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Klaviyo for small teams logo Email and SMS marketing

Klaviyo for small teams

Where it fits

How we use Klaviyo for small teams

Klaviyo is an email and text message marketing platform. It's popular with online stores because it connects closely to Shopify, and it can send messages based on what a customer did, like a first order or a visit. The hard part for a small team is feeding it the right information and writing messages that sound like you. We connect Klaviyo to your bookings or store, and set up an AI helper (the industry calls it an agent) that drafts each follow-up from the customer's real visit or order. You approve the wording before anything is sent. Klaviyo does the sending and the timing.

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What Klaviyo is

Klaviyo is an email and text message marketing platform. It keeps a list of your customers and what they’ve done, and it sends messages when something happens, like a first order, an abandoned cart, or a visit. It connects closely to Shopify and many other tools, which is why a lot of online brands use it.

The sending is the easy part. The work is getting the right information in, and writing messages that sound like you instead of a template.

How a small team uses it with AI

We work with Still Water Day Spa, a seven-person day spa in Noosa. Clients often left without rebooking, and follow-up texts only happened when someone remembered. We set up follow-up messages drafted from each visit in Fresha, the spa’s booking system, and sent through Klaviyo. An AI helper (the industry calls it an agent) writes each message from the details of the visit, using wording the team approved.

The spa’s rebooking rate went from 31% to 44% over three months. A new booking system rollout in the same period also helped, so not all of that rise belongs to the follow-ups. Read the full story.

What we connect and build around it

  • Connecting your tools (data pipelines), so visits from your booking system or orders from your store reach Klaviyo.
  • Better instructions (prompt optimisation), so each message reads like your team wrote it.
  • A review step on the wording, so nothing personal or sensitive goes into an automatic message.

Where Klaviyo falls short

Klaviyo can’t tell you whether a client had a good visit, and a follow-up can’t fix one that went badly. Those conversations belong to a person. It also works best when your customer records are tidy. If half your clients have no email address, the first job is collecting them. And more messages isn’t always better, so we watch unsubscribes as closely as rebookings.

Where this fits

See how Klaviyo shows up in connecting your tools and AI helpers, and in beauty and wellness and e-commerce. If your follow-ups depend on someone remembering, get your AI Starter Plan.

What we build

What we set up around Klaviyo

01

Follow-ups from each visit

We pass each visit or order into Klaviyo, and an AI helper drafts a follow-up that mentions what the customer had done.

02

Your tone, written down

We write down how your messages should sound and test the drafts on past emails, so they read like your team wrote them.

03

Bookings and store connected

We connect your booking system or online store to Klaviyo, so the right people get the right message without manual lists.

04

A plain monthly summary

What went out, who came back, and what didn't work, written up from your Klaviyo results.

About Klaviyo for small teams

Klaviyo for small teams is a crm marketing. We connect it to the rest of your tools for teams of 1 to 10 people. Read more on the official site: https://www.klaviyo.com.

FAQs

Common questions

Doesn't Klaviyo already write emails with AI?
Klaviyo has its own AI features for writing and planning messages, and they're useful inside Klaviyo. What we add is the connection to your bookings or other tools, and instructions that carry your house rules across every channel.
Is Klaviyo only for online stores?
It's best known for online stores, but any business with customer records can use it. The day spa we work with uses it for follow-ups after each visit, fed from its booking system.
Will the AI send messages on its own?
Klaviyo sends on a schedule once a flow is live. What we keep with a person is the wording. You approve the message templates, and anything sensitive about a customer stays out of them.
Do I need customers' permission to message them?
Yes. Australian spam law requires consent and an easy way to unsubscribe. Klaviyo has tools to manage both, and we set things up so only people who agreed get your messages.
What if I already use Mailchimp?
Then we start with Mailchimp. We work with the tools you have, and only suggest a change if your current tool can't do the job.
Where to start

Get your follow-ups going out every time

Get your AI Starter Plan. Tell the AI about your business, your goals, and where your week goes, and you'll get a plan for where to start.

Get your AI Starter Plan