Monthly Klaviyo Management

Service Scope

Monthly Klaviyo Management is a fixed-scope monthly service for one business, one established Klaviyo account, and one connected ecommerce store.

Each 30-day service period includes:

• One monthly campaign calendar
• Up to four regular email campaigns
• Up to four new or updated segments
• Review of up to six active email flows
• Up to four minor flow maintenance updates
• One monthly performance report
• One private 45-minute strategy call
• Standard email support

The service is designed for an existing operational account. Initial Klaviyo setup, migration, integration installation, sending-domain authentication, and major account reconstruction require separate services.

Monthly Campaign Calendar

At the beginning of each service period, we prepare one practical email campaign calendar based on the client’s approved priorities.

The calendar identifies:

• Up to four campaign topics
• Intended audience
• Proposed send dates
• Primary offer or message
• Required client assets
• Relevant products or collections
• Important deadlines
• Potential overlap with active flows

The client must approve the proposed calendar and provide all required information before campaign production begins.

Changing the entire campaign plan after approval may affect scheduled delivery dates and require a revised scope.

Up to Four Email Campaigns

We prepare and schedule up to four regular Klaviyo email campaigns during each 30-day service period.

Each campaign includes:

• One email message
• One approved campaign objective
• One primary audience plan
• Existing-template customization
• Subject line
• Preview text
• Sender-name and sender-address review
• Client-provided copy refinement
• Client-provided or approved images
• Calls to action
• Link configuration
• Desktop and mobile review
• Scheduling
• Standard pre-send testing

A newsletter, promotion, announcement, product feature, educational email, or customer update may be used as one campaign.

Each separate send counts as one campaign. Resends, cloned versions, substantially different audience versions, and additional creative variations may count as additional campaigns.

Existing-Template Customization

Campaigns are created using one or more existing approved Klaviyo templates already available in the client’s account.

Customization may include:

• Replacing text
• Replacing images
• Updating buttons
• Adjusting standard content blocks
• Changing links
• Reordering existing sections
• Updating product content
• Applying an approved offer
• Maintaining established brand styling

Creating a new master template, custom-coded HTML email, major visual redesign, new branding system, advanced illustration, product photography, or complex interactive content is not included.

Client-Provided Content and Assets

The client must provide the information required for each campaign at least five business days before the requested send date.

Required materials may include:

• Campaign objective
• Key copy points
• Final offer terms
• Coupon code
• Featured products
• Approved prices
• Images
• Destination links
• Audience instructions
• Legal or promotional disclaimers
• Desired send date

Basic copy refinement is included. Full copywriting from an incomplete brief, extensive product research, offer development, and repeated content reconstruction are not included.

Audience Selection

We configure the approved recipients and exclusions for each included campaign.

Audience selection may use:

• Existing lists
• Existing segments
• Newly created in-scope segments
• Engagement status
• Customer status
• Purchase behavior
• Product interest
• Location
• Profile properties
• Existing ecommerce activity

Klaviyo automatically deduplicates profiles appearing in multiple included recipient groups.

The client remains responsible for confirming that recipients have the appropriate marketing permission.

Up to Four Segment Updates

We create or update up to four standard Klaviyo segments during each service period.

Segments may support:

• Engaged subscribers
• Recent customers
• Repeat customers
• Lapsed customers
• Product purchasers
• Geographic targeting
• Customer categories
• Campaign exclusions
• Purchase-frequency conditions
• Other approved account data

Each new segment or materially revised segment counts toward the monthly allowance.

Advanced segmentation architecture, predictive modeling, RFM strategy, profile enrichment, custom-event development, and database reconstruction are not included.

Campaign Settings and Scheduling

Before scheduling each campaign, we review:

• Campaign name
• Sender name
• Sender email address
• Reply-to address
• Subject line
• Preview text
• Recipient groups
• Excluded groups
• Smart Sending preference
• UTM tracking
• Link destinations
• Send date
• Send time
• Timezone
• Unsubscribe functionality

Campaigns are scheduled only after the client provides final approval.

KizilCo does not activate or send an unapproved campaign.

Smart Sending and Message Frequency

We review Smart Sending settings to help reduce unnecessary overlap between campaigns and active marketing flows.

The review considers:

• Recent campaign sends
• Active flow messages
• Subscriber engagement
• Planned campaign frequency
• Promotional urgency
• Client-approved exceptions

Smart Sending may cause some otherwise eligible profiles to be skipped when they recently received another message.

Long-term send-frequency experimentation, Smart Send Time testing, and comprehensive deliverability strategy are not included.

UTM Tracking

We review the available UTM settings for the included campaigns.

