Category: Product Management Leadership

Pendomonium 101: Insider Tips, Proven Strategies, and Why This Product Festival Is Can’t‑Miss

Every year, I circle Pendomonium on my calendar because it reliably delivers the perfect blend of strategy, execution, and community. It’s where product leaders, builders, and operators compare notes on what actually moves activation, adoption, and retention—and where I pressure-test my roadmap and go-to-market assumptions against real-world data and peer experience.

Pendomonium is a product festival by Pendo in downtown Raleigh. Get answers to all your questions about the best product festival of the year.

From a product management leadership lens, the value is clear: Pendomonium is a concentrated learning loop for product-led growth. I come to deepen my craft around in-app guides, onboarding flows, user activation, and product tours—then translate those insights into roadmap bets and experiments my product trios can execute immediately.

Why attend? First, signal over noise: the sessions focus on measurable customer behavior and practical playbooks, not vague inspiration. Second, community: the hallway track and roundtables are some of the best conference networking moments in our field. Third, clarity: I leave with sharper product strategy, a prioritized backlog, and a short list of experiments to validate with customers.

If you’re a first-timer, arrive with intent. Define two or three outcomes you want—such as improving onboarding completion, increasing feature adoption, or tightening product roadmapping and sprint planning—and build your agenda around those goals. Star sessions on product discovery, product strategy, and hands-on Pendo use cases like in-app guides and product tours so your notes translate into immediate action.

Make the most of the community. Treat the hallway track like a scheduled session: set a goal to meet ten peers, bring a crisp introduction, and ask concrete questions such as, “What measurable behavior change did your in-app guide drive?” or “Which activation metric mattered most for your last launch?” Swap templates and dashboards, and follow up within 24 hours while context is fresh.

Logistics matter more than most people admit. Downtown Raleigh is walkable, but high-demand sessions fill quickly—arrive early, wear comfortable shoes, and keep a portable charger handy. Schedule buffer time between talks to debrief, review notes, and have serendipitous conversations with the Pendo team and practitioners who can deepen your approach.

Capture, then operationalize. I use a simple note structure: Insight → Hypothesis → Experiment → Metric. Turn session takeaways into tests (for example, variations of onboarding checklists or empty-state prompts) and define success criteria in advance. Align those experiments with your OKRs and use QBRs to review outcomes, ensuring what you learned at the festival translates into measurable product impact.

Post-event, run an internal readout within a week. Demo two applicable ideas, propose a 30-60-90 day experiment plan, and tie each initiative to a customer behavior metric such as time-to-value, daily active usage, or feature adoption. This is how Pendomonium goes from inspiring to invaluable—by turning insights into shippable, testable work that advances your strategy.

If this is your first Pendomonium, expect high energy, candid conversations, and a wealth of practical tactics you can apply immediately. I’ll be there comparing notes, learning from peers, and sharing what’s worked—and what hasn’t—in scaling product organizations. If you spot me in a session on activation or onboarding, come say hello.

Inspired by this post on Pendo – Best Practices.

January 23, 2026
Why Codeless Product Analytics Wins: Faster Insights, Fewer Bottlenecks, Bigger PLG Results

Every quarter, I watch product teams move from gut feel to data-informed decisions—until instrumentation bottlenecks slow them to a crawl. That’s why I’ve become an advocate for codeless analytics: it removes the dependency on engineering sprints for basic event tracking and lets teams answer product questions in hours, not weeks.

We explain what codeless analytics are, why (and how) Pendo supports them, plus responses to the top three myths about low-code/no-code solutions.

Here’s how I frame it with my teams: codeless analytics enables product managers, designers, and customer success to tag features visually, track interactions, and analyze adoption without shipping code. The goal isn’t to replace engineered events; it’s to accelerate discovery, speed up iteration, and reduce context-switching for developers. In practice, this means cleaner prioritization, faster validation of hypotheses, and tighter product-led growth loops.

Why Pendo? In my experience, Pendo’s codeless model shortens the distance from question to insight. Visual tagging makes event setup accessible, in-app guides and product tours let us experiment with onboarding and activation, and governance controls ensure data remains trustworthy across teams. The result is a unified analytics approach where we reserve custom instrumentation for complex logic while using codeless tracking for everyday product questions.

Let’s address the top three myths I hear most often. Myth 1: “No-code is only for simple use cases.” In reality, most decisions we make weekly—feature adoption, path analysis, funnel drop-offs, and retention analysis—do not require custom code. Codeless analytics handles these well, and when we need deeper context (like server-side events), we complement it with engineered tracking. It’s a both/and, not an either/or.

