I’m continually refining how we use analytics to elevate product marketing, and this collection brings together my most effective playbooks for driving measurable growth with Amplitude Analytics. If you’re focused on product-led growth, you’ll find pragmatic guidance on translating behavioral analytics into sharper positioning, stronger activation, and durable retention.
In my day-to-day work, I connect product strategy with go-to-market strategy by grounding every narrative in real user behavior. That means using event data to validate our value proposition, mapping journeys to uncover friction, and aligning product positioning with the moments that actually matter in-app. The outcome is a marketing engine that mirrors how customers discover, adopt, and expand within the product.
Activation and retention are where outcomes are won or lost. I detail how to set leading indicators for user activation, instrument key behaviors, and run retention analysis that distinguishes healthy engagement from noisy usage. You’ll see how I turn cohort insights into precise messaging, targeted onboarding, and experiments that compound over time.
Cross-functional execution is essential, so I share ways to operationalize a unified analytics platform across product, marketing, and customer success. With shared metrics, product trios can move faster from product discovery to launch, and marketing can scale campaigns that reflect what’s truly driving adoption. This tight loop reduces guesswork and increases our hit rate on both features and narratives.
If you’re building a modern product marketing function, these essays and guides will help you move from intuition-led storytelling to evidence-backed strategy. Dive in to learn how I connect behavioral analytics to positioning, packaging, and roadmap choices—so every campaign and release ladders up to meaningful customer outcomes and sustainable growth.
Inspired by this post on Amplitude – Perspectives.
I’ve been through enough planning cycles to know the impossible math sales leaders juggle. Every year, we’re asked to deliver more pipeline, and the expectation is that the team will somehow hit the target—whether headcount follows or not. In a good year you close some of the gap, but the underlying constraint remains: your pipeline ceiling is tied to your headcount. The ask gets bigger, but the resources rarely keep pace. There’s never been a convincing answer to “how do I grow pipeline by 30% without 30% more people?”
For the first time in my 20-year sales career, there’s a real answer, and it comes from how we’re using our Customer Agent—internally nicknamed “Fin”—for inbound sales. What changed my perspective wasn’t faster execution on the same tasks; it was recognizing that an Agent can generate its own pipeline, consistently and at scale.
Most conversations about AI in sales focus on efficiency—do the same work, just faster. That’s helpful but incomplete. In practice, the Agent is producing net-new, attributable pipeline. It’s not simply an efficiency layer inside the SDR team; it’s a distinct source that deserves its own targets, its own owner, and clear visibility in our pipeline analytics.
Here’s how we run it. Fin has dedicated performance metrics but is held to the same outcomes as any rep: meetings booked, pipeline created, and revenue generated. On live chat, we track qualified, disqualified, and dropped conversations, then follow those cohorts through to opportunity and close. When you fold the Agent’s numbers into the team’s aggregate, you lose the crucial signal of what the Agent is actually doing. Reframing this with explicit attribution changes the boardroom conversation from “efficiency gains” to “a new, incremental source of pipeline.” Last month was our highest pipeline month from Fin to date—stronger than when live chat was handled by humans alone.
The template for this transformation came from customer service. Before we operationalized AI for sales, I partnered closely with our support organization. They built the organizational architecture we’re applying today: clear ownership of the AI motion, Agents and humans running in parallel, and a continuous optimization loop that treats the Agent as a living system, not a set-and-forget tool. The workflows in support and sales are more similar than people expect—qualify the need, guide to the right solution, and move decisively toward an outcome.
“The right benchmark is matching a high-performing rep on that channel, consistently and at scale”
When the Agent reliably meets that benchmark, the gains compound. The team wins back time for work where relationships truly matter—multi-threading across stakeholders, tailoring value narratives, and navigating complex buying processes. That is where human judgment shines.
The most common question I hear is what this means for SDRs. If the Agent owns the frontline, what are SDRs actually doing? The answer is: higher-leverage work. The Agent handles frontline inbound—engaging instantly, qualifying, routing high-intent prospects to the right team, and keeping lower-intent visitors warm by directing them to self-serve resources or remembering their context until they’re ready for a real conversation. It does this 24/7, across languages, without the capacity constraints that come with a human-only model.
What changes is where SDRs’ time goes. For us, that’s phone-based qualification, where we still see the strongest conversion. It’s also deeper relationship-building across multiple stakeholders in an account—the kind of multi-threaded engagement that takes time and judgment. Trials are a great example: rather than treating a trial as a conversion mechanism, SDRs can help prospects get real value from it through guided setup and outcome-oriented check-ins.
Introduce Fin for Sales to your team with this clean hero banner: bold headline, signature blue spiral, and a clear 'Start free trial' call to action—inviting readers to explore an AI customer agent built for revenue.
“That’s work they rarely have capacity for right now, because too much of their time goes to the frontline. Fin changes that”
I want to be direct about one thing: replacing your SDR function entirely with AI is a mistake. SDRs are the talent pipeline for closing teams. The reps who become your best AEs are, more often than not, people who came up through an SDR role. That’s where they learn to qualify and build relationships at speed. Eliminating that function to reduce cost creates fragility further up the funnel that can take years to surface.
Across the market, many sales organizations are still early in this journey. Startups and smaller teams are ahead—they’re building AI-first motions from the ground up and deliberately designing to avoid scaling headcount in the traditional way. Larger, more established sales development functions are mostly still running standard workflows. That makes sense—transforming a mature org is harder than building anew—but complexity isn’t a reason to wait. Momentum is building, and the gap is widening between teams leaning in and those holding back.
What’s emerging now is dedicated AI ownership within sales. It requires someone with program-level responsibility for how the Agent actually performs, rather than bolting AI tools onto an existing job description. We created that role – it’s called “AI SDR program lead.” This role owns the strategy, implementation, and optimization of Fin within the inbound SDR motion, ensuring it drives pipeline growth and integrates well across our systems and workflows. It’s a new career opportunity that came directly from the AI motion, with one of our existing managers moving into it.
The long-held assumption that pipeline growth requires proportional headcount growth is no longer a fixed law. AI-generated pipeline is real, measurable, and improvable with the same rigor we apply to any other part of the function. Treating it as its own source—with explicit targets, attribution, and dedicated ownership—is the difference between marginal efficiency gains and truly breaking the link between pipeline growth and headcount.
