Lifecycle flows
Welcome, abandonment, post-purchase and win-back journeys, shaped around how customers buy and return.
Klaviyo Retention Consultantex-Klaviyo
I help brands on Klaviyo optimize their retention programs.
I diagnose what’s holding yours back, build what it’s missing, and stay on for the decisions that follow. For brands with a marketing team and nobody senior owning retention.
Start with a Diagnostic
Brands I've worked with
About
Klaviyo retention expertise
I'm Bobby, a freelance Klaviyo retention consultant. I'm a Klaviyo Partner and a Shopify Partner.
I joined Klaviyo's Boston office in 2019 as a Customer Success Manager, then became part of the founding Advanced Onboarding team, migrating and onboarding mid-market and enterprise brands. I've worked in Klaviyo every day since.
Between Klaviyo and my freelance work, I've been inside nearly 200 Klaviyo accounts, across apparel and accessories, consumer packaged goods, beauty and cosmetics, food and beverage, health and wellness, and even subscription pet insurance. That range shapes how I review account configuration, customer data, lifecycle coverage and repeat-purchase behavior.
You work directly with me. The work starts with a diagnosis, moves into an agreed implementation scope where needed, and can continue with guidance for the people running the program.
Services
Klaviyo retention services
Areas I work on
I review these areas in the Diagnostic and agree the implementation scope separately.
Subscriber growth and forms
Sign-up offers, targeting and form experiences that influence who joins the list.
Segmentation and account setup
Audience definitions, sending practices, configuration and the data the program relies on.
Customer and product research
Customer language, product context and buying behavior to inform lifecycle messaging.
Email copy and design
Messages, reusable templates and branded blocks that your team can continue using.
Retention analysis and priorities
Repeat-purchase rates, time to the next order and cohort development to guide the roadmap.
Ways to work together
Retention Diagnostic
Fixed price
$1,250
1-week turnaround
A structured review of your retention program and Klaviyo account against 130+ checkpoints. You'll know what's limiting your program and what to fix first.
- Retention program and account review: setup, deliverability, integrations and subscriber health
- Flow gap analysis, plus a deep review of up to 5 priority flows
- Campaign performance review (last 90 days)
- Up to 2 sign-up forms reviewed
- Customer cohort and repeat-purchase analysis
- Prioritized findings, a written roadmap and a 60-minute review call
Covers one Klaviyo account, one brand and one market. Implementation is a separate service.
Start with a DiagnosticBuild
Starting at
$6,000
Target: 30 days from kickoff
I put the Diagnostic's priorities into practice.
- An implementation plan for your priority lifecycle flows, based on the Diagnostic
- Customer and product research to shape the messaging
- Lifecycle emails written, designed and built in Klaviyo
- Reusable branded email templates and saved blocks in your account
- Sign-up form, segmentation and campaign template setup
- QA, launch, documentation and a 60-minute handoff walkthrough
- 30 days of post-launch support to fix any setup errors
The starting price covers one store and one market. Additional markets, stores, channels or brand complexity add scope, and I'll quote them after the Diagnostic. Starts with a Diagnostic; scope and fixed fee agreed upfront.
Start with a DiagnosticMonthly Advisory
Starting at
$2,000/mo
Month-to-month, no lock-in
Senior retention guidance for teams that can execute. I interpret performance, set priorities and review work while your team runs the program.
- Two 60-minute strategy sessions each month
- Shopify and Klaviyo reporting with monthly insights
- Living retention roadmap and quarterly planning
- Strategic lifecycle flow outlines and experiment guidance
- Strategic feedback on your team’s campaigns, flows and tests
- Shared Slack channel for strategic questions
Requires a completed Diagnostic and an execution owner. Guidance only; your team handles implementation.
Discuss Monthly AdvisoryWho this is for
The strongest fit is an established ecommerce brand with useful customer and purchase history, a lean marketing team that can execute, and no senior person guiding retention. Typically, that means a brand around $3–30M in annual revenue using or planning to use Klaviyo.
If the main need is high-volume campaign production or an extra person embedded in the team, a dedicated production resource may be a better fit.
How it works
What happens after you get in touch
Get in touch
Share the brand context and what’s prompting the inquiry. I’ll review it and reply personally within two business days.
