Correspondence studio / coral

A Klaviyo email and SMS proposal for a dog treats brand that relies on weekly campaigns and has no text list. It covers Klaviyo revenue by source, when to use email or text, the flows to rebuild, how SMS consent is collected, the first 90 days, a similar brand’s results and three monthly plans.

Klaviyo Email and SMS Proposal

Overview

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Thank you for the conversation</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You want Klaviyo to earn more of your online revenue, and to start texting customers who ask for it.</p>

<p>Hello {{CLIENT_NAME}},</p>
<p>You have 38,000 email subscribers and Klaviyo brings in about 14% of your online revenue, almost all of it from weekly campaigns. Your flows were set up in 2022: a single welcome email and a single cart reminder. A bag of your treats lasts about four weeks, but nothing reminds customers to reorder, and you have no SMS list yet.</p>
<p>We would rebuild your flows for email and text, start an SMS list with proper consent, and run your campaigns each month. Our aim is for Klaviyo to bring in a quarter of your online revenue within a year.</p>
<p><strong>{{SELLER_NAME}}</strong><br>Klaviyo lead, {{SELLER_COMPANY}}</p>

Klaviyo revenue in the last 90 days, thousand USD

Introduction

<h2 style="font-family:var(--proposal-font-accent);font-weight:500;line-height:1.14"><span style="font-size:clamp(30px,4.2cqw,52px)">We recommend using email to explain and text messages only when timing matters.</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Texts are read within minutes but cost money and lose subscribers when overused. Email carries the detail.</p>

<p>Feeding guides, new flavours and stories from your kitchen, with photos and links.</p>

Email does the explaining

<p>A cart left open, a bag about to run out, or delivery news.</p>

Texts for timely moments

<p>Subscribers who read the email do not get the same message as a text.</p>

One channel at a time

<p>No more than three emails and one marketing text a week, and no texts in the evening.</p>

Limits on frequency

Email and SMS

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Your flows today, and what we would build</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">From a review of your Klaviyo account.</p>

Your flows

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Starting your SMS list</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Every number on your list will have agreed to receive texts, and the records stay in Klaviyo.</p>

Consent

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">The first 90 days</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Work starts on {{START_DATE}}. You approve every message before it goes live.</p>

<p>Account audit, list clean-up and text sign-up live at checkout and in the pop-up.</p>

Audit and SMS sign-up

<p>Welcome, cart and reorder flows rebuilt for email and text.</p>

Core flows

<p>Browse, post-purchase and win-back flows, and a review of the first results.</p>

Full set and review

First 90 days

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Results for a similar client</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">A pet food brand, after six months of email and text.</p>

Results for a similar client

<p><strong style="font-size:1.15em">{{SELLER_NAME}}</strong><br>Klaviyo lead, {{SELLER_COMPANY}}</p>
<p>A Klaviyo partner since 2020, running email and SMS for 30 Shopify brands in pet, food and home. Working with:</p>
<ul><li>A copywriter for emails and texts</li><li>A designer for email templates</li><li>An analyst for the monthly report</li></ul>

Who you will work with

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Monthly fee</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Three plans. We recommend Email and SMS.</p>

Email

Email, SMS and testing

<p>Fees are in USD, exclude tax and are invoiced monthly in advance. Your Klaviyo subscription and text message fees are billed by Klaviyo to you. This proposal is valid until {{VALID_UNTIL}}.</p>

Monthly fee

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Common questions</span></h2>

<p>Klaviyo charges per text, about one cent each in the US. At the volumes in the recommended plan, expect about $250 a month at first.</p>

What will text messages cost us?

<p>Only people who sign up receive them, and no one gets more than one marketing text a week. We report unsubscribes every month.</p>

Will texts annoy our customers?

<p>Yes. We tidy them so they work well on a phone, and the top plan includes a refresh each quarter.</p>

Can we keep our current templates?

<p>We do, in your voice, and you approve each one. Your team sends us product news and launch dates.</p>

Who writes the emails and texts?

<p>Revenue, orders and unsubscribes for every flow and campaign, using Klaviyo’s five-day click window, with a short call each month.</p>

How do you report results?

<p>After the three-month minimum, either of us can stop with 30 days’ notice. The flows, templates and lists stay in your account.</p>

What if we want to stop?

Questions

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Next steps</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

Klaviyo Email and SMS Proposal - Preview