Notes on retention, automation and building products
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Showing 41 articles
AI & Automation · API Integration
How Google Apps Script and the Claude API Can Work Together
Google Apps Script can call the Claude API directly from a Sheet, Doc, or Form, letting a script read data, send it to an AI model, and write the response back. Here is the general pattern and a simple example.
How to Write a Simple Product Spec for a Small Team
A simple product spec for a small team states the problem, the outcome, and what is in and out of scope, in a page or two that people actually read. Here is how to write one.
How to Write a Shopping Cart Abandonment Email That Gets Opened
A shopping cart abandonment email recovers lost sales when it gets the timing, subject line and body right. Here is how to write one that actually gets opened.
AI Agents vs Traditional Automation: Which Does Your Business Need?
AI agents vs traditional automation is not a competition. The right choice depends on whether a task needs judgement or just needs repetition, and here is how to tell which is which.
To decide what to build first in an MVP, start from the single assumption you most need to test, and build only the smallest version that can test it honestly. Here is how to make that call.
Customer retention is also a systems problem because lifecycle experiences only work if the data and triggers behind them fire reliably. Here is why that matters.
The first thing a small business should automate is repetitive, rules-based work with a clear trigger and a predictable outcome. Here is how to find it.
Customer Touchpoints: What They Are and Why They Matter
Customer touchpoints are every point of contact a customer has with your brand, and most teams only track a fraction of them. Here is how to map the ones that actually shape retention.
How to Validate a Small Software Product Idea Before You Build
To validate a small software product idea, find out whether the problem is real, painful and worth paying to fix, before you write any code. Here is a practical way to do it in a few weeks.
How to Segment New vs Returning Customers (And Why Most Teams Get It Wrong)
Treating new vs returning customers as one audience is one of the most common segmentation mistakes in lifecycle marketing. Here is how to split them properly and what each group actually needs.
How to Reduce Involuntary Churn: A Practical Playbook for Subscription and Fintech Businesses
Involuntary churn, not voluntary cancellations, quietly drains a large share of subscription revenue. Here is how to build a dunning process that actually recovers it.
Loyalty Program Email Strategy: How to Turn Points Into Retention
Most loyalty programs get the points engine right and the emails wrong. This is the loyalty program email strategy that turns points balances, tier changes and expiring rewards into actual repeat purchases.
Customer Retention Email Templates That Actually Get Used
Most customer retention email templates get written once, perform well by accident, and then get reused long past their expiration date. Here is the library worth keeping, and the trigger logic that makes it work.
Marketing Automation 101: What It Actually Automates and Where Teams Get It Wrong
Marketing automation is triggers, campaigns and workflows, not one thing. Here is what each actually does and how to get started without over-automating.
Retention Marketing Statistics That Should Actually Shape Your Strategy
The retention marketing statistics that actually matter: churn, lifetime value, involuntary churn, and loyalty data, with the context needed to use them without getting misled.
How to Calculate Customer Lifetime Value (And Why the Simple Formula Is Wrong)
Most CLV formulas hide the problem they are meant to solve. Here is how to calculate customer lifetime value by segment, not in one misleading average.
Push Notifications Best Practices: How to Drive Engagement Without Killing Opt-In Rates
Push notifications convert fast when they are relevant and get disabled fast when they are not. Here are the best practices that keep the channel working.
RFM Analysis, Step by Step: How to Segment Customers by Recency, Frequency and Monetary Value
RFM analysis scores customers by recency, frequency and value. Here is how to build it, step by step, and turn the scores into segments you can message.
Email Marketing Statistics Every Marketer Should Know in 2026
The email marketing statistics that actually matter for retention: benchmark open rates, click rates, revenue per email, and what they mean for your lifecycle program.
What Is MoEngage? A Practical Guide to the Customer Engagement Platform
MoEngage is an AI-driven customer engagement platform built for real-time, cross-channel messaging. Here is what it actually does and who it is built for.
What Is Braze and Who Uses It? A Practical Guide for Marketers
Braze is a cross-channel customer engagement platform built for real-time, behaviour-based messaging. Here is what it actually does and who it is built for.
Customer Journey Mapping Guide: How to Build a Map That Actually Reduces Churn
A practical customer journey mapping guide for tying every stage and touchpoint to real behavioural data instead of guesswork, so the map actually drives retention.
Proactive vs. Reactive Retention Strategy: Why Most Teams Wait Too Long
Reactive retention strategy waits for churn signals before acting. A proactive retention strategy builds interventions before customers ever think about leaving.
Measuring Retention Correctly: Why D30 Is a Lagging Indicator
Everyone tracks D30 retention. But by the time it moves, you've already lost. Here's how to build a measurement framework that tells you what's happening while you can still do something about it.
The 5 Lifecycle Segments Every Fintech Should Set Up Before Running a Single Journey
Running journeys without proper lifecycle segmentation is like building a house on sand. Here's the segmentation model that works across every fintech I've worked with.