Retention Diagnostic
If the Diagnostic is a fit, I agree the scope and fee with you first. I review the program, deliver prioritized findings and a written roadmap, then walk you through the recommendations.
Your roadmap stands on its own
The Diagnostic is a complete, standalone engagement. You can use its recommendations with your own team, without continuing into another service.
Optional next steps
Choose the support that fits.
A Build can also lead into Monthly Advisory after handoff. Monthly Advisory is available directly after the Diagnostic or following a completed Build.
Testimonials
What clients say
“Bobby felt like an internal member of our team. He not only provided high-level strategy but was hands-on in our Klaviyo account to set-up automations, landing pages, customer segments, and much more. He took the time to learn about our brand and customers. For any marketers and brands looking for Klaviyo, email, or SMS consulting, Bobby is your guy!”
Marisa Wang
eCommerce Manager at Aquatalia
“Bobby's audit found over a dozen improvement areas in our account. His knowledge and expertise on Klaviyo clearly showed as we reviewed the optimizations together. I'm excited to see the lift these enhancements will bring to our performance in Klaviyo.”
Aaron Prosser
Founder at Pacterra Athletics
“Bobby was awesome to work with, he knows his way around the Klaviyo platform. He was able to identify gaps in our customer funnels and create optimized segmentation for us to use moving forward.”
Kerry Gould
Founder & CEO at Hello Healthy
“Working with Bobby was a terrific experience. He provided insightful recommendations on how to optimize our existing flows and made an immediate impact sharing how to improve performance. I'd highly recommend Bobby to anyone looking to hire a true Klaviyo expert.”
Erin Abernathy
Head of Marketing at Feather
“Bobby's mastery of Klaviyo email marketing strategies was evident in the remarkable campaigns he advised, driving both engagement, revenue and ‘under the hood’ platform knowledge! What truly sets Bobby apart, though, is his enthusiasm and collaborative nature, making him not only a valuable team member but also a joy to work with.”
Viviane Aquino
Director of Marketing at Exploding Kittens
“Bobby's expertise and dedication to Klaviyo projects have had a significant positive impact on our brand. He consistently provides valuable assistance, is highly responsive to questions, and goes the extra mile. I highly recommend collaborating with Bobby!”
Renee Contino
Brand Content Manager at KADA
FAQ
Questions before getting started
How is it different from a free Klaviyo audit?
A free audit is usually funded by the work it’s meant to lead to. The Diagnostic is paid for on its own, so its findings and roadmap are useful whether or not you hire me afterward. Where the evidence points outside my scope, I’ll say so.
Do I need a Diagnostic before a Build?
Yes. A Diagnostic performed by me sets the priorities that shape the Build, and the Build's scope and fee are agreed separately. They're separate paid services, so the Diagnostic fee isn't credited toward the Build.
Should we hire someone in-house instead?
If you need day-to-day execution, an in-house hire may be the right choice. When the priorities and core setup are unclear, I recommend establishing those first, then hiring someone to run them. The Diagnostic informs that sequence; a Build can put the agreed foundation in place.
Can you help if our flows are already running?
Yes. I assess what’s live before recommending changes. The roadmap identifies what to keep, fix, rebuild or add, so an existing program does not automatically mean a full rebuild.
Can you work alongside an existing marketing team?
Yes. You work directly with me through a defined scope and mostly asynchronous collaboration. Your team supplies brand context, assets and consolidated approvals; an execution owner handles ongoing production.
How do you assess retention performance?
I examine repeat-purchase behavior, time to the next order and customer value at comparable cohort ages, where the data supports it. I use account metrics to understand the messaging program alongside that customer analysis. Klaviyo-attributed revenue alone does not establish the impact of the work.
Is Shopify required?
No. Shopify is an ideal fit, but the core requirement is Klaviyo or a plan to migrate to it. The Diagnostic also needs enough customer and purchase history to support meaningful analysis.
Where are you based?
Lisbon, Portugal, working with US-compatible hours. Most collaboration is asynchronous, with agreed calls where useful.
Start with a Retention Diagnostic.
Get a clearer view of the program and the priorities ahead. Share what’s happening with the brand, and I’ll reply personally.
Start with a Diagnostic