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Klaviyo has over 100,000 customers with a $9B valuation.

Here's how they onboard 1,000s of eCom store owners each month:

1) Clear value proposition

1) A minimal signup page that reinforces the value proposition

Reinforce your value on sign up pages.

Most sign up pages don't persuade. They just say "Create an account".

People will have doubts on sign-up pages. A simple one liner is enough to increase conversion.  

Klaviyo uses the value prop: “Send your first campaign in minutes” to entice users to sign-up.

2) Syncing with existing customer data platforms

Importing data from other tools saves the user  time.

Klaviyo provides a range of popular tools to allow you to connect your data.

Without code.

This means the user can just link their tool and start sending automated event-driven emails.

SaaS Email Marketing Tools take note.

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3) Asking Jobs To Be Done

Asking questions around the user’s goals can help you activate them quicker.  



If you know what a user wants to achieve, you can personalise the experience to help them get there.

Klaviyo asks about goals early on.

This is especially important for a tool that relies on personalisation.

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4) Focused checklists

When you get into the product, there's a checklist that is short and focused around key actions.  

Klaviyo don't make it a pop-up checklist in the corner.

It's got prime real estate to persuade you to take the next step.

They use the $30M/month as social proof to prompt you to create a Welcome Series Flow.

And provide examples of nice looking welcome emails.

Pretty persuasive.

5) Remove cognitive load by pre-filling the logic

What's a good gap between sending welcome emails?

2 days? 4?

This is a big question for new email marketers.

Klaviyo gives you the answer so the user doesn't have to guess.

They pre-fill the logic.

They do the hard work the user.

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6) Templates for copy and design

Klaviyo has taken care of the copy and imagery.

They’ve used a boilerplate message that pulls in company details.

It  can be the actual email if the user is feeling lazy.

Or the user can edit it.

Regardless, they are removing any friction for the user.

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7) Getting the user to a big early win

Klaviyo gets the user to a win early in their journey.

Welcome emails are high value emails. They drive revenue.

I've seen companies take weeks to set up an onboarding email flow.

This took 5 minutes.

New users can quickly go from:
sign-up -> live welcome email -> revenue

Time to value = Fast.

How Klaviyo onboard 1,000s of eCom store owners each month:

1) A minimal signup page that reinforces the value proposition
2) Syncing with existing customer data platforms
3) Asking Jobs To Be Done
4) Focused checklists
5) Removing cognitive load by pre-filling the logic
6) Templates for copy and design
7) Getting the user to a big early win

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