292 recipes. One AI agent.

Abm Account Personalization

Personalize homepage hero (logo, industry-specific messaging) per identified target account. The canonical Mutiny/Demandbase pattern. Requires firmographic enrichment.

Accessory Try On

Eyewear, jewelry, watches on model.

Account Engagement Score Orchestration

'B2B account-level engagement scoring (aggregate user activity rolled up to account) → tiered account journeys: green accounts get expansion-leaning content, yellow get reactivation, red get save-flow + CSM task, dormant get win-back. Adobe CJA B2B-style account-as-unit pattern.'

Account Engagement Score Trend

Account-level engagement (rolled up from all users on the account) tracked over time — identifies expansion vs. churn-risk accounts.

Account Expansion Funnel

Plan-limit-to-upgrade funnel built from real subscription state-change events with per-step time-to-convert.

Accounts At Churn Risk

Active accounts showing health deterioration — CSM intervention needed.

Accounts At Risk Count

Count and trend of accounts whose engagement has declined materially — the canonical CS early-warning headline metric.

Accounts No Open Deal

Healthy customer accounts with no current open deal — whitespace expansion opportunity.

Acquisition Channel Cohort

Customers acquired through a specific channel (parameterized by utm_source/medium) — for channel-quality analysis.

Activation Funnel With Velocity

Activation funnel with median + p75 step velocity — surfaces where users stall, not just where they drop.

Active Research Surge Accounts

Accounts with 3+ pricing-page visits in last 7 days — active buying-cycle signal.

Active Vs Passive Users

Three-way split: producers (frequent click_on), consumers (only page_viewed/session_start), and inactive — the hidden segment most teams miss.

Ad Builder

One-click on-brand ad from product + concept.

Ad Variants

One ad in, six tested variants out.

Ad Video

Product still → cinematic spot.

Aha Moment Activation

When a user completes their product's defined aha-moment action (the activation event that predicts retention), fire a reinforcement journey — congratulate, deepen engagement with the next-step feature, and educate around expansion to prevent post-aha dropoff.

Ai Account Research Deep Dive

AI agent autonomously researches a target account — scrapes website, summarizes news, extracts decision-makers, scores ICP fit, drafts an opening hypothesis — and populates the Account record. The Claygent-style deep-research workflow that turns 30 minutes of SDR research into 2 minutes of AI work.

Ai Action Approval Queue

High-value AI-suggested actions (auto-email to high-ARR account, mass account update, large segment send, AI-classified routing decisions) pause for human approval before execution. Slack-based approval. The Relay-style HITL pattern that combines AI scale with human judgment.

Ai Draft Sales Reply

When a new email arrives in the shared sales inbox (or in an active deal conversation), AI-draft a personalized reply based on prior conversation context + deal stage + recent product activity, presented to the rep for one-click review-and-send.

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Ai Inbox Triage Agent Workflow

Inbound conversations (email, chat, form) hit an AI triage agent that classifies intent (sales / support / billing / partnership / spam) and routes via multi-split to the right team + drafts an appropriate first response. Replaces the manual 'who handles this?' loop.

Ai Stalled Deal Nudge

When a deal is detected as stalled, generate a personalized AI-drafted re-engagement message that references the specific blocker, last meeting context, and an offered next step — rep reviews and sends. Higher revival rate than generic 'just checking in' messages.

advanced3 steps

Analytics Foundation

Map events, build core reports (Insights, Funnels, Retention, Paths), compose executive dashboard.

standard2 steps

At Risk Vips

High-lifetime-value customers showing recency decay — Klaviyo's Needs Attention cohort. Distinct from generic churn risk.

Auto Enrich New Accounts

When a new account record is created (from signup, form, or import), immediately enrich it with firmographic + technographic data, compute ICP fit, and route based on tier — so reps see fully-formed account context, not a name and email.

Average Order Value Trend

AOV over time with units-per-order vs price-per-unit decomposition and new-vs-returning comparison.

B2b Nurture

Score leads, segment by readiness, route hot leads to sales, nurture the rest.

Beauty Close Up

Plain bottle → branded bottle close-up.

Bg Remove

Clean alpha, ready to drop in.

Big Basket Buyers

Customers with high average order value — premium-bundle and upsell-targeting cohort.

Booking Confirmation Flow

When a B2B meeting books, fire a reminder ladder — 48hr email, 24hr email, 2hr SMS — to maximize show-rate, plus host notification on book and a coverage dashboard. Distinct from scheduling-setup (which configures the booking link itself).

Breakup Sequence

For cold prospects who have gone completely silent after 5+ outreach attempts, send a final 'closing the loop' break-up email — honest, low-pressure, often surprisingly effective at unsticking conversations that otherwise die in silence.

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Browse Abandonment

Re-engage users who browsed products without adding to cart \u2014 earlier-funnel than cart abandonment.

Browse Purchase Funnel

Browse-to-purchase funnel using canonical page_viewed/cart/order events with device-comparison conversion.

Browse To Buy Retention

First-visit-to-purchase retention with W1/W4/W12 benchmarks and channel-source comparison.

Bulk Update Review Workflow

Mass field updates, record merges, or segment moves over a threshold pause for human review before execution. Shows the diff preview, allows partial approval (apply to subset), prevents the 'mass update went wrong' nightmare every RevOps team has seen.

