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Original
2026-01-01
Modified
2026-03-10
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<p><a>Unifying data from every source</a></p>
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<p><a>Unifying data from every source</a></p>
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<p><a>Start with pre-built templates</a></p>
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<p><a>Start with pre-built templates</a></p>
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<p><a>Building segments</a></p>
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<p><a>Building segments</a></p>
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<p><a>Generating revenue with automated flows </a></p>
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<p><a>Generating revenue with automated flows </a></p>
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<p><a>Using AI to build content</a></p>
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<p><a>Using AI to build content</a></p>
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<p><a>Recommending products with AI</a></p>
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<p><a>Recommending products with AI</a></p>
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<p><a>Simplifying performance analysis</a></p>
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<p><a>Simplifying performance analysis</a></p>
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<h2><strong>1. Unify data from every source in one place</strong></h2>
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<h2><strong>1. Unify data from every source in one place</strong></h2>
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<p>When your data is scattered across multiple tools, it’s almost impossible to see the full picture of each customer’s journey with your brand. This can lead to making marketing decisions based on guesswork instead of real customer data. </p>
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<p>When your data is scattered across multiple tools, it’s almost impossible to see the full picture of each customer’s journey with your brand. This can lead to making marketing decisions based on guesswork instead of real customer data. </p>
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<p>For instance, your text message platform might know that a customer’s engagement rates are through the roof, while your ecommerce software knows that this same customer just browsed your selection of handmade earrings. But if these tools can’t communicate with each other, you may be emailing that person, getting ignored, and missing an opportunity to generate SMS-attributed revenue for those earrings instead. </p>
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<p>For instance, your text message platform might know that a customer’s engagement rates are through the roof, while your ecommerce software knows that this same customer just browsed your selection of handmade earrings. But if these tools can’t communicate with each other, you may be emailing that person, getting ignored, and missing an opportunity to generate SMS-attributed revenue for those earrings instead. </p>
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<p>With a B2C CRM, all your data is centralised in one system that collects and stores data,<a>integrates with the tools</a>you’re already using, orchestrates marketing and customer service, and identifies opportunities for improvement. This single source of truth documents your entire history with every customer so you can communicate with them like you know them-because you do. </p>
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<p>With a B2C CRM, all your data is centralised in one system that collects and stores data,<a>integrates with the tools</a>you’re already using, orchestrates marketing and customer service, and identifies opportunities for improvement. This single source of truth documents your entire history with every customer so you can communicate with them like you know them-because you do. </p>
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<p>A single source of truth also allows you to manage every marketing channel from one place. Running all of your email, text message, mobile push, and WhatsApp campaigns on different platforms is time consuming and gives you an incomplete view of your customers. A B2C CRM eliminates context switching while making these channels more effective.</p>
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<p>A single source of truth also allows you to manage every marketing channel from one place. Running all of your email, text message, mobile push, and WhatsApp campaigns on different platforms is time consuming and gives you an incomplete view of your customers. A B2C CRM eliminates context switching while making these channels more effective.</p>
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<h2><strong>2. Use templates instead of starting from scratch</strong></h2>
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<h2><strong>2. Use templates instead of starting from scratch</strong></h2>
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<p>Solopreneurs don’t have time to start from scratch. And when something works, they need a way to replicate it quickly. This is where<a>customisable templates</a>come in.</p>
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<p>Solopreneurs don’t have time to start from scratch. And when something works, they need a way to replicate it quickly. This is where<a>customisable templates</a>come in.</p>
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<p>Use templates to create and customise:</p>
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<p>Use templates to create and customise:</p>
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<ul><li>Product announcement emails </li>
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<ul><li>Product announcement emails </li>
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<li>Event emails</li>
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<li>Event emails</li>
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<li>Multi-step sign-up forms</li>
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<li>Multi-step sign-up forms</li>
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<li>Welcome flows</li>
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<li>Welcome flows</li>
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<li>Win-back flows</li>
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<li>Win-back flows</li>
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<li>Abandoned cart flows</li>
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<li>Abandoned cart flows</li>
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<li>Browse abandonment flows</li>
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<li>Browse abandonment flows</li>
