Intern
What you actually do
Day one: name the core flows (welcome, cart, browse, post-purchase, win-back). Write flow vs campaign jobs. Do not build a new campaign. Open exclusions. If campaigns are doing flow work, write that down as the leak.
Library / DTC brands / Klaviyo flows
Candle brands win on replenishment and scent stories, not one welcome coupon.
Read it once, then stop negotiating with it. Klaviyo flows for candle brands is a wiring job: name them → exclusions → rpr → campaigns on top. Objects, then edges, then one test conversion. You do not need a new tool to start. You need the first writer to land on one contact this week.
Candle brands do not have a Klaviyo flows problem because they lack Shopify + Klaviyo. They have it because campaigns do the work flows should do.
Wire these objects first: Named core flows, profile, metric (Placed Order, etc.), exclusion groups, flow vs campaign job split, revenue-per-recipient, Shopify events.
Then these edges, in order: Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec · Metric Added to Cart → cart flow; browse flow excluded from the same people · Exclusion group → customers / in-other-flow / unsubscribed layered, not one messy filter · Campaign calendar → does not duplicate a live flow's job the same week
Done looks like a test you can repeat: Place a $1 test order. Confirm the right flow messages and that welcome/coupon flows did not also fire. Check RPR on the core flows. Toggle an exclusion and confirm a customer is out of acquire. Name the core flows on one page; unnamed 'flow 12' fails.
Start here: Welcome without leading on discount. Replenishment at a real interval. Sunset the dead list.
Candle brands already have Shopify + Klaviyo. The leak is not a missing feature. Campaigns do the work flows should do. Software did not cause it. A missing write-in did: the person exists in one tool and not in the pipeline.
Here is how you actually wire it. Name the objects: Named core flows, profile, metric (Placed Order, etc.), exclusion groups, flow vs campaign job split, revenue-per-recipient, Shopify events. Then connect these edges, in order: Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec · Metric Added to Cart → cart flow; browse flow excluded from the same people · Exclusion group → customers / in-other-flow / unsubscribed layered, not one messy filter · Campaign calendar → does not duplicate a live flow's job the same week. If you skip an edge, the next one is decoration. If you add a Shopify + Klaviyo feature first, you usually skip an edge without noticing.
Prove it with a test, not a screenshot. Place a $1 test order. Confirm the right flow messages and that welcome/coupon flows did not also fire. Check RPR on the core flows. Toggle an exclusion and confirm a customer is out of acquire. Name the core flows on one page; unnamed 'flow 12' fails. How you know it worked on the board: Flow RPR is weekly (the number that tells you if a flow earns). If that number is a vibe, do not add traffic.
What to do this week, and only this week: Welcome without leading on discount. Replenishment at a real interval. Sunset the dead list. An intern can run the objects page and one test conversion. A CEO should protect that from a second priority.
Intern
Day one: name the core flows (welcome, cart, browse, post-purchase, win-back). Write flow vs campaign jobs. Do not build a new campaign. Open exclusions. If campaigns are doing flow work, write that down as the leak.
Operator
You already feel campaigns do the work flows should do. Candle brands win on replenishment and scent stories, not one welcome coupon. Protect one sequence for 90 days. The four moves are name them → exclusions → rpr → campaigns on top. The edges are Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec then Metric Added to Cart → cart flow; browse flow excluded from the same people. Burn time is a reorder clock. If flows ignore it, you paid Meta for a one-night stand.
CEO
This is a money leak, not a preference about tools. Campaigns do the work flows should do. Until flow rpr is a number you will defend, buying more traffic or more seats makes the leak more expensive. Refuse a second database: Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec.
Before
Tuesday. Someone among candle brands. Candle brands win on replenishment and scent stories, not one welcome coupon. Shopify + Klaviyo is open. A colleague asks where a person sits. The answer is a screenshot, a Slack thread, or “I think they’re interested.” The writer (form, calendar, shop, or phone) and the pipeline are two databases.