Myth 2: “Codeless data isn’t accurate.” Accuracy comes from governance, not the method. I set clear standards: naming conventions, tagging reviews, ownership, and periodic audits. With disciplined process, codeless tracking yields consistent, decision-grade data. The added benefit is visibility—non-technical stakeholders can validate the instrumentation themselves, reducing misalignment.

Myth 3: “Engineers must instrument everything to scale.” Engineering time is precious; we should spend it on differentiated capabilities, not on routine click tracking. Codeless analytics scales by empowering product teams to self-serve, while engineering focuses on back-end, performance, and edge cases. When paired with a unified analytics platform and clear data contracts, this model scales cleanly across product lines.

For teams adopting this approach, I recommend a simple operating model: define your core product questions up front, tag features aligned to those questions, connect insights to in-app guides for experiments, and measure user activation and retention continuously. Whether you run Pendo alongside Amplitude analytics or within a broader unified analytics platform, the key is to keep the insight-to-action loop tight.

The future of product analytics is codeless because it puts insights where they belong—directly in the hands of the people designing the experience. When we remove bottlenecks, we learn faster, ship smarter, and drive measurable PLG impact. That’s how we turn product analytics from a reporting function into a competitive advantage.

Inspired by this post on Pendo – Best Practices.

January 22, 2026
Building Physician‑Grade AI When Trust Is Everything: Inside Healio’s Proven Playbook

Trust is the currency of any high-stakes AI product, and nowhere is that more true than in healthcare. I recently dug into how Healio built an AI assistant for physicians—an audience that can’t afford to be wrong—and it’s a masterclass in balancing accuracy, transparency, and speed without compromising credibility.

Healio, a 125-year-old medical publishing company, set out to create Healio AI to help clinicians prepare for patient care. From the outset, their guiding principle was simple: physicians won’t trust you until you prove it. That lens shaped every decision—from discovery and prototyping to architecture, evaluation, and ongoing validation.

Discovery started with a survey of 300 healthcare professionals to understand real-world needs at the point of care. The headline insight: physicians primarily want AI for preparation, not bedside use. Even more surprising, the top ask wasn’t purely diagnostic support; it was help with patient communication and empathy—translating complex information into clear, accessible conversation.

Momentum mattered. After beginning with Figma mockups to validate workflows, the team built a working prototype in a single weekend using Cursor. That velocity wasn’t about cutting corners; it was about proving value quickly, reducing ambiguity, and iterating with concrete feedback from physicians.

Under the hood, the system employs RAG and hybrid search—combining lexical search, vector search, and semantic search across multiple trusted sources like PubMed. As any PM who has integrated biomedical literature knows, "just use PubMed" isn’t simple—there are five different ways to access the same data, each with trade-offs. The team made pragmatic choices to balance freshness, coverage, latency, and cost while preserving trust in source quality.

Designing for trust extended all the way to the citation UX. The team leaned into citations that physicians actually trust: subscripts, hover states, and progressive disclosure. This gave clinicians verifiable threads back to source material without overwhelming the core interaction, aligning with how experts want to audit evidence under time pressure.

Evaluation wasn’t left to chance. They stood up eight LLM judges for evals: safety, medical accuracy, faithfulness, relevancy, completeness, reasoning, clarity, and overall quality. Just as importantly, they treated those signals as directional, not definitive. In a high-stakes domain, physician feedback trumps LLM-as-judge feedback—so they complemented automated evals with direct reviews from practicing clinicians to calibrate quality and reduce hallucinations.

On the safety front, the team implemented HIPAA compliance and input guardrails for masking personal health information. That choice reflects strong data governance and privacy-by-design thinking: protect PHI by default, constrain prompts to safe boundaries, and make compliance a first-class citizen in the product architecture.

They also addressed monetization without compromising experience. Serving contextual ads while the LLM processes queries is a practical approach that preserves physician workflow efficiency and creates a clear, non-intrusive revenue model.

Critically, the work didn’t stop at launch. The Healio Innovation Partners provide ongoing discovery and validation, ensuring the system evolves with physician needs and the medical evidence base. This is the operating cadence you want for any AI product that sits at the intersection of safety, accuracy, and fast-changing knowledge.

My takeaways for building AI in high-stakes domains: prioritize retrieval-first pipelines over model cleverness; couple RAG with hybrid search across vetted sources; design citations that earn trust at a glance; use eval-driven development, but let domain-expert feedback be the ultimate judge; and embed regulatory compliance into your product strategy from day one. If trust is your North Star, this is a playbook worth emulating.

Inspired by this post on Product Talk.