The constraint hasn’t disappeared; it has moved. It’s no longer just about how many people you can hire. It’s about how well the Agent understands your product, your customers, and your qualification logic—and how quickly your team can iterate the workflows, knowledge, and guardrails around it. For the first time, the pipeline ceiling can be higher than your headcount allows.
If you’re standing up this motion now, start with three moves: give the Agent its own KPIs and attribution, put a single owner in charge of performance and iteration, and reorient SDR time toward high-conversion conversations and multi-threaded account development. That’s how you scale pipeline with AI Strategy and sales-led growth—without scaling headcount in lockstep.
Inbound leads shouldn’t wait for a rep’s calendar. When we first launched The Service Agent Blueprint, support leaders finally had a clear AI path. Go-to-market and revenue teams are now facing similar uncertainty, so I’m introducing The Sales Agent Blueprint—a practical map for launching and scaling AI for sales with confidence.
For most sales teams, inbound motions require a lot of manual work. I’ve watched leads pile up in queues, waiting for availability rather than being prioritized by buyer intent. That delay costs meetings, pipeline, and momentum—and it’s exactly where a modern AI Strategy can transform your go-to-market strategy.
Agents can run sales conversations end to end – engaging buyers, qualifying leads, and routing high-intent opportunities to the right team to move prospective buyers forward quickly. Humans will still be involved, but will move their focus to the consultative conversations and higher-value work they did not have time to focus on before. In practice, this shift enables cleaner AI workflows, better conversation design, and a healthier balance between sales-led growth and product-led growth.
The questions many go-to-market and revenue leaders are facing now are where do you start? What should success look like? How do you actually test and deploy these solutions? These are the right questions—and the ones I hear most often when teams weigh build vs buy decisions, evaluation frameworks, and CRM integration nuances.
The Sales Agent Blueprint answers those questions. It’s designed to be a strategic guide for sales, revenue, and AI transformation leaders who want to deploy AI for inbound sales fast, prove value, and build momentum. If you’re aiming for eval-driven development, this will help you define success up front and operationalize it.
What’s inside is simple by design yet deep enough to take you from zero to value. The Sales Agent Blueprint is structured around two tracks that reflect how high-performing teams adopt agentic AI: first, launch for quick wins; next, scale for durable growth.
Coming soon: Sales Agent Blueprint. A sleek, blueprint-inspired teaser with the call to 'Scale it' signals tools, playbooks, and workflows to grow revenue, streamline operations, and scale teams with confidence.
Today, I’m releasing the first part of the Blueprint: “Launch it.” It’s a practical guide for getting your Agent live and seeing real results. You’ll learn how to deploy a Sales Agent that runs inbound sales conversations end to end, engaging buyers, qualifying leads, and routing high-intent opportunities to the right outcome in real time—without disrupting your current CRM integration or pipeline processes.
By the end of the “Launch it” track, you’ll be ready to execute with clarity. Here’s how I frame the essential steps, based on what consistently works in the field.
Understand what a Sales Agent is: Discover why they’re different from chatbots and how they work. Build a business case: Prove the basic economics of AI, decide whether to buy or build, and get the buy-in and budget you need to move forward.
Evaluate an Agent: Learn how to define success, choose the right evaluation criteria, and run a focused, high-impact assessment with our five-step framework.
Deploy with confidence: Build a deployment plan that gets your Agent live quickly to engage buyers at peak intent. Learn what to expect at each stage.
Introducing the Sales Agent Blueprint. This crisp, grid-based graphic spotlights step 1—Launch it—signaling day-one activation for an AI sales agent. Explore the framework and get started at fin.ai/blueprint/sales.
Continuously improve performance: After launch, your Agent becomes a system to manage. We’ll show you how to implement a repeatable process to train, test, deploy, and optimize.
The second track, “Scale it” (coming soon), focuses on the organizational and systems design work that unlocks compounding gains. Launching AI is only the beginning. To unlock its full potential, you need to rewire your inbound sales motion—redesigning the buyer journey, building AI-first systems and ownership models, and rethinking how pipeline is generated and scaled. This is where governance, measurement, and team roles evolve to support sustainable growth.
I’ll be building this Blueprint in public as I navigate the same challenges—sharing what works, what to avoid, and how to accelerate time-to-value without sacrificing quality or trust. If you’re ready to turn intent into revenue with agentic AI, this is your head start.
The Sales Agent Blueprint is live now. Explore the full guide at fin.ai/blueprint/sales and start your “Launch it” sprint today.
Today, I’m spotlighting Fin for Sales, a new role for Fin Customer Agent that runs your inbound sales motion end-to-end. From my vantage point leading product management and collaborating closely with revenue teams, this is a meaningful evolution in how we capture, qualify, and convert high-intent demand with precision and speed.
The promise here is simple and powerful: a single Customer Agent with shared context, memory, and business goals that supports the entire journey from first touch to close. Fin for Sales brings Fin to the start of the customer journey so it can engage prospects, guide them through your funnel, and ensure the best opportunities reach your sales team without delay.
At a high level, here’s what stands out to me in practice. Fin engages every prospect instantly at the moment intent is highest. It runs discovery like your best rep with clear pricing guidance, product education, and objection handling. It qualifies and routes in real time using your playbook and syncs full context to your CRM. And it closes deals while you sleep by booking meetings, starting trials, and steering buyers to the right next step—boosting MQLs, pipeline, and early close/win rates.
Fin engages every prospect instantly. It starts the right conversation when interest peaks, re-engages before prospects go cold, and works on every channel, in every language, 24/7. In my experience, that immediacy is the difference between a lead that converts and a lead that disappears.
Introducing Fin for Sales, a conversational assistant that qualifies prospects in real time. The chat compares Free vs Pro, spotlights reporting and Salesforce integrations, and invites users to book a call.
Fin runs discovery like your best rep. It explains pricing, guides product discovery, handles objections, and personalizes each interaction based on who the prospect is and what they care about. This is where thoughtful conversation design and consistent playbook execution really compound.
