I stopped treating churn as a postmortem and started treating it as a forecasting problem. When we instrument our product, connect the dots across journeys, and embed those signals into our daily operations, churn becomes predictable—and preventable. This shift has been one of the most impactful product strategy moves my teams have made for product-led growth and retention analysis.
"Discover why and how CS teams can use digital analytics to take a proactive, predictive approach to churn, stopping it before it happens." That is exactly the mindset I bring to customer success and product collaboration: anticipate risk, intervene with precision, and demonstrate measurable impact.
The practical work starts with leading indicators. I look at user activation milestones, time-to-first-value, feature adoption depth, frequency and recency of key events, account-level coverage (are multiple users active or just one champion?), usage volatility, and friction signals like repeated errors or stalled onboarding. These behavioral inputs are stronger predictors of churn than survey sentiment alone.
From there, I create a churn risk score. Early on, a transparent rules-based model is usually enough to separate healthy from at-risk accounts. Over time, we can layer in supervised learning if the data supports it. I rely on Amplitude analytics, Pendo, or a unified analytics platform to tag events, build cohorts, and compute risk in near real time. This is where we consistently see the patterns that matter—especially around user activation and sustained adoption.
Signals without action won’t save a customer, so I connect the model to our systems of engagement. Through CRM integration, at-risk accounts trigger clear playbooks for CSMs and lifecycle marketers. Inside the product, in-app guides address gaps exactly where they occur—guiding users to the next best action, unblocking onboarding, or showcasing the value hidden behind underused features.
Because not every nudge works for every segment, we treat intervention design as a product problem and run A/B testing on copy, timing, channel, and offer. We test whether a contextual tooltip outperforms an email sequence, whether a short product tour beats a knowledge base link, and which incentives accelerate onboarding without cannibalizing expansion.
Operationally, this is a team sport. Product, CS, and marketing meet in product trios to review risk cohorts, prioritize root-cause fixes, and tune playbooks. We run a weekly risk review to turn insights into decisions, and we use monthly business reviews to connect leading indicators to lagging outcomes like retention, expansion, and NRR.
Measurement is non-negotiable. We pair retention analysis with qualitative feedback to understand whether our interventions truly change behavior. The goal is to close the loop: when a risk cluster improves, we codify the playbook; when a tactic underperforms, we learn, adjust, and try again. Over time, the organization builds a muscle for proactive, data-informed customer health management.
If you’re getting started, begin by instrumenting events tied to value moments, define a simple health score, and stand up a basic alerting workflow. Pilot one or two interventions, measure lift, and iterate. Within a single quarter, you’ll have enough signal to prioritize product improvements and scale the practices that reliably reduce risk.
Churn rarely surprises teams that listen to their data and respond in real time. With disciplined analytics, thoughtful in-product guidance, and tight alignment across CS and product, we can move from reacting to predicting—and keep more customers succeeding with far less effort.
Inspired by this post on Amplitude – Perspectives.
Build vs. buy is a decision that never truly goes away, and with AI reshaping the economics of software, I’m revisiting this question more frequently—and with more nuance—than ever. The temptation to “just build it” is real when prototypes are cheaper, shipping feels faster, and small tools can rival big platforms. But the real decision has never been about code; it’s about value, data, and long-term responsibility.
Across product orgs at every stage, I see the same pattern: AI makes building feel easier—but it doesn’t eliminate the tradeoffs. The hard part is separating what differentiates your product from what simply supports it. That’s why I start by asking whether the capability is truly core to my value stream, and then I force myself to reason about ownership and maintenance, not just velocity.
My rule of thumb remains simple: If something isn’t core to your value stream, don’t build it. And even when it is core, vendors may still be better positioned—especially for payments, invoicing, and infrastructure. Those domains carry deep operational complexity, continuous compliance, and reliability requirements that are easy to underestimate and painful to own.
Here’s how this plays out for me. I would never build my own blogging platform. I moved from WordPress to Ghost, because publishing isn’t where I differentiate, and the long tail of upgrades, security, and performance is a drag on focus. The platform does the job, my audience gets a better experience, and my team avoids owning commodity maintenance work.
On the other hand, I did build my own task management system—despite the abundance of excellent tools like Trello, Evernote, and OmniFocus. For me, tasks, notes, and workflows are deeply personal and idiosyncratic. I wanted my system to reflect how I think, plan, and communicate, with tight integration to my daily product rituals. In this case, the underlying data became the real product—and owning and controlling that data changed the equation.
That’s the heart of the decision: When the underlying data becomes the real product, ownership matters. Task management, notes, and workflows evolve into a personalized operating system. The moment your data model represents your unique value—and your future differentiation—build vs. buy is no longer a tooling choice; it’s a strategy choice.
AI is pushing this even further. Cheaper prototyping and “vibe coding” lower the cost of building. Tools like Claude Code and platforms from OpenAI make it viable to ship smaller, targeted tools that would have been uneconomical a few years ago. That expands the frontier of what teams can build without committing to a monolithic platform—and it puts pressure on vendors to improve data portability.