January 22, 2026
Inside Product at Heart 2026: Bold Single-Track Vision, AI Everywhere, Deeper Connections

I just tuned into the latest conversation on the upcoming Product at Heart 2026, and it hit on the exact challenges product leaders are navigating right now: curating meaningful content in a world where AI moves faster than our agendas, designing formats that create real connection, and ensuring every minute earns its place. Listening to Petra Wille and Teresa Torres map out the speaker lineup, workshops, and structural shifts, I found myself nodding along—this is the kind of thoughtful curation we need if we want product teams and product leaders to walk away with practical value, not just inspiration.

Listen to this episode on: Spotify | Apple Podcasts

What stood out immediately is the bold move to a single-track conference for 2026. In an era of gen ai hype and endless breakouts, this choice signals clear intent: tighter curation, a shared experience, and less FOMO. The team isn’t carving out a separate AI track—and I love that decision. Their stance is simple and sensible: No AI track—AI will show up everywhere, but not as a siloed topic. The team sees it as part of the everyday toolkit. That mirrors how high-performing, empowered product teams actually work today—AI Strategy and AI workflows are part of the operating system, not a side show.

The keynote lineup is already compelling. Christian Idiodi (SVPG) brings storytelling that turns product principles into habits you can actually use on Monday. Elaine Kasket, cyber-psychologist, exploring digital afterlife and AI replicas, will push us to think more deeply about the human side of our systems. And Teresa Torres will be sharing what she’s learning about AI—exactly the kind of continuous discovery mindset we need as we integrate LLMs into product discovery and delivery.

I’m also thrilled to see roundtables become what they’re calling an “alternative track.” That’s a smart way to deepen learning without fragmenting attention. The best conference ROI I’ve had often comes from targeted small-group conversations—where product trios compare approaches, swap metrics frameworks, or challenge each other’s product strategy assumptions. It’s a design choice that rewards curiosity and builds communities of practice.

We also get a behind-the-scenes look at Teresa’s Maker Studio workshop, where participants will build personal AI workflows. That’s exactly the hands-on, practitioner-first approach teams need right now—less demo theater, more systems that stick. If your roadmap includes integrating LLMs into continuous discovery or augmenting your team’s decision velocity, this kind of guided practice is gold.

The broader workshop slate looks deep and balanced. Expect returning favorites and practical frameworks: Rich Mironov on the realities of product leadership in complex orgs; Büşra’s metrics workshop translating outcomes into action; and an overview of additional workshops from Rich Mironov, Büşra Coşkuner, Marcus Castenfors, and Özlem Yüce. From success metrics to toolkits for product managers, the content spans IC to product management leadership—ideal if you’re stepping into new roles or scaling empowered product teams.

One of the most exciting evolutions is the Product Leadership Event, now a 1.5-day retreat. The format blends talk sessions, mini-workshops, dinners, and small-group excursions (boat rides, improv, etc.), giving leaders time and space to exchange playbooks, stress-test decisions, and build real relationships. It’s capped at 60 attendees (all in product leadership roles) to keep it intimate and useful. As someone who believes in outcomes vs output OKRs and first principles decision making, I appreciate how this structure encourages depth over breadth—and real accountability among peers.

Here are the core takeaways I’m carrying into my own planning: single-track means tighter curation, so every talk has to earn its place. Roundtables are growing into an “alternative track,” offering more ways to engage beyond stage talks. Workshops go deep and meet you where you are—IC, manager, or executive. And the leadership retreat expands to maximize learning from peers, not just from the stage. If you care about product discovery, product strategy, and conference networking that leads to actual business impact, this program looks thoughtfully engineered.

If you’re planning your 2026 calendar—or just curious how conferences evolve alongside the craft—this is a thoughtful walkthrough of what to expect. Come say hi to Teresa and Petra—on stage, at a roundtable, or somewhere in the hallway conversations that make these events memorable.

For more context and resources mentioned, explore: Product at Heart, Arne Kittler, Mind the Product, Christian Idiodi of Silicon Valley Product Group, Elaine Kasket, House of Beautiful Business, The 7 Habits of Highly Effective People by Stephen Covey, Rich Mironov, Marty Cagan, Claude Code, Codex by OpenAI, Marcus Castenfors, Büşra Coşkuner and her Success Metrics: A Playbook for Product Managers, Özlem Yüce’s Essential Toolkit for Product Managers, Petra’s Product Leadership Wheel (PLwheel), and Netlight.

Follow Teresa Torres: https://ProductTalk.org

Follow Petra Wille: https://Petra-Wille.com

Full transcripts are only available for paid subscribers.

Inspired by this post on Product Talk.

