Your Welcome Flow Formula
Seven simple steps. One hard-working Welcome Flow.
Follow the Formula from start to finish, or jump back into any step whenever you need it.
01 — CAPTURE
Capture the Right Leads
Build a strategic sign-up form that gives people a reason to join your list — while collecting valuable customer data you can use now and in the future.
02 — OFFER
Create Your Welcome Offer
Choose an incentive that makes sense for your brand, create your unique offer in Klaviyo and add an expiry that gives subscribers a reason to act.
03 — DELIVER
Build Email #1
Deliver their offer straight away, make a brilliant first impression and start introducing new subscribers to your brand.
04 — NURTURE
Build Email #2
Give them another reason to fall for your brand. Build trust, showcase what makes you different and gently remind them that their welcome offer is waiting.
05 — CONVERT
Build Email #3
Their offer is about to expire. Use genuine urgency to bring them back to your store and give them one final nudge towards that first purchase.
06 — AUTOMATE
Set Up Your Flow Logic
Bring everything together with the right timing, triggers and filters so your Welcome Flow works automatically — including knowing when to stop messaging someone once they've purchased.
07 — LAUNCH
Test, Launch + Optimise
Make sure everything works exactly as it should, switch your Welcome Flow live and learn what to watch so you can keep making it better.
A quick hello from Lee
Let's Build This Together
Before you dive in, watch this quick introduction to The Welcome Flow Formula.
I'll show you how to use the Hub, what we're going to build together and the best way to work through each step.
You don't need to have everything figured out before you begin. Follow the Formula, work through it one step at a time, and by the end you'll have a strategic Welcome Flow ready to start doing its job.
Your Toolkit
A few extra resources to make building your Welcome Flow even easier.
Welcome Flow Map
See the complete Formula at a glance, including recommended email timing, purpose and customer journey.
VIEW THE FLOW MAP →
Signup Form Inspiration
Explore different approaches to welcome offers and sign-up forms — from percentage discounts and free shipping to gifts and lead magnets.
GET INSPIRED →
Welcome Offer Ideas
Not sure what to offer? Explore different incentive strategies and what to consider when choosing the right one for your brand.
EXPLORE OFFER IDEAS →
Subject Line Helper
Need a little inspiration? Generate subject line ideas for each stage of your Welcome Flow, then make them your own.
CREATE SUBJECT LINES →
Testing Checklist
Before you hit GO, work through the checklist to make sure your form, offer, emails, links, filters and automations are all working exactly as they should.
CHECK YOUR FLOW →
Welcome Flow Copy Builder
COMING SOON
Turn your brand, products and welcome offer into a customised starting framework for your sign-up form and three Welcome Flow emails.
Because staring at a blank email is nobody's idea of a good time.
Want A Little More Help?
Sometimes DIY is exactly what you need. And sometimes you get halfway through and think, Lee, can you please just look at this for me?
I can help with that too.
KLAVIYO SUCCESS BLUEPRINT
Already using Klaviyo but not sure whether it's working as hard as it could be?
I'll review your setup, identify the gaps and opportunities, and give you a clear action plan for what to improve next.
KLAVIYO STRATEGY & DESIGN
Want to hand it over?
I can create the strategy, automation and beautifully designed emails for you, so your Klaviyo setup is built to support your wider eCommerce growth.