Which brings me to vendor lock-in. Exports aren’t always enough. When I evaluate CRMs or course platforms, I look for more than CSV dumps. I want robust, well-documented APIs, webhook coverage, import/export parity, schema transparency, and a clear migration path. I’ve seen teams drown in brittle integrations with Salesforce or HubSpot, struggle to unwind course data from Teachable, or get stuck in signature workflows around DocuSign without a clean escape hatch. Portability is table stakes now.
I treat build vs. buy as a discovery problem. Options are assumptions to test. On the build side, I run feasibility spikes: proof-of-concept integrations, latency checks, cost-to-serve models, and a sober read on maintenance. On the buy side, I trial vendors, not their marketing. I replicate a real workflow, test the edges, validate data portability, and simulate failure modes like vendor downtime or schema changes.
A word of caution on complexity: “we can build anything” is not the same as “we should build this.” Long-lived products accumulate hidden complexity over time—security, privacy, performance, observability, SRE runbooks, QA automation, documentation, and compliance. Be honest about engineering capabilities and maintenance costs, especially when uptime and regulatory exposure are in play.
My practical checklist looks like this: Is this core to our differentiation? Do we need to own the data model? How strong is data portability (APIs, webhooks, mapping, re-import)? What’s the true total cost of ownership over three years (people, ops, security, compliance)? Are there regulatory or reliability constraints better handled by a vendor? What’s the opportunity cost of not building something more strategic? And if we buy, what’s our exit plan?
Ultimately, build vs. buy isn’t just about speed or cost—it’s about core value, data ownership, and long-term responsibility. AI lowers the barrier to building, but it doesn’t erase complexity. Treat build vs. buy decisions like any other discovery effort: test assumptions, prototype, and validate before committing. Ask not just can we build it, but should we own it?
If you’re wrestling with vendor lock-in, fielding pressure to “just build it,” or rethinking your stack in an AI-first world, this lens will help you ask better questions before you commit. And if you’re exploring targeted builds alongside platforms like Stripe, Dropbox, Obsidian, or Ghost, I’d love to hear what’s working for you and where portability remains a hurdle.
I’ve led GTM and product teams through countless tool integrations, and few have delivered compounding returns like connecting Pendo with HubSpot. See how customer behavioral data can help sales, marketing, customer success, and product teams create a better, more engaging customer experience. When we put product behavior where our revenue teams already live, the entire go-to-market engine becomes sharper, faster, and more customer-centric.
Here’s how I frame the value: the Pendo–HubSpot CRM integration unifies in-app product usage with contact and account context, so we can orchestrate lifecycle touchpoints across email, chat, and in-app guides while giving every function a single source of truth. The result is a product-led growth motion that aligns marketing, sales, customer success, and product around measurable activation, adoption, and expansion.
First, I help sales prioritize pipeline with usage-enriched lead and account scoring in HubSpot. Signals like feature adoption depth, weekly active users, trial milestones reached, and time-to-value tell AEs who is ready to buy and why. With real-time alerts and views, reps can tailor discovery, shorten sales cycles, and increase win rates—turning product interest into qualified demand.
Second, I accelerate onboarding and user activation by building HubSpot segments from Pendo cohorts and triggering coordinated journeys. New users receive the right lifecycle emails while in-app guides, product tours, and tooltips nudge them through key actions. This reduces time-to-value, increases early retention, and creates a smoother first-run experience.
Third, I protect and expand revenue with proactive customer success. Behavioral health scores and retention analysis spotlight accounts drifting from core workflows, prompting playbooks for outreach, training, or in-app interventions. Conversely, expansion signals—like adoption of premium features or growing seat usage—route to the right owner for timely upsell conversations.
Fourth, I close the loop for product decision-making. By syncing feedback, NPS, and usage cohorts with campaign and pipeline data in HubSpot, the team can measure how launches and in-app experiments influence engagement and revenue. This unified analytics platform approach keeps roadmaps tied to outcomes, not opinions, and helps us double down on the features that move the business.
To make this work, I start with a clear data contract and privacy-by-design guardrails: shared definitions for active users and adoption milestones, owner responsibilities for fields, and explicit consent handling. We then phase the rollout—beginning with one or two high-impact plays—instrument the baseline, and iterate using go-to-market strategy reviews to verify causal impact.
If your GTM teams are leaning into product-led growth, the Pendo–HubSpot integration is a force multiplier. Aligning lifecycle messaging, sales prioritization, and customer success around real behavioral data creates compounding advantages—more relevant outreach, faster activation, higher retention, and cleaner expansion.
I think about Agentforce implementation the same way I think about any high-stakes product launch: start with outcomes, instrument relentlessly, and iterate in tight loops. When agentic AI touches core workflows in Salesforce, the winners are the teams that combine rigorous product strategy with thoughtful CRM integration and product-led growth tactics.
Learn the ways in which Pendo helps companies design and iterate on their agentic strategy for Salesforce.
