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OSI Affiliate

The editorial desk behind the shortlists. Posts here are desk research: vendor pricing pages and documentation read on the day of writing, with the reasoning shown and the limits stated. There is no personal byline on purpose. The judgement is the site's, and the site is what you should hold to it.

3 posts

  1. How to move email platforms without losing your list

    Switching email marketing tools is mostly a checklist problem. Here is what carries across, what quietly doesn't, and the order to do it in so no subscriber gets lost or emailed twice.

    3 minute read

    Two banks of numbered metal mailboxes set against a patterned white breeze-block wall.

  2. When to stop running projects from your inbox

    Email, sticky notes and a good memory will run a surprising amount of work. Here is how to tell when they have stopped, and how to pick a project tool you will actually keep using.

    3 minute read

    A laptop seen from above on a pale wooden desk, next to a cup of black coffee, two pencils, a pad of sticky notes and a few crumpled paper notes.

  3. The contact spreadsheet works until it quietly doesn't

    Most small businesses run their first year of sales from a spreadsheet or an address book, and that is fine. Here are the signs it has stopped being fine, and what a CRM actually fixes.

    3 minute read

    An open address book with alphabet tabs lying on a wooden desk beside a laptop, a pen, sticky notes and a highlighter.