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Email & CRM

Klaviyo, HubSpot, Customer.io, and Iterable — lifecycle email, SMS, and CRM flows that typically drive 30%+ of ecommerce revenue.

14 articles

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Email & CRM

Why We Stopped Using Welcome Discounts as Our First Touch

The counter-intuitive finding: leading with a discount hurts long-term customer value.

Jul 18, 20243 min
Email & CRM

The SMS Welcome Flow That Doubled Our Email List Growth

Using SMS as the on-ramp to email — surprisingly effective for growing engaged lists.

Jul 11, 20243 min
Email & CRM

The 6 Klaviyo Flows That Drive 90% of Lifecycle Revenue

If you're only going to build 6 flows, build these six. Everything else is noise until these are shipping.

Jul 9, 20243 min
Email & CRM

Deliverability: The Hidden Metrics Your ESP Hides

What your ESP dashboard doesn't tell you about deliverability — and where to look instead.

Jun 29, 20243 min
Email & CRM

The HubSpot Setup We Deploy for Every B2B Client

A repeatable HubSpot implementation blueprint — lifecycle stages, lead scoring, and the reports that actually guide decisions.

Jun 23, 20243 min
Email & CRM

The HubSpot Lifecycle Cleanup We Run Every Quarter

A repeatable HubSpot hygiene routine that prevents database bloat and reporting drift.

Jun 15, 20243 min
Email & CRM

Email Design in 2026: What's Worth Fighting For

Design battles worth waging in email vs ones where the ROI doesn't justify the effort.

Jun 14, 20243 min
Email & CRM

Winback Campaigns: The Sequence That Revives 12% of Dormant Customers

A specific winback flow we've tested extensively — and the numbers it reliably produces.

Jun 12, 20243 min
Email & CRM

Deliverability Isn't Sexy, But It's Probably Why Your Emails Don't Convert

The unglamorous deliverability fixes that add 20–40% to open rates — before you touch subject lines or send times.

Jun 12, 20243 min
Email & CRM

Subject Lines: What Actually Moves Open Rates in the Apple MPP Era

Open rates are noisy now. Here's what we optimize for instead — and the subject line patterns that still work.

Jun 6, 20243 min
Email & CRM

SMS Marketing That Doesn't Get You Blocked

How to use SMS as a revenue channel without burning out your list — the cadence and content rules that keep opt-outs low.

Jun 6, 20243 min
Email & CRM

The Post-Purchase Flow That Actually Drives Second Purchases

A post-purchase flow structure refined across dozens of DTC engagements.

Jun 6, 20243 min
Email & CRM

The VIP Segment Structure That Keeps High-LTV Customers

How we structure VIP programs that retain — not the generic tier-and-points model.

Jun 6, 20243 min
Email & CRM

The Welcome Email That's Underperforming Right Now

If your welcome email is a discount code, you're leaving money on the table. Here's the structure that compounds.

Jun 5, 20243 min

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