My working playbook begins with clarity. Before a single agent is deployed, I align with stakeholders on the highest-value “jobs” inside Salesforce—reducing case handle time in Service Cloud, accelerating lead qualification in Sales Cloud, or improving data hygiene for revenue operations. That alignment shapes our agentic AI approach and prevents us from shipping clever agents that don’t move the metric that matters.
From there, I treat telemetry as a first-class requirement. I instrument the end-to-end journey with Pendo so we can observe when an agent triggers, when it falls back, when it hands off to a human, and how those moments affect conversion, CSAT, and cycle time. I refer to this observability layer as Agent Analytics, and it’s the backbone of evidence-based iteration.
Guidance is equally critical. I use Pendo’s in-app guides to onboard admins and frontline users directly inside Salesforce, deliver contextual tooltips that explain what the agent will do next, and collect feedback within the flow of work. That combination shortens time-to-value and builds trust, which is essential for customer support ai strategy and change management.
Iteration is where the compounding returns show up. I run A/B testing on prompts, decision policies, and handoff rules; evaluate performance on real user cohorts; and promote what works. This is classic product-led growth applied to agentic AI—ship small, measure precisely, and scale winners. Prompt engineering is not a one-time task; it’s a continuous discovery loop.
I also weave in governance from day one. Privacy-by-design, data governance, and AI risk management aren’t add-ons—they are design constraints that shape what the agent is allowed to see and do. The guardrails live alongside the experience: clear disclosures, reversible actions, and easy ways for users to override or escalate.
Finally, I operationalize the learning loop. Weekly reviews with a product trio (PM, design, engineering) examine Pendo dashboards, qualitative feedback, and Salesforce outcomes. If an agent is underperforming, we adjust prompts, refine retrieval, or simplify the decision tree. If it’s exceeding targets, we expand the use case and systematize the pattern.
When teams ask me for the “right way” to implement Agentforce, my answer is simple: treat your agent like a product. Measure with Pendo, guide inside Salesforce, and iterate until the business outcome moves. That’s how we turn promising agents into durable advantages.
I’ve spent the last few years weaving AI into core product workflows, and the pattern is clear: when we pair disciplined product thinking with pragmatic AI Strategy, growth compounds. The question I hear most isn’t if AI can help, but where to begin and how to de-risk the journey while moving fast.
AI for business growth starts with one of these six strategies. See how companies use AI to unlock revenue, cut costs, and scale smarter and faster.
1) Revenue acceleration with unified customer intelligence. I start by connecting behavioral analytics and CRM integration to a unified analytics platform, then layer a retrieval-first pipeline so large language models can surface high-intent accounts, churn signals, and next-best actions. With Amplitude analytics and A/B testing, we validate AI-driven playbooks for upsell, cross-sell, and win-back—turning insights into measurable lift rather than novelty.
2) Cost reduction through targeted automation. Not all automation yields the same outcome. I look for repetitive, high-volume processes where quality is easy to verify—customer support ai strategy with AI-assisted deflection, accounts payable automation, and security workflows like threat detection and response. Combining agentic AI with clear guardrails reduces handle time, frees teams for higher-value work, and keeps error rates within acceptable thresholds.
3) Faster time-to-market via eval-driven development. Speed without signal is noise. I lean on eval-driven development to instrument models, measure drift, and tighten CI/CD loops. We track DORA metrics like deployment frequency while using gen ai for product prototyping to compress discovery and delivery. Frameworks and tools such as Claude Code help engineers iterate safely behind feature flags so we can ship learning, not just code.
4) Personalization that drives activation and retention. Growth sticks when onboarding is contextual. I use in-app guides, product tours, and thoughtful tooltip design powered by LLMs for product managers to tailor the first-run experience. With retention analysis and outcomes vs output OKRs, we align personalization with the moments that matter—activation, habit formation, and expansion.
5) Trust-by-design to scale responsibly. AI risk management, privacy-by-design, and data governance are not afterthoughts; they are growth enablers. By defining policy, red-teaming prompts, and practicing context window management, we reduce rework, limit incident management, and maintain compliance across markets. Clear review gates make it easier to say yes to more AI use cases without compromising customer trust.
6) Voice and agent experiences that feel like product, not add-ons. When prompt engineering for voice and voice AI agent patterns are integrated into the core journey—guided onboarding, smart handoffs, proactive notifications—engagement rises. Agent Analytics turns conversations into product signals we can act on in roadmapping and sprint planning, closing the loop between user intent and product improvement.
My playbook for getting started is simple: pick one revenue and one efficiency use case, define success upfront, and ship a narrowly scoped MVP with robust analytics. Use continuous discovery with product trios to refine prompts, data sources, and experience design. Then scale what works, retire what doesn’t, and let evidence—not hype—set the roadmap.
If you’re evaluating where to apply gen ai next, these six lanes offer fast paths to impact without sacrificing governance or customer trust. The companies I’ve seen win treat AI as a capability within the product, not a separate project—and they measure it with the same rigor they use for any critical feature.
I’ve led product teams through the pain of scattered dashboards and contradictory metrics, and I’ve seen how it slows decision velocity and quietly inflates costs. When insights are fragmented, roadmaps drift into opinions and meetings multiply. A unified analytics platform changes the conversation—from noise to signal, from lagging to leading indicators, and from guesswork to confident execution.
