A Platform Switch Should Not Cost You a Single Sale.
Most migrations fail quietly. Flows go dark for a week, consent data gets lost in a CSV, and a cold sending domain puts your best customers in the spam folder. We treat a migration as a revenue event, not an IT task: everything that earns money today keeps earning through the move. This includes:
- Full account audit before anything moves
- Profiles, consent and suppressions mapped
- Revenue flows rebuilt and tested
- Sending domain authenticated and warmed
- Integrations connected and verified
- Clean cutover with a documented handoff
How it works
How We Move Your Program Without Breaking It
Every Contact Mapped Before Anything Moves
We start with a Health Score of your current platform: 75+ checkpoints across 8 systems. It shows what is worth bringing over, what is broken and should stay behind, and which flows are actually producing revenue.
Then we map every field. Profiles, custom properties, email and SMS consent, unsubscribes and suppressions land in Klaviyo exactly where they belong, so nobody who opted out gets emailed and nobody who opted in gets lost.
Senior-Led, Start to Finish
Migrations break at the handoffs: one person scopes the job, another builds it, a third launches it. Here, the strategist who audits your account is the same person who rebuilds your flows and runs the cutover. You get one point of contact who knows every decision and why it was made.
What you get
What Is Included in a Klaviyo Migration?
Whether you are moving from Mailchimp, Omnisend or another platform, or setting up Klaviyo for the first time, every migration runs through the same four phases:
& map
& connect
& warm
& hand off
& map
Audit and data mapping
We review your current platform with the Health Score, decide what migrates and what gets retired, and build a field-by-field map: profiles, custom properties, consent status, suppressions and segments. Nothing moves until the map is signed off.
& connect
Flow rebuild and integrations
Revenue flows are rebuilt natively in Klaviyo, not copied screen for screen, starting with welcome, abandoned cart, browse abandonment, post-purchase and win-back. We connect Shopify and your review, subscription and loyalty apps, and confirm every event fires before a single flow goes live.
& warm
Domain authentication and warming
We set up a branded sending domain with SPF, DKIM and DMARC, then warm it on a controlled schedule: your most engaged subscribers first, with volume increasing only as inbox placement holds. This is what keeps your first month on Klaviyo out of the spam folder.
& hand off
Cutover and handoff
Flows switch on in a planned order, so customers never fall into a gap between two platforms. After launch we monitor deliverability and flow performance, then hand over a documented account: what was built, why, and how to run it.
Why it works
Why Our Migrations Don't Lose Revenue
Revenue Flows First
We sequence the build by money, not by menu order. The flows that earn the most on your old platform are rebuilt, tested and live first, so the switch never leaves a gap in your income.
Deliverability Protected
A new platform means a new sending reputation. Authentication, a staged warm-up and engagement-based sending protect the inbox placement you spent years earning.
Nothing Lost in Transit
Consent, suppressions, custom properties and order history are mapped and verified before cutover. You keep your data, and your subscribers keep their preferences.
“The person who audits your account is the person who builds your flows. That’s the whole org chart.”
How we work
By the numbers
What Every Migration Starts With
75+
checkpoints across 8 systems in the Health Score that scopes your migration
72 hrs
your Health Score is delivered within 72 hours of access, before any work is quoted
40+
DTC brands across agency and independent engagements
FAQ
FAQs About Klaviyo Migrations
Planning a move to Klaviyo? These are the questions we get asked most:
It depends on list size, the number of flows worth rebuilding, and how many apps need connecting. You get a fixed timeline and a fixed quote after your Health Score, before any work starts.
No. Profiles, custom properties, email and SMS consent, unsubscribes and suppressions are mapped field by field and verified before cutover, and Klaviyo’s native Shopify integration pulls in your order history. The one thing that does not transfer is campaign reporting from your old platform, so we export it for your records first.
Mailchimp, Omnisend and most other email and SMS platforms. If you are setting up Klaviyo for the first time with no previous platform, the same process applies, minus the data move.
Your new sending domain starts with no reputation, so we authenticate it with SPF, DKIM and DMARC and warm it gradually: your most engaged subscribers first, with volume increasing only as inbox placement holds.
Migrations are one-time projects with a fixed quote: one number, agreed upfront, based on what your Health Score finds. If you later want ongoing management, that runs separately on revenue share.