Business Review

Headline metrics, week-over-week deltas, wins, concerns, recommended actions, scheduled Slack digest.

Call Recording Intelligence

When a call recording becomes available, run AI extraction for objections + talk-listen ratio + sentiment + next-step signals, log to the linked deal, and alert managers on at-risk calls.

Campaign Performance Leaderboard

Per-campaign email/SMS performance: sent, opened, clicked, converted, revenue, revenue-per-send — the canonical Klaviyo-style view.

Cart Abandoned Push

Win-back lockscreen notification.

Cart Abandonment Popup Timing

Test when to show the save-your-cart popup: exit-intent vs. delay vs. no popup. Client experiment.

Cart Abandonment Rate

Cart abandonment rate by device with previous-period comparison and a 70% benchmark line.

Cart Recovery

Recover abandoned carts with a 3-touch sequence \u2014 segment, content, journey, A/B variants, dashboard, alert workflow.

Champion Change Detection

Detect when a deal's identified champion changes role, departs the company, or stops responding — the highest-leverage early-warning signal for stalled deals. Trigger stakeholder re-engagement workflow before the deal silently dies.

Checkout Flow Length Test

Test whether single-page or multi-step checkout reduces abandonment. Client experiment.

Checkout Form Friction

Checkout-stage drop-off with page-level friction surfacing — reveals form fields, payment methods, and steps that cause abandonment.

Churn Prevention

AI-derived risk scoring, CSM alerts, automated re-engagement, and retention measurement.

Churn Risk Users

Previously active paid users who have gone silent in the last month.

Cinemagraph

Still photo, one element moves.

Cinematic Studio

Nine cinematic looks from one frame.

Closed Lost Revival

'Revive closed-lost deals 90 days after loss with a fresh re-evaluation outreach — context has likely changed (new initiatives, leadership, budget cycle). Typical revival rates: 5-10%, with low cost of outreach.'

Cohort Acquisition Ltv Dashboard

Performance Marketer / DTC Founder view: cohort LTV curves by acquisition channel, repeat-purchase mechanics, second-order velocity — the #1 dashboard for $20M+ DTC brands.

Cold Outbound

Target list, multi-touch sequence, tailored content, deliverability protection.

Community Mention Listening Workflow

Scrape relevant subreddits, forums, and review sites for trigger phrases ('looking for [category]', 'alternative to [competitor]', 'anyone using [your product]') → AI classifies intent + sentiment → creates AE task for active-intent posts + logs brand mentions for marketing tracking. The Reddit-listening pattern.

Competitive Intel Monitoring Workflow

Weekly scheduled AI agent monitors competitor websites, review sites, social, and news for material moves (pricing change, feature launch, big customer win, leadership change). Summarizes into a structured competitive intel briefing posted to Slack for product + sales teams.

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Competitor Mention Detected Response

Behavioral signal detection — visited competitor comparison page, mentioned competitor in support conversation, clicked competitor-keyword email content — fires personalized competitive content + AE/CSM task with intel + recommendation surface highlighting differentiators. Modern B2B savvy.

Compliance Setup

Build a marketing-consent suppression segment from consent_granted/consent_revoked events. Excludes opted-out users from marketing journeys for GDPR/CAN-SPAM compliance.

Compound Funnel Activated And Paying

PLG funnel where success = activated AND paying, separating real activation from vanity activation.

Conditional Enrichment By Tier

Multi-split enrichment by ICP tier — premium accounts get the full enrichment cascade (multiple providers + AI research), mid-market gets standard enrichment (single provider), low-fit accounts get basic firmographic only. Saves 60-80% on enrichment credits versus blanket enrichment.

Content Download Nurture

When a prospect downloads a content asset (ebook, guide, whitepaper, calculator), fire a topic-aligned nurture sequence — related content, case study, and warm CTA — to convert content interest into product evaluation.

Contract Renewal B2b

For B2B accounts approaching contract end (90/60/30 days before), fire a multi-stakeholder renewal journey reaching the buyer, the user-champion, and the economic-buyer with appropriate messaging per role — renewal is a buying process, not a single email.

Crm Record Merge Suggestions

'Real-time on record creation: find similar existing records, AI computes match confidence, high-confidence pairs auto-merge, medium-confidence flag for review, low-confidence ignore. Prevents duplicates entering the CRM rather than cleaning them up later.'

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Cro Program

Find drop-off, design experiment, ship variants, analyze, kill or promote.

Customer 360 Dashboard

CRM / Lifecycle view: lifecycle stage distribution, repeat-purchase mechanics, LTV by acquisition cohort.

Customer Lifecycle Distribution

Distribution of customers across the canonical lifecycle stages (At risk, Needs attention, New customers, Promising, Regulars, Champions) with month-over-month migration tracking.

Customer Onboarding

Account setup, kickoff tasks, calendar coordination, onboarding journey, completion funnel.

Customer Progress Business Case

'Quarterly journey: AI-generated personalized snapshot of customer''s usage, outcomes, value delivered → email + in-app dashboard surface + optional CSM-shareable PDF. Helps customer build their internal case for budget, drives renewal goodwill, surfaces wins worth amplifying. The ChurnZero ''highlight customer progress'' play.'

Customer Success Dashboard

CS Lead / CSM view: account health, expansion signals, NRR, NPS, and at-risk account intelligence.

