Meta and Klaviyo, run as one system.
Who should run Meta and Klaviyo for a Shopify brand? One owner for both: they sell to the same customer and claim the same orders. Convey is two operators, not another agency, running both inside your own accounts. Built for Shopify brands in the $1M to $15M range.
A free written read of your store in 48 hours. No login, no call.
Why run Meta and Klaviyo as one?
Each platform counts the same order its own way. Meta takes credit for a click, Klaviyo takes credit for an email, and their claims added together come to more than the store sold. Split between two vendors, each one reports its own win. Run together, the ad finds the customer, the email turns the visit into a first order and the first order into a second, and both are read against what the store recorded.
How do the two run together?
Email goes in before new spend
Welcome, abandoned checkout, post-purchase, replenishment and win-back flows, written in your voice, are live before the first new ad dollar. A customer Meta brings in lands in a system built for the first order and the next one.
Ads on written rules
Every Meta ad runs under a ceiling on paid cost per new customer and a floor on margin, and comes off when it crosses either. Creators and whitelisted ads follow the same rules.
Two jobs, one customer
Meta's job is the new customer the store actually recorded. Klaviyo's job is turning that customer into an order, then a second one. Same board, so neither channel gets credit for the other's work.
Signed off before it goes out
You see every email on the board, rendered, before it sends, and every ad before it runs. Nothing ships without your yes.
Do Meta and Klaviyo claim the same orders?
Often, yes. The board puts each platform's claim next to what your store could tie to it, every week. In one week at the bakery, Sep 25 to Oct 1, 2026, Meta claimed 243 orders on a 7-day click. The store's own record tied 134 orders to a Meta first visit.
Spend on Meta and Google only stepped up while paid spend per new customer, both together, held under its ceiling. It was $65 in the first week after launch and $55 since launch. Reconciliation, not causal credit.
Who owns the Meta and Klaviyo accounts?
You do, from day one. The ads run in your Meta ad account and the flows live in your Klaviyo, under your logins. If we part ways, every ad, flow and audience stays where it is.
What if we only want help with one of them?
We run them in a set order: conversion first, then retention, then acquisition. Ads on a store that can't hold the traffic buy expensive customers, and an email program with no new customers has nobody new to write to. If the store is the whole problem, the read says so, in writing.
What else do founders ask?
Should Meta and Klaviyo be run by the same agency?
By the same owner, whatever you call them. Convey is two operators, not another agency, and runs both because they sell to one customer. Split across two vendors, the founder ends up refereeing two reports.
Do you run Google Ads and creators too?
Yes. Google, creators and whitelisted ads run on the same written rules as Meta, and the Klaviyo side covers flows, campaigns and subscriptions. Every channel is read on the same board.
Do you need access to our accounts?
Not to start. The free read needs only your store's URL. If there's a fit, the work begins with read-only access, then the ads and flows are built inside your own Meta and Klaviyo.
How long until both are running?
The install takes about three weeks inside your accounts, with the baseline frozen in week one. Flows go live first, then new ad spend, on written rules.
Do we have to commit to anything?
No. The read is free and in writing, and it's yours to keep. If there's a fit, the next step is a scope written to your numbers, and you decide after you've seen it.
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