Use Klaviyo flows to engage proposal prospects at every stage
Klaviyo is a data-driven marketing automation platform particularly popular among ecommerce and DTC brands — and increasingly adopted by agencies serving these markets. Connecting Klaviyo to Pitchsite enables sophisticated behavioural email flows triggered by proposal events, with the deep personalisation Klaviyo is known for.
A step-by-step look at how Klaviyo and Pitchsite work together.
Add your Klaviyo private API key to Pitchsite settings. Profiles and lists sync from Klaviyo to Pitchsite for cross-platform personalisation.
Custom Klaviyo metrics are created for Pitchsite events — "Proposal Sent," "Proposal Opened," "Proposal Accepted." These metrics power Klaviyo flows and segments.
Create Klaviyo flows triggered by the "Proposal Sent" metric with conditional time delays and branches: if opened → engagement follow-up; if not opened → re-send nudge.
Pass proposal value, service type, and client name from Pitchsite to Klaviyo profile properties. Use them as dynamic content in follow-up emails — deeply personalised at scale.
Create Klaviyo segments of people who have received a proposal in the last 30 days — for targeted campaigns, retargeting lists, and sales team prioritisation.
Real ways agencies use Klaviyo and Pitchsite together.
Agencies specialising in Klaviyo services for ecommerce clients can include Klaviyo expertise in proposals and use the platform to follow up — demonstrating mastery of the tool they're selling.
Klaviyo's sophisticated flow builder lets agencies create multi-branch email sequences based on exactly how a prospect engaged with the proposal — tailored follow-up that feels personal.
Use Klaviyo's predictive send-time feature to deliver proposal follow-up emails at the exact time each individual prospect is most likely to open — maximising re-engagement rates.
For proposals over a defined value threshold, trigger Klaviyo SMS follow-ups alongside email — a multi-channel approach for your most important deals.
Why agencies connect Klaviyo to Pitchsite.
Use Klaviyo flows to engage proposal prospects at every stage
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Yes. While Klaviyo is dominant in eCommerce, its automation and personalisation capabilities are valuable for any agency that sends proposals and wants sophisticated email follow-up workflows.
Yes. Proposal recipients can be added to a designated Klaviyo list (e.g., "Proposal Prospects") automatically, enabling list-based segmentation alongside event-based flows.
Yes. Klaviyo's flow A/B testing lets you test subject lines, send times, and email content for proposal follow-up sequences — optimise based on real open and click data.
Yes. Pitchsite sends proposal events as server-side API calls to Klaviyo, ensuring reliable delivery even if the prospect's browser blocks client-side tracking scripts.
Other tools that work well alongside Klaviyo + Pitchsite.
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