January 20, 2026
I Built a ‘Pendo Wrapped’ in 10 Minutes with Pendo MCP to Boost Adoption and Delight Users

I set out to create a lightweight, high-impact “Pendo Wrapped” experience for our users—and I did it in under 10 minutes with Pendo MCP. As a VP of Product Management, I’m constantly looking for fast, pragmatic ways to turn product insights into moments that drive engagement. This experiment was about transforming raw analytics into a concise, celebratory year‑in‑review that motivates customers to explore more value. When I say “Pendo Wrapped,” I mean a simple, narrative-style summary of usage highlights: what got adopted, which moments mattered, and where value showed up most clearly. Framed well, that story reinforces product‑led growth by reminding users why they chose us, nudging them toward the next best action, and strengthening activation and retention without heavy development work. My approach was straightforward: define a clear objective (celebrate milestones and prompt the next step), choose a focused set of metrics (adoption, engagement, and activation), and target relevant segments. Then I layered the narrative on top of existing analytics using in‑app guides and product tours to deliver the experience where it matters most—inside the product. The reason it took minutes, not hours, is that Pendo MCP let me work with what we already had—segments, saved reports, and proven guide templates—so I could spend time on the story, not the scaffolding. No code, minimal configuration, and a crisp call to action made it feel polished without being heavy. Increase revenue, cut costs, and reduce risk with Pendo’s Software Experience Management platform. Optimize the entire software experience to drive adoption and improve engagement. If you want to replicate this quickly, start by selecting one user segment and three metrics that matter to them, write a two‑sentence narrative that connects those metrics to outcomes, and ship a short in‑app guide with a single, purposeful CTA. That’s enough to deliver a personalized year‑in‑review feel and spark immediate exploration—no new infrastructure required. What surprised me most was how a small, story‑driven touch created outsized alignment across customers and internal teams. It turned analytics into advocacy, reminded our users of the value they’re already getting, and opened the door to deeper adoption. If you’re pursuing product‑led growth, a fast “Pendo Wrapped” is one of the highest‑leverage experiments you can run this week.

Inspired by this post on Pendo – Perspectives.

January 15, 2026
AI Ethics That Win Trust: The Product Manager’s Playbook for Safe, Scalable Innovation

I’ve learned that the fastest way to lose customers with AI is to ship something powerful but unpredictable. The fastest way to earn their loyalty is to ship something powerful and trustworthy. That’s the job.

AI ethics in product management isn’t about theory anymore. It’s the line between trusted products and unpredictable ones. Here’s what PMs need to know.

When I frame AI ethics for my team, I translate principles into practices that protect customers and accelerate velocity. We bake trust into product strategy, delivery, and operations—so ethics is not a separate checklist, but a core capability that compounds over time.

First, I anchor the roadmap on explicit outcomes and guardrails. We set success metrics alongside ethical constraints, tying them to outcomes vs output OKRs, so teams know not only what to achieve but what to avoid. If a feature can’t meet our trust thresholds, it doesn’t ship—no matter how impressive the demo.

Data is where trust starts. We enforce data governance from day one: clear data lineage, collection minimization, role-based access, and privacy-by-design defaults. We document lawful bases for processing, consent flows, and retention policies, then automate checks so they run with every change—not just at launch.

On the model side, we use eval-driven development to turn subjective “looks good” into measurable quality. We design evaluations for safety, bias, robustness, and performance; we red-team prompts; and we test failure modes in realistic conditions. For LLMs, we lean on a retrieval-first pipeline to ground responses in authoritative data, and we apply context window management and prompt engineering patterns to reduce hallucinations.

In the product experience, we make ethical choices visible. That means clear disclosures when AI is in the loop, user controls to review and correct outputs, and transparent UX writing that avoids overclaiming. In-app guides and thoughtful tooltip design help users understand capabilities and limits without friction.

Shipping safely requires operational discipline. We build kill switches, human-in-the-loop overrides for high-risk actions, and incident playbooks that pair incident management with threat detection and response. SRE partnerships ensure observability covers both model behavior and customer impact, with rollback paths ready when drift or regressions appear.

Governance is a team sport. I maintain an AI risk register, review it with security, legal, and product trios, and brief leadership on residual risks and mitigations. Regulatory compliance isn’t a final hurdle; it’s a design input that shapes technical choices long before code reaches production.

Build vs buy decisions carry ethical implications too. Vendor due diligence covers model provenance, data handling, eval results, and incident history—not just feature checklists. Contracts codify SLAs, audit rights, and deletion commitments so our obligations to customers flow down the stack.

Finally, we earn trust in public. We publish model facts, change logs, and limitations in a customer-facing trust center, and we invite feedback loops that turn real-world usage into better safeguards. Stakeholder management matters here: being candid about trade-offs often increases confidence more than chasing perfection.

This is how I keep teams fast without being reckless: ethics as a product capability, not a poster. Build with intention, measure what matters, and make it easy for customers to understand, control, and benefit from your AI. That’s how we ship innovation that stays trusted—at scale.

Inspired by this post on Product School.

