§ W2 · Ship plan
01 / 17
CAM · Week 02 of 05

Expansion· Cross-sell Curious

4 touches across 35 days. SilverStick · Jun 16, 2026 → Jul 21, 2026
BrandSilverStick
PeriodJun 16, 2026 → Jul 21, 2026
StatusIn-flight
§ W2 · What we found
02 / 17
Restated from the audit

Why this week, this cohort.

1,598 of your customers bought Slim Cotton Filters but not the SilverStick - Slim pipe they're designed for. They're one product away from the full setup.

These 1,598 people ordered Slim Cotton Filters - 100 Count once, but haven't bought the SilverStick - Slim pipe. Historical order data shows 4,118 customers bought both together, and 917 people moved from filters to the pipe in a later purchase. The industry benchmark for cross-sell flows is 2.5% conversion over 35 days. That's roughly 40 customers at $140 lifetime value each — the $2,240 line in your audit. This week, we send four emails to complete their setup.

The cohort

These 1,598 people ordered Slim Cotton Filters - 100 Count once, but haven't bought the SilverStick - Slim pipe. Historical order data shows 4,118 customers bought both together, and 917 people moved from filters to the pipe in a later purchase. The industry benchmark for cross-sell flows is 2.5% conversion over 35 days. That's roughly 40 customers at $140 lifetime value each — the $2,240 line in your audit. This week, we send four emails to complete their setup.

1,598 one-time buyers
with Slim Cotton Filters purchase
§ W2 · The campaign
03 / 17
What’s shipping this week

Expansion · Cross-sell Curious

Type
cross_sell
sequence shape
Touches
4
over 35 days
Channels
email
mix
Cohort
1,598
one-time buyers

Four emails over 35 days to the same 1,598 customers, each reinforcing the natural pairing between Slim Cotton Filters and SilverStick - Slim. The first introduces the pipe as a logical next step. The second highlights use-case synergy. The third reinforces routine integration. The final touch reminds them of the missed opportunity. No discounts — the product pairing itself provides the value proposition.

Strategy decision memo
Chosen play
Slim Cotton Filters - 100 Count to SilverStick - Slim cross-sell
Rev 4 · Conf 5 · Proof 4 · Risk 2 · Spec 5
Objective
revenue
Why this product now

Strongest observed product pair with 4118 co-purchases

Belief to change

SilverStick - Slim completes their setup

Objection

Perceived redundancy without use-case differentiation

Slim Cotton Filters - 100 Count to Slim Cotton Filters - 100 Count category-jump test
Rev 3 · Conf 2 · Proof 2 · Risk 3 · Spec 4

Rejected because the computed brief has a stronger product path.

Percent-off SilverStick - Slim discount
Rev 3 · Conf 3 · Proof 1 · Risk 4 · Spec 2

Rejected because generic discount is blocked by the computed brief.

SilverStick - Slim proof-capture pilot
Rev 2 · Conf 1 · Proof 1 · Risk 5 · Spec 3

Rejected as a launch; only proof capture is defensible.

The reasoning
01
The product pair

Slim Cotton Filters buyers show 4118 co-purchases of SilverStick - Slim in order history.

02
Why triggered flow

D14/D21/D28/D35 cadence matches industry cross-sell windows.

03
Learning objective

Validate if observed product pairs outperform generic lifecycle emails.

§ W2 · The sequence
04 / 17
4 touches · 35 days

The ship order.

Day-by-day. Each touch names the channel, the audience refinement, and the angle. Subject lines + body copy unlock once you book the kickoff.

  1. 01
    0
    EmailKlaviyo flow
    Introduce SilverStick - Slim as natural pair
    Audience
    All 1,598 Cross-sell Curious
  2. 02
    7
    EmailKlaviyo flow
    Highlight use-case synergy
    Audience
    Touch 1 non-engagers
  3. 03
    14
    EmailKlaviyo flow
    Reinforce routine integration
    Audience
    Touch 2 non-engagers & non-buyers
  4. 04
    35
    EmailKlaviyo flow
    Final completion reminder
    Audience
    Touch 3 non-engagers & non-buyers
§ W2 · Setup 01 of 03 · The parent segment
05 / 17
Build this first — once

The parent segment every touch points at.

A segment is a saved filter that auto-groups the right customers — build it carefully once and the rest of the week references it. Spend ten minutes here.