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<li>Replenishment reminders</li>
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<li>Replenishment reminders</li>
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</ul><p>…and more. Combined with A/B testing and AI optimisation (more on that later), templates are a great way for solopreneurs to find out what works and quickly double down on something when it does. Customise them to better suit the needs of your brand and your customers.</p>
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</ul><p>…and more. Combined with A/B testing and AI optimisation (more on that later), templates are a great way for solopreneurs to find out what works and quickly double down on something when it does. Customise them to better suit the needs of your brand and your customers.</p>
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<h2><strong>3. Build dynamic segments that make personalisation easy</strong></h2>
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<h2><strong>3. Build dynamic segments that make personalisation easy</strong></h2>
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<p><a>Dynamic segmentation</a>is how a CRM organises your audience into distinct groups based on pre-defined rules. After you set the criteria, audience segments populate or contract automatically in real time as customer interactions happen.</p>
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<p><a>Dynamic segmentation</a>is how a CRM organises your audience into distinct groups based on pre-defined rules. After you set the criteria, audience segments populate or contract automatically in real time as customer interactions happen.</p>
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<p>You can create segments based on customer behaviour, preferences, demographics, or<a>predictive analytics</a>(more on this later). Common examples include VIP customers, recent buyers, discount shoppers, customers expected to buy soon, and at-risk customers. </p>
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<p>You can create segments based on customer behaviour, preferences, demographics, or<a>predictive analytics</a>(more on this later). Common examples include VIP customers, recent buyers, discount shoppers, customers expected to buy soon, and at-risk customers. </p>
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<p>The more complex the segment, the deeper you can personalise your messages and offers. Here are a few examples you can build on:</p>
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<p>The more complex the segment, the deeper you can personalise your messages and offers. Here are a few examples you can build on:</p>
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<ul><li><strong>Engaged customers</strong>receive more frequent updates and early access to new product launches. </li>
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<ul><li><strong>Engaged customers</strong>receive more frequent updates and early access to new product launches. </li>
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<li><strong>Customers who have purchased or browsed a certain category of products</strong>receive recommendations for products in that category.</li>
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<li><strong>Customers who have purchased or browsed a certain category of products</strong>receive recommendations for products in that category.</li>
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<li><strong>Local customers</strong>receive announcements for upcoming in-person events. </li>
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<li><strong>Local customers</strong>receive announcements for upcoming in-person events. </li>
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</ul><p><strong>Solopreneur CRM tip:</strong>Now, with AI, you can<a>create these segments</a>with a simple prompt. Just describe the type of audience you want to target, and AI will spin up the segment for you, fast. Here are a few examples to get you started:</p>
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</ul><p><strong>Solopreneur CRM tip:</strong>Now, with AI, you can<a>create these segments</a>with a simple prompt. Just describe the type of audience you want to target, and AI will spin up the segment for you, fast. Here are a few examples to get you started:</p>
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<ul><li>“VIPs who have spent more than $500 in the past year, tend to purchase during pre-launch sales, and are predicted to spend another $250 in the next 90 days”</li>
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<ul><li>“VIPs who have spent more than $500 in the past year, tend to purchase during pre-launch sales, and are predicted to spend another $250 in the next 90 days”</li>
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<li>“Subscribers who have viewed a skincare product page in the past 30 days, have not purchased skincare in the past 90 days, and have shown a higher engagement with text than email” </li>
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<li>“Subscribers who have viewed a skincare product page in the past 30 days, have not purchased skincare in the past 90 days, and have shown a higher engagement with text than email” </li>
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<li>“Customers who have opened at least 3 promotional emails within the past 60 days and clicked on one product recommendation but have not made a purchase in the past 5 months” </li>
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<li>“Customers who have opened at least 3 promotional emails within the past 60 days and clicked on one product recommendation but have not made a purchase in the past 5 months” </li>
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</ul><h2><strong>4. Use automation to generate revenue with fewer resources</strong></h2>
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</ul><h2><strong>4. Use automation to generate revenue with fewer resources</strong></h2>
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<p>Automated flows are pre-built message sequences that trigger based on customer behaviour, boosting engagement and driving revenue without manual work. Some common automated flows include:</p>
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<p>Automated flows are pre-built message sequences that trigger based on customer behaviour, boosting engagement and driving revenue without manual work. Some common automated flows include:</p>
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<ul><li><a>Welcome series</a></li>
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<ul><li><a>Welcome series</a></li>
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<li><a>Abandoned cart</a>reminders</li>
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<li><a>Abandoned cart</a>reminders</li>
