What it does
Use when a user mentions "free to paid CSM kickoff", "new customer onboarding workflow", "PLG to CS handoff", or asks for related help. 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.
You get
Segment
Segment produced by this recipe.
Attribute
AI-Derived Attribute produced by this recipe.
Workflow
Workflow produced by this recipe.
Dashboard
Dashboard produced by this recipe.
How it works
Identify Free-to-Paid Conversions
Create SegmentBuild a segment
Build Activity History Attribute
create_ai_attributeCreate an AI-derived attribute
Build CSM Kickoff Workflow
Create WorkflowCreate a workflow firing on subscription_created for free-to-paid converters. Step sequence: (1) compute preconversion_history attribute; (2) assign CSM via territory + plan-tier rules (enterprise tier gets named CSM, SMB tier gets pooled CSM); (3) create CSM kickoff task with the preconversion history pre-attached, due within 5 business days; (4) trigger the structured onboarding journey (separate recipe) for the user; (5) update account lifecycle to
Build PLG Conversion Quality Dashboard
Build DashboardCompose a PLG-to-CS handoff quality dashboard: free-to-paid conversion volume per week, CSM-task completion rate within 5 business days (target: 95%+), median days from signup-to-conversion (PLG funnel speed), and 90-day retention of free-to-paid converters split by
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