After
Same Tuesday, after write-in exists. Burn time is a reorder clock. If flows ignore it, you paid Meta for a one-night stand. Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec The next move is written. That is the difference between a login and a system.
Keep it this plain. A person in candle brands already paid for Shopify + Klaviyo. Candle brands win on replenishment and scent stories, not one welcome coupon. They add a page, a form, a calendar. None of it writes into a spec. By Friday the calendar has ghosts and the pipeline still looks like the snapshot.
The fix is not a better template. Core flows are live and named. Prove write-in: Place a $1 test order. Confirm the right flow messages and that welcome/coupon flows did not also fire. Check RPR on the core flows. Toggle an exclusion and confirm a customer is out of acquire. Name the core flows on one page; unnamed 'flow 12' fails. This week is one move: Welcome without leading on discount. Replenishment at a real interval. Sunset the dead list. If that feels too small, that is the point. Operators fail by starting at move four.
The leak
Campaigns do the work flows should do. Welcome is a coupon. Cart is three panics. Post-purchase begs for a review on day zero. Win-back never stops. The list looks large. Revenue per recipient on flows is a number nobody opens.
The system
Core flows are live and named. Each has a job. Exclusions do not fight each other. Campaigns pulse on top. Revenue per recipient is the weekly score — not open rate.
A working Klaviyo account usually needs a small set more than a clever campaign: welcome, browse, cart, post-purchase, replenishment or second purchase, win-back with a stop, sunset. If Thursday's send is doing three of those jobs, you do not have lifecycle. You have a calendar.
Exclusions are the craft. A buyer should not get cart. A subscriber should not get acquire coupons. Browse should not clone cart. If Placed Order is dirty, every flow metric is theatre — fix the event before the subject line.
Burn time is a reorder clock. If flows ignore it, you paid Meta for a one-night stand.
Campaigns do the work flows should do when flows are unfinished or unnamed. Core flows are live and named. Revenue per recipient is watched so a pretty flow that does not earn can be killed. Exclusions must not fight each other — a profile in two opposite flows is a bug. Flow vs campaign jobs are split on paper: state vs time. If you blast a restock that the back-in-stock flow already owns, you taught the list to wait for the blast and the flow looks weak.
Wire Shopify metrics you actually need: Placed Order, Ordered Product, Refunded, Added to Cart, Viewed Product. If a metric does not fire, the flow is a costume. Profiles should not be duplicated junk — identity is email. Test each core flow with one profile action. Filters (has purchased X, is subscriber) belong in the flow, documented.
Two databases: Shopify customers and Klaviyo profiles that do not match, plus a separate GHL for 'brand' email. For DTC, Klaviyo is the email record. The intern runs $1 orders and cart tests. They do not redesign creative first. If RPR is unknown, measurement is the first wire, not a new flow.
Named core flows, profile, metric (Placed Order, etc.), exclusion groups, flow vs campaign job split, revenue-per-recipient, Shopify events.
Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec
Metric Added to Cart → cart flow; browse flow excluded from the same people
Exclusion group → customers / in-other-flow / unsubscribed layered, not one messy filter
Campaign calendar → does not duplicate a live flow's job the same week
Place a $1 test order. Confirm the right flow messages and that welcome/coupon flows did not also fire. Check RPR on the core flows. Toggle an exclusion and confirm a customer is out of acquire. Name the core flows on one page; unnamed 'flow 12' fails.
Day one: name the core flows (welcome, cart, browse, post-purchase, win-back). Write flow vs campaign jobs. Do not build a new campaign. Open exclusions. If campaigns are doing flow work, write that down as the leak.
Welcome, browse, cart, post-purchase, win-back, sunset. Jobs written.
Bought, in-conversation, recently mailed, complained — layered.
Revenue per recipient on each flow. Kill or rewrite what does not earn.
Pulses. Not a substitute for unfinished flows.