"Escape fragmented tools with a unified analytics platform that accelerates growth, reduces costs, and empowers smarter, real-time decision-making."
Here’s what “unified” means in practice: one source of truth that connects product usage, marketing attribution, sales pipeline, and customer support signals. With CRM integration, consistent event taxonomy, and retention analysis in place, every team works from the same playbook. Cohorts, funnels, and lifecycle metrics become part of daily rituals, and insights flow directly into product discovery and go-to-market decisions.
The impact is tangible. Product-led growth becomes predictable because activation, engagement, and retention are measured the same way across functions. Experimentation accelerates as A/B testing cycles tighten and learning compounds. Outcomes vs output OKRs stay visible and honest, helping us prioritize what moves the needle. Costs come down as redundant tools are rationalized and manual data wrangling disappears. Most importantly, real-time decision-making replaces weekly retrospectives with timely action.
My playbook for getting there is straightforward: start with a tool and data audit; define a clear north-star metric with a handful of leading indicators; standardize event names and properties; connect the data layer to your CRM for closed-loop visibility; instrument product tours and in-app guides to drive user activation; and institutionalize continuous discovery so every insight informs the roadmap and sprint planning.
Governance and trust matter as much as dashboards. Invest in data governance and a clean tracking taxonomy so metrics are trusted across the organization. Document definitions, automate quality checks, and maintain privacy-by-design from the start. The goal isn’t more data—it’s better decisions, faster, with confidence.
I’ve watched teams cut time-to-insight from days to minutes, reallocate budget from underperforming channels to winning ones, and ship with far greater conviction. When the organization rallies around a unified analytics platform, stakeholder debates shrink, velocity increases, and the value proposition to customers sharpens.
If growth, cost savings, and smarter decision-making are on your agenda this quarter, commit to unifying your analytics. Start small, prove the value in one journey (like activation to retention), then scale. The moment you align your teams to a single source of truth is the moment your product strategy becomes unmistakably clear.
Inspired by this post on Amplitude – Perspectives.
Over the years, I’ve learned that the most overlooked growth lever isn’t a shiny new channel—it’s bringing back the customers we already earned. When I rebalanced budgets from top-of-funnel acquisition to reactivation, the payoff was faster, more predictable, and far more cost-efficient. Reactivation compounds because it’s built on trust, product familiarity, and data we already have.
Discover why reactivating dormant users delivers better ROI than new acquisition. Learn how to identify and bring back at-risk users via targeted campaigns.
Why does this work so well? Dormant users once saw enough value to sign up, activate, or even pay. The barriers to return are lower: familiarity reduces friction, time-to-value shrinks, and the cost to engage is a fraction of new-user CAC. In practice, I’ve seen win-back motions outperform new acquisition on payback time, expansion potential, and long-term retention—especially when we design the right triggers and messages.
My approach starts with rigorous retention analysis. I define the behaviors that signal risk—declining frequency, shrinking session depth, stalled onboarding milestones, or missed “aha” moments—and map them to lifecycle stages. Using a unified analytics platform with CRM integration, I can see who’s drifting, when, and why. That clarity is the foundation for precision reactivation.
On the tooling front, I lean on Amplitude analytics to surface cohorts and leading indicators, Pendo for in-app guides and nudges, and Intercom for lifecycle messaging and human-assisted outreach. The connective tissue is our CRM integration, which ensures we coordinate messages across email, in-app, and sales-assist without creating noise or duplication.
Segmentation is where win-back campaigns gain power. I group users by their last successful use case, plan tier, activation depth, and the specific friction they hit. Cohorts often include “stalled onboarding,” “lapsed power users,” and “trial expired with partial success.” Each segment gets a distinct path back to value—never a one-size-fits-all blast.
Targeted campaigns are then matched to the root cause. For stalled onboarding, I deploy product tours and in-app guides that remove a single key blocker. For lapsed power users, I emphasize newly shipped capabilities tied to their historical workflows. For price-sensitive cohorts, I test usage-based offers or limited-time boosts aligned to value realization, not discounting for its own sake. Every flow is A/B testing-driven and time-bound, with clear exit criteria.
Measurement goes beyond “did they log in.” I track reactivation rate, feature adoption depth, time-to-value, and near-term expansion signals. Holdout groups validate lift, and we set guardrails so campaigns don’t cannibalize healthy cohorts. Over time, these learnings inform product roadmap decisions—what to simplify, what to sunset, and where to invest to prevent churn in the first place.
Operationally, I embed win-back into product-led growth rhythms. Product, data, lifecycle marketing, and support align on weekly reviews, using shared dashboards to tune triggers and content. This creates a reliable growth engine that respects user intent and avoids the trap of overmessaging.
Finally, trust matters. I build reactivation with privacy-by-design principles, transparent value propositions, and easy opt-outs. The goal isn’t to “get the login”—it’s to restore momentum toward outcomes the user cares about.
