Onboard Clients to Klaviyo the Right Way

About this event: Klaviyo implementation is one of the most sought-after services by brands and a great place to start for agencies and freelancers who are new to Klaviyo. So how do you onboard a new client to Klaviyo? What key milestones should a client achieve in their first 30 days? How can you create a repeatable onboarding process? Join our live training to find the answers to these questions and more!

During this session, you will learn best practices to effectively onboard Klaviyo clients at scale. Whether you’re a new or seasoned partner, discover best practices from Klaviyo’s own Onboarding team and our most successful service partners.

N.B. We will only cover how to onboard clients on email plans to Klaviyo. If you are interested in learning about how to onboard SMS, Reviews, or CDP clients, please check out the Partner Playbooks Hub and the Partner Academy.


Attend this session if: You’re a freelancer or you work for an agency that offers Klaviyo implementation as a standalone service or as part of a retainer.


Tips for success:

• Attend our live training Getting started with Klaviyo to get familiar with the Klaviyo platform and terminology.


• Brainstorm questions that you’d like to ask our team in advance.