Fin qualifies and routes in real time. Using your playbook, it collects and enriches data about your prospects, sends qualified leads to your sales team or down self-serve paths, while syncing full context to your CRM. Your team never works the wrong lead. That’s operational rigor revenue leaders crave.
Fin closes deals while you sleep. It can book meetings, start trials, and guide buyers to the right next step. Early customers are already seeing impressive results, increasing MQLs, growing pipeline and seeing close/win rates of nearly 50% in the first month. That’s the kind of lift that reshapes go-to-market strategy and forecasting confidence.
Fin for Sales links customer agent insights with Salesforce, turning live conversations into rich profiles and lead scores. View key details, intent and opportunity signals, and guided next steps like booking a meeting.
Why this matters: most online sales experiences still rely on forms, queues, and follow-ups—exactly when prospects want clarity and momentum. Hiring enough reps to cover every time zone, channel, and hour is unrealistic, and even the best teams burn cycles on leads that were never going to convert. I’ve watched high-intent demand slip through the cracks simply because the response wasn’t fast, consistent, or contextual enough.
Revenue leaders need a system that meets every inbound interaction immediately, without sacrificing quality, and routes only the right opportunities to sales. Incremental automation doesn’t fix the core issue; an agentic approach does. Fin for Sales closes that gap by pairing instant engagement with disciplined qualification and crisp handoffs.
How it works in the moment: when a prospect is actively exploring your site, any delay—a form, a queue, a “we’ll get back to you”—erodes intent. Fin engages in real time through the Spotlight Messenger, a new interface built specifically for sales conversations. It can proactively start a conversation based on context like the page someone is on or how they’re browsing, and it offers smart suggestions to kick-start engagement.
Fin for Sales schedules meetings directly in chat. A sleek widget shows a March 2026 calendar with selectable time slots and a clear Confirm booking CTA, streamlining lead capture and speeding up sales follow-ups.
Prospects who might have waited—or never reached out—now get answers immediately. Fin also works across channels including messenger and email, so buyers can engage however they prefer. Whether someone is browsing your pricing page at 2am or comparing features during a lunch break, Fin responds instantly and relevantly so no lead is left behind.
To move prospects toward a decision, Fin guides personalized discovery conversations that clarify needs and accelerate choices. Four pillars make this consistent and trustworthy. Playbook: you brief Fin in natural language on desired outcomes and scenarios; it follows your rules, handles objections with approved guidance, and stays on track. Knowledge: it draws from your product knowledge base to answer pricing, features, and plan fit, and can reuse what you’ve already trained for customer service—no duplicate setup. Enrichment: once Fin learns a user’s email or name, it enriches that data with outside sources to improve qualification, personalization, and routing. Memory: if Fin recognizes a returning visitor, it remembers context so the buyer never starts over.
As conversations progress, Fin surfaces the opportunities most likely to close. It qualifies like your best SDR—asking about use case, budget, fit, and timing—and applies your existing playbook to identify the strongest opportunities. Details captured in conversation, plus enrichment, produce a complete picture that’s structured and synced into your CRM for immediate sales action. And when a lead isn’t a fit, Fin gracefully disqualifies or redirects to self-serve resources, ensuring your pipeline stays focused.
Introduce Fin for Sales to your team with this clean hero banner: bold headline, signature blue spiral, and a clear 'Start free trial' call to action—inviting readers to explore an AI customer agent built for revenue.
When a lead is ready to act, Fin closes. It books meetings via tools like Chili Piper or Calendly, guides qualified buyers into trials or subscriptions, and routes opportunities to your sales team with full context. Crucially, it passes the full conversation history and an AI-generated summary so reps pick up exactly where the buyer left off—no repeated questions, no lost nuance. For self-serve motions, Fin can guide prospects from discovery to trial signup or even paid conversion, automatically assigning the right path.
Real results underscore the model’s value. Fin is already delivering measurable results for early customers across different company sizes, sales motions, and go-to-market models. Attio, an AI CRM built for scaling go-to-market intelligently, deployed Fin to replace their traditional form-and-wait inbound flow with real-time conversational engagement. In three months, Fin handled over 1,600 conversations with website visitors, qualified more than 50 leads for sales, and routed over 30 applicants into their startup program. One returning prospect engaged with Fin, had their questions answered in real time, and converted to a paying customer at six times Attio’s average contract value.
Fellow, an AI-powered meeting assistant and management platform, started by deploying Fin overnight, a window where no human was online and prospects waited up to 18 hours for a reply. In January alone, Fin booked 18 meetings the team would never have reached, converting at around 48%. Importantly, the human team maintained its booking rate while Fin added net-new meetings—proof that automation layered on top of strong human coverage can be additive, not cannibalistic.
Fin for Sales is built on the same AI platform that powers the highest-performing Agent in customer service, which keeps the end-user experience consistent. If a prospect asks a support question mid-sales conversation, Fin can handle it—no handoffs to other vendors, no lost context. It shares knowledge and memory across its platform, always knows whether it’s talking to a prospect or a customer, and moves between roles as needed. Setup follows the same Fin Flywheel: Train, Test, Deploy, Analyze. Describe your sales playbook, qualification criteria, and routing rules in natural language; test in preview; deploy live; and use Analyze to understand performance and iterate quickly.
Fin for Sales is available today, and there’s more coming. I share the conviction that the future is a single Customer Agent, vertically integrated down to the model layer, orchestrating customer experience across the entire lifecycle. If you want to see it in action, go to fin.ai/sales and talk to Fin—then imagine that instant, high-quality engagement running across your inbound sales engine, every hour of every day.
I’m fascinated by how fast truly AI-native companies can move when the problem is urgent, the founders have deep domain credibility, and the culture is built around customer obsession from day one. Artemis, an AI-native security platform, just emerged from stealth with $70M in combined seed and Series A funding, assembled a 30-person team in seven months, and made a bold promise to “stay on a texting basis with every customer, even at scale.” As a product leader, I see this as a masterclass in AI Strategy, go-to-market focus, and disciplined execution in cybersecurity.
At its core, Artemis is operating in what I’d call an “AI vs AI” security war: increasingly, we’re defending against adversaries who leverage models just as aggressively as we do. That shifts the job from rule-writing to intelligence orchestration, threat detection and response at machine speed, and continuous evaluation. It also explains why AI-native companies are outperforming their AI-enabled counterparts—when intelligence is the product, the org must be built around model quality, data pipelines, and rapid iteration, not as a bolt-on.
