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.