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The Welcome Flow Formula

Turn new subscribers into customers with a strategic Welcome Flow you can build today.

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.

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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.

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You've Got This!

The goal here isn't to build the world's most complicated Klaviyo setup.

It's to create a smart, strategic Welcome Flow that welcomes new subscribers into your world, gives them a reason to buy and keeps working in the background while you get on with running your business.

Start with the Formula. Get it live. Watch what happens. Then optimise.

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.