January 15, 2026
New Year, New Product Habits: AI Workflows, Coaching Culture, and Community in 2026

Happy New Year! I’m kicking off 2026 with a behind-the-scenes look at what’s changing in my product practice, the experiments I’m running with my teams at HighLevel, and the trends I’m most energized by—especially around continuous discovery, AI workflows, and building stronger coaching cultures.

If you want to listen to the conversation that sparked many of these reflections, you can find it here: Spotify | Apple Podcasts.

Why Teresa sunset the live deep-dive cohorts—and how on-demand and the new Discovery Habits Toolbox better support real behavior change. This pivot resonated with my own experience: some skills, especially discovery habits, only stick when they’re reinforced in the flow of real product work, not just in a time-boxed cohort. In my org, we’re leaning into on-demand learning paired with manager coaching to drive durable behavior change.

What leaders actually need to coach interviewing, assumption testing, and core discovery habits inside their orgs. I’ve found that empowered product teams thrive when leaders have lightweight coaching tools, practical prompts, and clear expectations for product trios. This is less about one-off training and more about building communities of practice where deliberate practice and feedback loops become routine.

Why training is shifting toward ongoing, leader-supported learning (and how AI will accelerate the shift). AI Strategy isn’t just about tools—it’s about learning systems. For LLMs for product managers to create leverage, we need eval-driven development, privacy-by-design, and clear guardrails. I’m building AI workflows that enable managers to review interviews, spot anti-patterns, and nudge teams toward better decisions—without replacing critical thinking.

Teresa’s move into paid subscriptions and why AI content doesn’t fit the classic “design once, run for years” course model. I see the same reality in my content roadmap: the half-life of AI guidance is short. That pushes us toward subscription models, tighter feedback loops, and a more adaptive go-to-market strategy for education products.

A sneak peek into the AI tools Teresa is building for discovery work—from interview coaching to near-ready interview snapshot generation. I’m particularly excited by tooling that scaffolds better interviews, sharpens assumption testing, and speeds up synthesis without skipping the human judgment step. These capabilities map directly to where I want my teams investing time: spending less energy on admin and more on learning from customers.

Petra’s plans for the year: community building with Product at Heart, a new product leadership email course, her Product Leadership Wheel, and workshops launching in Cairo. As someone who believes in conferences as high-quality “energy wells,” I’m inspired by how these programs create momentum for leaders who are upgrading their coaching muscles.

The role of conferences and retreats in staying grounded, inspired, and connected. I treat these gatherings as strategic resets—spaces to test ideas, confront blind spots, and deepen my network for future collaboration. The best outcomes often come from serendipitous hallway conversations and hands-on sessions where you can pressure test frameworks with peers.

How Teresa is staying on top of academic research (and why “synthetic users” aren’t ready for prime time). I agree: while synthetic data can be useful for scaffolding, it’s not a substitute for direct customer contact. Combine academic rigor with real-world interviewing and strong data governance—especially when operating under General Data Protection Regulation (GDPR).

The shared challenge of evaluating vendors and conference speakers making questionable AI claims. My heuristic: ask for clear problem statements, reproducible evaluations, grounded benchmarks, and a path to safe deployment. If a pitch can’t show measurable uplift or ignores compliance, it’s not ready for empowered product teams.

Key takeaways I’m carrying into 2026: delivery models matter; leaders need coaching tools, not just training; AI is reshaping how we teach and learn; experimentation is the theme of 2026; and community still energizes. That’s the blueprint I’m using to strengthen continuous discovery, refine our AI workflows, and sustain high standards in product management leadership.

What about you? How are you integrating AI workflows into your discovery practice, and what coaching tools are helping your managers reinforce the right habits? Share your approach—I’d love to learn what’s working in your context.

Resources & Links:

Follow Teresa Torres: https://ProductTalk.org

Follow Petra Wille: https://Petra-Wille.com

Teresa’s website: Product Talk

General Data Protection Regulation (GDPR)

Product Talk Academy

Deliberate Practice – ATP episode where Teresa talked about the ending live cohorts for Deep Dive classes

Teresa’s Discovery Habits Toolbox program

Petra’s A 52-Week Transformation Journey

Teresa’s Product Talk subscriptions (AI workflows + discovery content)

Claude Code

The Interview Coach by Teresa

Product at Heart Conference (Hamburg)

Petra’s Coaching Packages

Petra’s Ways We Can Work Together

Petra’s Product Leadership Wheel (PLwheel)

Petra’s Product Manager (PMwheel)

Prdkt+ MENA Product Summit 2026

World Beautiful Business Forum by House of Beautiful Business

Melissa Suzuno

Vistaly (Teresa’s integration partner for some upcoming AI tools)

Teresa’s Just Now Possible podcast

Inspired by this post on Product Talk.