Founder-market fit is the early signal I look for, and here it’s unmistakable. Shachar Hirshberg’s “AWS and Palo Alto” playbook and Dan Shiebler’s path “From Twitter to Abnormal” create a rare combination: deep infrastructure and enterprise security know-how paired with production-grade machine learning at scale. When those experiences intersect, you get crisp problem statements, faster learning loops, and credibility with the exact ICP that feels the pain first.
Timing the leap to build is more art than science, but I listen for three cues: customers describing the problem in quantified terms, a wedge that can deliver value within one buying cycle, and a data advantage that compounds. Artemis clearly identified a high-urgency buyer and ignored adjacent segments that would dilute focus—an underrated act of courage that accelerates product-market fit.
Hiring for AI fluency is a different exercise than traditional software roles. I don’t just screen for model familiarity; I screen for product thinking under uncertainty, a bias for eval-driven development, and the ability to explain tradeoffs to security teams. Practical prompts help: “How would you diagnose precision/recall tradeoffs under evolving threat patterns?” or “Show me how you’d design a red/blue evaluation harness for a new detection.” The best candidates can translate model metrics into business outcomes and customer trust.
Building a 30-person AI-native team in stealth requires ruthless clarity on the handful of roles that compound: forward deployed engineers who can ship with customers, solutions engineering that feeds learning back into the model, and product managers who treat data as the primary surface area. Culture-wise, I anchor on two rituals: weekly customer debriefs with actual artifacts (alerts, misclassifications, escalations) and a written log of hypotheses, evals, and next bets—so the entire team can reason from the same evidence.
AI implementation reshapes the dashboard. Beyond the usual business KPIs, I watch a second layer: model precision/recall by scenario, alert fatigue reduction, time-to-first-signal on emerging threats, drift and data freshness, and latency under load. When these improve, downstream product metrics—activation, expansion, NRR—almost always follow. Observability isn’t an afterthought; it’s the control center for trust in AI-driven cybersecurity.
ICP discipline is non-negotiable. Artemis focused on the segment with the highest urgency-to-adopt and the clearest data pathways, and deliberately ignored a seemingly attractive adjacent ICP that would slow learning. I’ve made that trade myself: it feels painful in the short term but pays off in faster cycles, cleaner roadmap decisions, and better founder-led GTM.
Closing the first customers is where the magic happens—and where the most surprising signals of early product-market fit emerge. It’s rarely about feature breadth. It’s about whether customers escalate, volunteer data, and invite your team into their workflows. In founder-led sales, the most valuable insights come from the objections you lose on. I document every “no,” cluster them by root cause, and turn the top two into experiments within a sprint.
I also believe the first product should make founders a little uncomfortable—just enough to prove the thesis in the messiest, fastest path possible. In AI security, that often means prioritizing the smallest end-to-end loop that can stop or downgrade a real threat, even if the initial UX is rough. If the loop works, you’ll earn the right to harden it.
Co-founder dynamics matter as much as the roadmap. I liked the question “Should we be arguing more?” because it reframes conflict as a system. My rule: disagree in writing with a time box, escalate only the principle in dispute (not the plan), and commit to the decision with a pre-agreed review point. This keeps speed without calcifying bad calls.
On structure, I’m convinced AI-native beats AI-enabled for this market. Organize around data, evaluations, and deployment rather than traditional feature teams. Blend product, research, and solutions into durable, customer-facing units. Consider forward deployed engineers who can ship safely in live environments and bring back the sharpest, most actionable learning. It’s the only way to keep pace with adversaries that iterate as fast as you do.
The broader landscape provides context and competition. I benchmark capabilities and go-to-market motions against players like Abnormal, CrowdStrike, and Palo Alto Networks, with respect for the automation lineage from Demisto (now Cortex XSOAR). Cloud scale and data gravity from Amazon Web Services (AWS) matter, while model innovations from OpenAI and Anthropic raise the offensive and defensive bar. And Artemis is staking a claim in that intersection—where security outcomes, model excellence, and frontline customer intimacy meet.
If you care about AI risk management, threat detection and response, and building empowered product teams that can win in this “AI vs AI” environment, the lessons here are clear: hire for AI fluency, not just titles; instrument the model like a business; let founder-led GTM shape your roadmap; and keep the customer close enough that you can text them—because that’s how you outlearn the market.
Internal Products Are Hard; Commercial Products Are Harder. That line captures years of hard-won lessons from leading both internal platforms and market-facing SaaS at HighLevel. I’ve seen how the two demand different muscles—even when the tech stack, talent, and timelines look the same on paper.
When I talk about internal products, I mean services and solutions that our own employees use to take care of customers—customer-enabling tools and services, agent consoles, fulfillment and billing workflows, operations dashboards, and the underlying platforms that keep them fast, compliant, and resilient. These tools don’t generate revenue directly, but they quietly determine customer experience, gross margin, and how quickly we can ship, resolve issues, and scale.
Commercial products, by contrast, add a second challenge layer. Beyond discovery, usability, and reliability, we must conquer positioning, pricing and packaging, competitive differentiation, sales enablement, procurement hurdles, and ongoing customer success motion. The surface area for failure is bigger, and the time-to-signal on product-market fit is slower and noisier.
Here’s how I decide where to invest. First, I anchor on outcomes, not output. If the business priority is net revenue retention, faster onboarding, or reduced cost-to-serve, internal products often provide the highest-leverage path. If the priority is new revenue, new market entry, or a must-have differentiator, we lean commercial. I make the trade explicit in outcomes vs output OKRs so we can defend the decision when pressure mounts.
Second, I run a clear build vs buy calculus. For internal needs, the default is buy if a mature, configurable solution exists that meets our security, data governance, and integration requirements. I only build when the workflow is core to our differentiation, the TCO of customization is lower than vendor sprawl, or we can capture unique proprietary advantage. For commercial products, I avoid embedding third-party IP in a way that caps differentiation or compresses margins as we scale.