Daily Sdr Task Queue

Every morning, build each SDR a prioritized daily task queue — ranked by signal strength (PQL / PQA / pricing-page intent / target-account match) and recency, capped at a manageable daily volume — so SDRs work the highest-value signals first instead of working their queue chronologically.

Deal Velocity By Stage

Median time spent in each deal stage with bottleneck-stage identification and won/lost velocity comparison.

Decision Maker Prospects

Senior-title users (C-level, VP, Director) showing intent — priority routing for AE outreach.

Demo Call Summary Recipe

Customize how the AI summarizes Demo calls — extract features shown, questions asked, objections raised, technical concerns flagged, and the proposed follow-up — so demo data feeds into product feedback, sales coaching, and deal-stage progression in parallel.

Demo Request Fast Path

When a prospect submits a demo form, fire instant account enrichment, create a high-priority AE task, and ping Slack — getting from request to AE outreach in under an hour.

Demo Requested Accounts

Accounts where any user submitted a demo form in last 30 days — top SDR-routing priority.

Demo Vs Self Serve Routing Personalization

Show enterprise visitors a demo CTA, smaller-company visitors a self-serve CTA. Client personalization with firmographic audience targeting (no random split).

Discount Impact On Aov And Margin

How discount usage affects AOV — surfaces whether discounts grow the basket or just shift demand to discounted moments.

Discount Only Buyers

Customers who only purchase when a discount is applied — suppression cohort for full-price campaigns.

Discovery Call Summary Recipe

Customize how the AI summarizes Discovery calls — extracting the qualification framework explicitly (champion, pain, current solution, decision criteria, timeline, budget) so the summary feeds directly into deal qualification scoring.

Dormant High Ltv Concierge

When a high-LTV customer goes dormant (no product activity 30+ days), trigger a concierge outreach task — high-LTV silence is the strongest churn precursor and warrants personal CSM contact, not automated nurture.

Ecommerce Lifecycle Dashboard

CRM / retention view: lifecycle distribution + migration, replenishment timing, discount cannibalization, and post-purchase paths.

Ecommerce Operations Dashboard

Ops / fulfillment view: order flow, fulfillment rate, returns, refunds, and quality issues by product.

Ecommerce Revenue Dashboard

Founder / CMO revenue overview: top-line revenue, AOV, channel, conversion, and category performance.

Editorial Model

Full-body model, on location.

Email Click Retargeting

When a user clicks a specific link in a marketing email (product feature, pricing page, case study), fire an interest-based follow-up sequence with deeper content on that exact topic — clicks are intent signals, treat them as such.

Email Purchase

Email-to-purchase funnel using canonical email events with campaign comparison and revenue-per-email.

Email Sms Campaign Performance Dashboard

Lifecycle marketer view: campaign-level leaderboard with sends, opens, clicks, conversions, revenue per send — the canonical Klaviyo-style view.

Engaged Free Users

Free-plan users with high engagement — prime upgrade-targeting cohort.

Engaged Non Buyer Conversion

Free/trial users who consistently engage with the product (multiple sessions, deep feature use, opens marketing emails) but haven't converted after 30+ days get a diagnostic intervention — personalized offer + AE/human touch option + agent handoff. NOT generic upgrade nag.

Engaged Non Buyers

Highly engaged visitors who have never made a purchase — first-purchase targeting cohort.

Enterprise Accounts

Large companies (1000+ employees) — AE white-glove sales-motion routing.

Enterprise Domain Signup To Ae Task

When a self-serve signup comes from an enterprise-tier domain (Fortune 500, target-account list, or domain matching ICP), immediately create an AE task with full account enrichment — don't let an enterprise lead languish in the standard free-tier funnel.

Exit Paths Pre Cancellation

Forward path from a /cancel page visit — surfaces what saves vs. kills retention attempts in the cancellation moment.

Expansion Candidates

Users approaching their plan limit who are ready for an upgrade conversation.

Expansion Revenue Trend

Expansion revenue derived from subscription_updated change-events with quality-of-MRR-growth surfacing.

Express Checkout Placement Test

Test express-checkout button placement on PDP, cart, and checkout. \"Highest-impact payment additions\" eliminating card-entry friction; major mobile conversion factor.

Failed Payment Accounts

Users with payment failure in last 14 days — dunning/recovery cohort.

Feature Adoption By Plan

Feature adoption by plan tier with adoption-rate trend and tier-specific feature affinity.

Feature Discovery Adoption

4-step funnel from first feature exposure to repeated use, using canonical click_on patterns.

Feature Discovery For Paid Users

For paid users who haven't touched key features after 30+ days, fire a feature-discovery nudge journey — one feature at a time, contextually relevant to their use case — preventing retention erosion from underutilization.

Feature Paywall Conversion

Per-feature: % of free users who interact with it and subsequently view pricing AND subscribe — informs feature-gating strategy.

Feature Usage Heatmap By Cohort

Feature usage by signup cohort with sticky-feature identification and cohort-onboarding regression detection.

First Purchase Cohort Ltv Curve

Cumulative revenue per cohort member by cohort age — the textbook DTC LTV view.

First Session Paths After Signup

Forward path from user_created showing what new users actually do in their first session vs. the intended onboarding flow.

Flash Sale Sms

Urgency-driven short copy.

Flatlay

Top-down styled composition.

Forecast Vs Actual Quota

Period-level revenue forecast vs. actual closed-won vs. quota target with pipeline coverage ratio and projected close.

