Files
Michael e1f364f010 feat: Tier B operator scaffolding — bundle, copy SoT, posts, emails
Pick up and finish yesterday's cut-off Tier B pass.

- build/: PyInstaller scaffold (datatools.spec + launcher.py +
  hook-streamlit.py + README) — folder-mode bundle, locked
  127.0.0.1, per-OS recipe
- marketing/COPY.md: single source of truth for every customer-facing
  string — landing H1/sub/CTAs, demo CTAs, email subjects, Gumroad
  listing, banned phrases
- marketing/community-posts/: 9 drafts (3 posts × 3 niches:
  bookkeeper, revops, shopify-pet) — story / tip / soft-offer
- marketing/emails/: 18 drafts (Gumroad delivery + 5-touch
  onboarding × 3 niches), per-niche segmentation guidance
- docs/NEXT-STEPS.md: flip 2.2 / 2.4 / 3.1 / 3.4 to done with
  pointers to the new assets; add Phase 0 inventory rows
- .gitignore: narrow `build/` ignore so PyInstaller spec + launcher
  + hooks get tracked, only generated artifacts (build/build/,
  build/__pycache__/, build/dist/) stay ignored

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 14:04:37 +00:00

2.0 KiB

Shopify-pet · Day 3 — The phone-format step Klaviyo cares about

Subject: The phone-format step Klaviyo cares about Send: Day 3 Goal: deepen feature understanding around the format standardizer


Hi {{first_name}},

The single biggest source of "Klaviyo dropped this customer silently" is phone formatting. DataTools fixes this in one tool — the format standardizer — but the settings matter.

Klaviyo (and basically every modern SMS platform) wants phones in E.164 format: + then country code then number, no spaces, no dashes, no extension. Like: +14155550143.

Three settings in DataTools' format standardizer that get this right:

1. Set "Phone output format" to E.164. Default is national ((415) 555-0143) — fine for display, broken for Klaviyo. Change it once; the preset remembers.

2. Set "Default country" per row, not per file. This is the non-obvious one. For each customer:

  • If the country field has a value (e.g., "Canada", "CA", "Canadá"), use it.
  • If blank, fall back to the country in the shipping address.
  • If still blank, fall back to the file-level default (you set this — typically your store's primary market).

DataTools does this automatically when you check "Use per-row country detection". Skip this and ~30% of international customers will end up with US country codes prepended to their numbers — which Klaviyo accepts but routes wrong, and your SMS never arrives.

3. Set "Quarantine un-parseable phones" to ON. Don't drop them silently; don't pass them to Klaviyo broken. Send them to <filename>.quarantine.csv so you can fix the worst 10-20 by hand and re-include them.

The combination — E.164 + per-row country + quarantine — typically takes a Shopify export from "60-70% of phones survive Klaviyo's import" to "97-99%". On a 10,000-customer list, that's 2,500 - 3,500 more customers reachable per campaign.

Reply if you want me to walk through these settings on a screen-share — happy to do this for any buyer in the first 30 days.

— Michael {{support_email}}