Third, I insist on continuous discovery. Internal audiences are not a captive market—they’re discerning experts with real jobs to do. I treat them like customers, with structured customer interviews, journey mapping, and opportunity solution trees. I rely on empowered product teams and product trios to validate problems and reduce solution risk before we commit engineering time.
Fourth, I frame commercial vs internal work with capacity guardrails. In most planning cycles, I reserve explicit allocation for platform scalability and internal tooling, separate from feature bets. Without this, internal products become backlog filler, which guarantees we’ll pay the interest later in churn, SLA breaches, and slower delivery.
Execution differs too. For internal products, change management is the make-or-break. I plan enablement as a first-class deliverable: clear rollouts, in-app guides, training, and feedback loops with frontline champions. I track adoption, time-to-resolution, error rate, and satisfaction for internal users with the same rigor we apply to external users.
For commercial products, I design the discovery-to-GTM handshake early. Pricing and packaging must reflect value drivers discovered in research, not what’s easiest to meter. Sales and solutions engineering need crisp narratives, objection handling, and proof points. Customer success needs activation plans and health signals tied directly to leading indicators of retention.
Across both, I instrument the product and process. I lean on feature flags and progressive delivery to manage risk, and I protect SLOs with error budgets so teams balance reliability with iteration speed. CI/CD isn’t a badge—it’s how we earn the right to ship continuously without eroding trust.
Common pitfalls recur. Teams skip UX for employee tools because “they have to use it”—which backfires as shadow workflows and rework. Leaders underfund internal platforms, then wonder why velocity stalls. On the commercial side, teams over-index on features and under-invest in positioning and onboarding, leading to poor activation and elongated sales cycles.
What’s the payoff? When we treat internal products as products, we unlock scale: shorter handling times, fewer escalations, clearer accountability, and higher customer satisfaction. When we approach commercial products with the same discovery rigor plus smart GTM, we compress time-to-value and amplify differentiation. The craft is knowing which lever to pull when—and having the discipline to measure what matters.
My rule of thumb is simple. If the goal is operational excellence that compounds across the entire customer journey, invest in internal products with the same intensity you reserve for revenue-generating features. If the goal is market expansion or category leadership, invest in commercial products with a tight discovery-to-GTM loop. In either case, clarity of outcomes, disciplined discovery, and empowered teams win the day.
I just watched one of the most significant leaps in customer service AI in years. Last week, a quiet but seismic release landed in CX: Fin introduced Apex, a vertical model purpose-built for support that raises the bar on speed, accuracy, and cost. As a product leader, this is exactly the kind of breakthrough that changes roadmaps, vendor strategies, and what customers can expect from modern service operations.
It’s a brand new model for Fin called Apex, and it’s objectively the highest performing, fastest, and cheapest model for customer service. It beats the very best models in the industry including GPT-5.4 and Opus 4.5.
In this analysis, I’ll unpack why the launch matters for the customer service agent category, what it signals for frontier labs and open‑weight ecosystems, and how leaders should rethink their AI Strategy, build vs buy decisions, and eval-driven development roadmaps.
Fin was already the highest performing and most sophisticated agent in the customer service space, consistently beating impressive competitors like Decagon and Sierra at an average win rate in the 70s. It operates at tremendous scale, now resolving almost 2M customer issues per week, a number that’s growing at an exponential clip. In its short life it’s grown to nearly $100M in recurring revenue.
As of last week, ~100% of all (English language, chat and email) customer conversations are now running on Apex. Since day 1, the Fin engine has comprised a system of models, and last year the team began replacing off‑the‑shelf models with custom ones trained on proprietary data. The core answering model had been a frontier labs offering—initially versions of GPT and more recently Sonnet 4.0. Now, that core answering model is Apex 1.0.
This model resolves customer issues at a materially higher rate than any other model available. One of their largest customers in the gaming space saw the resolution rate improve overnight from 68% to 75% (i.e. a reduction in unresolved conversations of 22%). The team notes they had never seen a jump this large from a single improvement since they started Fin.
Just as important, it’s dramatically faster, has fewer hallucinations, and is far cheaper than other available models—exactly the attributes operations leaders weigh most when deploying agents at scale. In practice, these are the levers that unlock higher CSAT, tighter SLAs, and better unit economics.
Achieving all three simultaneously is extraordinarily hard. Credit goes to foundational research from a 60‑person AI group run by Fergal Reid, and, crucially, to domain‑specific proprietary evals drawn from billions of human and agent interactions produced by the Fin resolution engine—already hand‑tuned to be the most effective in the category. That creates a flywheel: an eval‑driven development loop that trains models to keep improving at the edge of the system’s abilities. In other words, Apex 1.0 looks like the tip of the iceberg.
Zooming out, service is one of the few categories where generative AI has already delivered commercial impact at scale (alongside coding, and arguably the legal industry). With TAMs measured in the hundreds of billions, competition is intense and well capitalized. The pattern I’ve seen repeatedly is clear: winners in these spaces must become full‑stack AI companies. As features become ~free to build, durable competitive differentiation shifts under the hood—to proprietary data, post‑training, inference efficiency, and the quality of the eval loop.
Fin Apex raises the bar for finance-ready AI, highlighting a -65% cut in hallucinations and a quicker first token at 3.7s (0.6s faster), compared with Sonnet 4.6, Opus 4.5, and GPT-5.4 in side-by-side charts.
That’s why competitors will need to release their own models. Many appear to be just starting to hire the talent to do so, which likely gives Fin at least a year of head start. For product leaders, this is a strong signal to revisit build vs buy assumptions, and to quantify when owning your post‑training pipeline and evals becomes the rational move.
Honestly, 2–3 years ago I expected AI application differentiation to live mostly in what we built around third‑party models. The AI game humbles all of us; today it’s obvious that vertical models paired with proprietary evals create compounding moats.
In a podcast interview last week, Andrej Karpathy said:
"I do think we should expect more speciation in the intelligences. The animal kingdom is extremely [diverse] in the brains that exist. And there’s lots of different niches of nature… And I think we should be able to see more speciation. And you don’t need this oracle that knows everything. You kind of speciate it. And then you put it on a specific task. And we should be seeing some of that because you should be able to have much smaller models that still have the cognitive core."
