The email and SMS platform powering most DTC brands above $1M ARR.
Klaviyo runs the email and SMS for most Shopify brands above $1M revenue. The platform is powerful, and that's the problem. Five marketers in a 10-person brand all set up flows differently, leave triggers half-configured, and forget to update segments when product lines change. Klaviyo SOPs lock down how your team builds flows, segments, and campaigns so revenue doesn't depend on who's on shift.
Klaviyo flows are revenue infrastructure. A misconfigured abandoned cart trigger can cost $50K/month in a 7-figure brand. A welcome series with the wrong UTM tagging makes attribution impossible. When your CRM person leaves and the next hire builds flows their own way, you've fractured the system. SOPs make Klaviyo work for the brand, not the individual.
Direct-to-consumer brands on Shopify, BigCommerce, and WooCommerce. Most common above $500K ARR and essentially universal above $5M.
Step-by-step procedures for the most common Klaviyo workflows.
The abandoned cart flow is the single highest-ROI flow in most Klaviyo accounts. It also breaks more often than any other flow because triggers depend...
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Browse abandonment catches the shoppers who looked at a product but never added to cart. Most brands ignore it because the conversion rate is lower th...
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The post-purchase flow is the unsexy revenue driver most brands underinvest in. It runs once per customer, sends 4-6 emails, and quietly compounds rep...
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Customers who bought once and never came back are the biggest pool of latent revenue in your database. A working win-back campaign reactivates 5 to 15...
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Most Klaviyo accounts have 200+ segments that nobody uses because nobody can remember what they mean. The brands getting ROI from segmentation have 15...
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Your welcome series is the first impression a subscriber gets. Most brands set one up at launch and never revisit it, which means new subscribers in 2...
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Record your screen while building a Klaviyo flow. ReccordSOP generates the SOP with screenshots of every step. Drift detection alerts you when your live setup changes from documented.
Try ReccordSOP freeBelow $1M ARR you might think SOPs are overkill. They're not. The moment you hire your second marketer, undocumented Klaviyo setup costs you 10 hours a month in rebuild work. Start documenting from day one.
Quarterly at minimum. Klaviyo ships product changes constantly. Your SOPs need to reflect 2026 features, not 2023 ones.
Yes. Record your screen while building or reviewing a flow. AI structures it into a step-by-step SOP, with screenshots of each click. Drift detection flags when your actual configuration changes.