intake

you the basics

your name * the email you use for klaviyo *

brand name * website *

instagram which lane *

what you sell products + money

one job: tell me what a first order and a reorder look like.

your 3 best-sellers, with links *one per line. these become the products the welcome flow points people to. link to a folder with product photos + your logo *google drive, dropbox, whatever. make sure it's set to "anyone with the link."

a typical order is about * people realistically reorder *

the tell: the reorder window is what makes your winback flow land on time instead of six weeks late.

who buys it your customer

one job: let me hear her the way you do.

describe your customer in a sentence, like you'd describe her to a friend *

where do people get stuck before buying? tick all that apply.

in your words, the #1 reason people hesitate *price? trust? "will it work for me?" shipping? this becomes your abandoned-cart email. paste 2–3 real reviews, DMs or comments *their words, unedited. typos welcome.

your goals what email is for

one job: tell me what a win looks like, in your words. i'll do the diagnosing.

what would you love email to do for the business? *pick up to three.

if we could fix just ONE thing about your customer's experience in the next 90 days, what would it be? * what does success look like three months from now? *a number, a feeling, a screenshot you'd send me. whatever counts for you. what do you wish more people understood about your brand or products? what makes someone choose you over another brand?"not sure yet" is a real answer.

the tell: "make more money" is fine. "feel like a friend who happens to sell something" is better. both are useful.

how you sound voice

one job: make sure the emails read like you, not like me.

3 words for your brand's voice * things we never say + any required disclaimerswords, tones, emojis, discounts… and anything legal (FDA line, restricted claims, approvals).

paste one caption or email you wrote that sounds like you * any brands whose emails you love? what do you like about them?optional. for inspiration, never for copying.

the tell: if you can't find one that sounds like you, that's useful too. say so.

what's live now your email setup

what usually happens after a first purchase? * is your klaviyo account set up? *

have customers already paid for something they haven't received?if yes: what updates have they gotten so far, and when do orders ship?

roughly how many email subscribers do you have? who gives final approval on emails?

do you run a popup or signup offer? what is it? any moments coming up we should plan around?launches, restocks, ship dates, holidays, collabs, sales. dates if you have them. is anything happening in the business right now that your customers need to know about? *delays, a reopen, a reformulation, a move. this often matters more than anything above. anything else i should know

the tell: if 900 people paid you months ago and haven't heard from you, that's the first email we write. not the welcome.

tell me about your brand.