The frontier labs still have the very best models, but open‑weight models aren’t far behind—making pre‑training look increasingly like a commodity. The frontier is moving to post‑training, which is precisely what we see with Apex (and Cursor’s Composer 2), and what we should expect to dominate going forward.
Labs now face a dual reality. On one hand, horizontal general‑purpose models can over‑serve specific verticals (e.g., customer service doesn’t need an oracle that knows everything). On the other, open‑weight models are good enough that high‑quality, domain‑specific post‑training can produce superior models for special‑purpose jobs—and in the ways that matter for those jobs. In service, soft factors like judgement, pleasantness, and attentiveness matter alongside hard factors like resolution effectiveness, speed, and cost.
I’m still bullish on the labs. Many organizations remain heavy customers of Anthropic—whether as part of multi‑model systems or through deep usage of Claude Code in engineering teams (see this example of Claude Code adoption). Yet classic disruption (à la the late, great Clay Christensen) is now at their door. The way out is to disrupt themselves by building cheaper specialized models too, which likely requires acquiring the evals—or the companies with the evals—needed for each task. Expect creative data partnerships, M&A consolidation, and a wave of hyper‑specific model providers that compete head‑to‑head with the labs.
In the meantime, Fin appears to be the only vendor in its space with a custom model that’s also objectively superior to everything else out there. I’m excited to see it deployed broadly for end customers, and I’m watching closely for the next announcement that will accelerate that rollout. For product leaders, the message is clear: the age of vertical models and agentic AI is here—bring your evals, or bring your checkbook.
Making the leap from engineer to CEO demands an almost entirely new skillset. I’ve felt that jolt firsthand: the tools that serve you as an IC or even a product leader—system design, crisp PRDs, elegant roadmaps—only get you about 20% of the way. The rest is learning to orchestrate go-to-market strategy, finance, hiring, culture, and product positioning with just enough depth to make sound, fast decisions while empowering true experts to execute.
My operating heuristic is the 80% rule. As CEO or GM, I don’t need to be the best marketer, seller, or finance leader; I need to understand 80% of each function well enough to set a compelling product strategy, ask the right questions, and catch the second-order effects. That breadth unlocks speed, quality of judgment, and the conviction to say no when the organization is tempted by what it can do rather than what it must do.
The clearest illustration comes from the journey that turned Apache Kafka—originally built at LinkedIn—into Confluent, a publicly traded enterprise software company. The technical insight was powerful, but the real lift came from translating that insight into a repeatable go-to-market engine. That required building new muscles: founder-led GTM, enterprise sales orchestration, and open source monetization without alienating the community that fueled adoption.
Early on, the product was “embarrassing” by enterprise standards—thin features, sharp edges, and a long tail of operational gaps. Shipping anyway was the point. A thin vertical slice into the market created learning loops with real customers, not hypotheticals. That uncomfortable speed became a superpower, especially when the company decided to push toward a cloud-first business in the face of widespread opposition.
The messaging challenge was just as hard as the technical one. Most marketing fails because it starts with what we built, not what customers must achieve. A simple product marketing pyramid—vision at the top, category framing and points of parity in the middle, crisp value props and proof at the base—helped explain Kafka to the world in customer language. When the narrative snaps into place, adoption accelerates. In Kafka’s case, one well-timed blog post clarified the “why now” and unlocked a step-change in community and enterprise pull.
There’s a pivotal distinction leaders underestimate: the gap between what a company can do and what it must do. I use a must-do filter before every planning cycle: What moves are non-discretionary for durable product-market fit? For Kafka and Confluent, that meant ruthless prioritization on managed cloud services, reliability, and platform scalability—even when it jeopardized short-term revenue or required retooling how engineering, sales, and support worked.
Fundraising strategy mirrored this clarity. Planning to raise before building the full product wasn’t about hype; it was about matching capital to the physics of the problem. If your category requires enterprise credibility, global infrastructure, and 24/7 SRE, you finance those table stakes early. That’s first principles decision making: instrument the constraints, then design the sequence that gets you to scale with the fewest irreversible mistakes.
In the early years, every product decision felt like a trade between polish and learning. The team essentially bludgeoned its way into a cloud-first posture—less because the initial product was ready, and more because the market’s must-do was obvious. That’s the essence of founder-led GTM: get into the field, close lighthouse customers, and use their arcs to shape the roadmap. It’s also where open source monetization matures from downloads into durable, enterprise value.
As the organization scales, excellence often erodes—the Chipotle problem. Process hardens; quality blurs; the magic decays. The antidotes are simple but hard: a few non-negotiable product quality bars, a short set of product-market fit metrics that everyone can recite, and empowered product teams who own outcomes over output. This is where organizational development matters as much as code: design clear interfaces between product, sales, and success, and you’ll keep velocity without losing standards.
Contrary to popular lore, founder optimism is overrated. Constructive realism wins. I try to model “probabilistic optimism”: assume we will win, but instrument the journey like an SRE runs an incident. Set leading indicators, rehearse failure modes, and make pre-commitments to the must-do path so you’re not swayed by the latest anecdote. It keeps the team out of a failure mindset while making room for rigorous course correction.
Giving up the right things at the right time is a CEO superpower. As complexity grows, I hand off decisions that benefit from specialization and keep only those tied to company narrative, must-do prioritization, and talent bar. CEO time management becomes a portfolio problem: ensure each week contains deep product time, frontline customer exposure, and one compounding systems fix (hiring loop, pricing rubric, or GTM enablement) that pays back for quarters.
If you’re moving from IC or PM into a GM/CEO role, here’s a practical playbook: build your product marketing pyramid; write the one-page must-do memo for the next six quarters; ship a narrow, managed cloud slice early; pick three product-market fit metrics (usage, time-to-value, retention) and publish them company-wide; and architect an enablement engine that turns field learnings into roadmap changes within one quarter. That’s how you transform technical advantage into a category-defining business.
The Kafka-to-Confluent arc reminds me that technology can open a door—but clarity of narrative, sequencing, and must-do focus determines whether you walk through it. When in doubt, bias toward shipping, talking to customers, and tightening the loop between what you learn and what you build. That’s the work of product management leadership at scale.
