Klaviyo Training & Consultation

Service Scope

Klaviyo Training & Consultation is a fixed-scope private training service for one business, one Klaviyo account, up to three participants, and one 90-minute live online session.

The service combines account-specific preparation, practical platform education, a live screen-shared walkthrough, focused consultation, questions and answers, and a personalized action checklist.

Training can be delivered in English, Russian, or Ukrainian when the preferred language is confirmed before scheduling.

This is an independent KizilCo training service. It is not an official Klaviyo Academy course, certification program, or Klaviyo-issued credential.

Pre-Session Questionnaire

The client receives one concise questionnaire to identify the business context, current Klaviyo experience, account status, priority questions, and desired outcomes.

The questionnaire covers:

• Business and ecommerce model
• Current Klaviyo experience
• Connected ecommerce platform
• Primary email-marketing goals
• Current lists and segments
• Existing campaigns and flows
• Known account problems
• Team responsibilities
• Up to three priority training topics
• Specific questions for the live session

The completed questionnaire must be received before the account and agenda review begins.

Account and Agenda Review

Before the live session, we complete up to 30 minutes of focused preparation.

This may include reviewing:

• Account navigation
• Visible account structure
• Lists and segments
• Existing campaigns
• Existing flows
• Signup forms
• Templates
• Integrations
• Analytics sections
• User access
• The client’s submitted questions

This preparation is not a comprehensive account audit. It is used to organize the training session around the client’s selected priorities.

Technical troubleshooting, data analysis, deliverability investigation, and implementation work are not included in the preparation allowance.

Select Up to Three Training Topics

The client may select up to three related Klaviyo topics for the live session.

Available topics may include:

• Account navigation and organization
• Profiles, lists, and segments
• Email campaigns
• Email templates
• Signup forms
• Flows and automation
• Triggers, filters, delays, and splits
• Ecommerce customer data
• Product and event personalization
• Campaign and flow analytics
• Deliverability fundamentals
• Consent and suppression tools
• User roles and permissions
• Testing and previewing messages
• Reporting and performance review
• Recommended workflow and maintenance

The three topics should fit reasonably within one 90-minute session. Broad subjects may need to be narrowed during preparation.

Advanced technical subjects such as APIs, custom events, custom integrations, webhooks, predictive modeling, and custom code require separate consultation or implementation services.

Private 90-Minute Live Session

We conduct one private 90-minute online session using an approved video-meeting platform.

The session is structured around:

• The client’s current level of experience
• The selected topics
• Account-specific examples
• Live navigation through Klaviyo
• Practical demonstrations
• Client questions
• Recommended next steps

The goal is to help the client understand how relevant Klaviyo features work and how to manage routine tasks with greater confidence.

Training is adapted to the client’s account and business context rather than delivered as a generic platform presentation.

Live Account Walkthrough

Where appropriate access is provided, the session takes place inside the client’s Klaviyo account through screen sharing.

The walkthrough may demonstrate how to:

• Navigate major account areas
• Locate profiles and customer activity
• Review lists and segments
• Understand segment conditions
• Find campaigns and templates
• Review flow triggers and filters
• Preview email content
• Interpret basic performance metrics
• Locate account and user settings
• Identify relevant troubleshooting information

The client’s Klaviyo role affects which areas and settings are visible. Owner, Admin, Manager, Campaign Coordinator, or other roles may provide different permissions.

The client is responsible for providing access appropriate to the selected training topics.

Practical Demonstrations

The session may include limited demonstrations using existing account features, drafts, or test data.

Examples may include:

• Creating a sample segment definition
• Reviewing a campaign draft
• Previewing a flow email
• Explaining a trigger or filter
• Demonstrating personalization variables
• Reviewing analytics
• Showing where to manage users or settings
• Explaining how to test a message

Demonstrations are educational and limited to what can reasonably be completed during the session.

Building a production campaign, flow, form, template, integration, or complete segment system is not included.

Questions and Answers

The client may ask questions throughout the session.

Priority is given to questions related to the three approved training topics and the client’s visible Klaviyo configuration.

Questions requiring extensive research, legal interpretation, custom technical development, third-party platform investigation, or work outside Klaviyo may be documented for a separate service.

The session duration is fixed at 90 minutes, including questions and answers.

Personalized Action Checklist

After the training session, the client receives a concise action checklist based on the topics discussed.

The checklist may identify:

• Recommended account tasks
• Settings requiring review
• Campaign or flow priorities
• List and segment improvements
• Testing recommendations
• Relevant Klaviyo resources
• Items requiring professional implementation
• Suggested order of completion

The checklist is a practical handoff, not a comprehensive strategy report, technical audit, implementation plan, or legal compliance document.

Session Recording

One session recording is included when:

• Recording is requested before the session
• The selected meeting platform supports recording
• Every participant provides permission
• No technical restriction prevents recording

The recording is provided for the client’s internal training use.

KizilCo cannot guarantee recording availability if the meeting platform, browser, device, participant permissions, or unexpected technical conditions prevent it.

Official Learning Resources

The client receives links to relevant official Klaviyo Help Center or Klaviyo Academy materials connected to the selected topics.

These resources may include:

• Getting-started learning paths
• Flow training
• Campaign instructions
• Segmentation guidance
• Template-editor courses
• Signup-form training
• Account and user documentation

External learning materials are provided as supplementary resources and remain subject to Klaviyo’s availability and platform changes.

Seven-Day Email Follow-Up

One consolidated email follow-up is included for up to five short clarification questions.

The questions must:

• Be submitted together
• Be received within seven calendar days of the session
• Relate directly to the approved training topics
• Request clarification rather than implementation
• Be answerable without a new account investigation

Additional questions, another meeting, new topics, account troubleshooting, or implementation work require a separate service.

Client Requirements

Before the session, the client must provide:

• Klaviyo account access appropriate to the selected topics
• Completed training questionnaire
• Up to three approved topics
• Specific questions or problem areas
• Names of up to three participants
• Preferred training language
• Preferred meeting times
• A reliable internet connection
• A computer suitable for screen sharing
• Timely confirmation of the scheduled session

Participants should join from a computer rather than a mobile phone when they plan to follow along inside Klaviyo.

Scheduling and Rescheduling

The session is normally scheduled within 5–10 business days after the completed questionnaire, required access, and preferred availability are received.

The session must take place within 60 calendar days of purchase.

One rescheduling request is included when submitted at least 24 hours before the confirmed meeting time.

Late arrival does not extend the scheduled end time. Additional sessions or time beyond the included 90 minutes require a separate purchase.

Important Scope Boundaries

The following are not included:

• Klaviyo subscription or usage fees
• More than one Klaviyo account
• More than one live session
• More than 90 minutes of live training
• More than three participants
• More than three primary topics
• Comprehensive account audit
• Account setup or configuration
• Campaign creation or launch
• Flow creation or activation
• Template or signup-form design
• Contact import, cleanup, or segmentation work
• Ecommerce integration setup or repair
• Domain authentication
• Deliverability remediation
• Custom event tracking
• API or webhook development
• Custom code
• Third-party application troubleshooting
• Legal or regulatory compliance advice
• Written marketing strategy
• Ongoing account management
• Unlimited email support
• Klaviyo certification or official credential
• Guaranteed marketing results or revenue