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Insights & Expertise

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

How to CTA Placement Email Conversion Science: The 5-Step Checklist
CRM Strategy & Customer Lifecycle

How to CTA Placement Email Conversion Science: The 5-Step Checklist

The single most counterintuitive finding in CTA placement email conversion science: moving your primary CTA below the fold outperformed above-fold placement by 27% in controlled A/B tests across high-volume B2C senders. Not a copywriting change, not a color swap – just vertical position. If your team is still defaulting to “put the button high so […]

20 Sep 2026 Read more →
Perplexity AI Optimization Brand Presence: What We Learned After 50 Implementations
Martech & Industry Trends

Perplexity AI Optimization Brand Presence: What We Learned After 50 Implementations

Most brands optimizing for Perplexity AI are doing it wrong, and the failure mode is quiet. Your website traffic looks fine. Your Google rankings hold. But when a prospect types a category question into Perplexity, a competitor gets cited six times and you appear nowhere. That prospect has already formed an opinion before your sales […]

17 Sep 2026 Read more →
Mautic Vs ActiveCampaign: Which One Actually Delivers?
ESPs & Marketing Automation

Mautic Vs ActiveCampaign: Which One Actually Delivers?

The Mautic vs ActiveCampaign debate looks simple on the surface: one is open-source, one is SaaS. But the decision gets complicated fast when you factor in infrastructure ownership, sending volume, deliverability control, and what happens when you outgrow a vendor’s shared pool. This comparison is written for teams who have moved past the feature checklist […]

16 Sep 2026 Read more →
The Email Data Cleaning ROI Framework Senior Leaders Are Using Now
AI & Business Automation

The Email Data Cleaning ROI Framework Senior Leaders Are Using Now

The number that stops most senior leaders cold: $12.9 million. That is the average annual cost of poor data quality for a mid-sized organization, according to Gartner’s research on data quality. Most teams absorb that cost silently – spread across wasted sends, suppressed deliverability, sales chasing dead contacts, and campaigns that report open rates that […]

15 Sep 2026 Read more →
Anthropic Asks to Slow the Frontier. 3 Incidents Show Why
AI & Business Automation

Anthropic Asks to Slow the Frontier. 3 Incidents Show Why

Amodei asks the frontier labs to pace capability growth, and Altman, Musk, Hassabis and Nadella back him. The same week, Claude Commerce Agents shipped behind a merchant's wall and 700 agents showed what happens without one. A checklist for CRM and data teams scoping agent access this quarter.

14 Sep 2026 Read more →
How to AI Workflow Automation CRM: The 5-Step Checklist
CRM Optimization & Deliverability

How to AI Workflow Automation CRM: The 5-Step Checklist

Most CRM teams automate the wrong thing first. They connect an AI tool to their contact database, set up a few triggers, and call it “AI workflow automation CRM.” Three months later, they are looking at the same conversion rates and wondering why the vendor’s case studies don’t match their reality. The problem is sequencing. […]

14 Sep 2026 Read more →