I’ve curated a focused set of product marketing insights that zero in on what actually moves the needle—turning data into decisions. You’ll find a special emphasis on Amplitude Analytics, because its behavioral analytics foundation makes it easier to translate product usage into clear messaging, sharper positioning, and measurable growth.
In my day-to-day as a product leader, I’m constantly bridging the gap between product discovery and go-to-market strategy. The best outcomes come when we connect quantitative signals to narrative: using behavioral analytics to inform the value proposition, refining product positioning with cohort trends, and driving product-led growth with activation and retention insights.
Here’s how I put this into practice. I start with user activation and retention analysis to identify the few behaviors that predict long-term value. Then I run tightly scoped A/B testing to validate messaging and in-product prompts that nudge those behaviors. When the numbers move, I translate wins into a consistent story—one that sales, success, and marketing can all rally around.
One pattern keeps repeating: clarity beats complexity. Instead of piling on more features, I focus on the minimum, verifiable set of behaviors that correlate with outcomes. That discipline makes it easier to craft a crisp value proposition, streamline go-to-market strategy, and accelerate feedback loops between product, design, and marketing.
As you explore this collection, expect practical playbooks over platitudes. You’ll see how to apply Amplitude Analytics to uncover hidden friction, validate hypotheses faster, and operationalize product-led growth motions that compound over time. My goal is to help you move from interesting dashboards to decisive actions that strengthen your roadmap and your revenue.
If you care about building empowered product teams that learn continuously, you’ll feel at home here. Dive in, borrow what works, and adapt the rest to your context—then measure it, iterate, and share the wins with your team.
Inspired by this post on Amplitude – Best Practices.
I’ve led product organizations through multiple growth chapters, and the pattern is always the same: the tighter the alignment between product, sales, and marketing, the faster you scale. Reflecting on the journey of Chris Degnan — the first sales hire at Snowflake who spent 11 years helping scale the company from zero to $3.5 billion in revenue as its CRO while partnering with four different CEOs — I’m struck by how consistently the fundamentals win. The playbook isn’t mysterious; it’s disciplined execution, ruthless clarity, and a go-to-market strategy that matures with each revenue stage.
At $10M ARR, the CRO role is hands-on and founder-adjacent. You’re close to the product, running point on key deals, pressure-testing messaging, and building credibility with early customers. By $1B+, the job is organization design: segmentation, international expansion, forecast accuracy, enablement, recruiting, and cross-functional orchestration. The shift is from deal quarterback to system architect — standing up repeatable, auditable processes that produce reliable outcomes across regions, segments, and industries.
Sales leaders who can’t sell the product themselves don’t last. Whether you sit in product management leadership or run the field, you need to master discovery, speak the customer’s language, and translate use cases into value. That also means getting fluent in solutions engineering — understanding integrations, data paths, security, and the operational realities buyers live with. I’ve found this hands-on competence to be the fastest way to earn trust internally and externally, and to keep product strategy grounded in market truth.
The MEDDIC methodology is the foundation for every durable sales org — and, frankly, a founder’s best insurance policy. MEDDIC forces alignment on qualification criteria, from Metrics to Economic Buyer to Decision Process and Identifying Pain. When product and sales both operate to this standard, roadmap bets improve, marketing targets sharpen, and win rates climb. It’s not paperwork; it’s pattern recognition at scale.
High-output CROs obsess over the right numbers. Pipeline coverage by segment and stage; conversion rates through each gate; sales cycle length by use case; average selling price and discount discipline; consumption predictability when you have consumption SaaS pricing; and post-sale expansion velocity. The art is deciding which two or three metrics are the organization’s true north at a given stage — then designing enablement, compensation, and operating cadence around them.
On operating cadence, the week in the life at scale is predictable for a reason. Forecast reviews that surface risk early. Deal reviews that coach to MEDDIC depth, not activity theater. Enablement blocks to uplevel managers and ICs. Recruiting time — always. Customer roadshows to refine value proposition and product positioning. And standing meetings with product, marketing, and finance to keep the GTM motion, roadmap, and unit economics in sync.
Compensation is a force multiplier or a silent saboteur. Keep it simple, consistent, and aligned to the current motion. Early on, weight new logo acquisition and land quality; as you mature, balance new business with expansion, multi-product adoption, and healthy consumption. Guardrails matter — cap over-discounting, reward multi-threading, and avoid plans that create end-of-quarter cliff behavior. The best plans reinforce the behaviors you want your culture to scale.
Technical CEOs often underestimate how much narrative, segmentation, and process discipline great GTM requires. The handoff from founder-led GTM to sales-led growth is where many teams stall. My rule: prove one repeatable motion in one segment before you add complexity. Codify the buyer’s journey, instrument the funnel, and make sure product strategy and enablement move in lockstep.
Culture sets the ceiling. You have to find the fakers, manage-uppers, and passengers quickly — people who look busy but don’t move pipeline, who talk big but avoid accountability, or who ride the momentum of others. The mantra that has saved me endless time: “When there’s doubt, there’s no doubt”. Move fast, but with humanity; be clear on expectations, coach hard, and when it’s not a fit, make the change before the team does it for you.
Feedback is the operating system of a high-performing org. Leaders at every level need to be coachable — on message discipline, on forecast rigor, on how they develop people. I’ve benefited from straight talkers who hold a high bar, and I try to pay that forward. The fastest way to raise organizational IQ is to institutionalize feedback loops across sales, product, and marketing — from post-mortems to win-loss analysis to field-sourced roadmap reviews.
What separates exceptional ICs from the rest? Hunger, intellectual honesty, and a builder’s mindset. They qualify hard, align to customer metrics early, multi-thread to power and value, and partner tightly with solutions engineering. They don’t hide from gaps; they surface them, and they know exactly what they need from product, marketing, and leadership to win.
Executive teams that scale share a few traits: crisp segmentation decisions, single-threaded ownership for outcomes, and healthy conflict that resolves into commitment. Dysfunction, by contrast, looks like metrics roulette, opaque decision-making, and a tolerance for exceptions that become precedent. Make the rules explicit and the exceptions rare.
Leaders like Frank Slootman have popularized intensity, speed, and focus — and there’s real power there when paired with clarity and data. The lesson I carry forward: move fast on people decisions, keep the message simple, and measure what matters. Equally important is knowing where that approach can backfire — when speed outruns learning, or when pressure erodes cross-functional trust. The best operators balance urgency with systems thinking.
