Improve Sales Conversion Using Smart Lists

I’ve helped brands go from no Klaviyo account → 33% of store revenue in under 90 days. Most brands jump into Klaviyo and BLAST their entire list on Day 1. That’s how you end up in spam, not in your customer’s wallet. Here’s the exact system we use when setting them up: ✅ Step 0: Pre-Setup Hygiene Make sure you’re not importing junk on Day 1. Clean your list (NeverBounce/ZeroBounce). Bring over only recent engagement data from your previous email platform Use branded sender addresses (hello@, team@). ✅ Step 1: Sign Up (Skip the Free Tier) Choose a paid plan that fits your list size. Sync with Shopify. Import existing engaged lists. Set up sending domain + DMARC/DKIM/SPF. ✅ Step 2: Warm Up Your Domain Dormant but established domain: Build 14/30/60-day engaged segments. Wks 1–2 → send 3–4 short, high-value campaigns only to 14-day engaged. Wks 3–4 → expand to 30-day engaged. Wks 5–6 → add 60-day engaged. Brand new domain: Day 1: send to 200–300 (most engaged). Double volume each send if open rates >40%. Send 3–4 campaigns per week. Stagger sends over 4–6 hrs. No promos early. Focus on value + brand content. ✅ Step 3: High-Converting Pop-Up List growth lever #1. I recommend Alia. Offer 10–20% off or test other incentives. Aim for 5–15% signup conversion. ✅ Step 4: Core Flows (Non-Negotiable) Should generate 15–20% of total revenue. Welcome (3+ emails) → deliver offer, intro brand, build trust. Site Abandon (2 emails). Browse Abandon (3–5). Cart Abandon (3–5). Checkout Abandon (3–5). Post Purchase (2–5). Winback (after 30–60 days). Sunset (suppress long-term unengaged). ✅ Step 5: Weekly Campaigns 2–4 per week is the sweet spot. Focus on product features, FAQs, behind-the-scenes, UGC, how-to content. Layer in promos as needed (every 2 months to 2–3x/mo). ✅ Step 6: Smart Segmentation Start simple: 30/90-day engaged (email + site). VIPs (3+ orders or 3x AOV). Viewed but didn’t buy. Joined but never ordered. Keep it simple → don’t hyper-segment early. ✅ Step 7: Deliverability Safeguards Send only to 14–30 day engaged until reputation is built. Mix in plain-text founder-style emails. Suppress 180+ day unengaged. ✅ Step 8: Measure & Optimize Benchmarks (first 90 days): Welcome → 5–10% of revenue. Cart/Checkout → 8–12%. Post Purchase + Winback → 3–5%. Campaigns: 20–25% open, 1–3% CTR. Monthly flow audits: refresh subject lines, UGC, delays. Quarterly list clean-up + popup refresh. ✅ Step 9: Scale Beyond 90 Days Add advanced flows (replenishment, VIP, birthdays). Layer in SMS (cart, checkout, winback). Repurpose high-performing campaign angles into ads. Ongoing A/B testing. The full roadmap from zero → 33% revenue in 90 days looks like this: →Pre-Setup Hygiene → Platform Setup → Domain Warmup → Pop-Up → Core Flows → Weekly Campaigns → Smart Segmentation → Deliverability → Optimization → Scaling

Think blasting your entire SMS list is a smart strategy? Think again. One of my clients runs a major “birthday sale” in May. It rivals BFCM in terms of engagement, traffic, and revenue. When I looked at what their previous agency did last year, I was surprised to see they blasted the entire SMS list. No segmentation, no targeting, just a one-size-fits-all approach. This year, we did things differently. I focused on reaching people who were most likely to convert: ✅ New subscribers ✅ Anyone active in the past 6 months ✅ Shoppers who engaged or purchased during last year’s sale The outcome? 📉 Sent to 50% fewer people (keeping sending costs low) 📈 Revenue up 66% (from a single send!) 🔥 Click rate increased 142% 💸 Earnings per message up 212% 📊 Overall SMS revenue during the sale increased 87% YoY Even better? We saw similar results on the email side of things as well, proving this isn't a silo'd channel approach. The lesson? more messages ≠ more money. Segmentation isn’t just a best practice — it’s the difference between wasted spend and standout performance. Be smart (and thoughtful!) with your sends. Your customers (and your bottom line) will thank you.

"A list is better than no list." I said this recently to my team about providing target lists to Sales teams. Every company I've been a part of as a VP of Revenue Strategy + RevOps, one of the first things I was asked to do by the CRO was to build a target list. The fact that these sales teams had NO list and prospecting was left up to them blew my mind. All the work and research that went into these lists was taking away core time on outreach, meetings and pipe gen. AND...I've had my share of learnings around building #targetlists In one case we went deep to run a machine learning model that defined the core attributes that drove conversion across the full funnel (lead ---> MQL ---> SAL ---> SQL ---> Closed Won) We then used those parameters to identify greenfield accounts that matched. I was SOOO proud of this work. What happened? No one understood it. It was too complex for the sellers to trust the list. Round 2 doing this we did it a bit differently. We pulled in signals, attributes and activity from our first party data to provide a "view" into accounts that we recommended as "data driven accounts" Some of these attributes included: 1) Intent data 2) Verticals marketing was investing in 3) Where we'd opps in past (bc we knew it took a couple at bats) 4) Connections to key champions or decisionmakers in the account Here's what we did next: 1) Shared with reps w/ guidance that ~75% of target list should come from here 2) Empowered them to choose the ones they wanted to add 3) Empowered them to add in accounts they had identified and wanted to chase 4) Set a "target" for # of accounts based on historical conversion rates. 5) Ran a SPIFF on target account penetration with weekly leaderboard 6) Aligned w/ marketing to ensure coordinatedABM + Target account strategy 7) Developed outbound sequences with sales development and useful collateral to support from Product Marketing 8) Assigned Execs as sponsors to must-break into target accounts What happened? Strong process adoption. Focus for reps to know what to chase and what to not waste time on. Target account penetration improved YoY GTM flywheel started to spin. Bookings target achievement Start with a list. Focus your teams. Then think beyond the list about the core workflows that will align and link up your GTM. Want help with this problem? Ping me at anne.pao@igniteconsulting.co Done this 5-7x and the playbook works! #cro #revops #targets #prospecting #coordinatedGTM