothly transition your client to long-term success? We've got you covered! We spoke with Stefan Milicevic of Underground Ecom to learn how his team "graduates" clients while showcasing the potential for further growth.
Use this checklist to confidently guide your client toward ongoing success.
Set your client up for success
Empower your client:
- Schedule a call to ensure a smooth handover. Aim for 45-60 minutes.
- Knowledge is power: Guide them through the Klaviyo system. Show them:
- Where to find templates for core marketing content (e.g., forms, emails, etc.).
- Which pre-built automations to set live first.
Is your client taking over the account?
By prioritizing clear communication and client empowerment, you can ensure a successful transition and set them up for future success with Klaviyo. Encourage them to leverage the following resources:
- Share relevant Klaviyo training content (e.g., Klaviyo Academy or Help Center) that aligns with their future tasks.
- If you created custom configurations (e.g., a custom header), provide a short video tutorial for each.
Build a growth roadmap
Here are a few ways you can build a growth roadmap:
- Create a 30-60-90 day plan: Present a customized plan highlighting untapped opportunities. This might include integrating SMS marketing or personalizing segments to boost average order value.
- Document projected success targets: Leverage your initial wins (e.g., impressive list growth or increased clicks/purchases) to showcase the potential. Project future results based on current momentum. For example, if campaigns average $200 each, project earnings from sending 10 more campaigns. Remember to emphasize this is a projection, not a guarantee, and to account for a ramp-up period.
Offer tailored partnership options
Common ways that agency partners offer tailored options to clients are:
- Retainer services: If building campaigns seems daunting to your client, showcase your retainer programs. Clients can extend their partnership for continued support and build comfort with the system.
- ROI-based pricing (optional): Feeling confident? Offer prorated pricing if you don't meet your client’s revenue goals. This strategy requires strong confidence in your capabilities. Be cautious about value-based pricing if external factors (like website limitations) can impact results.
Be transparent
Be upfront about the ongoing effort required to maintain momentum. Help clients understand their bandwidth needs before transitioning.
For example, to maintain growth and meet your revenue goals, you should dedicate about 5 hours a week to campaign creation and monitoring your client's account. Additionally, we recommend setting aside 2 hours a month for auditing and cleaning their lists.
Focus on value, not fear
Instead of ultimatums, highlight the investment made to establish current success. This helps clients appreciate the value of continued partnership. Here is where you can share what value you can bring and what the client’s ROI will look like by staying with your agency.
You made it!
Congratulations on completing your onboarding journey! Remember, this is an ongoing process, and each project brings fresh challenges and opportunities to grow your expertise.