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Getting Started With Klaviyo
Feeling overwhelmed getting started with Klaviyo?
THIS IS FOR YOU IF...
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You are just getting started with Klaviyo and need help setting up the essentials.
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You want to do it right—focusing on what truly matters—without the stress of figuring out another platform alone.
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You need a strong, intentional foundation so you can grow your list, authentically connect with your audience, and set up essential automations to start generating passive income.
You'll Receive
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1:1 strategy session(s) | Collaborative time to explore your email goals, uncover customer insights, and ask questions—often sparking clarity and ideas beyond email & strategic recommendations tailored to your brand.
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Klaviyo setup |​​ Everything you need set up to hit the ground running, with a strong foundation for growth, including:
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Account setup—Includes key system integrations, branding elements, contact info, user, UTM tracking, and more—ensuring your account is fully functional and aligned with your brand.
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Essential lists & segments—So you can start sending to the right people from day one, and grow your list in a strategic, organized way.
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Email templates, up to 5—Branded, reusable designs to make sending campaigns easier and more consistent.
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Sign-up forms, up to 2—Customized to your brand and goals, helping you capture new subscribers from your website or popups.
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Branded preference center—Helps you gather insights on subscribers, so you can send more relevant, personalized emails.
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Product feeds, up to 2—Enables personalized product recommendations inside your emails to drive more engagement & revenue.
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Essential flows done-for you, up to 3 | You’ll get three key automations set up from start to finish—designed to help you build relationships and generate passive income.
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Strategic planning—What emails to send, when to send them, and who should receive them is mapped out for you.
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Execution—Emails are written, designed, built, and tested before launch. All you need to do is review and approve. Includes up to 2 rounds of revisions.
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Performance monitoring & strategic roadmap | Includes 1-week post-launch monitoring to ensure everything runs smoothly, plus a 90-day performance review with a personalized roadmap to guide your next steps for growth.
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Collaborative experience and strategic partner as you get started with Klaviyo and grow your business.
The Process
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Phase 1, Set the Foundation | The groundwork is intentionally laid by setting up Klaviyo to grow your list, gather customer preferences, and make future emails easier to create and send.
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Strategy sessions scheduled as needed.
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Klaviyo account setup completed in close partnership with you.
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Phase 2, Craft Your Essential Flows | Key automations are thoughtfully created from start to finish—built to nurture relationships and generate passive income, without the guesswork.
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Phase 3, Reflect & Refine | After launch, performance is reviewed to help guide your next steps with clarity and confidence.
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1-week post-launch monitoring—Ensures forms and flows are running smoothly and functioning as intended.
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90-day check-in session—Includes a performance review and personalized roadmap of your next email priorities. We’ll meet for 60 minutes to go over insights and questions.
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The Energetics
How do clients often feel after they've partnered with Emily?
GUIDED
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SUPPORTED
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CLEAR
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​ENERGIZED
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CONFIDENT
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OPTIMISTIC
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I knew from the moment I met Emily that I wanted to work with her. She was engaged, informed, and had an innate drive to deliver high quality work. I was not disappointed!
Emily is naturally curious, leveraging analytics and business insights to inform her work, but also fearless in putting forth new thinking, asking for feedback, and gaining consensus across teams.
Not only is Emily an innovator, she also has the ability to execute with thoughtful attention to detail. I would highly recommend Emily as part of any team.
- Becky B. // Past Client
Interested?
Let's get to know each other and see if Getting Started With Klaviyo is a good fit for you. Click below to schedule time with Emily.
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Emily LeDuc is a certified email marketing strategist, Klaviyo partner, and herbalist in training, helping purpose-driven brands generate passive income while nurturing authentic relationships with their audience through strategic email marketing.
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Her approach brings intention and a human touch to a digital world. She genuinely cares about helping her clients bring their mission to life through email strategies that foster trust, build connection, and convert—without compromising their values.
​Outside of email marketing, Emily is most likely enjoying nature, crafting herbal remedies, reading and learning new wellness modalities, or spending quality time with family and animals including her dog, 2 cats, 13 chickens, and 2 geese.​
Other Services That Might Interest You
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MONTHLY EMAIL COACHING
After balancing it all on your own, you're craving partnership and expert guidance—without needing hands-on execution support.
You need some inspiration and strategic advice on what to send each month and how to improve your email design to drive more clicks and revenue.
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MONTHLY DONE-FOR-YOU EMAIL MANAGEMENT
Take the weight of email marketing off your shoulders.
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Dedicated monthly time is focused on your business to monitor email performance and health, craft creative strategies, and seamlessly manage campaign execution for you.
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