Most AI companies will face a go-to-market reckoning. Model quality won’t save a weak motion. The winners will articulate a hard-nosed ROI, solve specific workflow pain, address data governance and security head-on, and show measurable lift — not demo dazzle. In other words, the same fundamentals apply; the stakes and scrutiny are just higher.
If you’re building or rebuilding your revenue engine, start here: define your ideal customer profile and segmentation with ruthless clarity; adopt MEDDIC and teach it across product and sales; align compensation to today’s motion; instrument the funnel and inspect it weekly; and cultivate a culture where feedback is fuel. Do that, and the path from $0 to $3.5B stops feeling like mythology — and starts looking like math.
I’ve learned that the most effective partner product marketing is less about decks and more about decisions. When I collaborate with partner product marketing managers, we translate complex capabilities from a unified analytics platform into crisp, outcome-led narratives that customers can act on. This is where product positioning and go-to-market strategy intersect to create momentum for product-led growth.
In my experience, the strongest partner product marketing managers operate like solution orchestrators. They align value propositions across partners, clarify the problem-solution fit, and articulate competitive differentiation without drowning teams in feature lists. By anchoring messaging in clear customer pains and measurable gains, they help everyone—from solutions engineering to sales—tell the same story with confidence.
My playbook starts with outcomes. We define the “why” in terms customers care about, then quantify it with retention analysis, user activation, and time-to-value. That evidence shapes positioning, enables tighter points of parity and differentiation, and ensures our value proposition resonates in market. The result is faster alignment and fewer cycles spent debating messaging without data.
Cross-functional execution makes or breaks the strategy. I partner closely with solutions engineering to validate solution patterns, and with sales to balance sales-led motions alongside product-led growth. Strong stakeholder management keeps discovery loops tight: we capture objections early, refine narratives quickly, and reduce friction across the funnel.
On the tactics side, I rely on A/B testing to de-risk bold messaging changes and to optimize in-app guides and product tours. We set a minimum detectable effect upfront, instrument journeys with Amplitude analytics, and iterate quickly. This gives the team statistical confidence while keeping speed high—especially when refining narratives for complex partner solutions.
Ultimately, great partner product marketing illuminates the shortest path from capability to customer value. When we pair disciplined positioning with data-driven learning, we strengthen our go-to-market strategy and build durable competitive advantage. That’s how we turn strong solutions into market-leading stories that win—and keep—customers.
Inspired by this post on Amplitude – Best Practices.
What happens when you treat an AI agent not as a chatbot, but as a full teammate on your sales team – one that can jump on video calls, demo your product, make phone calls, and follow up over days?
I recently dug into this question with the team behind ShowMe, an AI-native startup building digital sales reps for inbound teams. Founded in April 2025, ShowMe has engineered a multi‑agent system that combines conversation agents for live voice and video interactions, evaluator agents that score every call for quality and sentiment, and creator agents that ingest customer documentation to build tailored playbooks. A workflow layer orchestrates the entire lead‑to‑close journey across days, not minutes—exactly the kind of agentic AI approach I expect to see become standard in revenue workflows.
What stood out to me first was the origin story: a glaring conversion gap on a previous website, and the realization that a purpose‑built AI could fill it. The initial MVP was refreshingly pragmatic—start with a voice agent, pair it with product videos, and back it with a simple RAG knowledge base. That retrieval‑first pipeline let the team ship quickly, validate real user behavior, and then scale sophistication where it mattered.
Then came a pivotal affordance shift: adding a realistic avatar via HeyGen. It wasn’t just eye candy; it changed how prospects engaged. The video-call UX established trust and made the AI’s capabilities legible at a glance. Prospects behaved as if they were with a human rep—interrupting, probing, and asking for demos—because the surface area invited that behavior.
On the architecture side, the team decomposed a single sales conversation into multiple specialized sub‑agents—greeting, qualifying, pitching—to manage latency, memory constraints, and model limitations. Deterministic workflows handle the happy paths reliably, while a smart orchestrator is emerging to break out of rigid paths when context demands it. Confidence scoring and frustration detection kick in for real‑time human handoff decisions, a must for revenue‑critical moments where a missed nuance can cost pipeline.
Training the system to sell like your team is where it gets powerful. ShowMe ingests sales transcripts and training materials to teach company‑specific sales skills, then uses creator agents to assemble tailored playbooks. Conversation agents stay focused on live interactions, while evaluator agents continuously score calls for quality and sentiment. The result: repeatable, compliant, and brand‑consistent selling—without flattening personalization.
Quality isn’t an afterthought—it’s operationalized. Early deployments run with customer-driven evaluation loops where 100% of conversations are reviewed, tapering to about 5% over time as confidence increases. Feedback becomes automated tests to prevent prompt regression, and production quality is proven with POCs, A/B rollouts, dashboards, and CRM logging. This is eval-driven development applied to go‑to‑market: measurable, auditable, and continuously improving.
I also appreciate how they treat the agent as a coworker, not a widget. Onboarding happens via Slack, weekly reporting aligns with sales leadership rhythms, and tight CRM integration keeps data flowing both ways. That mindset unlocks adoption because it fits how sales teams actually operate—and it creates real Agent Analytics you can manage.
From a product perspective, several pragmatic details matter. Real‑time voice and avatar demos rely on latency tricks and a library of video clips to keep interactions snappy. The conversation agent evolved from a basic Q&A bot into guided sales discovery, balancing personalization with the ever-present risks of hallucination. Guardrails, human‑in‑the‑loop, and clearly defined handoff rules are non‑negotiables in high‑stakes sales workflows.
Looking ahead, the roadmap makes sense: move toward self‑serve PLG setup, add smarter orchestration that adapts beyond deterministic flows, and expand into adjacent roles like customer success. For product leaders building in gen ai, the pattern here is instructive: start with inbound value, design AI workflows that align to proven sales motions, and use rigorous evals to earn the right to automate more.
If you want to go deeper into the build, the live demos, and the full multi‑agent orchestration, listen to this episode on: Spotify | Apple Podcasts. For more on the stack, explore ShowMe and the avatar platform HeyGen.