On one line, for candle brands: Campaigns do the work flows should do. Add who gets hurt (calendar, cash, inbox, or reputation). If two people write different sentences, you do not agree yet — stop and agree.
Why: Teams skip this and jump into settings. Then every person is fixing a different problem with the same login.
Done when: One sentence. Shared. No adjectives required.
Named core flows, profile, metric (Placed Order, etc.), exclusion groups, flow vs campaign job split, revenue-per-recipient, Shopify events.
Why: If objects aren't named, software invents a second database.
Done when: A stranger can list them.
Welcome, browse, cart, post-purchase, win-back, sunset. Jobs written. Then wire: Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec
Why: Candle brands cannot skip this edge. Campaigns do the work flows should do when flows are unfinished or unnamed. If it is not true, Shopify + Klaviyo is already a second database.
Done when: Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec is true on a test.
Bought, in-conversation, recently mailed, complained — layered. Then wire: Metric Added to Cart → cart flow; browse flow excluded from the same people
Why: Candle brands skip this and the leak returns as a private language. Wire Shopify metrics you actually need: Placed Order, Ordered Product, Refunded, Added to Cart, Viewed Product. Spec tags, fields, and states have to be the same objects the next workflow will read.
Done when: Metric Added to Cart → cart flow; browse flow excluded from the same people is true on a test.
Revenue per recipient on each flow. Kill or rewrite what does not earn. Then wire: Exclusion group → customers / in-other-flow / unsubscribed layered, not one messy filter
Why: Candle brands feel this as Campaigns do the work flows should do. Two databases: Shopify customers and Klaviyo profiles that do not match, plus a separate GHL for 'brand' email.
Done when: Exclusion group → customers / in-other-flow / unsubscribed layered, not one messy filter is true on a test.
Place a $1 test order. Confirm the right flow messages and that welcome/coupon flows did not also fire. Check RPR on the core flows. Toggle an exclusion and confirm a customer is out of acquire. Name the core flows on one page; unnamed 'flow 12' fails.
Why: Calendar full + pipeline empty means two databases.
Done when: One test conversion, one contact, right stage/state.
Every Monday, look at Flow RPR (The number that tells you if a flow earns), then core flows (Named, not 'we'll finish later'). Write one action or write “hold.” A dashboard with no action is theatre.
Why: What gets reviewed gets run. What only lives in a tool gets ignored the week someone is busy.
Done when: Three numbers. One owner. Fifteen minutes. Actions attach.
Welcome without leading on discount. Replenishment at a real interval. Sunset the dead list.
Why: Operators fail by starting at move four. Interns fail by making a 40-item checklist. CEOs fail by adding a second priority. One proven write-in beats an elegant plan.
Done when: The move is true, or you can name the blocker in one sentence.
Named core flows, profile, metric (Placed Order, etc.), exclusion groups, flow vs campaign job split, revenue-per-recipient, Shopify events.
If objects aren't named, software invents a second database.
Candle brands win on replenishment and scent stories, not one welcome coupon.
Welcome, browse, cart, post-purchase, win-back, sunset. Jobs written. Then wire: Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec
Candle brands cannot skip this edge. Campaigns do the work flows should do when flows are unfinished or unnamed. If it is not true, Shopify + Klaviyo is already a second database.
On Shopify + Klaviyo, this means the data model matches how candle brands actually work — not the snapshot demo. Edge: Metric Added to Cart → cart flow; browse flow excluded from the same people
Bought, in-conversation, recently mailed, complained — layered. Then wire: Metric Added to Cart → cart flow; browse flow excluded from the same people
Candle brands skip this and the leak returns as a private language. Wire Shopify metrics you actually need: Placed Order, Ordered Product, Refunded, Added to Cart, Viewed Product. Spec tags, fields, and states have to be the same objects the next workflow will read.
Burn time is a reorder clock. If flows ignore it, you paid Meta for a one-night stand.