Standard parameters may be used to help identify:

• Message source
• Marketing medium
• Campaign name
• Campaign identifier
• Other approved tracking values

Google Analytics configuration, custom analytics development, attribution reconciliation, and troubleshooting external reporting platforms are not included.

Existing-Flow Health Review

Each month, we review the visible status and recent performance of up to six existing email flows.

The review may cover:

• Flow status
• Recent sending activity
• Visible performance changes
• Message delivery indicators
• Open and click activity
• Conversion information when available
• Recipient activity
• Obvious filter or scheduling concerns
• Klaviyo performance alerts
• Broken or outdated visible content

This is a management-level health review, not a comprehensive technical audit or complete optimization engagement.

Up to Four Minor Flow Updates

We complete up to four minor maintenance updates across the reviewed flows during each service period.

A minor update may include one of the following:

• Updating a subject line
• Updating preview text
• Correcting a link
• Replacing one image
• Revising a short existing content section
• Adjusting one time delay
• Correcting one standard filter
• Updating sender information
• Changing one message status
• Updating one existing call to action

Creating a new flow, adding a new email, introducing a new branch, replacing a trigger, redesigning an entire message, or rebuilding flow architecture is not a minor update.

Every separately requested change counts toward the four-update allowance.

Monthly Performance Report

The client receives one concise monthly performance report using the information available inside Klaviyo.

The report may cover:

• Campaigns sent
• Delivery indicators
• Open rates
• Click rates
• Conversion information
• Attributed revenue when available
• Unsubscribe activity
• Spam complaint indicators
• Flow performance
• Audience or segment observations
• Recommended next actions

Klaviyo attribution and reported revenue depend on the client’s integration, tracking configuration, attribution settings, and available ecommerce data.

The report does not include a custom dashboard, financial analysis, multi-platform attribution model, or independent verification of Klaviyo’s reported metrics.

Monthly Strategy Call

One private 45-minute online strategy call is included each month for up to three client participants.

The call may cover:

• Previous campaign performance
• Flow observations
• Upcoming promotions
• Audience opportunities
• Content priorities
• Recommended testing
• Account questions
• Next month’s direction

Unused meeting time does not convert into production work, campaign credits, additional updates, or future meeting time.

Additional meetings require a separate service.

Review and Approval

One consolidated revision round is included for each campaign when feedback:

• Is submitted before the approval deadline
• Remains within the original campaign brief
• Is provided in one consolidated message
• Does not introduce a new offer or creative direction

Late revisions may require rescheduling the campaign.

The client is responsible for final review of prices, product information, discount terms, dates, spelling, links, audience selection, and legal disclosures before approval.

Standard Email Support

Standard email support is included for questions directly connected to the active monthly scope.

Responses are normally provided within two business days.

Support does not include:

• Immediate or emergency response
• Weekend availability
• Unlimited consultation
• Daily meetings
• Technical support for unrelated platforms
• Large implementation requests
• Same-day campaign production

Urgent or out-of-scope work may require a separate fee and confirmed availability.

Service Period and Rollover

Each purchase covers one 30-day service period.

The monthly allowances expire at the end of that period.

The following do not roll over:

• Unused campaigns
• Unused segment updates
• Unused flow updates
• Unused meetings
• Unused revision rounds
• Unused support capacity

A new service period requires renewal or another purchase.

Client Requirements

The client must provide:

• Administrator access to Klaviyo
• An operational Klaviyo account
• A functioning ecommerce integration
• An authenticated sending domain
• Existing approved campaign templates
• Accurate customer and product data
• Campaign briefs and content
• Approved images and links
• Final offers and coupon codes
• Audience instructions
• Confirmation of marketing permission
• Timely campaign feedback
• Final approval before scheduling

Delays in content, access, approvals, or technical readiness may reduce the number of campaigns that can be completed during the active service period.

Important Scope Boundaries

The following are not included:

• Klaviyo subscription or usage fees
• More than one Klaviyo account or store
• More than four campaigns per month
• More than four segment updates
• Review of more than six flows
• More than four minor flow updates
• New flow creation
• New master-template design
• Custom-coded HTML
• Full campaign copywriting from an incomplete brief
• Signup-form design or management
• Contact import or major cleanup
• Ecommerce integration setup or repair
• Sending-domain authentication
• Custom event, API, or webhook development
• SMS, MMS, WhatsApp, or push campaigns
• Advanced deliverability remediation
• Dedicated warming or reputation repair
• Custom dashboards or multi-platform attribution
• Legal or regulatory compliance review
• Product photography or advanced image production
• Daily or emergency support
• Guaranteed inbox placement
• Guaranteed engagement, conversions, or revenue