January 13, 2026
11 Product Management Shifts Redefining 2026: Actionable Signals from Top Leaders

2026 is closer than it feels, and the signals are already clear. I’ve been synthesizing what I’m seeing across empowered product teams, boards, and cross-functional partners into a practical view of what matters next. A sharp look at product management trends for 2026. Not guesses, but signals from top product leaders shaping how PMs will actually work next.

In this analysis, I distill eleven shifts that are changing the craft—from outcomes vs output OKRs and continuous discovery to stronger product strategy and tighter product roadmapping and sprint planning. The throughline is simple: prioritize customer value, ship with focus, and measure what moves the business. These aren’t headline trends; they’re working patterns I’m seeing across high-performing organizations.

AI is no longer a side project—it’s part of the product manager’s core toolkit. Agentic AI, LLMs for product managers, and trustworthy AI workflows are accelerating discovery, sharpening problem framing, and enabling faster iteration. The best teams pair this with disciplined evaluation and experimentation, so insight compounds without sacrificing safety, privacy, or product quality.

Execution is getting crisper through product trios and stronger stakeholder management. When design, product, and engineering co-own discovery and delivery, teams reduce handoffs and increase clarity. That alignment translates into better prioritization, fewer context-switches, and a roadmap that reflects real trade-offs—not wish lists.

On growth, product-led growth remains a durable engine when it’s anchored in a compelling value proposition and instrumented end-to-end. Clear activation moments, in-app guides, and thoughtful product tours outperform brute-force acquisition. When we connect these motions back to product strategy and the roadmap, we create a repeatable loop that compounds adoption and retention.

Governance and trust are now table stakes. Privacy-by-design, data governance, and a pragmatic approach to regulatory compliance protect both users and velocity. Teams that build these practices into their operating model move faster because they avoid late-stage rework and maintain stakeholder confidence.

If you’re leading a product org—or aspiring to—this is your field guide to 2026. I’ll unpack where these shifts are strongest, how to apply them in your context, and the pitfalls to avoid. The aim is to give you clear language, concrete practices, and a sharper edge as you shape what your team builds next.

Inspired by this post on Product School.

January 12, 2026
Turn Every Support Ticket into Product Truth: My Playbook for Data-Driven CX Wins

Support tickets are the rawest signal of product truth. Leading product teams at HighLevel, I’ve learned that the fastest way to build what customers value is to transform frontline conversations into a repeatable, data-driven system for discovery, prioritization, and execution.

What if your support and product teams could unlock CX insights to turn every ticket into strategic product intelligence? Explore how.

Here’s the operating system I rely on. First, I connect our support stack (think Intercom and our CRM integration) into a unified analytics platform so every conversation, tag, and resolution is queryable. I don’t just count tickets—I segment them by product area, customer segment, lifecycle stage, and revenue impact to reveal patterns that roadmaps can act on.

Next, we standardize a shared taxonomy. Agents apply concise, high-signal labels (problem type, severity, intent), and we augment that with AI-driven auto-tagging to reduce noise and improve recall. The result is trustworthy “voice of the customer” data that product managers and support leaders can both stand behind.

Prioritization then becomes rigorous and fair. I weight themes by severity, frequency, ARR exposure, and time-to-value, and tie them directly to outcomes vs output OKRs. Amplitude analytics helps me quantify impact—what’s breaking activation, what’s dragging conversion, what drives retention analysis—so the backlog reflects business outcomes, not opinions.

Discovery is continuous by design. Product trios (PM, design, engineering) run weekly reviews of the highest-signal themes, recruit users straight from recent tickets, and prototype solutions quickly. We validate ideas with A/B testing when appropriate and ship targeted in-app guides to reduce confusion before it becomes a ticket.

Crucially, we close the loop. When we release a fix or improvement, we notify affected customers and the agents who flagged the issue. We track downstream effects—ticket deflection, CSAT, feature adoption, and time-to-resolution—so everyone sees how customer support ai strategy accelerates product-led growth.

This approach also builds culture. Empowered product teams treat support as a strategic partner, not a cost center. Agents become co-creators of the roadmap, and PMs gain a steady stream of product discovery opportunities grounded in real user outcomes.

If you’re getting started, a simple 30-60-90 can help: in 30 days, unify the data and agree on taxonomy; in 60, instrument dashboards and adopt a weekly insights ritual; in 90, align priorities to OKRs, launch targeted fixes, and measure business impact. That’s how tickets turn into product truth—and how CX insights drive compounding wins.

Inspired by this post on Amplitude – Perspectives.