Revenue per recipient on each flow. Kill or rewrite what does not earn. Then wire: Exclusion group → customers / in-other-flow / unsubscribed layered, not one messy filter
Candle brands feel this as Campaigns do the work flows should do. Two databases: Shopify customers and Klaviyo profiles that do not match, plus a separate GHL for 'brand' email.
welcome without leading on discount. Replenishment at a real interval. Sunset the dead list.
Because the login already exists. Campaigns do the work flows should do. Welcome is a coupon. A new feature on a missing spec is a second database. Finish this edge first: Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec.
Day one: name the core flows (welcome, cart, browse, post-purchase, win-back). Write flow vs campaign jobs. Do not build a new campaign. Open exclusions. If campaigns are doing flow work, write that down as the leak. Workflows on unnamed objects fire on folklore. Name contact (or profile), stage or state, and the writer (form, calendar, metric) before any on-switch.
A test conversion creates or updates one person, on the right stage or state, with the fields the next sequence will read. Place a $1 test order. Confirm the right flow messages and that welcome/coupon flows did not also fire. Check RPR on the core flows. Toggle an exclusion and confirm a customer is out of acquire. Name the core flows on one page; unnamed 'flow 12' fails. If you merge after the test, identity is wrong — fix that, do not add a dedupe automation.
If it is only in someone's head, a new hire needs a story, reporting cannot be defended, and automations fire on folklore. Writing is how two people mean the same object on Monday.
Because setup was a project, not a review. Collisions (Browse vs cart vs buyer) is how you stop the leak returning dressed as a new feature. If Placed Order is dirty, every metric is theatre. If browse collides with cart, you trained people to ignore you. Discount-first abandon trains the wrong buyer — especially when consideration is long. Score the system. Then ship the two worst gaps. Not another brand story.
More leads into a leak is a more expensive leak. Burn time is a reorder clock. If flows ignore it, you paid Meta for a one-night stand. Watch flow rpr before you buy traffic. If that number is folklore, acquisition is a vanity spend.
Then you only have time for the objects page and one test conversion. Welcome without leading on discount. Replenishment at a real interval. Sunset the dead list. That is the intern version of strategy. Protect it from a second priority for seven days.
Skip this
Leaving objects unnamed because Shopify + Klaviyo is “set up”.
Do this
Named core flows, profile, metric (Placed Order, etc.), exclusion groups, flow vs campaign job split, revenue-per-recipient, Shopify events.
Skip this
Building a workflow or flow before a writer lands on one contact.
Do this
Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec
Skip this
Calling it done because a screenshot looks busy.
Do this
Place a $1 test order. Confirm the right flow messages and that welcome/coupon flows did not also fire. Check RPR on the core flows. Toggle an exclusion and confirm a customer is out of acquire. Name the core flows on one page; unnamed 'flow 12' fails.
Skip this
Leaving “Campaigns on top” to chance.
Do this
Pulses. Not a substitute for unfinished flows.
The usual miss
Calling Shopify + Klaviyo “set up” because someone logged in and imported a snapshot.
Do this instead
Welcome, browse, cart, post-purchase, win-back, sunset. Jobs written. Then prove write-in: Place a $1 test order.
The usual miss
Building the workflow or flow before the writer (form, calendar, shop event) lands on one contact.
Do this instead
Connect Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec first. Automations on a missing writer invent a second database.
The usual miss
Adding a page, form, flow, or campaign every time last week hurt.
Do this instead
Name which edge is missing. Fix that edge. Hurt is usually a skipped write-in, not a missing asset.
The usual miss
Reporting that nobody will defend in a meeting — screenshots, vanity opens, 'interested' counts.
Do this instead
Flow RPR: Weekly. The number that tells you if a flow earns. If you cannot say it out loud, it is not a scoreboard.
The usual miss
Hiring or retaining an agency to invent the spec while also running the calendar.
Do this instead
Hands on a known sequence are useful. Hands inside a missing spec pick the louder job (the calendar) and the leak stays.