Form Length Test

Test 3-field vs. 5-field vs. 7-field demo-request form. Universal CRO test; 10-15% conversion drop per added field cited.

Founder Weekly Review Dashboard

The single scorecard a founder/operator wants every Monday — new customers, churn, revenue, retention, engagement, with WoW and YoY comparison.

Free Paid Conversion Funnel

Trial-to-paid funnel using subscription_created (trial mode), pricing page views, and checkout_created.

Free Shipping Progress Bar Test

Test cart-page free-shipping progress bar (e.g., \"$12 away from free shipping\") vs. no progress bar. Top-cited AOV-lifting test in 2026 CRO content.

Free Shipping Threshold Test

Find the optimal free shipping threshold ($50, $75, $99, or no free shipping) that maximizes revenue per session. Server experiment with JSON payload.

Free To Paid Csm Kickoff

When a user converts from free → paid (subscription_created on a previously-free user), create a CSM kickoff task with the user's full pre-conversion activity history and trigger the structured onboarding journey — every paid customer gets a real human handoff.

Free Trial Cta Copy Test

Test which CTA button copy drives more trial signups on a landing page. Client experiment with random traffic split.

Friction Point Detected Intervention

'When behavioral signals detect friction — setup abandoned, repeated failed actions, error encountered, drop-off at conversion step — fire a graduated intervention: in-app contextual help first, escalate to email tutorial, escalate to human/agent if friction persists. Catches users before they give up.'

Funding Event Triggered Outreach

When an account in your CRM raises new funding (detected via web monitoring or webhook from a signal provider), enrich the account, identify newly-empowered decision-makers, AI-draft a congratulatory outreach with budget angle, and create an AE task. Signal-qualified prospecting drives 4-7x higher conversion than cold.

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Funnel Dropoff Attribution By Source

Same funnel run separately by Users.utm_source — surfaces which acquisition channels actually convert.

Geo Targeted Offer Personalization

Show different homepage offers based on visitor's geography (country, region) — different shipping promotions, currency display, and local promotions. Client personalization.

Hands In Use

Pouring, applying, holding — no face.

Hero Static Vs Screenshot Test

Test landing page hero image: abstract illustration vs. real product screenshot vs. customer/team photo. Distinct from product-page-layout (ecom) and onboarding-flow (post-signup).

High Cart Value Abandoners

Cart abandoners with high cart value — priority recovery cohort distinct from frequency-based abandoners.

High Frequency Buyers

Customers who purchase 4+ times per quarter — most loyal cohort.

High Intent Anonymous Visitors

Unidentified visitors with strong engagement signals — ad retargeting cohort.

High Intent Icp Prospects

ICP-matching accounts with active intent signals (pricing + docs visited recently).

High Intent Visitors

Non-customers who viewed both pricing and documentation in the last 14 days — strong buying signals.

High Value Vs Low Value Path Comparison

Two Path reports side-by-side: paths taken by users who placed >$X orders vs <$X or non-converters.

Icp Match Accounts

Accounts matching ideal customer profile by company size, industry, and geography.

Image Remix

Reference-anchored variations from your pinboard.

Image To Dialogue

Make any portrait speak your script.

Inbound Lead Routing

When a new inbound lead arrives (form submission, demo request, signup), enrich + score + assign to the right rep based on territory / round-robin / named-account rules — the unglamorous workflow that prevents leads from rotting in unassigned queues.

advanced3 steps

Agents

Inbox Setup

Multi-channel inbox configuration with AI drafts, snippet library, routing, dashboard.

Industry Vertical Homepage Personalization

Show different homepage hero, social proof, and messaging based on the visitor's detected industry (4-5 segments). Demandbase pattern; distinct from per-account ABM.

Intent Data Content Personalization

Show different content blocks based on the visitor's recent on-site behavioral signals (viewed pricing 2x → ROI calculator; downloaded security paper → security case study). Behavior-driven, not firmographic.

Interior Staging

Empty room, finished room.

Job Change Detection Workflow

Detect when a decision-maker at a customer account changes jobs (via enrichment refresh or LinkedIn signal). Branches into two plays — (a) re-establish at old account (find replacement, AE task) and (b) pursue at new account (warm intro opportunity, SDR task). The classic 'follow your champion' play.

Landing Page Sticky Cta Test

Test sticky CTA bar on SaaS marketing pages: always-visible vs. fade-in-on-scroll vs. no sticky. 8-15% lift cited; distinct from mobile-sticky-add-to-cart (ecom PDP).

Lead Customer Sales

Sales pipeline funnel using deal_stage_changed and meeting events with stage velocity and forecasted revenue.

Lead Qualification

Score leads, segment, route hot leads to sales, nurture the rest.

Lead To Mql To Sql Funnel

Qualification funnel built on lead_stage_changed transitions with per-stage velocity.

Lifecycle Stage Homepage Personalization

Show different homepage hero content based on the visitor's canonical lifecycle_score (At risk, Champions, etc.). Client personalization for ecommerce.

Lifestyle Scene

Product in a real-world setting.

Loyalty Program Entry Offer Test

Test the best entry offer to drive loyalty programme sign-ups at checkout. Client experiment with random split.