January 8, 2026
PMs and Developers Need Different AI Metrics—Here’s How That Builds Faster, Better Products

I’ve sat in countless AI measurement debates and noticed a recurring gap. One major voice has been noticeably underrepresented in the AI measurement conversation: the product manager (PM) that’s leading development. From experience, PMs and developers do need different measurement tools—and making those differences explicit is exactly what speeds up decisions and improves outcomes.

Developers optimize the model and system layer. Their toolkit centers on eval-driven development: offline evals, regression suites, red-teaming, latency and throughput monitoring, token cost tracking, and hallucination rate reduction. On the delivery side, engineering teams watch DORA metrics alongside CI/CD performance to keep iteration fast and safe. When building LLM-backed experiences, they also care deeply about retrieval-first pipeline quality and context window management because those mechanics determine grounding, relevance, and consistency.

PMs, by contrast, own outcomes. We instrument user journeys end to end and define a clear north-star tied to value: activation, time-to-value, task success rate, retention analysis, support deflection, and revenue contribution. We rely on A/B testing frameworks and minimum detectable effect (MDE) planning to separate real impact from noise, and we consolidate behavioral signals in a unified analytics platform like Amplitude analytics and Pendo to understand adoption, friction, and cohort differences. This is the heart of product-led growth and continuous discovery: evidence, not anecdotes.

The fact that these toolboxes differ is a strength, not a weakness. Specialized metrics keep responsibilities crisp: developers guarantee model quality and reliability; PMs guarantee that quality translates into customer and business outcomes. What we need is an explicit metrics ladder that connects layers—model-level quality floors and SLOs, feature-level KPIs, and company-level results—so trade-offs are transparent and prioritization is principled.

In practice, I create a shared measurement contract for every AI initiative. It links eval sets to user-facing success criteria, defines acceptance thresholds, and spells out observability across the stack. We include governance from day one—AI risk management, privacy-by-design, and data governance—so we can scale responsibly without slowing teams down.

Here’s the AI product toolbox I give my teams: start with a concise value hypothesis; define a success rubric the customer would recognize; instrument the happy path and the failure path; plan experiments with MDE up front; segment results by persona and job-to-be-done; and close the loop with qualitative feedback inside the product via in-app guides, product tours, and lightweight surveys. For AI features specifically, add Agent Analytics for agentic AI, capture grounding sources for explainability, and log model/context inputs to make debugging and iteration repeatable. That way, LLMs for product managers stop being magic and start being manageable.

When we roll out a new assistant—whether a retrieval-augmented copilot or a voice AI agent—we set two dashboards: one for developers (eval pass rates, latency, context integrity, error budgets) and one for PMs (activation, task completion, deflection, satisfaction). The dashboards read differently by design, yet they are joined at the hip by shared definitions and experiment IDs. This lets us move quickly with confidence: engineering can tighten quality loops while product steers toward the outcome that matters most.

If you’re feeling the tension between model metrics and product metrics, don’t collapse them—connect them. Start with a thin slice, agree on 3–5 measurable outcomes, and let your evals and A/B tests work together. With a clear metrics ladder and a unified analytics platform, PMs and developers can each excel at their craft and still ship AI that customers love.

Inspired by this post on Pendo – Perspectives.

January 7, 2026
7 Proven Steps to Win Stakeholder Buy-In with Clarity, Data, and Lasting Trust

Buy-in isn’t a single meeting; it’s a designed journey. Over the years leading product strategy at HighLevel, I’ve learned that the fastest way to earn durable support is to reduce uncertainty, align on outcomes, and create visible momentum. Explore how to get buy-in from stakeholders with practical strategies, clear communication tips, and proven methods used by the best. Here’s the 7-step playbook my teams and I rely on to move from idea to aligned action.

Step 1 — Anchor on outcomes, not outputs. I start by writing a crisp problem statement, the target customer, and the measurable outcome tied to our North Star metric. I translate this into outcomes vs output OKRs so every stakeholder can see the difference between what we’ll ship and what we intend to change. This framing keeps discussions grounded in impact, not features.

Step 2 — Map stakeholders and incentives. Effective stakeholder management begins with a living map: economic buyers, executive sponsors, influencers, and operators. I capture each person’s goals, risks, and decision cadence. When I speak to Finance, I foreground cost and runway; with Sales, I emphasize pipeline and win rate; for Customer Success, I speak to retention and NPS. Meeting stakeholders where they are builds trust quickly.

Step 3 — Co-create early with the product trio. I pull the product trios (PM, Design, Engineering) into continuous discovery with GTM partners to validate assumptions and de-risk the solution. This is where empowered product teams shine—rapid discovery sprints, early prototypes, and clear learning objectives. Co-creating exposes blind spots early and transforms critics into champions.

