The 5-step Klaviyo setup proven to make millions

Most people skip step 1 and wonder why they fail

Daniel Filipe
July 17, 2025

I’ve audited 200+ Klaviyo Accounts over my time as an email marketing nerd.

I wish I could tell great exciting stories.

But the reality is that I see almost always the same mistakes.

These mistakes could cost as little as a few thousand to millions in lost sales.

Here's how I structure a Klaviyo account to maximize sales (2025 Edition)

Not a fan of sharing screenshots, but some of you won’t trust me unless I do

If a high % of your emails land in spam, it's game over.

SPF, DKIM and DMARC need to be setup.

After that warm your domain and list over 3-4 weeks.

Email as though you are introducing your business to a friend.

Gradually and don’t sell too hard at the beginning.

Now keep an eye on this weekly.

They will make your Ad spend go far.

They build deliverability gradually due to low volume.

Focus on these 6 core flows to start.

Welcome, Abandoned Checkout + Cart + Browse and Site.

Post purchase with a convenient upsell/crossell.

Start with a simple Zero Party Data popup

It's not 1997, stop using generic signups: "Here's your 5% off"

No spin wheels.

No boring offers.

Think of your customers biggest problems and ask them about it.

Test new offers every few weeks.

Don't send every email to your full list.

At minimum, split by:

This will make a huge difference, but don't segment more than this for now.

Aim for 1–2 emails per week.

Not every email needs to sell, but 40%+ definitely should.

Try content like:

Sending campaigns doesn't mean you have to discount.

Train your audience buy at regular pricing.

Discount should be for more exceptional circumstances.

Talk soon,
Daniel

P.S. If you want to work with me and my team, or at least get a free Full Klaviyo 50 point Audit check this here.