Marketing Attribution Dashboard

Marketing Lead view: revenue by channel, email-driven revenue, search-driven revenue, and category-level marketing performance. Note: ROAS/CAC require ad-spend integration not in canonical taxonomy.

Material Swap

Re-cover, re-finish, re-colour.

Meeting Deal Linking Audit

Find meetings not linked to a deal but that should be (account has an open deal, meeting type is revenue-impacting), AI-suggest the right deal, and batch-link via review. Closes a chronic gap that makes meeting analytics unreliable.

Meeting Prep Brief

When a meeting is scheduled, auto-generate an AE prep brief 24 hours before the meeting — stakeholder map, prior touches, account health, suggested talking points — delivered to the host via email or Slack.

Meeting Types Taxonomy

Establish a clean meeting-type catalog — Discovery, Demo, Proposal, Close, Onboarding, QBR, Renewal, Customer Success, Internal — so every downstream recipe (summaries, coaching, reporting) can target the right call type without ambiguity.

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Mid Market Accounts

Mid-sized companies (100-1000 employees) — inside-sales / scaled-AE routing.

Milestone Driven Advocacy Asks

Detect natural advocacy moments via AI attribute — first value achieved, expansion completed, renewal closed, high-engagement-streak, customer-milestone-hit — fire contextual advocacy ask matched to moment (review / referral / case-study / speaker opportunity). The Captivate Collective Lifecycle Advocacy framework.

Mobile Sticky Add To Cart Test

Test whether a sticky add-to-cart bar on mobile improves conversion. Client experiment, mobile-only.

Mockup

Apparel, print, packaging — mockup in one click.

Monthly Logo Retention Trend

Single trailing logo-retention rate over time — the headline number that pairs with NRR but answers a simpler question.

Mrr Movement Decomposition

The canonical SaaS MRR waterfall — new, expansion, contraction, churn, reactivation per month. Requires subscription_updated delta-computation.

Mrr Trend

MRR over time by plan with month-over-month growth rate and net-new MRR overlay.

Multi Product Buyers

Customers who have purchased across multiple distinct products — cross-sell-ready cohort.

Multi Shot Video

Tell a story in six shots without an editor.

Multi Stakeholder Engaged Accounts

Accounts where 3+ users have been active in last 14 days — buying-committee signal for B2B.

Multi Threading Coverage By Deal

Number of distinct stakeholders engaged per deal — single-threaded deals close at materially lower rates per Gartner.

Net New Prospects

Recently identified accounts with minimal engagement — SDR first-touch foundation.

Net Revenue Retention By Cohort

Proper NRR per cohort: starting MRR + expansion + reactivation − contraction − churn. Requires subscription_updated delta-computation.

New Paying Customers

First 30 days post-subscription — paid-onboarding cohort distinct from generic recently-signed-up.

Newly Activated Users

Users who completed activation in the last 7 days — warm and ready to expand.

Next Best Action Orchestration

AI-decisioning journey where the next step is selected per-user from a candidate set (content / offer / feature-nudge / human-touch / recommendation surface) based on a live AI attribute — replaces fixed cadences with adaptive paths that match each user's signal at decision time.

No Show Recovery

When a prospect doesn't attend a scheduled meeting, fire a 3-touch recovery sequence over 7 days — assuming scheduling conflict (not disinterest) and offering an easy reschedule, then dropping into nurture if still unresponsive.

Notetaker Coverage Setup

Configure which meetings the Blu notetaker auto-joins — by meeting type, host seniority, deal stage, and account tier. Set the rules once, get consistent coverage without per-meeting toggles.

Nps Tracking

NPS score over time from feedback_submitted with promoter/passive/detractor decomposition and trend.

Objection Pattern Analysis

'Run cross-corpus analysis on meeting transcripts: surface the most-frequent objections in the last 90 days, cluster them by theme, and produce a report ranking objections by frequency × deal value at stake. Feeds enablement and product feedback loops.'

On Model Shoot

Avatar wearing or holding your product in a scene.

Onboarding Checklist Length

Test whether shorter or longer in-app onboarding checklists improve 7-day activation. Client experiment.

Onboarding Flow Guided Vs Self Serve

Test whether a guided wizard or self-serve checklist or video-first onboarding produces faster time-to-value. Client experiment.

Onboarding Stalled Users

Recently signed up but no activation milestone in last 14 days — activation-rescue cohort.

One Time Buyers At Risk

Customers who made one purchase but have not returned in 60+ days.

Order Status Flow

Order distribution across created/fulfilled/refunded/cancelled states over time — the operational pulse of order flow.

Pack Shot

Studio-clean product stills from one SKU.

Packaging Mockup

Flat label → wrapped on 3D pack.

Paid User Retention

Monthly paid retention with logo and revenue retention separately, plus plan-tier comparison.

Paid Users Low Engagement

Paying customers showing early disengagement signals. Engagement bucketed enum.

Path Explorer Dashboard

UX / PM research view: the full set of behavioral path analyses on one canvas — first-session, feature paths, support deflection, pre-churn.

Paths Around Power Feature

Bidirectional path bracketing a high-value feature interaction — surfaces what leads to discovery and what users do after.

Paths From Product Detail Page

Forward path from PDP page_viewed surfacing whether users add to cart, browse similar, search again, or exit.

Payment Failure Recovery Funnel

Dunning recovery funnel using canonical billing events with per-attempt success rate and revenue-at-risk.

