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Hand over welcome flows, abandoned cart emails, customer win-back sequences, list segmentation, and template designs.
Project handover
A clear finish for owner and client.
This is a working structure, not a blank dashboard. Start with the sections that matter for this kind of project, then tailor the details after signup.
Project handover
A clear finish for owner and client.
See the owner, client and recorded views before you choose the workflow.
The template is a working structure. Add the project context, resources and client-specific decisions before you send it.
Klaviyo account access
Credentials
Core flow configurations (Welcome, Cart, Post-Purchase)
Automation
Branded HTML email templates
Assets
List segmentation strategy
Documentation
Revenue attribution report
Analytics
Included window
14 days
The starting support duration in this template.
Included
Outside scope
Give the final step the same care as the work that got you there.
Free plan · no card requiredCloseout record Deliver the pack, acknowledgement and evidence in one place.
Project handover
A clear finish for owner and client.
Client clarity Make the last step understandable without exposing your internal stack.
Client review
A clear finish for owner and client.