Step 4 — Socialize a narrative, not a deck. Before any formal review, I circulate a short narrative memo that ties our product strategy to a clear value proposition, competitive differentiation, and go-to-market strategy. I include options and trade-offs so stakeholders feel invited to shape the path, not just stamp approval. Pre-wiring conversations ensure that the “meeting” is simply the last 10% of the decision.

Step 5 — Back the story with data and a viable plan. I combine retention analysis, funnel metrics, and customer evidence to demonstrate opportunity size and risk reduction. Then I outline a phased approach with product roadmapping and sprint planning, milestones, and success metrics. I highlight the smallest viable bet that proves value fast, along with contingency paths if we learn something unexpected.

Step 6 — Design the decision. I define the decision we need, by whom, and by when. The decision doc includes the problem, options, risks, mitigations, and the explicit ask. I schedule 1:1s to address concerns, then run a focused review with clear roles and time-boxed discussion. Clarity about the decision—and the criteria—prevents drift and protects timelines.

Step 7 — Sustain momentum post-approval. After the green light, I convert the plan into execution cadences: weekly demos, transparent dashboards, and QBRs vs OKRs check-ins to reinforce outcomes. We celebrate learning milestones, not just launches, and keep stakeholders informed with concise updates that tie progress to the original outcomes and value proposition. Momentum is the best antidote to second-guessing.

Clear communication and a repeatable process turn buy-in from a hurdle into a habit. When stakeholders see a compelling narrative, credible evidence, and a path to value, they don’t just approve—they advocate. Follow these seven steps and you’ll build alignment faster, ship smarter, and strengthen trust across the organization.

Inspired by this post on Product School.

January 7, 2026
4 Proven Ways to Keep Employees Informed and Engaged—from Onboarding to Lasting Adoption

Keeping employees informed and engaged isn’t just a communications challenge—it’s a product challenge. When we treat internal tools like products with clear activation moments, measurable outcomes, and continuous discovery, adoption moves from hope to habit. Over the years, I’ve seen small changes in how we onboard, communicate, and measure compound into dramatically higher engagement, better compliance, and faster time-to-value.

“How to improve onboarding, compliance, and internal communications within your employee tools.” That question guides my approach end to end—from the moment someone logs in for the first time to the day they become an expert, championing best practices across their team.

First, I personalize onboarding to accelerate user activation. I map the critical first actions and design a lightweight sequence of product tours and in-app guides that surfaces only what matters right now. Progressive disclosure, clear UX writing, and thoughtful tooltip design reduce cognitive load. I measure time-to-first-value, A/B test checklist microcopy to remove friction, and use Intercom or Pendo to deliver contextual walkthroughs by role, location, and permission level. Amplitude analytics helps me validate that the guided path leads to the intended activation event and sustained usage.

Second, I make compliance effortless and measurable. Instead of long trainings, I embed micro-learnings and policy nudges directly in the flow of work, with just-in-time prompts and short, scenario-based confirmations. I segment by role to avoid alert fatigue and localize where regulations require nuance. Completion rates, quiz accuracy, and time-to-complete are tracked alongside qualitative feedback. When compliance messaging underperforms, I run A/B testing on tone, timing, and format, then iterate until adherence is both higher and faster.

Third, I orchestrate internal communications as lifecycle messaging—not announcements. Employees get targeted release notes, role-specific tips, and in-app reminders aligned to their stage: new, adopting, proficient, or champion. I avoid channel sprawl by making the primary source of truth available in the product, then reinforcing it via email or chat only when necessary. CRM integration and audience rules ensure relevance, while a champions network and office hours create human touchpoints that deepen trust and accelerate adoption.

Fourth, I close the loop with analytics and continuous discovery. I instrument key events and run retention analysis to understand which behaviors predict long-term engagement. I look at cohorts before and after a new guide or product tour, and I compare lift in user activation and feature adoption over 14-, 28-, and 90-day windows. Amplitude analytics provides the behavioral picture; surveys, interviews, and passive feedback widgets explain the why. Together, these inputs power a product-led growth approach for internal tools—observable, repeatable, and improvable.

When teams ask where to start, I pilot one persona, one workflow, and one high-value outcome. I define the activation event, instrument it, launch a single targeted in-app guide through Pendo or Intercom, and A/B test the onboarding microcopy. Two weeks later, I review retention cohorts and completion data, talk to users, and either scale the pattern or iterate. That cadence builds credibility quickly because it ties every communication to a measurable result.

The payoff is tangible: faster onboarding, higher compliance, clearer internal communications, and employees who feel supported rather than overwhelmed. With disciplined messaging, smart instrumentation, and ongoing discovery, we can turn internal tools into catalysts for performance—and transform engagement from a campaign into a culture.

Inspired by this post on Pendo – Best Practices.

January 6, 2026