Recommendations

Personalization Recs

Catalog-aware recommendations across web, email, and app surfaces.

Personalized Cta Copy Personalization

Show personalized CTA copy per audience segment (first-time: \"Start your free trial\"; returning: \"Continue where you left off\"; existing customer: \"Upgrade to Pro\"). 202% lift cited.

Pipeline Value Snapshot

Current open-pipeline value with stage decomposition, weighted forecast, and concentration risk surfacing.

Plan Tier Mix Shift

% of revenue and % of customers per plan over time, surfacing up-market vs down-market drift.

Plg Sales Handoff Dashboard

PLG sales view: PQL leaderboard, account-level PQA signals, paywall conversion, and free-to-paid funnel.

Post Cancel Winback

After a user cancels, fire a 30/60/90-day winback sequence — staggered re-engagement at increasing intervals with product updates, win-back incentives, and a final 'one last try' message — to recover formerly-paying customers.

Post Conversion Onboarding Paths

Forward path from first paid event (subscription or order) — what new paying customers do in their first session as customers.

Post Demo Nurture

After a demo meeting completes, fire a multi-touch nurture cadence over 90 days — value content at Day 7, case study at Day 14, ROI calculator at Day 30, customer story at Day 60, decision-stage check-in at Day 90 — branching on engagement signals.

Post Meeting Followup

When a meeting completes, auto-extract AI summary + action items, update the linked deal with decisions/next-steps/objections, create tasks for each action item, and send a structured follow-up email to attendees within minutes.

Post Purchase

Thank-you, review request, brand education, and cross-sell for first-time buyers.

Post Purchase Second Order Velocity

Histogram of days from 1st to 2nd order_created — informs the right delay for replenishment journey triggers.

Post Purchase Upsell On Page Placement

Test where to show the post-purchase upsell on the order confirmation page (above order details, below order details, or as inline modal). Website-only — email and push variants are out of scope.

Power User Concentration

Pareto chart of top 1% / 5% / 10% of users by event volume vs share of total events.

Power User Pattern Detection

Detect users repeatedly performing manual workflows that the product can automate (5+ same task in 7 days, batch operations being done one-at-a-time, repeat exports) → surface the relevant power-feature contextually via in-app + recommendation surface, then invite to advocacy program if adopted.

Power Users

Highly engaged users with frequent sessions and high activity score in the last 30 days.

Pqa Account Engagement To Ae Task

When multiple users from the same account engage with the product in a short window — PQA signal — create an AE deal-creation task with the account's full engagement picture, because account-level signals are stronger than single-user signals.

Pql Leaderboard

Sortable list of free users hitting configurable PQL thresholds — the canonical PLG sales-handoff report.

Pql Multi User Account

Free/trial accounts with 2+ engaged users from same company — enterprise PQL signal.

Pql Signal To Sdr Task

When a free-tier user crosses a PQL behavioral threshold (feature use, depth, repeated sessions), create an enriched SDR task with the qualification context so the rep has everything needed for first-touch in one click.

Pre Cancellation Save

When a user starts the cancellation flow (visits cancel page, clicks cancel button) but hasn't completed it, fire a contextual save sequence — pause offer, downgrade offer, retention discount, or human handoff — calibrated by user value and stated cancel reason.

Pre Churn Behavioral Signals

Path to subscription_cancelled with precursor-event ranking by lift over baseline.

Predictive Churn Tiered Intervention

Predictive churn-risk AI attribute with nuanced scores routes users to one of four intervention tiers — low gets nurture content, medium gets personalized in-app + email, high gets CSM task + recommendation surface, critical gets agent handoff + exec-sponsor task — the CleverTap-style differentiated churn rescue.

Pricing Display Savings Format Test

Test how savings are displayed on pricing pages: dollar amount ($24 off) vs. percentage (20% off) vs. compare-at framing ($120 → $96). Universally cited as one of the highest-impact pricing tests.

Pricing Page Intent To Sdr Outreach

When a known user (or identified account) visits the pricing page repeatedly or after a deep product evaluation, fire an SDR task with the visit context — pricing-page visits are some of the strongest revenue intent signals.

Pricing Page Layout Test

Test which pricing page layout maximizes plan selection and checkout starts. Client experiment with three variants.

Pricing Toggle Default Test

Default to annual vs. monthly billing on the pricing toggle. Direct revenue impact (annual default → higher LTV). Distinct from pricing-page-layout-test.

Product Announcement Email

Launch-day email with hero.

Product Category Performance

Revenue + units by category with period comparison and category-level momentum scoring.

Product Health Dashboard

PM view: stickiness, feature adoption depth, retention by feature, NPS, and the active vs. passive user split.

Product In Motion

Packshot → turntable spin.

Product Launch Site

One or more pages, deploy in a click.

Product Page Layout Test

Test which PDP layout drives the highest add-to-cart rate. Client experiment with three layouts.

Product Recommendation Algorithm

Test which recommendation engine drives more cross-sell revenue: collaborative filtering vs. session-based vs. popularity. Server experiment with JSON payload.

Product Reshoot

Re-light any product without booking a studio.

Product Shot Video

Every SKU becomes a thumb-stopping clip.

Product Swap

Same scene, new product.

Purchase Retention

Repeat-purchase retention with cohort-level second-purchase rates and time-to-2nd-purchase distribution.

