TimingStarting a measured pilot after mid-August means BFCM lands inside your baseline. Too late for a clean pilot? — fix the biggest leaks before Black Friday and reserve a January seat at founding pricing.
The Retention Brain for Shopify + Klaviyo Brands
Klaviyo's AI optimizes Klaviyo. Your agency optimizes Klaviyo. Phleid optimizes your whole stack — Shopify, Klaviyo, loyalty, reviews, subscriptions — and proves the lift with holdout measurement.
For Shopify brands on Klaviyo, $1M–$20M revenue. No migration, no retraining — free audit first, then a $999/month pilot.
Connect Shopify + Klaviyo. Audit in 48 hours. First cross-tool patterns in a week.
Adjust review request timing
14 days → 7 days post-purchase
1,203 customers affected
Core stack — deep, day one
Also connects
WooCommerce · Braze · Customer.io · Brevo · LoyaltyLion · Trustpilot · Rebuy · Nosto · LimeSpot + more across loyalty, personalization, and analytics
01/The problem
Data flows between your tools. Reasoning doesn't. Klaviyo can't see review sentiment. Your storefront can't see loyalty tier. A Silver-tier member who left a 4-star review sees the same homepage as a first-time visitor.
Fixing that properly is an enterprise payroll:
So mid-market brands rent a slice of it instead — one of 6,000+ Klaviyo agencies at $2,500–10K/month, optimizing one tool at a time, by hand.
Phleid runs the orchestration across email, SMS, loyalty, reviews, and your storefront — on the stack you already run, with every gain holdout-measured. $999/month.
02/How it works
Phleid sits on top of the accounts you already run — Shopify, Klaviyo, Yotpo, and the rest — and turns integrated tools into one coordinated system.
Shopify owns the ledger. Klaviyo owns the send. Yotpo owns the reviews. Nobody owns the logic.
Phleid is the logic — the decision layer that picks the right retention action, for the right customer, across the right tool.
OAuth into Shopify, Klaviyo, Yotpo, and the rest of your tools — read-only to start. We import 12 months of history in hours. Not a migration.
An automated audit of every connected tool: features you pay for but don't use, flows that leak revenue. Typical finding: $5–25K/month in addressable opportunity, projected from your own history — not promised revenue.
Phleid becomes the logic layer between your commerce data and your execution tools, continuously shifting effort toward the highest-converting cross-tool actions.
Every cycle builds a validated pattern library from your own data — what worked, where it holds, when it decays. After 90 days, it's costly to recreate.
Shopify: Silver-tier customers who bought 3+ times in 6 months
LoyaltyLion + Yotpo: 4-star reviewers with 500+ unredeemed points
Result: Loyalty point offers convert 34% better than email discounts for this segment
A pattern that sits undiscovered in the intersection of three tools. Phleid finds it, validates it, and optimizes against it.
Your tools can do more. Now Phleid can use it.
Connect a tool's own agent interface (MCP) and Phleid can build the template, wire the flow, set the personalization rule — inside your account, with approval on every action.
Nothing runs unsupervised on your brand. Trust is earned, not assumed.
Phleid analyzes everything, does nothing. You see exactly what it would do — without any actions running.
Every recommendation needs your sign-off. Nothing runs without approval. You build confidence in the system.
Actions you’ve approved repeatedly can run automatically. High-impact actions always stay gated. You decide what auto-runs.
Spend limits, send frequency caps, margin thresholds. Full audit trail on every action. Override anything, anytime.
03/Fast proof
Within 48 hours of connecting Shopify and Klaviyo, Phleid delivers a Stack Intelligence Audit: what every tool is actually doing, what you're paying for but not using, and a prioritized 30-day playbook — with dollar projections from your own data.
Sample audit findings
Loyalty tier-up flow gap: LoyaltyLion has tier data, but Klaviyo has no celebration flow when customers reach a new tier. Projected impact: $3–8K/month.
Points-for-review disconnect: LoyaltyLion and Yotpo aren't connected. Hundreds of UGC photo reviews sit unused in email campaigns.
Missing website personalization: no tool personalizing for returning visitors. Adding Rebuy or Nosto would unlock an estimated $2–6K/month based on your returning visitor rate and AOV.
SMS/email overlap waste: 34% of customers receiving messages from 3+ tools within 24 hours. Suppressing unresponsive profiles would save ~$640/month.
Typical audit finding: $5,000–$25,000/month in addressable opportunity from features you already own — plus a growth roadmap for capabilities you're missing.
Addressable opportunity, not promised revenue. Projected from your own 12 months of history — list size, repeat rate, AOV, and current flow coverage — and stated as a range because it depends on which gaps you choose to close. What Phleid actually delivers is measured later, against a holdout.
That's the output of a $15K agency quarterly audit, in 48 hours. And the audit is just the onramp — the real product is the continuous cross-tool optimization that follows.
04/The engine
Most tools tell you "we found a pattern." Phleid shows you the pattern, tries to destroy it, and only reports correlations that survived skepticism.
100+ engineered features per customer (scaling with connected tools). Rotating sweep batteries across feature subsets each week — building breadth while going deep on validated patterns.
Every surviving pattern gets challenged: is this really about loyalty tier, or just that recent customers convert better on everything? Only patterns that survive confound validation proceed.
When a pattern is real, we map exactly where it holds, where it breaks, and what amplifies it. You don't get an insight. You get a map.
No static A/B tests that starve on losing variants for weeks. Multi-armed bandit allocation shifts spend to the winner mid-test — and lift is measured against a holdout that keeps getting your baseline marketing.
No black box: every finding ships with the test that validated it, the confounds that were ruled out, and the boundaries where it breaks.
05/The deliverable
A strategic brief with what happened, what it means, and what to do next.
