Email Marketing

Get a Klaviyo specialist working in your account

You already know what needs to be built in Klaviyo. The abandoned cart flow, the post-purchase sequence, the segmentation cleanup that keeps getting pushed to next quarter. Our fractional specialists work directly inside your Klaviyo account to build, maintain, and improve your email program without you managing the execution. This is not consulting or advice. It is hands-on work completed in your account, documented, and handed back to you.

What our team does with Klaviyo

Concrete work our fractional specialists take on inside your Klaviyo account. No vague promises.

Build and configure automated flows from scratch

Our specialists set up Klaviyo flows including triggers, conditional splits, time delays, and A/B test branches based on your customer journey. This includes welcome series, abandoned checkout, browse abandonment, win-back, and post-purchase sequences. Each flow is built to your brand standards and reviewed with you before going live.

Audit and repair underperforming or broken flows

If your flows were set up by a previous team or built incrementally over time, they often contain conflicting filters, outdated segments, or suppression gaps. We audit each active flow, document what we find, and fix logic errors, redundant paths, or missing exclusion conditions that are costing you deliverability or revenue.

Build and manage campaign sends for promotions and newsletters

We handle the full campaign build inside Klaviyo: template setup, list or segment selection, send-time configuration, UTM parameters, and pre-send QA. For clients with recurring sends, we create a repeatable production process so campaigns go out consistently without requiring your direct involvement each time.

Segment your list using behavioral and profile data

We build and maintain Klaviyo segments using purchase history, predictive analytics properties, engagement windows, and custom profile properties synced from your ecommerce platform or CRM. Clean, accurate segmentation is the foundation of deliverability and personalization, and we keep it maintained as your list grows.

Integrate Klaviyo with your ecommerce stack and third-party tools

We configure and troubleshoot Klaviyo integrations with Shopify, WooCommerce, BigCommerce, Gorgias, Recharge, Yotpo, and other tools in your stack. This includes mapping custom events, syncing catalog data for product blocks, and ensuring that order and customer data flows correctly into Klaviyo for use in flows and segments.

Migrate your email program into Klaviyo from another platform

If you are moving from Mailchimp, Drip, ActiveCampaign, or another ESP, we manage the migration including list export and import, suppression list transfer, template recreation, and flow rebuilding in Klaviyo. We document your existing setup before touching anything so nothing is lost in the transition.

How Trusty Oak supports Klaviyo workflows

How the Klaviyo handoff works

During onboarding, your dedicated Client Success Manager works with you to audit your current Klaviyo account, including active flows, campaign history, list health, integration status, and any known issues you want resolved. From that audit, we build a prioritized roadmap that sequences the work based on revenue impact and your available monthly hours. Your specialist works inside your Klaviyo account using your existing login credentials or a team member seat you create for them, and every workflow or campaign build is documented before it goes live. You review and approve each flow or campaign before it is activated, so nothing ships without your sign-off. Ongoing, your specialist can handle recurring campaign production, flow maintenance, and list hygiene on a schedule that fits your monthly budget.

Common Klaviyo workflows we build

A few of the most common workflows our team has deployed with Klaviyo.

Shopify purchase event triggers post-purchase flow with upsell sequence

When a customer completes a Shopify order, Klaviyo receives the order event and triggers a post-purchase flow that sends a thank-you email, a product education sequence, and a timed upsell or cross-sell based on the product category purchased. The flow uses conditional splits to exclude repeat buyers from first-purchase messaging.

Abandoned checkout email with dynamic product block and SMS follow-up

When a customer reaches checkout and does not complete the order, Klaviyo triggers an abandoned checkout flow that sends an email within one hour containing a dynamic product block pulling the exact items left behind. If the customer does not convert after two emails, an optional SMS step is added for clients using Klaviyo SMS.

Sunset flow to re-engage or suppress unengaged subscribers

We build a win-back or sunset flow targeting subscribers who have not opened or clicked in 90 to 180 days, using Klaviyo engagement segments as the entry condition. The flow sends a re-engagement series and, if the subscriber remains inactive, moves them to a suppressed status to protect sender reputation and list hygiene.

New subscriber welcome series with conditional split by acquisition source

When a new contact joins the list through a pop-up, landing page, or checkout opt-in, the welcome flow fires with a conditional split based on the signup source property. Subscribers from a specific lead magnet or product page receive messaging relevant to that entry point rather than a generic brand introduction.

Recharge subscription renewal reminder connected to Klaviyo predictive data

For clients using Recharge for subscriptions, we configure the Klaviyo integration to receive renewal and churn events, then build flows that send renewal reminders, failed payment recovery emails, and cancellation win-back sequences triggered by Recharge-specific events rather than generic order data.

What Klaviyo support costs

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants

~$35/hour

10 hours $350

Specialists

~$50/hour

20 hours $1,000

Fractional Executives

~$95/hour

0 hours $0

Your monthly budget

$1,350

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently asked questions

Do I have to give Trusty Oak access to my Klaviyo account?

Yes, your specialist works directly inside your Klaviyo account, which you own and control at all times. Most clients add the specialist as a user with the appropriate role permissions, which you can revoke at any time. We do not require admin credentials if a lower permission level covers the scope of work.

Can a Trusty Oak specialist maintain my Klaviyo program on an ongoing basis, or is this just for one-time projects?

Both are possible, but most Klaviyo clients use an ongoing monthly arrangement because email programs require continuous maintenance including list hygiene, flow updates, campaign production, and deliverability monitoring. Your monthly talent budget rolls over unused hours, so lighter months do not result in wasted spend.

Is Klaviyo the right platform for my business, or should I be on something else?

Klaviyo is built specifically for ecommerce and works best when you have a Shopify, WooCommerce, or BigCommerce store generating transactional data that drives segmentation and flows. If you are a B2B company, a SaaS product, or a service business without ecommerce order data, a platform like ActiveCampaign or HubSpot may be a better fit. We will tell you honestly during the discovery call if Klaviyo is not the right tool for your use case.

How long does it take to get a Klaviyo specialist assigned and working?

After the onboarding call and Strategic Delegation Plan are completed, most clients have a specialist assigned and working within the first week. The one-time $300 onboarding fee covers this setup process, including the account audit and roadmap creation, so your specialist is not starting blind on day one.

What happens if my Klaviyo flows break or something goes wrong after a specialist builds them?

Your specialist documents every flow they build, including the logic, triggers, and any dependencies on integrations or segments, so there is a clear record of how each automation was set up. If something breaks due to a platform update, integration change, or list behavior, your specialist troubleshoots and repairs it as part of your ongoing monthly hours. Nothing is treated as a one-and-done handoff.

Ready to hand off your Klaviyo work?

Book a discovery call and we will audit your current Klaviyo setup, identify the highest-priority gaps, and give you a clear roadmap for what a specialist can take off your plate starting in the first month.