If you’re feeling acquisition fatigue, shift a meaningful slice of budget and attention to reactivation. In my experience, it delivers faster wins, better unit economics, and a healthier product that keeps more of the customers you worked so hard to earn.
Inspired by this post on Amplitude – Perspectives.
I’ve spent enough cycles in product and growth to know the biggest drag on experimentation velocity isn’t creativity—it’s waiting. Waiting for engineering to wire events, for analysts to pull cohorts, for approvals to trickle in. When marketers can move autonomously with the right guardrails, learning accelerates and impact compounds.
“Amplitude’s new web experiment capabilities enable teams to scale experimentation 3X faster without waiting for help.” That promise hits directly at the bottlenecks I see most often across product and marketing organizations.
My takeaway: the real unlock isn’t only speed; it’s confidence. Faster learning loops power continuous discovery and product-led growth, but only if teams trust the data, align on success metrics, and can iterate without creating downstream tech debt. Self-service done right transforms scattered tests into a durable growth engine.
From a VP of Product lens (and what we practice at HighLevel), self-service experimentation means more than a new UI. I look for governance-by-design, role-based permissions, clear metric definitions, pre-built test templates, and operational best practices like minimum detectable effect (MDE) sizing and traffic allocation standards. That mix keeps A/B testing fast, statistically sound, and repeatable—without piling work onto engineering.
Here’s the playbook I recommend to teams leaning into this shift: instrument a unified analytics platform and lock a shared taxonomy; define canonical success metrics and guardrails; require lightweight pre-registration for hypotheses and MDE; stand up weekly experiment reviews; and close the loop by sharing learnings in-product and across go-to-market. When marketers, PMs, and designers operate as an empowered product trio, the flywheel spins.
To maximize value from any web experimentation stack—Amplitude analytics included—connect the dots from insight to activation. Tie experiments to CRM integration for downstream campaigns, ensure user activation metrics are first-class citizens, and keep your experimentation backlog aligned to outcomes, not outputs. The goal is fewer opinions and more evidence, shipped continuously.
Self-service also requires culture. Set expectations around statistical rigor, data governance, and post-test decisions, then celebrate the teams that sunset ideas just as quickly as they scale winners. That’s how you reduce waste, build confidence, and keep momentum high without creating hidden operational costs.
If your marketers are still waiting in ticket queues, it’s time to raise the bar. With the right foundations and process, you can go from idea to live test in hours, not weeks—learning more, shipping smarter, and unlocking 3X faster cycles where it matters most: customer value.
Inspired by this post on Amplitude – Best Practices.
I’m constantly looking for ways to collapse the distance between product questions and trustworthy answers. When behavioral data shows up in the tools I already use, my team moves faster, aligns better, and makes higher-confidence calls. That’s exactly why Amplitude MCP caught my attention—and why it’s quickly becoming essential to my AI Strategy and day-to-day Product Management practice.
Discover how Amplitude MCP brings behavioral context to AI tools like Claude and Cursor, enabling data-driven decisions in your existing workflows.
In practice, this means I can ask Claude, Cursor, or even Claude Code about activation cohorts, retention analysis, funnel drop‑offs, and feature adoption—and get responses grounded in Amplitude analytics without tab-hopping. By bringing our unified analytics platform into the flow of work, I keep momentum high and decision latency low, especially during fast-moving discovery and delivery cycles.
This approach elevates LLMs for product managers from clever assistants to reliable copilots. During continuous discovery, I can interrogate segments, compare behaviors across personas, and pressure-test hypotheses in minutes. In product-led growth environments, that behavioral context turns prioritization into a repeatable, outcomes-first ritual rather than a debate fueled by anecdotes.
Equally important, MCP helps me protect the integrity of our metrics. With consistent definitions flowing into AI tools, I reduce shadow analysis, preserve governance, and support privacy-by-design. Stakeholders—from engineers to design to GTM—see the same truths, which improves trust and accelerates alignment across the organization.
Getting started is straightforward: connect your workspace, ensure your event taxonomy is clean, and align key properties with CRM integration so segments and journeys remain attributable. I also curate an AI product toolbox of prompts for common workflows—say, exploring A/B testing outcomes or checking the minimum detectable effect (MDE) before a new experiment—so the team can move quickly without reinventing the wheel.
The payoff is immediate: fewer context switches, faster iteration loops, and sharper decisions where they matter most—inside the tools we already rely on. If you’re charting your gen ai roadmap, consider how Amplitude MCP can infuse behavioral insight into every conversation and commit. For me, it’s a pragmatic step toward an intelligent, data-informed product practice that scales.
Inspired by this post on Amplitude – Best Practices.
I’ve spent the last year pressure-testing where marketing analytics is really headed, not just in slide decks but in the messy reality of product roadmaps, stakeholder management, and revenue targets. From my seat leading product teams and partnering closely with CMOs and growth leaders, I see 2026 as the year analytics stops being a rearview mirror and becomes a real-time operating system for growth.
Start 2026 off with a bang with exclusive insights and predictions from some of marketing analytics’ most influential voices. See what they have to say.
