Klaviyo Setup, Shopify Integration & Typeform Reminder Flows

We are setting up Klaviyo for a new Shopify store and need to build a full lifecycle marketing system across both on-site behavior and an embedded Typeform intake experience. Scope of Work: 1. Klaviyo + Shopify Setup Integrate Klaviyo with Shopify and sync all key customer events Configure tracking for key events (Viewed Product, Added to Cart, Started Checkout, Placed Order) 2. Typeform Integration Connect Typeform with Klaviyo (via native integration, webhook, or middleware) Pass user data (name, email, phone, intake status) into Klaviyo profiles Track key events: form started, partial completion, form completed 3. Automated Flows (Email + SMS) Build Typeform reminder flows: Started but not completed Incomplete intake follow-ups Build standard eCommerce flows: Abandoned Browse Abandoned Cart Checkout Abandonment Post-purchase / post-intake flows: Intake completion confirmation Next steps / provider review communication Re-engagement if intake not completed 4. Segmentation & Logic Segment users based on: Typeform status (not started, in progress, completed) Shopify behavior (browse, cart, purchase) Ensure proper deduplication between Shopify and Typeform users 5. Templates & Messaging Create high-converting email and SMS templates Align messaging with brand tone and telehealth compliance requirements Ensure clear communication around next steps (review, approval, fulfillment) Goal Increase Typeform completion rates, reduce drop-off across the funnel, and drive higher conversion from site visitors to approved customers.

Project ID: 40342203