
Monday Sep 29, 2025
K:BOS 2025 Recap: High-Frequency Operators, Klaviyo’s Roadmap, and What Agencies Must Do Next
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
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00:00 Intro, why K:BOS mattered this year
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03:12 High-frequency vs low-frequency operating
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07:40 Agencies: creative is table stakes—what’s next actually wins
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12:18 Brands’ reality: margins, talent, tool-sprawl
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15:09 Klaviyo’s 3 investment pillars (omnichannel, analytics, autonomous)
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18:22 Roadmap: Service desk, AI agents, RCS, WhatsApp, Gatsby
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25:11 Claude + Klaviyo via MCP (why I’m hyped)
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28:45 PostPilot playbook (1% budget, handwritten VIP, fence-sitters)
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33:02 Operator dinner: Kona, Copley, partners
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37:30 Goals for 2026 + invite to next year’s K:BOS
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