Prediction 1: The unified analytics platform becomes non-negotiable. Fragmented dashboards and manual spreadsheet reconciliation will give way to an integrated, privacy-by-design measurement layer that stitches product, marketing, and revenue data. Expect tighter CRM integration (think HubSpot), product analytics (Amplitude analytics, Pendo), and revenue systems in one source of truth. The practical upside: faster decision cycles, cleaner attribution, and a shared language for product-led growth.
Prediction 2: Gen ai and agentic AI move from novelty to necessity. Analysts and product managers will deploy AI Strategy playbooks that pair retrieval-first pipeline patterns with governance to answer open-ended questions and trigger actions safely. “Agent Analytics” will summarize trends, generate experiments, and draft stakeholder updates, while LLMs for product managers become standard tooling. The bar is explainability: every AI-assisted insight must show its lineage and assumptions.
Prediction 3: Experiments scale, rigor deepens. We’ll treat A/B testing as a system, not an event—standardizing guardrails like minimum detectable effect (MDE), pre-registration, and sequential testing where appropriate. As teams embrace continuous discovery, we’ll graduate from single-page tests to multi-surface learning agendas spanning pricing, onboarding, and lifecycle activation. The goal isn’t more tests; it’s faster time-to-learning with lower decision risk.
Prediction 4: Causality beats correlation in measurement. Last-click and naive attribution will yield to incrementality testing, holdouts, and lightweight MMM for channels that don’t click. Retention analysis gains prominence as the north star for sustainable growth, linking value proposition clarity to user activation and downstream LTV. Outcomes vs output OKRs will force teams to track what truly moves customer behavior.
Prediction 5: Activation loops go real-time. Unified analytics will trigger in-product nudges, product tours, and contextual in-app guides the moment a signal crosses a threshold. This closes the loop between insight and action, shrinking the distance from analysis to impact. Teams that instrument these loops well will win on speed and compounding effects.
Prediction 6: Governance becomes a growth enabler. Data governance and privacy-by-design aren’t just compliance—they’re a competitive advantage. Clear definitions, consent-aware pipelines, and transparent AI risk management will increase trust in insights, accelerate deployment, and reduce rework. When stakeholders trust the data, they make bolder, faster decisions.
Prediction 7: Go-to-market precision improves. With cleaner signal and shared context, we’ll price with confidence (SaaS pricing and, in many cases, consumption SaaS pricing), sharpen product positioning, and focus spend where incrementality is provable. Expect fewer vanity metrics, more revenue-linked scorecards, and tighter integration between product roadmapping and sprint planning and growth experiments.
What to do now: 1) Audit your stack for a unified analytics platform and eliminate redundant tools. 2) Invest in first-party instrumentation and CRM integration to future-proof measurement. 3) Operationalize experimentation: document MDE, power, and decision rules. 4) Deploy gen ai responsibly with clear governance and retrieval-first context. 5) Build activation loops that turn insights into targeted in-app actions. Teams that execute on these fundamentals in 2025 will set the pace in 2026.
Inspired by this post on Amplitude – Best Practices.
AI doesn’t fail because the model is bad, it fails because ownership is missing.
When someone truly owns your AI, everything changes. Resolution and automation rates climb, the system self-improves, and the customer experience transforms in ways a dashboard alone will never show you.
This is part three of our five-part series on customer service planning for 2026. We’ll be sharing all five editions on our blog and on LinkedIn.
If you’d rather have them emailed to you directly as they’re published, drop your details here.
Last week, we introduced the four roles that make AI actually work in a support organization. These roles are already showing up inside the teams who are scaling AI the fastest, and this week, we get closer to the ground.
Here’s what these roles look like in practice — what they do, how they work, and why your AI performance will inevitably drift without them.
AI operations lead — owns AI performance, every day. I think of this person as the air-traffic controller for our AI Agent. I treat the AI as a living system that needs ongoing supervision, evaluation, and tuning. This role is accountable for what leaders care about most: quality, reliability, and continuous improvement.
The AI ops lead sees the whole picture: conversation quality, missing knowledge, flawed assumptions, unexpected failures, new opportunities for automation, and the subtle signals that the system is beginning to drift. In practice, that vigilance is the difference between steady gains and slow decline.
Day-to-day, here’s what I expect from this role.
1. Reviews AI conversations and surfaces performance patterns. The AI ops lead monitors the AI Agent’s behavior — the tone shift after a product launch, a sudden dip in resolution for a specific intent, or conversation clusters revealing new customer behavior. They scan for anomalies, trends, and early warnings, with an emphasis on what’s happening right now, not last week. Without this intentional ownership, I’ve watched a 2% dip turn into a 10% drop in days.
2. Prioritizes fixes and improvements. Once patterns emerge, they triage fixes like a product team handles bugs. Missing or incorrect content? They route it to the knowledge manager. Behavioral issues? They adjust guidance and guardrails. Action or system issues? They partner with the automation specialist. This connective tissue turns individual fixes into compounding improvements.
