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Insights & Expertise

Human+AI, data, CRM and intelligent systems: what we learn building and operating, and the studies we publish.

Transactional Email Templates That Improve Customer Retention
Email Design, UX & Conversion

Transactional Email Templates That Improve Customer Retention

Transform routine order confirmations and shipping updates into powerful retention tools that build lasting brand trust. Discover specific strategies to optimize template structure and refine your tone, turning every receipt into a strategic opportunity to cross-sell products and significantly reduce customer churn.

9 Dec 2025 Read more →
What 40 CRM Audits Taught Us About Data Quality and Pipeline Accuracy
CRM Strategy & Customer Lifecycle

What 40 CRM Audits Taught Us About Data Quality and Pipeline Accuracy

Across 40 CRM audits we ran for B2B clients between 2022 and 2024, the median account had 31% of contact records missing a verified email, 22% with stale or invalid phone numbers, and 14% duplicated across at least two records. The pipeline data was worse. Roughly half of all open opportunities older than 90 days […]

9 Dec 2025 Read more →
Ethical Frameworks for AI in Marketing: Three Questions Worth Asking Before You Deploy
Research, Philosophy & Thought Leadership

Ethical Frameworks for AI in Marketing: Three Questions Worth Asking Before You Deploy

Last quarter, a CRM manager at a mid-sized retailer asked me to review a propensity model her team was about to push into a reactivation campaign. The model worked. It identified lapsed customers most likely to convert with a 22% lift over the control. What it also did, when we looked closer, was systematically deprioritize […]

9 Dec 2025 Read more →
Botones CTA en Email: Psicología del Diseño que Dispara Conversiones
Diseno de Email, UX y Conversion

Botones CTA en Email: Psicología del Diseño que Dispara Conversiones

Dispara tus conversiones fusionando un copy orientado a la acción con principios de diseño psicológico como el contraste de color y el uso estratégico del espacio en blanco. Garantiza la efectividad técnica de tus campañas dominando el tamaño mínimo táctil y la implementación de botones HTML a prueba de balas para Outlook.

8 Dec 2025 Read more →
CTA Buttons in Email: Design Psychology That Boosts Conversions
Email Design, UX & Conversion

CTA Buttons in Email: Design Psychology That Boosts Conversions

Maximize your click-through rates by applying design psychology principles regarding button size, color contrast, and verb-led copy. This guide also explains how to implement the Bulletproof Button HTML technique to ensure your calls to action render perfectly in every email client, even Outlook.

8 Dec 2025 Read more →
Cómo Optimizar el Preheader para Aumentar tu Open Rate hasta un 20%
Diseno de Email, UX y Conversion

Cómo Optimizar el Preheader para Aumentar tu Open Rate hasta un 20%

Convierte el preheader en una segunda línea de asunto para aumentar tu tasa de apertura un 20% mediante mini CTAs o curiosidad. Descubre la longitud óptima de 40 a 100 caracteres, el truco del HTML oculto y la metodología de test A/B para validar el impacto.

5 Dec 2025 Read more →