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 every Giftnote Klaviyo flow your client uses as drafts in their brand, split by send type, Multi Gift included, plus the steps you do before going live.
- 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.