Mastery Klaviyo Onboarding

Mastery is for ambitious brands who won't accept a standard onboarding. It's a comprehensive migration, build and optimisation engagement — covering everything in Growth, plus a full ESP migration, an advanced 10+ flow programme, loyalty setup, and structured coaching so your team truly understands what they've inherited.

Includes everything in Growth — which includes everything in Quickstart. Full account setup, store integration, complete automation suite, SMS setup, email design system, segmentation framework, list growth strategy, reporting and deliverability foundation.

A Klaviyo migration done at this level isn't just a technical exercise — it's a strategic opportunity. Mastery treats it that way. Rather than replicating what you had before, we analyse what you had, strip out what wasn't working, rebuild everything to a higher standard, and add the advanced automation and loyalty infrastructure that most brands never reach.

The result is not just a new ESP. It's a complete lifecycle marketing programme — structured around your customer journey, built by specialists, with your team trained to run it confidently from day one.

What's delivered — in addition to Growth

• Full ESP migration (data, lists, segments, templates)
• Historical data import & validation
• 10+ advanced automation flows
• Loyalty programme integration & flows
• Back-in-stock & price drop flows
• Cross-sell & upsell flow sequences
• Predictive analytics setup (CLV, churn risk)
• Advanced A/B testing framework
• Team training & coaching sessions (3×)
• 30-day post-launch support period

What's included in detail

Full ESP migration

A structured migration of everything from your existing platform — subscriber lists, historical segments, existing templates, suppression data and consent records — all transferred to Klaviyo with data integrity verified at every step. We document the migration plan in advance so there are no surprises, and we run the cutover in a way that protects your deliverability and maintains continuity of your automation programmes throughout.

Advanced automation programme (10+ flows)

Beyond the core and extended flows delivered in Growth, Mastery builds the full range of automations that complete a sophisticated lifecycle programme. This includes back-in-stock notifications, price drop alerts, cross-sell and upsell sequences based on purchase history, birthday and anniversary flows, replenishment reminders for repeat-purchase categories, and a structured referral sequence. Every flow is built with advanced conditional splits that adapt content based on customer behaviour, segment membership and purchase history.

Loyalty programme integration

If you run a loyalty programme — whether through LoyaltyLion, Yotpo, Smile.io or a custom setup — we integrate it with Klaviyo and build the automation flows that make loyalty genuinely rewarding. Points milestone emails, tier upgrade notifications, reward redemption nudges, and expiry reminders — all configured to drive repeat purchases and deepen customer relationships. If you don't yet have a loyalty programme, we'll advise on the right platform for your brand and configure it as part of this engagement.

Predictive analytics configuration

Klaviyo's predictive analytics features — customer lifetime value, predicted next order date and churn risk scores — are configured and integrated into your segmentation framework and flow logic. This allows your programme to act on future behaviour, not just historical signals: prioritising your highest-LTV prospects, identifying customers about to lapse before they do, and suppressing contacts who are genuinely unlikely to convert.

Advanced A/B testing framework

A structured testing framework across your most impactful flows — subject lines, send timing, email length, offer type and CTA treatment — with a documented test log and a clear methodology for reading results correctly and implementing winners without disrupting live programmes.

Team training & coaching

Three structured coaching sessions with your marketing team, covering how your Klaviyo account is architected, how to manage and extend your flows, how to interpret your reporting dashboards, and how to build new campaigns using your template system. The goal is that your team inherits a world-class Klaviyo setup and knows exactly how to run it — not a dependency on an agency for every minor task.

30-day post-launch support

After handover, we remain available for a dedicated 30-day support period — monitoring performance, answering questions, making adjustments based on early data, and ensuring the programme is delivering as expected before we hand full ownership to your team.

Typical timeline: 3–5 weeks. A full programme of this scope is delivered in a structured, phased sequence — so you're generating revenue from the foundation while the advanced layers are built on top. We never hold back delivery waiting for everything to be perfect simultaneously.

How it works

01: Migration audit & discovery

We conduct a thorough audit of your existing ESP — reviewing data quality, list health, current flows, template library and historical performance. This informs the migration plan and identifies what's worth keeping, what needs improving and what should be rebuilt entirely.

02: Migration planning & sign-off

A detailed migration plan is documented, reviewed and signed off before we touch anything. You'll know exactly what's being migrated, in what order, what the cutover timeline looks like, and how continuity will be maintained throughout.

03: Foundation build & migration

Account setup, store integration and core flows are built and launched first. The migration from your previous ESP follows a structured cutover — your new Klaviyo programme goes live before the old platform is switched off.

04: Advanced programme build

The extended flow suite, loyalty integration, predictive analytics, SMS programme and A/B testing framework are built in structured phases — with progress reviews at each milestone.

05: Training, QA & handover

End-to-end QA across every flow, segment and integration. Three coaching sessions with your team. Full documentation package. 30-day support period activated.

Who this is for

• Brands migrating away from a legacy ESP (Mailchimp, Dotdigital, Braze, Salesforce Marketing Cloud) and determined to make the move count
• Scaling brands whose current programme has become a bottleneck, not a growth lever
• Marketing teams that want full ownership of a sophisticated Klaviyo account, not a black box they can't modify themselves
• Brands with a loyalty programme (or plans to launch one) that want it fully integrated into their lifecycle automation
• Operators who want the most complete, advanced Klaviyo build available — delivered by specialists, not generalists

Frequently asked questions

What ESPs can you migrate from?

We've migrated brands from Mailchimp, Klaviyo (account rebuilds), Omnisend, Dotdigital, Salesforce Marketing Cloud, Braze, Iterable, HubSpot and several other platforms. If you're on something not listed, ask us — we'll assess feasibility during the discovery call.

Will my automations keep running during the migration?

Yes. The migration plan is designed specifically to maintain automation continuity throughout the cutover. Your existing flows stay active on your current platform until the Klaviyo equivalents are live and verified — there's no window where customers fall through a gap.

What loyalty platforms do you integrate with?

We work with LoyaltyLion, Yotpo Loyalty, Smile.io, Okendo, Stamped and custom loyalty setups via Klaviyo's API. If you don't yet have a loyalty platform, we'll recommend the right one for your brand and set it up as part of this engagement.

What does the 30-day support period cover?

Direct access to your FlowFixer delivery team for questions, adjustments and monitoring during the first month post-launch. It's not a managed service — it's a structured handholding period to ensure the programme is performing as expected before full ownership passes to your team.

Can I move onto a FlowFixer subscription after Mastery?

Yes — and many brands do. After 30 days you'll have a world-class Klaviyo setup. A FlowFixer subscription gives you a team to run it ongoing: campaign management, continuous flow optimisation, monthly strategy and reporting. Many clients find the combination of Mastery followed by a Professional subscription is the fastest path to a genuinely high-performing retention programme.