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<li><a>Browse abandonment</a>messages</li>
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<li><a>Browse abandonment</a>messages</li>
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<li><a>Post-purchase</a>sequences</li>
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<li><a>Post-purchase</a>sequences</li>
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<li><a>Win-back</a>messages</li>
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<li><a>Win-back</a>messages</li>
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</ul><p>According to Klaviyo’s latest<a>email marketing benchmarks</a>, flows generate up to 30x more revenue per recipient (RPR) than campaigns. The ROI on flows is high because they’re based on actual subscriber behaviour, which means they’re inherently more relevant and personal.</p>
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</ul><p>According to Klaviyo’s latest<a>email marketing benchmarks</a>, flows generate up to 30x more revenue per recipient (RPR) than campaigns. The ROI on flows is high because they’re based on actual subscriber behaviour, which means they’re inherently more relevant and personal.</p>
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<p><strong>Solopreneur CRM tip:</strong>You can also lean on templates and AI to<a>build flows</a>based on natural language prompts. Water filter brand<a>Lifestraw</a>slashed at least<a>40 minutes from their manual flow-building process</a>this way. Their team described their desired flow in one sentence, and AI built the entire flow structure for them.</p>
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<p><strong>Solopreneur CRM tip:</strong>You can also lean on templates and AI to<a>build flows</a>based on natural language prompts. Water filter brand<a>Lifestraw</a>slashed at least<a>40 minutes from their manual flow-building process</a>this way. Their team described their desired flow in one sentence, and AI built the entire flow structure for them.</p>
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<h2><strong>5. Use AI to create marketing emails, texts, and review responses</strong></h2>
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<h2><strong>5. Use AI to create marketing emails, texts, and review responses</strong></h2>
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<p>Enterprise marketers manage millions of customers, generating vast amounts of data they can leverage tIn addition to spinning up custom segments and flows faster than you could on your own, generative AI can help you write copy for:</p>
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<p>Enterprise marketers manage millions of customers, generating vast amounts of data they can leverage tIn addition to spinning up custom segments and flows faster than you could on your own, generative AI can help you write copy for:</p>
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<ul><li><a>Email subject lines</a></li>
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<ul><li><a>Email subject lines</a></li>
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<li><a>Emails</a></li>
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<li><a>Emails</a></li>
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<li><a>Text messages</a></li>
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<li><a>Text messages</a></li>
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<li>Text message replies</li>
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<li>Text message replies</li>
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<li><a>Review responses</a></li>
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<li><a>Review responses</a></li>
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</ul><p>Leaning on the generative AI in your CRM allows you to take the position of a creative director rather than a copywriter, saving you hours of time. </p>
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</ul><p>Leaning on the generative AI in your CRM allows you to take the position of a creative director rather than a copywriter, saving you hours of time. </p>
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<h2><strong>6. Predict next order date and recommend products with AI</strong></h2>
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<h2><strong>6. Predict next order date and recommend products with AI</strong></h2>
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<p>Personalisation isn’t just about the what-it’s also about the when.<a>Predictive analytics</a>anticipate your customers’ next purchase date, lifetime value, and even which channel they’re most likely to engage on, so you can reach out when and where they want you to.</p>
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<p>Personalisation isn’t just about the what-it’s also about the when.<a>Predictive analytics</a>anticipate your customers’ next purchase date, lifetime value, and even which channel they’re most likely to engage on, so you can reach out when and where they want you to.</p>
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<p>You can also use AI to send<a>personalised product recommendations</a>based on your customers’ purchase history and website activity. For instance, if you sell yoga accessories, you could recommend items like yoga blocks, resistance bands, or water bottles to customers who have purchased a yoga mat. And if predictive analytics tells you that someone’s yoga mat cleaner is about to run out, you can send them an offer for a bundle that also includes a cloth.</p>
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<p>You can also use AI to send<a>personalised product recommendations</a>based on your customers’ purchase history and website activity. For instance, if you sell yoga accessories, you could recommend items like yoga blocks, resistance bands, or water bottles to customers who have purchased a yoga mat. And if predictive analytics tells you that someone’s yoga mat cleaner is about to run out, you can send them an offer for a bundle that also includes a cloth.</p>
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<p>Streetwear brand<a>Jordan Craig</a>personalises their marketing based on a similar playbook. Based on analytics for their 40+ segments, they send daily to customers for 2 weeks on either side of their AI-generated predicted date of next order-and see<a>strong conversion from that</a>.</p>
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<p>Gourmet popcorn brand<a>Garrett Popcorn</a>uses AI-powered predictive analytics to target customers likely to reorder soon. They use Klaviyo’s predicted date of next order metric to generate the segment, which drives 4x higher revenue per recipient than Garrett’s campaigns overall.</p>
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<h2><strong>7. Analyse performance with dashboards and auto-monitoring</strong></h2>
