← Klaviyo
Klaviyo role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
A marketing platform that helps online stores send personalized emails and text messages to drive repeat sales.
Who you'd be calling
Heads of eCommerce, Marketing Managers, and Retention or CRM leads at online retail and direct-to-consumer brands.
Your opener
“Hi [Name], this is [You] from Klaviyo. I know I'm calling out of the blue, do you have 30 seconds? I work with online brands that want more repeat sales from the customers they already have, and I wanted to see if that's a focus for you.”
Problems you solve for them
- Generic email blasts get low sales and unsubscribes
- Customer data is scattered, so personalizing messages is hard
- Brands depend on paid ads and need more repeat purchases
Discovery questions to ask
- How are you using email and text to bring customers back today?
- How do you decide who gets which message?
- What share of your revenue comes from repeat customers versus new ones?
Objections they'll throw at you
“I'm busy right now.”
→ Totally fine, I'll be brief. Would a quick 15 minutes later this week work better?
“We're not interested.”
→ Got it. Just curious: are you happy with the sales you get from email and text right now?
“We already use Mailchimp or another email tool.”
→ Good to know, many brands do. What works well, and what would you change about it?
“Just send me an email.”
→ Sure thing. Are you more focused on email, text or both, so I send the right info?
Competitors worth knowing
Mailchimp, Omnisend, Attentive
Interview tips for this company
- Know the basic ecommerce ideas: abandoned cart emails, welcome flows and customer segments.
- Klaviyo is closely tied to online stores, so be ready to talk about shops you've bought from and how their emails felt.
Written from public information about Klaviyo to help you practice. Ask an insider what their role play looked like; it's the best prep there is.