Klaviyo
Klaviyo is the email desk for a Shopify store. The owner gets the welcome, the cart note, and the note after the purchase.
Email and SMS
The list you own,
The list you own,
and the text they agreed to.
Klaviyo, GoHighLevel, or Twilio. We write the welcome, the cart note, and the text. The owner keeps the list.
Three desks.
Three notes.
The tool stays the one the business already pays for. The note is welcome, cart, or a buyer who went quiet.
GoHighLevel
GoHighLevel is the CRM that also sends the mail and the text. The owner gets both from the same record as the lead.
Twilio
Twilio is the number the text comes from. The owner gets a message the customer agreed to receive, and STOP ends it.
Welcome
Welcome is the first note after an address is given. The owner gets the next step while that person still remembers the form.
Abandoned cart
Abandoned cart is the note after checkout stops. The owner gets another pass at the sale already sitting in the cart.
Winback
Winback is the note to a buyer who went quiet. The owner gets a return visit from someone who has already paid.
We build the flow
on the desk the business already pays for.
We build the flow on the desk the business already pays for.
A Shopify store stays on Klaviyo. A crew that already works in GoHighLevel stays there. Twilio sends the text when the number has to be ours.
The first text names the business, says how often messages come, and says STOP ends them.
The full rules are on the SMS terms page.
Owners in The Woodlands, Houston, Conroe, Spring, and Magnolia get the same notes: welcome, a missed quote or a cart, and the quiet customer.
A client outside those cities gets them when the list is real and the offer is one sentence.
A Shopify catalog stays on Klaviyo.
The welcome can name the product they viewed when that event exists. The cart note names the item still in the cart. The note after purchase names the order.
A service business that lives in GoHighLevel has no cart.
The second note is the missed quote: the form came in, the job is not on the calendar, and the text asks which day works.
Audience augmentation is a different list.
That list is people who look like past buyers, loaded into Google and Meta. This page is the smaller list: people who already typed an address or a phone number.
In the first week we write down the from-name, the offer in one sentence, the three notes, and how long a customer can go quiet before winback sends.
That quiet gap is a number we pick with the owner.
The from-name is the business the customer met.
The first line of the welcome says what they asked for. A store welcome names the product. A service welcome names the appointment. The first week is those notes. A fourth note waits until one of them has booked.
The address comes from the form, the checkout, or a person who typed it in.
The yes is that form, that checkout box, or a reply that asked for the message. We read booked jobs and replies. A flow that gets opens and no bookings comes down.
Before the list goes live we send one test text to the owner.
The owner replies STOP. The next text does not arrive. That check is the gate. Then the welcome turns on for new addresses only. People already on the list get winback only after the quiet gap we wrote down, and only when their original yes covers that message.
One desk sends a given sentence on a given day.
Store mail stays in Klaviyo. Quote texts stay in GoHighLevel or Twilio. The owner can open those flows in the account the business already pays for. The quiet gap is written in days, agreed in the audit, and kept next to the from-name so the next person who opens the account can see it.
Paid ads that fill the list sit on Marketing.
The page those ads open is CRO.
The list sends
before the month turns.
- 01
List
Export who opted in. Drop the dead addresses. Confirm the from-name on the first send.
Week 1 - 02
Flows
Write the welcome, the cart or the missed quote, and the note to a buyer who went quiet.
Week 2 - 03
Send
Turn on Klaviyo, GoHighLevel, or Twilio. Read the replies from the first week before adding a fourth note.
Week 3 - 04
Keep
Cut the flow nobody opens. Leave the one that books the job or brings the cart back.
After
Bring the list. We will say which note is missing. Begin Private Audit