Quota Attainment By Rep

Per-rep quota attainment (% of target hit) with trend, coverage ratio, and ranking — the headline sales-manager metric.

Recently Churned Users

Users who cancelled their subscription in the last 30 days — fast win-back cohort.

Recently Signed Up Users

Users who created an account in the last 30 days — onboarding cohort.

Recently Won Accounts

Accounts that closed a deal in last 90 days — onboarding cohort distinct from new-paying-customers.

Reel Cut

16:9 spot → 9:16 vertical.

Refund Rate By Product And Category

Refund rate by product (from order line items) with previous-period comparison and quality-issue flagging.

Renewal Call Summary Recipe

Customize how the AI summarizes Renewal calls — capture usage patterns mentioned, expansion signals, contraction risks, stakeholder confirmation, and contract-term changes — feeding directly into renewal forecasting and CSM motion.

Renewal Window 90 Day

Subscriptions ending in next 90 days — foundation for renewal-flow journeys and NRR plays.

Rep Activity Leaderboard

Per-rep sales activity (calls, emails, meetings, tasks) with revenue-correlation and quota-attainment overlay.

Rep Coaching Program

'Set up a manager-facing weekly coaching rollup: per-rep talk-listen ratio + topic coverage + leaderboard, delivered to managers every Monday with action-item suggestions. Turns meeting intelligence into concrete coaching conversations.'

Repeat Buyers

Customers who have made 3+ purchases in the last 90 days with meaningful spend.

Repeat Cart Abandoners

Users who have abandoned checkout 2+ times in the last 30 days without purchasing.

Replenishment Cross Sell

Reorder reminders for consumable products + cross-sell complementary items + referral nudges.

Replenishment Ready

Customers approaching their typical re-order cycle. 8-15% conversion on replenishment reminders vs 1-3% on general promos.

Retention Lifted By Feature Adoption

Side-by-side cohort retention curves for users who adopted a target feature in week 1 vs those who didn't.

Return Rate By Category

Return rate by product category with previous-period comparison and rising-rate flagging.

Returning Vs New Visitor Personalization

Show new visitors a value proposition; show returning visitors continuation cues (recently viewed, abandoned cart). Client personalization based on prior session history.

Revenue By Channel

Revenue by acquisition channel with share-of-revenue, period comparison, and channel mix shift.

Revenue Operations Dashboard

RevOps / CRO strategic view: trailing GTM health, funnel attribution by source, win-loss patterns, and NRR trends.

Saas Exit Intent Offer Test

Test what to OFFER on exit-intent for SaaS visitors (discount vs. comparison guide vs. content download vs. survey). 5x conversion vs. time-based popup cited.

Saas Growth Command Center

Founder-level SaaS growth view: WAU, MRR, trial conversion, retention, activation, and feature adoption on one canvas.

Sales Activity Coaching Dashboard

Sales Manager view: rep activity (calls/emails/meetings), revenue-per-call efficiency, win-loss patterns — the canonical coaching artifact.

Sales Forecasting Dashboard

Sales VP / CRO forecasting view: pipeline coverage 3:1, weighted forecast, quota attainment, projected close, forecast accuracy.

Sales Pipeline Dashboard

AE / Sales Manager operational view: open pipeline, deal velocity, multi-threading risk, and account engagement on active deals.

Scheduled Data Quality Audit

'Weekly: scan for duplicate accounts/users, stale records, missing required fields, and abandoned data → AI-suggests merges and cleanups → batch into approval queue for RevOps review. Replaces the manual ''when did we last clean the CRM?'' problem with a continuous hygiene program.'

Scheduling Setup

Booking types, availability, routing rules, post-booking automation.

Search Conversion

Search-to-purchase funnel using page_viewed.query patterns with no-results surfacing and search-vs-browse comparison.

Search Results Ranking Test

Optimize product search ranking — relevance vs. popularity-weighted vs. margin-weighted. Server experiment with JSON payload controlling search backend.

Seat Expansion Signal To Ae Task

When an existing customer adds users approaching their plan limit OR multiple new users from the same domain self-serve sign up, create an AE expansion task — the strongest predictor of a seat upsell opportunity.

Second Purchase Window

First-time buyers in the critical 1-30 day window after their first order. 50% of all repeat purchases happen here.

Signup Activation Funnel

Signup-to-activation funnel using user_created and goal_completed_in_journey with per-step time-to-convert.

Single Threaded Accounts

Multi-user companies where only 1 user is engaged — multi-threading risk for enterprise SaaS.

Single Threaded Deal Alert

Detect deals where only one contact from the buyer side is engaged — single-threaded deals lose 3x more often when the lone champion leaves or doesn't have authority. Surface them with a multi-threading task and a recommended contact list.

Slack Purchase Notifications

Post celebration-grade Slack messages on key revenue events (deal_won, new subscription, expansion) and operational Slack messages on at-risk events (payment_failed, churn). Single configurable workflow handling the Slack revenue-notifications surface.

Smb Accounts

Small businesses (under 100 employees) — self-serve / low-touch routing.

Source Based Personalization

Match landing page hero / messaging to the ad source the visitor came from (utm_source, utm_campaign, referrer). Cited as \"the simplest high-impact personalization implementation.\"

Stalled Deal Detection

Detect deals stuck in a stage longer than typical for that stage's median age, with no recent activity, and surface them with AI-drafted re-engagement nudges so reps can either revive or honestly close-lost (no more pipeline lying).

