Giftnote for agencies
Turn your clients' gifting into lead gen and billable work. Copy-paste AI prompts that audit a client, build the Giftnote Klaviyo flows and segments, and plan the next gifting peak.
- 1. Giftnote for agencies: start hereWhy your clients' gift orders are a lead-gen channel, the work you can bill for, and which steps to follow for clients on Giftnote and clients who aren't yet.
- 2. Connect your AI assistant to a client's KlaviyoConnect Claude (or another AI assistant) to a client's Klaviyo, or to many clients with one API key each. Check you're in the right account, and the safety rules every prompt starts with.
- 3. Prompt: find the gifting opportunity in a clientA copy-paste AI prompt that counts a client's gift recipients, how many are new to the brand, their gifting peak, what it's worth, and what's broken in their gift emails.
- 4. Prompt: build all of Giftnote's Klaviyo flowsA copy-paste AI prompt that builds Giftnote's 10 Klaviyo flows as drafts in your client's brand, plus the steps you do before going live. Usually the slowest part of onboarding.
- 5. Prompt: build the gifting segmentsA copy-paste AI prompt that builds gifters, repeat gifters, gift recipients and gift card holders as Klaviyo segments, and what to send each one.
- 6. Prompt: add gifting to your client's BFCM planThree small gifting adds to the BFCM and Christmas campaigns your client already has planned, with copy and a prompt that drafts them. Works for any gifting peak.
- 7. Where to find your client's gifting dataWhere each gifting number lives: Giftnote Analytics, Shopify Sidekick and Klaviyo, plus a read-only AI prompt to pull the Klaviyo side.
- 8. Prompt: check your client's on-site gifting experienceA copy-paste AI prompt that walks your client's store as a shopper and scores 8 gifting checks: gift options on product, cart and checkout, gift cards, gift guide, cut-off dates and more.