INSIDEA
CRM & Platforms

Klaviyo Onboarding & Training

Klaviyo onboarding and training so your team can plan, build and send campaigns and flows without waiting on an agency for every change.

What changes

Outcomes you can expect.

Role-based
Training
Admins, managers and users trained on their own work
Certified
Team always
Certified experts, every engagement
Fixed-fee
Pricing model
Scope and price locked before kickoff
30 days
Post-launch support
Questions answered while new habits form
How we work

Methodology that ships.

Two-week sprints, certified experts always, fixed-fee pricing. The same shape every time.

  1. Step 01
    01

    Discovery

    We learn who uses the platform, for what, and where they get stuck today.

  2. Step 02
    02

    Set up

    We tidy the setup so training matches what people will see on Monday.

  3. Step 03
    03

    Train by role

    Short sessions per role, on your own data, with guides to keep.

  4. Step 04
    04

    Check adoption

    We review usage after go-live and help the teams that are slow to switch.

Track Record

Built on real engagements.

1,500+
Businesses served worldwide
Across 25+ countries
4.99
Elite HubSpot Partner
500+ verified reviews
150+
In-house certified experts
CRM, RevOps, marketing, and AI
5
HubSpot accreditations
Onboarding, Enablement, Migration, Integration, Implementation
What's included

Inside our Klaviyo Onboarding & Training work.

01

Campaign training

Planning, building, testing and sending campaigns, on your account.

02

Flow training

How flows trigger, branch and stop, and how to change them safely.

03

Segments

Building segments from behavior, purchases and profile data.

04

Reporting

Which numbers to watch, and where to find them.

05

Templates and brand

Using saved templates and blocks so every email stays on brand.

06

Quick guides

One-page guides for the tasks your team does every week.

Featured customers

A few of the brands we've delivered for.

FAQ

Klaviyo Onboarding & Training, answered.

How long does this take?

It depends on the number of teams and how much setup needs fixing first. We agree the timeline on the strategy call.

How is this priced?

Project work is fixed-fee against a defined scope. Retainers are monthly with clear deliverables. We share specifics on the strategy call once we understand the scope.

Who's on my account?

A dedicated project lead, plus the specialists relevant to your scope. One named account lead end-to-end.

How do we get started?

Book a 30-minute strategy call. We cover scope, timeline, and pricing. If we're a fit, you get a proposal within 48 hours.

Ready to ship this?

Book 30 minutes. We'll cover what good looks like for your stage, stack, and team.

Get Started
With Us

Book a demo and discovery call to get a look at:

How INSIDEA works
The subscription plan that best fits your needs
Pricing, onboarding, and anything else
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