Streamlining Quotes & Unlocking Insights with Klaviyo – A Digital Six Success Story

Partnering with Industry Leaders to Ensure Your Growth.

Let’s be real, sending out a quote can sometimes feel like tossing a message in a bottle, right? You send it, you hope, but do you really know what happens next? Here at Digital Six, we recently teamed up with a fantastic client to ditch that guesswork. We transformed their entire quote management from a bit of a mystery into a crystal-clear, data-driven operation.

How? By getting super clever with Klaviyo’s automation and integration powers. We didn’t just send emails; we built a system that gave them unbeatable insights into every customer’s journey, leading to some seriously smarter business decisions and a sales cycle that’s now running like a dream. It’s a prime example of how Klaviyo isn’t just for online shops – it’s pure magic for any business.

Our Impact

Quote Blind Spots? Gone!

Manual

Follow-Up? Massively Reduced!

Sales Cycle?

Accelerated!

Customer Journey?

Illuminated!

The Situation

Our client, a brilliant B2B and B2C provider of custom pieces, crafts incredible bespoke items. But their quoting process? That was their Achilles’ heel. They’d send out these detailed proposals, and then… crickets. Or at least, a lot of head-scratching.

Our Challenge

The "Where Did My Quote Go?" Conundrum

Manual Follow-Up Madness

Their sales folks were drowning in manual follow-ups, often chasing leads blindly without knowing the best moment to jump in. Talk about inefficient!

Data Silos

Customer interactions with quotes were stuck in separate corners, never quite connecting back to their main CRM. Hello, fragmented customer view!

Gut-Feeling Decisions

Without a clear map of the quote journey, every strategic call – from pricing tweaks to follow-up timing – was based on intuition, not on solid, actionable data.

Lead Mysteries

No idea where their leads were coming from and what platforms were giving them higher quality leads

Strategy

Phase 1

Smart Integrations – Connecting Everything (Including Their Quoting System!)

Quoting System Integration: This was a big one! We directly integrated Klaviyo with their existing quoting system. This meant the moment a quote was generated and sent, Klaviyo was instantly aware, kicking off the right email sequence without any manual input. This significantly boosted efficiency right from the start.
CRM Love Affair: We also got Klaviyo chatting directly with their existing CRM (whether it was Salesforce, HubSpot, or something custom-built). This meant the moment a quote was generated in the CRM, BAM! An email sequence kicked off automatically in Klaviyo.
Data Flow Like a River: All the juicy quote details – value, specific products/services, send date, expiry – were pushed straight into Klaviyo as custom properties. This allowed us to craft follow-ups that were incredibly personal and spot-on relevant.

Phase 2

Automated Quote Journeys – Nurturing That Sale (Without the Manual Grind)

The Grand Delivery: Beyond just sending the quote, we built a flow that confirmed it landed safely, added helpful context, and clearly laid out the next steps. No more “did they get it?” worries.
Intelligent Nudges: This is where the magic happened. If a quote email was opened, clicked, or if they visited a specific quote-related page, automated follow-up emails were triggered. These weren’t generic blasts; they were finely tuned to the customer’s exact engagement level.
Gentle Reminders, Smart Urgency: For quotes nearing their expiry, we set up gentle, automated reminders. It created a subtle nudge without ever feeling pushy.
Choose Your Own Adventure Flows: Our flows branched based on what the customer did. Clicked “Accept Quote”? Great, they moved to an onboarding flow. Crickets? They entered a re-engagement sequence. Every action got a tailored response.

Phase 3

Crystal-Clear Customer Journey Insights – Peeking Behind the Curtain

Engagement Uncovered: Klaviyo’s awesome analytics meant we could see exactly who opened, clicked, and interacted with every single quote email. No more guessing!
Behavioral Storylines: We could now literally see a customer’s entire journey unfold: from their initial inquiry, to quote delivery, their engagement, and finally, their decision. This revealed patterns and insights that were previously completely hidden.
Quote Status Command Centre: By tagging customers based on their quote engagement, we built custom segments and dashboards right in Klaviyo. The sales team now had a real-time, bird’s-eye view of all active quotes and their exact status. Game changer!

Phase 4

Smarter Business Decisions – Data-Driven Wins

Perfect Follow-Up Timing: Those insights? They told us the exact optimal timing and number of follow-ups for different quote values or customer segments. Efficiency unlocked!
Spotting the Sticking Points: By seeing where customers were dropping off in the quote journey, our client could instantly pinpoint bottlenecks in their sales process or even areas to improve their quote presentation.
Boosting Win Rates: Knowing who was truly engaged allowed the sales team to prioritize their manual efforts, focusing their energy on the hottest leads.
Sharpening Their Offerings: Analyzing which types of quotes got the most love helped the client fine-tune their custom product/service offerings and pricing strategies.

Phase 5

our results

Quote Blind Spots? Gone!

The sales team finally had real-time visibility into quote engagement, knowing precisely when and how customers were interacting with their proposals.

Manual Follow-Up? Massively Reduced!

Automated flows took care of the heavy lifting for initial follow-ups, freeing up the sales team to focus on what they do best: closing high-value conversations.

Sales Cycle?

Accelerated! By streamlining the entire process and providing those timely nudges, the time from sending a quote to getting it accepted saw a significant drop.

Customer Journey? Illuminated!

The client gained a deep, data-driven understanding of how customers moved through the quote process, allowing them to proactively step in and guide them.

Decisions? Empowered!

With clear data on quote performance and customer behavior, the client could make truly informed decisions about their sales strategy, leading to improved win rates and overall business growth.

Impact

This project proved beyond a shadow of a doubt that Klaviyo’s power is incredibly versatile.

It can drive profound, positive change even in complex sales cycles, far beyond the typical e-commerce checkout.

The Conclusion

By strategically integrating Klaviyo and designing intelligent automated journeys, we didn’t just help our client send quotes; we helped them turn their quote process from a reactive task into a proactive, insight-driven engine. The ability to better track quotes, truly understand customer behavior.

And make smarter business decisions through clearer customer journey insights is a testament to the transformative power of a well-implemented Klaviyo strategy, powered by the Digital Six approach.

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Streamlining Quotes & Unlocking Insights with Klaviyo – A Digital Six Success Story

Partnering with Industry Leaders to Ensure Your Growth.

Our Impact

Manual

Sales Cycle?

Customer Journey?

The "Where Did My Quote Go?" Conundrum

Manual Follow-Up Madness

Data Silos

Gut-Feeling Decisions

Lead Mysteries

Strategy

Smart Integrations – Connecting Everything (Including Their Quoting System!)

Automated Quote Journeys – Nurturing That Sale (Without the Manual Grind)

Crystal-Clear Customer Journey Insights – Peeking Behind the Curtain

Smarter Business Decisions – Data-Driven Wins

Quote Blind Spots? Gone!

Manual Follow-Up? Massively Reduced!

Sales Cycle?

Customer Journey? Illuminated!

Decisions? Empowered!

The Conclusion

Unlock Growth Potential with Tailored Digital Solutions.

Let’s Work Together & Make Greatness Happen.