How to Set Up a Klaviyo Abandoned Cart Flow
A Klaviyo abandoned cart flow recovers lost sales by emailing shoppers who leave without paying. Here is how to set one up step by step.
· 8 min read
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Notes on retention, automation and building products
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Showing 35 articles
Why Customer Retention Is Also a Systems Problem
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.
· 8 min read
Read articleWhat Should a Small Business Automate First?
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.
· 8 min read
Read articleCustomer 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.
· 8 min read
Read articleHow 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.
· 8 min read
Read articleWhat Is Customer.io? A Practical Guide to the Data-First Engagement Platform
Customer.io is a developer-first engagement platform built for product-led SaaS. Here is what it does, who it fits, and how it compares to the rest.
· 8 min read
Read articleHow 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.
· 7 min read
Read articleMoEngage vs Braze: Choosing Between the Two Real-Time Engagement Platforms
MoEngage vs Braze is close on features. Here is where each actually wins, and how to decide based on channel mix, region and real pricing.
· 8 min read
Read articleHow 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.
· 8 min read
Read articleBraze vs Klaviyo: Which Platform Actually Fits Your Stage and Stack
Braze vs Klaviyo is a stage and channel question, not a features one. Here is how to actually decide, and where MoEngage or Customer.io fit better.
· 8 min read
Read articleLoyalty 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.
· 8 min read
Read articleKlaviyo Segmentation Guide: Building Segments That Actually Drive Revenue
A practical Klaviyo segmentation guide covering lists vs segments, predictive analytics, and the segment templates that actually drive revenue.
· 8 min read
Read articleCustomer 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.
· 8 min read
Read articleMarketing 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.
· 8 min read
Read articleRetention 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.
· 9 min read
Read articleHow 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.
· 9 min read
Read articlePush 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.
· 8 min read
Read articlePost-Purchase Journey Optimisation: Turning a Single Sale Into a Repeat Customer
Post-purchase journey optimisation is more than email cadence. Here is how to map delivery, support and messaging as one connected journey.
· 8 min read
Read articleRFM 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.
· 8 min read
Read articleCustomer Health Score: How to Build One That Actually Predicts Churn
A customer health score only works if it is built from validated behavior, not guesswork. Here is a practical framework that actually predicts churn.
· 9 min read
Read articleHow to Build a Welcome Email Series That Actually Drives Activation
A welcome email series should drive activation, not just say thanks. Here is the structure, timing, and metrics that make one actually work.
· 8 min read
Read articleCross-Sell and Upsell Email Strategy: Timing, Segments, and What to Send
A cross-sell and upsell email strategy built on behavior and timing converts far better than generic post-purchase promotions.
· 9 min read
Read articleEmail 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.
· 8 min read
Read articleSMS Marketing for Retention: When Texts Outperform Email (and When They Do Not)
SMS marketing for retention beats email on speed, but only for the right moments. Here is when to use it, and how to avoid burning your list.
· 8 min read
Read articleWhat 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.
· 7 min read
Read articleWhat 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.
· 7 min read
Read articleKlaviyo Flows for Beginners: How to Build Your First Automated Flow
A practical guide to Klaviyo flows for beginners: what they are, which ones to build first, and how to set up your first automated flow step by step.
· 8 min read
Read articleBehavioural Email Triggers: How to Build Emails That Fire on What Customers Actually Do
Behavioural email triggers fire based on real customer actions instead of a calendar date. Here's how to build ones that actually move retention.
· 8 min read
Read articlePost-Purchase Email Flow: The Complete Guide to Retention After the Sale
A post-purchase email flow turns a single sale into repeat revenue. Here's how to build one that actually retains customers.
· 7 min read
Read articleCustomer 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.
· 8 min read
Read articleBehavioural Segmentation Guide: How to Segment Customers by What They Actually Do
A practical behavioural segmentation guide for grouping customers by actions, not demographics, with real thresholds and platform examples.
· 7 min read
Read articleProactive 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.
· 7 min read
Read articleMeasuring 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.
· 6 min read
Read articleThe 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.
· 9 min read
Read articleWhy Most MoEngage Instances Don't Perform (And How to Fix It)
After auditing dozens of MoEngage setups, the failures follow the same pattern. It is almost never the platform. It is the architecture underneath it.
· 7 min read
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