Integration · Klaviyo

Free buyer-archetype audit for Klaviyo brands.

Connect Klaviyo (read-only) and your store. We audit your subscriber and purchase data, then hand back six named buyer archetypes plus 18 ranked campaigns — each with Klaviyo-ready segment logic.

Why connect Klaviyo

Klaviyo is the canvas. The audit gives you what to put on it.

Klaviyo gives you everything you need to ship — segments, flows, A/B tests, sends. What it doesn't give you is the cohort map your sends should be built around. That's the gap.

What Klaviyo gives you on its own
  • Klaviyo sends emails, builds segments and runs flows off list activity.
  • Klaviyo reports open rate, click rate and revenue per campaign.
  • Klaviyo segment builder filters on list membership, tags, opens, clicks and ecommerce events.
  • Klaviyo integrates with the major ecommerce platforms so purchase events come in automatically.
  • Klaviyo A/B tests subject lines, send times and creative variants for you.
Why connect Klaviyo to Persona LM
  • Read-only Klaviyo API.We pull profiles, lists, segments, campaigns and metrics via the Klaviyo APIs. No write access. Revoke the API key from Klaviyo settings any time.
  • Joined to your purchase data.The audit joins your Klaviyo engagement (opens, clicks, list membership) to your real order data — so cohorts are built from buying behavior, not just email behavior.
  • Paste-ready segment logic.Every campaign brief comes with the Klaviyo segment filter rules already written — copy them into a new segment, name it, ship it.
  • Built for $500K–$5M GMV lists.The audit calibrates against your list size and engagement health. Above 5M GMV the cohorts get coarser (we'll tell you); below 500K there isn't enough signal yet.
About Klaviyo

Klaviyo is great at execution. Cohort strategy is somebody else's job.

Klaviyo is the dominant email + SMS platform for direct-to-consumer brands at $500K–$50M GMV. It has the best segment editor, the best flow builder, and the cleanest commerce integrations in the ESP category. None of that tells you who you should be segmenting around.

Most Klaviyo accounts at the audit's target size end up with 12–30 segments built reactively — 'first-time buyers,' 'cart abandoners,' 'win-back day 90.' Each one is useful in isolation. None of them describe a person. That gap is what the archetype audit fills.

We don't replace Klaviyo. We don't migrate you off it. We give you the six archetypes worth building flows around, then write the 18 campaigns those archetypes would respond to — with segment logic you can paste straight into the Klaviyo editor.

Visit Klaviyo

Ready when you are

Connect Klaviyo + your store in seven minutes.

Read-only API key. No credit card. Audit back in about 24 hours.

Klaviyo dashboard on the left, simplified Persona LM audit report on the right.
Audit vs Klaviyo

What you'll learn from the audit vs what you can see in Klaviyo.

Klaviyo tells you how a campaign performed. The audit tells you which campaign was the right one to send in the first place.

From Klaviyo's own reports
  • Klaviyo flows segment on what someone did inside Klaviyo — opens, clicks, list membership. They don't see the buyer side.
  • Klaviyo revenue reports show flow performance, not which buyer-type is producing it.
  • Klaviyo only knows about the segments you've already built. The audit names the ones you haven't.
  • Klaviyo gives you the canvas. The audit gives you the brief that goes on the canvas.
  • Klaviyo segment names tend to read like filters: 'placed > 2 orders, last 60 days.' That's a rule, not a story.
From the Persona LM audit
  • Six named buyer archetypes built from purchase + Klaviyo engagement data, not just open/click behavior.
  • Which archetype drives which share of revenue, and which one your current flows are leaving on the table.
  • Specific underserved cohorts — buyers your data says exist but who fall between your current segments.
  • 18 ranked campaigns with copy angles + filter rules ready to paste into a new segment.
  • Plain-English archetype names you can use in subject lines, briefs and meetings.
Ready

Run the Klaviyo audit.

Free. Seven-minute setup. Audit back in about 24 hours.