3. Defines and maintains AI guardrails. Leaders everywhere worry about AI doing things it shouldn’t. This role answers that fear by establishing clarification logic, escalation rules, “never answer” policies, and safety boundaries. The goal is predictable behavior that protects customer trust — an essential pillar of any AI Strategy and AI risk management practice.
4. Aligns reporting with leadership. The AI ops lead reports on resolution rate, CX Score, CSAT, automation coverage, and hours saved — making the economic impact visible. That visibility is a foundational step in any credible customer support ai strategy.
Why this role exists now. AI systems are dynamic and require constant tuning. A small dip in quality quickly becomes an operational issue, and no existing role naturally owns that. When someone does, teams feel the benefit almost immediately.
Knowledge manager — builds and maintains the structured knowledge AI depends on. I hear the same thing from leaders again and again: AI is only as good as the content you give it. This role is rapidly evolving from classic knowledge management into knowledge strategy — part content designer, part systems thinker, part information architect. Their job is to build the knowledge scaffolding that lets AI answer accurately, consistently, and safely.
Here’s how the knowledge manager creates leverage.
1. Writes, maintains, and improves support knowledge — continuously. After every product change, they update articles, remove duplication, resolve contradictions, and pay down “knowledge debt” that quietly erodes accuracy. The upkeep is shaped by AI performance; when patterns expose gaps, they fix the source.
2. Structures knowledge for AI, not for browsing. Traditional help centers are for humans skimming pages. AI needs clean intent signals, crisp formatting, and clearly structured language. The knowledge manager designs that structure as intentionally as the content itself.
3. Works hand-in-hand with AI ops. Many performance issues stem from missing or unclear knowledge. When the AI ops lead surfaces recurring misunderstandings or low-resolution categories, the knowledge manager resolves the root cause at the source.
4. Ensures accuracy and compliance at scale. As AI handles more sensitive situations, the knowledge manager safeguards correctness, currency, and compliance — critical for data governance and regulatory alignment.
5. Develops a cross-functional knowledge strategy. The role creates a canonical, cross-functional source of truth that product, engineering, product marketing, go-to-market, and support (AI and human) can all rely on.
Why this role exists now. This is one of the highest-leverage positions in an AI-first support org. Teams like Rocket Money and Anthropic are hiring knowledge managers because AI accuracy depends on the quality of knowledge feeding it. Without this role, resolution rate caps out early and never climbs.
Conversation designer — designs how the AI speaks, clarifies, and interacts. AI isn’t just a tool customers use; it’s a representative they interact with. Tone, clarity, pacing, and conversational structure matter, especially in voice. Every word affects perceived expertise, trustworthiness, and brand. The conversation designer ensures the AI feels human-friendly without pretending to be human — the sweet spot that builds trust without misleading customers.
In my experience, staffing conversation design early accelerates results. It changes not only how we tune AI, but how we understand the end-to-end customer experience.
Here’s what great conversation design looks like.
1. Shapes the AI’s tone, voice, and communication style. This role refines phrasing, tunes politeness, adjusts how confusion is handled, and shapes micro-interactions that determine whether customers feel cared for or dismissed. On voice channels, natural cadence is make-or-break.
2. Designs flows for high-value conversations. They design how the AI clarifies intent, branches, communicates uncertainty, verifies details, escalates, hands off, and returns to the main thread without feeling mechanical — treating customer experience as a product with language as the interface.
3. Translates procedures and complex workflows into natural language and logic. As AI runs structured procedures and actions, this role becomes a conversational system architect, translating SOPs into conditional logic with exceptions and fallbacks. For example, in Intercom, our conversation designer uses Simulations to run simulated conversations to see where the AI Agent gets confused, over-confident, or awkward, and refine flows until the interaction feels effortless end-to-end.
4. Ensures transitions to humans feel smooth and respectful. Handoffs should provide clear context to the human agent and maintain continuity so customers never feel dropped.
Why this role exists now. As AI becomes the primary interface, conversation design directly influences trust, brand perception, and operational outcomes. It’s a core competency for any Generative AI and LLMs for product managers program.
Support automation specialist — builds the backend actions that allow AI to do real work. If the conversation designer shapes expression, this role shapes capability. They transform AI from an answering machine into an outcome engine by bridging AI and the systems it must safely and deterministically act on.
Support teams increasingly expect AI to do what a human would do: refund a charge, adjust a subscription, verify an identity, update an account setting, or pull relevant data. That expectation creates a new technical role at the edge of support, ops, and engineering.
What I rely on this specialist to deliver.
1. Creates and maintains backend workflows the AI executes. This includes building and maintaining: Fin Tasks. Fin Procedures with embedded steps. Action flows that call internal and external APIs. Automations that span billing systems, user identity layers, CRM objects, subscription entitlements, refund tools, and more. They ensure the AI can act compliantly and predictably — the playbooks that turn intent into action.
2. Owns the integrations required for advanced automation. Many problems require data elsewhere — billing platforms, internal databases, systems of record. The specialist ensures the AI can retrieve, validate, and use that information safely, often partnering closely on CRM integration and internal services.
