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Salesforce to Acquire Fin for ~$3.6B: Powerful AI Synergy, Product Strategy Takeaways
Salesforce will acquire Fin for ~$3.6B, with the deal expected to close in the fourth quarter of Salesforce’s fiscal year 2027. The announcement caps a bold…
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Why We Made Fin the Most Open Agent: Instant HubSpot & Freshdesk Support With 76% Resolutions
Fin now runs as a Service Agent on top of HubSpot and Freshworks, so you can deploy world-class automation without leaving your helpdesk. Setup takes less…
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Speed-to-Lead Is Dead: How AI Agents End the Wait and Rebuild a High-Velocity Sales Org
Prospects shouldn’t wait after they click “contact sales.” AI Agents engage buyers instantly at the peak of intent, collapsing qualification, discovery, and even an initial demo…
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Unlocking AI Agents: The Real Barrier Is Readiness—Not Capability—Here’s How to Scale
The biggest barrier to scaling AI Agents isn’t model capability—it’s organizational readiness. I break readiness into five types (content, scope, procedural, data, execution) and show why…
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Outcome-Based Pricing That Delivers: Pay $10 Only for Qualified Leads with Fin for Sales
Pay only when Fin delivers value: $10 per qualified lead that your team defines. This outcome-based pricing aligns cost with real sales pipeline, not activity, conversations,…
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How to Run Customer-Facing AI Agents Across Sales and Support
A practical operating model for assigning, measuring, governing, and improving AI agents that serve buyers and support customers without losing trust.
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Unleashing Inbound Sales with AI: My Playbook for Launching and Scaling Sales Agents Fast
Inbound sales shouldn’t wait in queues, and AI finally gives us a way to act on buyer intent in real time. The Sales Agent Blueprint is…
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How to Design an AI Customer Agent for Sales Qualification
A practical framework for qualifying inbound buyers, routing them accurately, preserving context, and measuring the pipeline an AI agent actually adds.
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How to Scale AI Across the Customer Experience Without Silos
A practical model for extending AI beyond support with shared context, clear ownership, journey-level metrics, and controlled rollout gates.
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How to Build an AI-Native Go-to-Market Operating System
A practical blueprint for redesigning revenue workflows around AI agents, human handoffs, rigorous evals, shared CRM state, and clear ownership.
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Stop Losing Customers: Predict Churn with Digital Analytics and Act Before It’s Too Late
Churn is predictable when we treat it as a forecasting problem and wire analytics into daily operations. I map leading indicators like activation, time-to-value, and feature…
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Build vs. Buy in an AI-First World: My Framework to De-Risk Decisions and Own Your Data
Build vs. buy shows up in every product organization, and AI is changing the calculus without eliminating the tradeoffs. In this first-person framework, I walk through…
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How to Turn Pendo Adoption Signals Into Revenue Growth
A practical operating model for connecting Pendo guides and usage signals to activation, retention, expansion, and measurable revenue outcomes.
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Activation to Win-Back: A Practical Retention System
Build a lifecycle operating system that defines activation, repairs retention leaks, and wins dormant users back by restoring meaningful product value.
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How to Turn Unified Product Analytics Into a Growth System
Build a trusted path from product behavior to business outcomes, then use shared metrics, experiments, and governance to make better growth decisions.
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Own Your AI: 4 Essential Roles to Supercharge Support and Prevent Performance Drift by 2026
AI doesn’t fail because models are weak; it fails when no one owns performance. In this third installment of my 2026 customer service planning series, I…
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How to Build Marketing Analytics That Measures Revenue
Connect campaigns, product activation, CRM stages, retention, and experiments to revenue decisions without mistaking attribution for causality.
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The Product Playbook: Measuring Agent Performance with Pendo and Agent Analytics to Drive ROI
Measuring agent performance isn’t just about faster responses—it’s about creating a continuous feedback loop between product and support. By pairing Pendo’s product analytics with Agent Analytics,…
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Build a Pendo Lifecycle Engine for Retention and Revenue
A practical operating model for using Pendo signals, in-app guidance, CRM workflows, and experiments to improve activation, retention, and expansion.
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