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Do you have any recommendations for templates to map out your customer lifecycle journey & the corresponding content/flows that get sent out to them at each stage? I haven’t been able to find a good solution.
Best answer by ebusiness pros
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Hey
Welcome to the Community! Thank you so much for reaching out for help.
There are a few different resources that will help you with customer lifecycle mapping and implementation in Klaviyo! First I would check out this community post from
Also, I would check out this Klaviyo Academy resource: Automating the customer journey with flows.
Since you are a Partner there should also be additional resources in the Partner Portal. You just need to use your partner credentials to login and search for this topic!
Hope this helps!
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Hey
If you have the partner login credentials, here is the link to the resource I mentioned above. https://partneracademy.klaviyo.com/automating-the-customer-journey-with-flows
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Hi
I have yet to find a visual representation template that I love, though Figma might have some you could customize to serve that purpose.
Fundamentally, I encourage you to consider each piece of the customer journey in distinct buckets depending on what type of customer they are. That will help you map out different parts of the customer journey, and identify gaps for each group of people.
So for instance, there’s the fundamental marketing infrastructure you’ll want to have in place regardless of someone’s customer status. Onboarding new subscribers is crucial for your list health. Then following up with those who are the most likely to place an order helps you maintain a monthly revenue baseline.
Then I’d consider what needs to be done to nurture prospects into customers. If your product has an opportunity for a trial or sample to give someone confidence before they buy, you could have a Flow that recommends prospects try the product (home decor example: order swatches). Then after they order that sample, a Flow that nurtures them towards the full-size purchase/ recommends the best product to start with based on their sample choice. This system is highly effective for generating orders.
Otherwise, in general it helps to be clear on what your best recommendation is for a prospect to buy in their first order. Recommend it clearly, as a “we’re here to help you” moment. Sometimes people get stuck/ overwhelmed when they need to choose among a whole collection of products offered by a brand.
New Customers need distinct types of “onboarding” emails to learn how to get the most out of your product, how to care for it, etc. after that first order is placed. My agency considers this part of a New Customer Thank You flow. Then you might have a flow that follows up a few weeks or months later (depending on your product) and recommends the next best thing for this customer to try IF they did not return their first order.
Repeat Customers can be split a few different ways. Eventually you might have separate buckets (systems of flows working together) to nurture retention of 2x customers differently than customers who order 3+ times. This will evolve as you get clarity around what your VIP Customer threshold is.
I’ve written a couple articles here that go more specifically into building out these Core flows, and ways to segment your audience that can help you identify other types of flows your brand might benefit from having. Take a look if you think that would be helpful.
I’m also happy to answer any follow-up questions you have!
Warmly,
Gabrielle
Klaviyo Champion & Marketing Lead at ebusiness pros
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