Phleid Weekly Brief
Monday, Mar 3
Week 6 Report
Utilization improving — 3 new capabilities activated since onboarding. Overall stack utilization up from 41% to 58%.
2 new patterns validated this week, 1 invalidated. Silver-tier 4-star reviewers continue to outperform on product improvement follow-ups.
Points outperformed email for Silver tier: 34% vs 12% conversion. AOV held steady at $64 — no trade-off detected.
Activate tier-up celebration flow — projected impact: $2–4K/month. Expand points-first strategy to Gold tier (testing this week).
Suppressed 4,200 unresponsive profiles from email sends — saving ~$640/month. Coordinated cross-tool send timing to reduce 24-hour overlap by 62%.
06/The alternatives
Klaviyo’s agents plan campaigns and pick send times using Klaviyo’s data, inside Klaviyo’s channels. They can’t see your loyalty tiers, review sentiment, or subscription states — and they don’t measure incremental lift with a holdout. Phleid sits above the tools, including Klaviyo’s AI, and decides across them.
Keep Klaviyo. Keep its AI. Add the layer that orchestrates both.
6,000+ Klaviyo agencies charge $2,500–10K/month to manage flows by hand — one tool at a time, audited quarterly, billed hourly. Phleid tests across your whole stack continuously and shifts to the winner automatically.
Cross-tool patterns no agency can see. $999/month vs. $30–120K/year.
Consolidators make you migrate, retrain your team, and depend on their CSMs. Phleid keeps Shopify, Klaviyo, and Yotpo exactly where they are — connect API keys, audit in 48 hours.
All-in-one platforms ask you to migrate everything. Phleid asks you to change nothing.
The in-house version is a strategist, an analyst, and an ops engineer — $340–540K/year that most mid-market brands can't justify. Phleid delivers the output of all three, running 24/7.
$12–18K/year instead of $340–540K. It runs while you sleep.
After 90 days you own a validated pattern library built from your own data. If you leave, your tools keep working exactly as before — the 24/7 optimization is what stops.
07/Pricing
Limited to 5 founding brands
By the end of the pilot you'll have 90 days of validated patterns and a holdout readout, both built on your own data. Flat tiers below.
Every feature in every tier · priced by active profiles
Up to 75K active profiles
Up to 150K active profiles
Up to 250K active profiles — above that, contact us
About the cost of one tool in your stack. A fraction of the cheapest agency retainer.
If your 90-day holdout readout shows no statistically significant lift, cancel and get one month credited.
We bill flat — never a percentage of your revenue, never per order.
08/FAQ
Phleid is built Shopify-first. The deep, day-one integrations are Shopify (commerce), Klaviyo (email/SMS), and Yotpo (reviews) — plus 25+ more across loyalty, personalization, SMS, and analytics, including WooCommerce, Braze, LoyaltyLion, Rebuy, and Nosto. Minimum stack: one commerce platform, one email/SMS tool, and one more.
Yes — 12 months of behavioral data from your connected tools: purchase patterns, email engagement, loyalty activity, review scores. No payment data, no personal addresses. If you cancel, everything is deleted within 30 days.
Klaviyo's agents plan campaigns and pick send times using Klaviyo's data, inside Klaviyo's channels. They can't see your loyalty tiers, review sentiment, or subscription states — and they don't measure incremental lift with a holdout. Phleid sits above the tools, including Klaviyo's AI, and decides across them. Keep Klaviyo. Keep its AI. We make Klaviyo's AI better — cross-tool intelligence gives it sharper audiences.
Agencies optimize one tool at a time, by hand, and audit quarterly. All-in-one platforms make you migrate and retrain. Phleid works on the stack you already run — cross-tool, continuously, with the lift holdout-measured — for $999/month during the pilot.
Your email platform optimizes email. It can't see loyalty tier, review sentiment, or storefront behavior — and it charges by send volume, so it will never recommend sending less. Phleid charges flat and optimizes across the whole stack, even when the answer is "stop emailing this segment and use a loyalty point offer instead."
48 hours: Stack intelligence report (utilization audit + identified revenue opportunities). Week 1: First cross-tool patterns. Week 3: First Monday brief with experiment results. Month 3: Full strategic recommendations backed by your own experimental data.
Not without your permission. Two weeks of shadow mode — full analysis, zero actions. Then you approve every recommendation. Actions you've approved repeatedly can graduate to auto-run; high-impact actions always stay gated, and you set the guardrails.
No. Every remote action asks first. Each tool is set to Blocked, Ask me first, or Auto-approve — and only an admin can turn on auto-approve. There's an allowlist per connected server, one switch that kills all of it, and a full log of everything the agent did in your accounts.
Against a control group. An optional 5–10% holdout keeps receiving your baseline marketing, and we report incremental lift with confidence intervals — not last-click attribution. At renewal you see exactly what Phleid generated above baseline.
No — and it doesn't shorten shadow mode either. An action taken through a connected tool is only attributed to a holdout when it declares a target audience. When it doesn't, Phleid labels it as not attributed rather than folding it into your numbers.
Attribution-based billing invites disputes. We charge a flat fee and prove our value the hard way: a holdout group and a statistically rigorous lift readout.
Three flat tiers, every feature included in each, priced by active profiles: Core at $1,495/month up to 75K, Growth at $1,995/month up to 150K, and Scale at $2,495/month up to 250K — above that, talk to us. Additional storefront or brand is +$750/month, and annual prepay is 10% off. 100% of your pilot fees are credited toward your first year if you continue.
Security, GDPR, and compliance details:
Stack Intelligence Audit in 48 hours. Deep Shopify + Klaviyo + Yotpo orchestration — plus the rest of your stack. Your tools keep working exactly as before; Phleid adds the logic.
Founding pilot — first 5 brands. Cancel anytime.