Segment name · paste exactly
Cross-sell Curious — W2
Filter rules · add in order, joined with AND
  1. Placed Order exactly 1 time over all time
    One order only
  2. AND Purchased Product: Slim Cotton Filters - 100 Count
    Bought Slim Cotton Filters
  3. AND Did Not Purchase Product: SilverStick - Slim
    Haven't bought SilverStick - Slim
Expected size
~1,598
Klaviyo flow filter should show roughly this number after you save.
✓ How to check
After setting up the flow, the audience preview should show around 1,598 people. If not, check the product name spelling.
Build this flow the day before activating to ensure it's current. The flow triggers when a customer places an order matching the rules.
§ W2 · Setup 02 of 03 · Tag every send
06 / 17
So your reporting works

Name campaigns and tag links the same way every time.

Two short codes that turn anonymous "clicks" into "clicks from week 1 touch 2." Without them, the scorecard at the end of the week can't tell which touch did the work.

Naming convention
W2 · T{n} · SilverStick
Why
Consistent naming lets us track performance accurately across the week.
How
When creating each email in the flow, use the code exactly, replacing {n} with the touch number.
✓Check: Check your Klaviyo flow steps — all four emails should appear with the correct names.
UTM template
utm_source=klaviyo&utm_medium=email&utm_campaign=w2_crosssell_t{n}
Why
UTMs tell Google Analytics which touch drove each click and order.
How
Paste this template in Klaviyo's UTM settings for each email in the flow, replacing {n} with the touch number.
✓Check: Preview each email and hover over links — the URL should end with the correct UTM string.
§ W2 · Setup 03 of 03 · Guardrails
07 / 17
Four things that quietly break the week

Pin these to the wall before you hit send.

Each guardrail is a small habit. Skip one and the week's numbers get harder to read at the end — not impossible, just noisier than they need to be.

01
Use the same from-name for all emails to ensure inbox threading.
02
Don't activate the flow until all four emails are configured and tested.
03
Pause other campaigns targeting this segment during the 35-day period to avoid overlap.
04
If the parent segment size is not around 1,598, stop and troubleshoot before activating the flow.
§ W2 · T01 · The message
08 / 17
T01
0
EmailKlaviyo flow
Rendered as it lands in the inbox · paste copy verbatim
Why this one
Introduce SilverStick - Slim as natural pair
§ W2 · T01 · How to ship it
09 / 17
T01 · 0 · Email
Klaviyo flow
Three short steps

Audience, settings, send.

The body copy on the previous page is the work product. This page is the ship list — where to paste each thing inside Klaviyo flow.

Audience
Klaviyo flow filter
Segment name
Cross-sell Curious — W2
Filter rules
  1. Placed Order exactly 1 time over all time
    One order only
  2. AND Purchased Product: Slim Cotton Filters - 100 Count
    Bought Slim Cotton Filters
  3. AND Did Not Purchase Product: SilverStick - Slim
    Haven't bought SilverStick - Slim
Expected size~1,598
✓How to check: After setting up the flow, the audience preview should show roughly 1,598 people. If it's way off, check the product name spelling.
Send settings
From
The SilverStick crew <hello@silverstick.com>
Why: Keep this consistent across all emails so inboxes thread them together.
Send time
Day 0 after flow entry · 10:00 AM recipient timezone
UTM
utm_source=klaviyo&utm_medium=email&utm_campaign=w2_crosssell_t1
Send it

Test the flow with a sample customer first. Confirm the trigger works when someone buys Slim Cotton Filters but not SilverStick - Slim.

§ W2 · T02 · The message
10 / 17
T02
7
EmailKlaviyo flow
Rendered as it lands in the inbox · paste copy verbatim
Why this one
Highlight use-case synergy
§ W2 · T02 · How to ship it
11 / 17
T02 · 7 · Email
Klaviyo flow
Three short steps

Audience, settings, send.

The body copy on the previous page is the work product. This page is the ship list — where to paste each thing inside Klaviyo flow.

Audience
Klaviyo flow filter
Segment name
Cross-sell Curious — W2 · T2 (non-engagers)
Filter rules
  1. Placed Order exactly 1 time over all time
    Original cross-sell segment
  2. AND Purchased Product: Slim Cotton Filters - 100 Count
    Remove Touch 1 openers
  3. AND Did Not Purchase Product: SilverStick - Slim
    Remove Touch 1 clickers
Expected size~1,470
✓How to check: After the first email sends, check the audience size is roughly 92% of the parent segment.
Send settings
From
The SilverStick crew <hello@silverstick.com>
Why: Keep this identical across every touch. Inboxes group messages by sender — same name means the touches stack as one conversation.
Send time
Day 7 after flow entry · 10:00 AM recipient timezone
UTM
utm_source=klaviyo&utm_medium=email&utm_campaign=w2_crosssell_t2
Send it

Wait until after touch 1 sends to configure this step — it needs open/click data from the first email.

