In this episode, I share a boots-on-the-ground recap from Klaviyo’s K:BOS in Boston—why the energy mattered, how Klaviyo is evolving from ESP to full CRM, and what operators (brand and agency) need to do right now to win Q4 and 2026.
If you’re a Shopify brand and want a Klaviyo CRM + omnichannel gameplan for Q4 and 2026 (WhatsApp, RCS, direct mail, social capture, AI workflows), click the link below to lear more about my retention audit:
https://youtu.be/A_tywPkNcqY?si=JBA4pc6sy9KBnpHJ
Timestamp guide
00:00 Intro, why K:BOS mattered this year
03:12 High-frequency vs low-frequency operating
07:40 Agencies: creative is table stakes—what’s next actually wins
12:18 Brands’ reality: margins, talent, tool-sprawl
15:09 Klaviyo’s 3 investment pillars (omnichannel, analytics, autonomous)
18:22 Roadmap: Service desk, AI agents, RCS, WhatsApp, Gatsby
25:11 Claude + Klaviyo via MCP (why I’m hyped)
28:45 PostPilot playbook (1% budget, handwritten VIP, fence-sitters)
33:02 Operator dinner: Kona, Copley, partners
37:30 Goals for 2026 + invite to next year’s K:BOS