3. Partners closely with product and engineering. Some workflows require new endpoints, permission layers, safety gates, or deterministic fallbacks. This role drives those changes across the stack.
4. Ensures reliability and safety at every step. Guardrails, validation logic, exception handling, safe execution paths — all are essential. They confirm that the AI has access to the correct data, the action matches policy, edge cases are accounted for, risky flows have deterministic constraints, and every action is auditable and reversible.
Why this role exists now. Customers don’t want answers, they want outcomes. AI can now deliver those outcomes, but only with the right backend scaffolding. This role modernizes operational architecture and unlocks end-to-end automation.
How these roles work together — the new operating loop. These roles aren’t silos; they’re interdependent parts of one system. The AI ops lead identifies patterns and performance gaps. The knowledge manager resolves inaccuracies or missing content. The conversation designer improves clarity, tone, and flow. The automation specialist expands the system’s ability to take action. Each improvement compounds the next, moving you from early automation to transformational resolution rates through continuous refinement.
This loop is what separates teams that plateau early from teams that scale AI into a reliable, high-performing system — the essence of a durable AI Strategy.
How to get started (even if you can’t hire all four roles today). Most teams phase into this model: assign partial ownership, formalize responsibilities, then specialize as AI volume grows. Here’s the progression I recommend.
Phase 1: Assign ownership. Give each role’s core responsibilities to someone who can devote five to 10 hours weekly. Early on, support ops, enablement, senior ICs, and technically inclined teammates can anchor the work.
Phase 2: Formalize the responsibilities. As AI resolves more queries, optimization becomes core operational work. Formalizing ownership prevents performance drift and knowledge debt.
Phase 3: Specialize and hire. Once AI handles 50–70% of incoming volume, these responsibilities become full-time roles. Investing in specialization becomes essential infrastructure for the next scale stage.
The bottom line. AI changes the shape of your support team. These four roles — AI operations lead, knowledge manager, conversation designer, and support automation specialist — form the backbone of the AI-first support organization. They bring order to a constantly changing environment and enable AI to deliver the outcomes leaders and customers expect heading into 2026.
Next week, we’ll continue the 2026 planning series with a deep dive into org design models for AI-first support teams — how to structure people, workflows, and accountability in a world where AI resolves most conversations before a human ever sees them.
To follow along with the series and have each new edition emailed to you directly, drop your details here.
I’m stepping into 2026 with a practical playbook for marketing analytics—one forged at the intersection of product management, go-to-market strategy, and AI Strategy. My lens is simple: connect data to decisions, decisions to outcomes, and outcomes to revenue. If you’re serious about product-led growth, this is the year to turn your unified analytics platform into a true competitive advantage.
Start 2026 off with a bang with exclusive insights and predictions from some of marketing analytics’ most influential voices. See what they have to say.
The biggest shift I expect is from channel-centric dashboards to journey-centric systems that stitch together product usage, CRM integration, and campaign performance. When Amplitude analytics or Pendo data sits alongside HubSpot pipeline metrics, we stop arguing about attribution models and start instrumenting the full revenue motion. That’s how marketing, product, and sales align around one truth: activation, engagement, and expansion drive sustainable growth.
I’m betting on deeper adoption of A/B testing with a rigorous minimum detectable effect (MDE) discipline and cohort-led retention analysis. Vanity metrics won’t cut it. Teams that operationalize outcomes vs output OKRs and tie experiments to LTV, CAC, and payback will outperform. The win is not more tests—it’s better tests that translate into compounding user activation and retention.
Gen AI will supercharge analysis, but not replace analytical thinking. I see LLMs for product managers accelerating root-cause analysis, surfacing anomalies, and explaining drivers behind conversion shifts. The craft moves from “pulling reports” to “asking higher-quality questions,” then validating with sound statistical methods. The highest-leverage teams will pair gen ai with strong taxonomies, clean event schemas, and clear definitions of North Star metrics.
Data governance becomes a growth enabler, not a compliance cost. With privacy-by-design, consented data, and well-documented schemas, your models become more accurate and your campaigns more resilient. When governance is strong, personalization sharpens, lookalike models improve, and executive confidence in the numbers rises—unlocking faster, bolder bets.
Product-led growth analytics will mature from “feature usage” to “value moments.” I’m focusing my teams on measuring time-to-value, depth-of-use, and expansion signals embedded in in-app guides, product tours, and contextual tooltips. The companies that make value visible earlier—and measure it precisely—will see outsized improvements in trial-to-paid and expansion.
Operationally, I expect tighter cadences between discovery and delivery. Product trios will partner with marketing to run continuous discovery on messaging, onboarding friction, and pricing signals. When insights flow directly into campaign creative and in-product experiments, learning cycles compress and the cost of delay drops.
If you’re building your 2026 roadmap, here’s my short list: consolidate tools into a unified analytics platform, standardize event taxonomies across web, product, and CRM, formalize MDE for every A/B test, and align OKRs to activation and retention milestones. Do this, and you’ll turn fragmented data into a durable growth engine—one that compounds every quarter.
Inspired by this post on Amplitude – Perspectives.