Flow RPR
Weekly
The number that tells you if a flow earns
Core flows
Live
Named, not 'we'll finish later'
Collisions
None
Browse vs cart vs buyer
This week
welcome without leading on discount. Replenishment at a real interval. Sunset the dead list.
US operators · Monday reviews, US-friendly hours. The spine is the same — the clock is not.
Core flows are live and named
Revenue per recipient is watched
Exclusions do not fight each other
Flow vs campaign jobs are split
Want the longer lesson, not the page for this niche? Watch revenue per recipient ↗
Working notes
Score your Klaviyo and lifecycle system the way an operator would. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Candle brands do not have a Klaviyo flows problem because they lack Shopify + Klaviyo. They have it because campaigns do the work flows should do. Wire these objects first: Named core flows, profile, metric (Placed Order, etc.), exclusion groups, flow vs campaign job split, revenue-per-recipient, Shopify events. Then these edges, in order: Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec · Metric Added to Cart → cart flow; browse flow excluded from the same people · Exclusion group → customers / in-other-flow / unsubscribed layered, not one messy filter · Campaign calendar → does not duplicate a live flow's job the same week Done looks like a test you can repeat: Place a $1 test order. Confirm the right flow messages and that welcome/coupon flows did not also fire. Check RPR on the core flows. Toggle an exclusion and confirm a customer is out of acquire. Name the core flows on one page; unnamed 'flow 12' fails. Start here: Welcome without leading on discount. Replenishment at a real interval. Sunset the dead list.
Campaigns do the work flows should do. Welcome is a coupon. Cart is three panics. Post-purchase begs for a review on day zero. Win-back never stops. The list looks large. Revenue per recipient on flows is a number nobody opens. Burn time is a reorder clock. If flows ignore it, you paid Meta for a one-night stand.
Before: Tuesday. Someone among candle brands. Candle brands win on replenishment and scent stories, not one welcome coupon. Shopify + Klaviyo is open. A colleague asks where a person sits. The answer is a screenshot, a Slack thread, or “I think they’re interested.” The writer (form, calendar, shop, or phone) and the pipeline are two databases. After: Same Tuesday, after write-in exists. Burn time is a reorder clock. If flows ignore it, you paid Meta for a one-night stand. Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec The next move is written. That is the difference between a login and a system.
Leaving objects unnamed because Shopify + Klaviyo is “set up”. Building a workflow or flow before a writer lands on one contact. Do the four moves instead: name them → exclusions → rpr → campaigns on top.
Flow RPR: Weekly — The number that tells you if a flow earns. Then core flows (Named, not 'we'll finish later'). If those are folklore, do not add another Shopify + Klaviyo workflow.
welcome without leading on discount. Replenishment at a real interval. Sunset the dead list.
Because the login already exists. Campaigns do the work flows should do. Welcome is a coupon. A new feature on a missing spec is a second database. Finish this edge first: Metric Placed Order → post-purchase flow; customers excluded from welcome-discount if that is the spec.
Day one: name the core flows (welcome, cart, browse, post-purchase, win-back). Write flow vs campaign jobs. Do not build a new campaign. Open exclusions. If campaigns are doing flow work, write that down as the leak. Workflows on unnamed objects fire on folklore. Name contact (or profile), stage or state, and the writer (form, calendar, metric) before any on-switch.
A test conversion creates or updates one person, on the right stage or state, with the fields the next sequence will read. Place a $1 test order. Confirm the right flow messages and that welcome/coupon flows did not also fire. Check RPR on the core flows. Toggle an exclusion and confirm a customer is out of acquire. Name the core flows on one page; unnamed 'flow 12' fails. If you merge after the test, identity is wrong — fix that, do not add a dedupe automation.
If it is only in someone's head, a new hire needs a story, reporting cannot be defended, and automations fire on folklore. Writing is how two people mean the same object on Monday.
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