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EcomOps

Klaviyo partner agency · 5 Plus accounts · Agency / white-label

Embedded architect oversight across 5 Shopify Plus clients.

A Klaviyo partner agency was winning Shopify Plus work they couldn't confidently deliver on the architecture side. We embedded as the white-labeled senior architect across five of their accounts.

FractionalAgencyShopify PlusKlaviyo

Client ship velocity

5

Plus accounts covered

0

Post-launch escalations · 2 quarters

// problem

What was breaking.

  • Agency was selling Shopify Plus engagements but architecturally relying on mid-level engineers.
  • Client churn was driven by post-launch stability — not acquisition or creative work.
  • Every migration and NetSuite integration was a crunch because nobody senior was reviewing the design.

// approach

What we did.

  • Dedicated one-day-a-week retainer with the agency, confidential across all five client accounts.
  • Standing architecture review embedded in the agency's own standup rhythm.
  • Authored four internal playbooks for the agency team (NetSuite integration, migration cutover, Shopify Functions, Klaviyo event schema).
  • Joined pre-sale calls for enterprise prospects as 'architect on the engagement.'

// outcomes

What changed.

Ship velocity
3× improvement on multi-integration projects, measured week-to-ship.
Post-launch escalations
Zero architectural escalations across two consecutive quarters.
Pipeline
Agency closed two enterprise deals citing 'senior architect on the engagement.'

// stack

  • Shopify Plus (×5 accounts)
  • Klaviyo
  • NetSuite (2 of 5 accounts)
  • Celigo
  • Notion (agency playbooks)
We stopped losing renewals over architecture. The audit / retainer / white-label model was the unlock.
Agency Managing Partner

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