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<h2><strong>7. Analyse performance with dashboards and auto-monitoring</strong></h2>
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<p>The only way to improve performance is to measure it. But data is only as valuable as the ability to put it to action. As a solopreneur, though, data analysis can feel like yet another technical skill to add to your laundry list of things to learn. </p>
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<p>The only way to improve performance is to measure it. But data is only as valuable as the ability to put it to action. As a solopreneur, though, data analysis can feel like yet another technical skill to add to your laundry list of things to learn. </p>
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<p>Here are just a few CRM analytics and reporting features that can help you get-and stay-ahead:</p>
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<p>Here are just a few CRM analytics and reporting features that can help you get-and stay-ahead:</p>
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<ul><li><a>Pre-built dashboards</a>configured to track key metrics like revenue per recipient, revenue by channel, top-performing segments, and marketing ROI</li>
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<ul><li><a>Pre-built dashboards</a>configured to track key metrics like revenue per recipient, revenue by channel, top-performing segments, and marketing ROI</li>
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<li><a>Automated alerts</a>that notify you when critical metrics like deliverability rates experience a significant drop or tick up, keeping you in the know so you can make adjustments</li>
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<li><a>Automated alerts</a>that notify you when critical metrics like deliverability rates experience a significant drop or tick up, keeping you in the know so you can make adjustments</li>
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<li><a>AI-powered A/B testing</a>that can help you find the winning subject line, image, offer, CTA, sign-up form, or other needle-mover</li>
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<li><a>AI-powered A/B testing</a>that can help you find the winning subject line, image, offer, CTA, sign-up form, or other needle-mover</li>
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<li><a>Peer group benchmarks</a>that use AI to analyse anonymous data from a subset of your competitors, lifting the veil on how your marketing and business performance stacks up in your industry </li>
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<li><a>Peer group benchmarks</a>that use AI to analyse anonymous data from a subset of your competitors, lifting the veil on how your marketing and business performance stacks up in your industry </li>
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</ul><h2><strong>Getting started with a B2C CRM</strong></h2>
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</ul><h2><strong>Getting started with a B2C CRM</strong></h2>
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<p>A<a>B2C CRM</a>isn’t just a piece of software-it’s an extra team member. For solopreneurs who are strapped for time and energy, setting one up is easy. Here’s a quick checklist to help you get started:</p>
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<p>A<a>B2C CRM</a>isn’t just a piece of software-it’s an extra team member. For solopreneurs who are strapped for time and energy, setting one up is easy. Here’s a quick checklist to help you get started:</p>
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<ul><li>Connect your apps to your B2C CRM with built-in integrations. </li>
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<ul><li>Connect your apps to your B2C CRM with built-in integrations. </li>
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<li>Set up pre-built sign-up forms to collect new subscribers.</li>
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<li>Set up pre-built sign-up forms to collect new subscribers.</li>
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<li>Build basic AI-generated segments, like recent customers or VIP customers.</li>
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<li>Build basic AI-generated segments, like recent customers or VIP customers.</li>
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<li>Build and send your first flows.</li>
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<li>Build and send your first flows.</li>
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<li>Review initial performance with pre-built dashboards.</li>
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<li>Review initial performance with pre-built dashboards.</li>
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<li>Iterate with AI-driven testing and brainstorm how to refine your growth strategies.</li>
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<li>Iterate with AI-driven testing and brainstorm how to refine your growth strategies.</li>
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</ul><strong><strong>Ready to transform your customer relationships?</strong></strong><p>Take our B2C CRM readiness assessment to discover your next steps.</p>
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</ul><strong><strong>Ready to transform your customer relationships?</strong></strong><p>Take our B2C CRM readiness assessment to discover your next steps.</p>
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<p><a>[Take the quiz]</a></p>
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<p><a>[Take the quiz]</a></p>
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<strong><strong>How to build exceptional customer experiences</strong></strong><p>The ultimate benefit of a CRM is the customer experiences you can create.</p>
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<strong><strong>How to build exceptional customer experiences</strong></strong><p>The ultimate benefit of a CRM is the customer experiences you can create.</p>
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<p><a>[Learn how]</a></p>
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<p><a>[Learn how]</a></p>
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<strong>How to improve your customer experience for higher CLV</strong><p>A better customer experience should equate to more lifetime value.</p>
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<strong>How to improve your customer experience for higher CLV</strong><p>A better customer experience should equate to more lifetime value.</p>
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<p><a>[Learn more]</a></p>
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<p><a>[Learn more]</a></p>
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