§ W2 · T03 · The message
12 / 17
T03
14
EmailKlaviyo flow
Rendered as it lands in the inbox · paste copy verbatim
Why this one
Reinforce routine integration
§ W2 · T03 · How to ship it
13 / 17
T03 · 14 · Email
Klaviyo flow
Three short steps

Audience, settings, send.

The body copy on the previous page is the work product. This page is the ship list — where to paste each thing inside Klaviyo flow.

Audience
Klaviyo flow filter
Segment name
Cross-sell Curious — W2 · T3 (non-engagers)
Filter rules
  1. Placed Order exactly 1 time over all time
    Original cross-sell segment
  2. AND Purchased Product: Slim Cotton Filters - 100 Count
    Remove prior email openers
  3. AND Did Not Purchase Product: SilverStick - Slim
    Remove prior email clickers
Expected size~1,350
✓How to check: Segment size should be about 84% of the parent after touch 2 sends.
Send settings
From
The SilverStick crew <hello@silverstick.com>
Why: Keep this identical across every touch. Inboxes group messages by sender — same name means the touches stack as one conversation.
Send time
Day 14 after flow entry · 10:00 AM recipient timezone
UTM
utm_source=klaviyo&utm_medium=email&utm_campaign=w2_crosssell_t3
Send it
Send a preview to yourself, click every link, then check GA4 Realtime — the click should show up within thirty seconds with the campaign tag attached. Then schedule. Klaviyo locks the audience list at send time; building the segment earlier is fine, sending earlier is not.
§ W2 · T04 · The message
14 / 17
T04
35
EmailKlaviyo flow
Rendered as it lands in the inbox · paste copy verbatim
Why this one
Final completion reminder
§ W2 · T04 · How to ship it
15 / 17
T04 · 35 · Email
Klaviyo flow
Three short steps

Audience, settings, send.

The body copy on the previous page is the work product. This page is the ship list — where to paste each thing inside Klaviyo flow.

Audience
Klaviyo flow filter
Segment name
Cross-sell Curious — W2 · T4 (final)
Filter rules
  1. Placed Order exactly 1 time over all time
    Original cross-sell segment
  2. AND Purchased Product: Slim Cotton Filters - 100 Count
    Remove prior email openers
  3. AND Did Not Purchase Product: SilverStick - Slim
    Remove prior email clickers
Expected size~1,240
✓How to check: Segment size should be about 78% of the parent after touch 3 sends.
Send settings
From
The SilverStick crew <hello@silverstick.com>
Why: Keep this identical across every touch. Inboxes group messages by sender — same name means the touches stack as one conversation.
Send time
Day 35 after flow entry · 10:00 AM recipient timezone
UTM
utm_source=klaviyo&utm_medium=email&utm_campaign=w2_crosssell_t4
Send it
Send a preview to yourself, click every link, then check GA4 Realtime — the click should show up within thirty seconds with the campaign tag attached. Then schedule. Klaviyo locks the audience list at send time; building the segment earlier is fine, sending earlier is not.
§ W2 · The math
16 / 17
Projected · 35-day flow

What we expect, what to compare against.

Each row is a metric we'll track. Projected is what we believe this campaign will hit; benchmark is the industry-average comparison point. The gap (the lift column) is where the cohort-warming logic shows up — these aren't strangers, they're 3+ time buyers.

MetricProjectedBenchmarkLiftSource · why above benchmark
Open rate
Percentage of recipients who open the email.
30.5%
+31%
Warm cohort recognizes sender from prior purchase.
Click rate
Percentage of recipients who click a link in the email.
1.24%
+61%
Product-specific content increases relevance.
Placed-order rate
Percentage of recipients who place an order after receiving the email.
1.42%
+76%
Strong product pair and warm cohort increase conversion.
Cohort recovery · Y1
40customers back×$140cohort LTV
Year-one
$2K
Checkpoint · 14 days after launch
Pass if
Placed-order rate ≥2.0% (P25 benchmark band)
Fallback
If ≤1.2%, pause flow and reconfigure with product education angle
§ W2 · Next
17 / 17
What ships next week

Up next.
W3.

4,321 customers buy from you regularly. An automated email reminds them when it's time to reorder, capturing 5% of their annual spend.

Week 03

Replenishment · Ritualists

— The SilverStick crew