Stickiness Ratios Dau Wau Mau

DAU, WAU, MAU with stickiness ratios (DAU/WAU and DAU/MAU) — the standard PLG engagement metric.

Stripe Subscription Sync

When Stripe sends a subscription_created / updated / cancelled / payment_failed event, sync the state to the user profile + account lifecycle stage, so segmentation, retention, and reporting always reflect actual billing reality.

Subscription Health Dashboard

Finance / RevOps view: MRR movement, churn cohorts, payment recovery, NRR — the monthly board-review subscription metrics.

Sunset Hygiene

Re-engage long-unengaged users, then suppress them for deliverability protection.

Support Deflection Paths

Backward path from ticket_created — surfaces in-product paths that immediately precede support tickets.

Support Tickets Vs Churn Correlation

Dual-axis support ticket volume vs subscription cancellations with priority decomposition and lead-lag.

Talking Avatar

Portrait still → spokesperson clip.

Task Completion Deal Advance

When a task on a deal is completed (proposal sent, contract delivered, demo done), conditionally advance the deal's stage and notify stakeholders — removes the 'forgot to move the deal stage' problem that breaks every pipeline report.

Testing Retrospective

Quarterly experiment review and roadmap for next testing cycle.

Time To Aha Moment

Histogram of time from user_created to first activation goal — surfaces whether users hit aha in 5 min, 5 hours, or 5 days.

Time To Ship Distribution

Histogram of fulfillment time per order with median/p75/p95 callouts and bucket-level operational benchmarks.

Trial Activation

Drive trial users to paid conversion via scoring, segmentation, onboarding journey, and funnel measurement.

Trial Activation Funnel

Trial milestone funnel using subscription_created (trial), session_start, and journey-goal events.

Trial Expiring Soon

Trial users approaching expiry who haven't converted to paid.

Trial To Paid Conversion Rate

Weekly trial-to-paid conversion using subscription_created.trial_end semantics with 18% benchmark.

Trial Users High Engagement

Trial users with strong usage signals who are likely to convert. Engagement bucketed enum.

Trust Badges Near Cta Test

Test placement and selection of trust badges (security, money-back guarantee, payment methods, accreditations) near the primary CTA. Cited 102% lift when integrated correctly.

Ugc Photo

Studio packshot → candid handheld.

Ugc Selfie Video

Handheld selfie still → candid clip.

Upgrade Prompt Optimization

Combined test of upgrade prompt placement (where) and timing (when) for free SaaS users. Two creation flows: client variants for placement, server payload for timing.

Upscale

Soft input → razor-sharp output.

Usage Based Upgrade Trigger

When a user approaches their plan's usage limit (API calls, contacts, seats, storage), trigger an in-app upgrade prompt AND create an AE task for high-MRR accounts — catch upgrade-ready moments at the moment of intent, not on the next renewal call.

Usage Spike Expansion Play

'When existing paying customers cross usage thresholds — fast user-growth on the account, feature-depth expansion, multi-team usage — fire a multi-stakeholder expansion journey: champion gets ''you''re scaling'' content, economic buyer gets upgrade-options content, recommendation surface highlights expansion features.'

User Retention Weekly

Weekly cohort retention with W1/W4/W12 benchmarks and acquisition-source comparison.

Video Reel

Script + Avatar + product = posted-ready reel.

Video Remix

Four references in, your branded reel out.

Vip Customers High Ltv

Highest-value customers by lifetime spend. Concrete numeric threshold (no percentile placeholder).

Vip Loyalty

Identify VIPs, exclusive experiences, retention experiments, and program performance dashboards.

Waterfall Account Enrichment

Multi-source enrichment cascade — try primary provider, if it misses fall through to secondary, then tertiary, then AI-research fallback for unstructured discovery. Maximizes coverage while minimizing per-record cost. The Clay-style waterfall pattern.

Webinar Followup

'When a webinar ends, fire branched follow-ups: attendees get the recording + next-step CTA + thank-you, no-shows get the on-demand link + objection-handling content — both feeding into a unified post-webinar conversion dashboard.'

Weekly Active Users Trend

WAU trend with WAU/MAU stickiness ratio — the standard PLG engagement view.

Weekly Business Review Summary

Single dashboard with the 6 KPIs every founder/exec wants every Monday — new customers, churn, revenue, MRR/ARR, retention, top engagement.

Weekly Forecast Rollup

Every Monday morning, snapshot the pipeline (deals by stage, weighted forecast, committed pipeline, forecast-vs-actual variance for trailing periods), deliver to sales leadership via email + Slack, and freeze the snapshot for historical comparison.

Welcome Series

First-touch sequence for new subscribers \u2014 segment, content, journey, A/B variants, performance dashboard.

Win Back

Tiered re-engagement for lapsed users \u2014 segment by recency, content per tier, journey, retention measurement.

Win Loss Analysis

Patterns across won vs lost deals \u2014 competitive intelligence, objection themes, battlecard.

Win Loss Analysis Report

Won vs. lost deals broken down by lead source, deal size, and stage at loss — surfaces patterns in what's working.

Win Rate Trend

Win rate over time as a single tracking metric — surfaces GTM health trajectory without the breakdown overhead of win-loss-analysis.

Winnable Churned Users

Recently churned users who showed engagement before churn — best win-back candidates.