Part 6 of 6 · Marketing MCP (Klaviyo)
Checklist — Marketing MCP (Klaviyo)
What a 2, a 3 and a 4 look like for campaigns, flows and segments, and how you know you've earned a 4.
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The Score rates this checkpoint from two questions: how campaigns get built in your email and SMS platform, and how your automated flows are looked after. This is what each rating looks like in practice.
0 or 1: not started, or ad hoc
- No regular campaigns, or someone writes one when there’s time.
- No flows running, or a welcome flow from setup that nobody has touched since.
A 2: in place, not connected to AI
- Campaigns go out on a calendar, built by hand or by an agency.
- A full set of flows is running: welcome, abandoned cart and post-purchase at least.
- Flows are reviewed and tuned by hand.
- Every send has a named approver.
A 3: connected, used sometimes
Everything in a 2, plus:
- AI connected to the platform drafts some campaigns or segments.
- AI with access to the account audits or edits your flows sometimes.
- You’ve decided what the connection can change, and nothing sends without a human yes.
A 4: connected, and part of how work gets done
Everything in a 3, plus:
- AI connected to the platform builds most campaigns and segments. You approve them.
- AI reviews and updates your flows on a schedule, not just when someone remembers.
- Campaign emails and creative come out on-system, from your design system.
- Campaigns draw on live product data, not copied-in details.
You’ve earned a 4 when…
- The calendar gets filled without anyone writing every email from scratch.
- A new segment goes from idea to built in one conversation.
- Your flows have been looked at recently, and you know when they’ll be looked at next.
- Every send still has a human yes, and that yes is quick, because the draft was right.
Next track: Process mapping and automation.