Bobby Leonard | Klaviyo Retention Consultant

Hi, I’m Bobby, an freelance Klaviyo retention consultant. I help established ecommerce brands understand what’s holding back their retention programs, put the right improvements in place, and decide what comes next. You work directly with me throughout, with no account managers or subcontractors.

I joined Klaviyo’s Boston office in 2019 as a Customer Success Manager, then joined the founding Advanced Onboarding team, migrating and onboarding mid-market and enterprise brands. Across Klaviyo and my own consulting, I’ve worked in nearly 200 Klaviyo accounts.

How I Can Help

Retention Diagnostic ($1,250 fixed, one week)

A paid review of your retention program and Klaviyo account, graded against my framework of 130+ checkpoints. It covers lifecycle flows, campaigns, deliverability, sign-up forms, segmentation, and a cohort and repeat-purchase baseline. You’ll receive prioritized findings, a written roadmap and a walkthrough call. Because the Diagnostic is paid, its findings don’t depend on what you buy next, and the roadmap is yours to use with or without me.

Build (starting at $6,000, 30-day target)

Fixed-scope implementation of your Diagnostic’s priorities. Depending on the roadmap, this can include lifecycle flows, research-driven copy, reusable email templates, sign-up forms and segmentation. Work is built, tested, launched and documented in Klaviyo.

Monthly Advisory (starting at $2,000/month)

Senior retention guidance for teams that handle day-to-day execution. Two strategy sessions a month that I prepare and lead, monthly reporting, a living roadmap, test planning and feedback on your team’s campaigns and flows. Guidance only; your team or agency runs the program.

Who I Work Best With

My strongest fit is an established ecommerce brand, typically around $3M–$30M in annual revenue, with a lean marketing team, a need for senior retention direction, and enough purchase history to analyze. Shopify is an especially strong fit, but it isn’t required.

My work focuses on diagnosis, defined implementation and strategic advisory rather than high-volume campaign production or hourly support. Every Build or Advisory engagement starts with a Retention Diagnostic.

You can use the Contact button to tell me about your brand and what’s prompting you to look for help. I reply personally within two business days.