Tag: journey mapping

Competing on Experience: A Retail Banking Product Strategy

A rate promotion can win a comparison. It cannot, by itself, make a customer trust your bank as the place where their financial life should run. If you are deciding where retail banking growth should come from, separate the offer that gets attention from the experience that earns the primary relationship.

That distinction changes the roadmap. The competitive front is moving beyond rate and toward experience. The practical question is not whether user experience matters. It is which moments change customer behavior, which failures weaken trust, and how you improve those moments without compromising security, compliance, or financial value.

Experience is the banking system, not the app’s finish

Retail banking experience is often reduced to interface quality: fewer taps, cleaner screens, faster navigation, and more polished personalization. Those things matter, but they are only the visible layer.

The real experience is the customer’s ability to achieve a financial outcome and remain confident about what happened. It includes product rules, identity checks, transaction processing, status messages, notifications, support handoffs, fraud controls, and back-office resolution. A payment blocked in the app, explained by a contact-centre agent, and resolved by an operations team is one customer experience, even if three departments own it.

This is why experience-led competition is not a choice between price and design. An uncompetitive product cannot be rescued by a delightful interface. A confusing or unreliable experience can still destroy the value of a good rate. Product value earns consideration; the surrounding experience determines whether customers can understand, access, and continue using that value.

A useful experience test asks whether a customer can:

Complete the intended job safely, without avoidable repetition or channel switching.
Understand the current status, including pending, failed, restricted, or completed states.
See what will happen next, what action is required, and who owns the next step.
Resume the journey without re-entering information the bank already has.
Get an appropriate human handoff when self-service is no longer the right path.
Recover from an exception with the same clarity as the happy path.

If your roadmap mainly improves navigation while these underlying conditions remain broken, you are decorating operational friction. The more durable advantage comes from building a system that can detect a failing journey, explain why it is failing, change it safely, and measure whether customer and business outcomes improved.

Compete where uncertainty and consequence meet

Customers do not experience your organizational chart. They arrive with an intent: open an account, move money, understand a balance, protect a card, resolve a problem, or make a financial decision. Map the experience around those intents rather than around pages, features, or departmental ownership.

The highest-leverage moments tend to combine uncertainty with consequence. A cosmetic inconsistency may be annoying. An unexplained transfer status can make a customer unsure whether to wait, retry, contact support, or move money another way. That uncertainty creates repeat actions, operational work, and avoidable risk.

Customer moment	Question the experience must answer	Signals of failure	Useful measures
Opening and funding an account	Is my account ready, and what must I do next?	Repeated verification, unexplained waiting, abandonment, or an opened but unfunded account	Verified-and-funded completion, time between milestones, repeat attempts, and assisted contacts
Moving money	Did the payment or transfer go where I expected?	Duplicate submissions, repeated status checks, reversals, or support contacts	First-attempt completion, repeated actions, status comprehension, and exception resolution
Understanding activity	What happened to my money, and is action required?	Ambiguous labels, repeated transaction views, unnecessary disputes, or channel switching	Self-resolution, help-seeking behavior, dispute initiation, and successful next action
Handling an exception	Am I protected, who owns this, and when will I hear more?	Multiple handoffs, repeated explanations, contradictory status, or unresolved follow-up	Resolution completion, handoffs, repeat contacts, status visibility, and recurrence
Considering another product	Is this relevant to my need, and do I understand the commitment?	Generic offers, confused eligibility, abandonment after disclosure, or acceptance without meaningful use	Eligible journey completion, comprehension signals, post-acceptance use, and complaints

Use this map to choose investments. Do not start with the most visited screen or the loudest internal request. Start with a customer moment where failure has a meaningful consequence and where the bank has enough evidence and control to improve the outcome.

You also need to distinguish necessary friction from accidental friction. Identity verification, security challenges, disclosures, and eligibility checks may be essential. The product problem is not simply to remove them. It is to remove ambiguity, redundant work, dead ends, and unexplained waiting while preserving the control itself.

That distinction prevents a common mistake: treating completion speed as the only definition of good experience. A slightly longer journey can be better if it improves understanding or prevents a harmful error. A shorter journey can be worse if customers complete it without knowing what they agreed to. Optimize for a safe, understood outcome rather than minimum interaction at any cost.

Measure behavior, not a vague experience score

A single experience score is attractive because it makes portfolio reporting easy. It is weak as a product-management instrument. The average can improve while an important customer group gets stuck, and it rarely identifies what a team should change next.

Build a measurement hierarchy for each priority journey instead:

Customer outcome: Did the customer complete the intended financial job and understand its result?
Journey quality: How many retries, backtracks, unexplained waits, handoffs, help requests, and channel switches occurred?
Trust and risk guardrails: Did errors, complaints, disputes, fraud exposure, accessibility failures, or regulatory incidents change?
Business effect: Did the improvement lead to appropriate activation, ongoing use, retention, relationship growth, or lower avoidable service demand?

This order matters. If a redesigned onboarding step gets more clicks but does not produce more ready-to-use accounts, the local conversion is not the outcome. If contact volume falls while abandonment rises, the experience did not improve; customers may simply have stopped asking for help. If a faster transfer flow increases mistaken submissions or disputes, speed came at the expense of safety.

Do not mistake activity for customer value

Several familiar digital metrics are ambiguous in banking:

More logins can indicate engagement, but they can also indicate anxiety about an unresolved transaction.
Longer sessions can reflect exploration, but they can also mean that information is hard to find.
Higher self-service can indicate convenience, but only if customers complete the job rather than abandon it before contacting the bank.
Faster completion is useful only when comprehension, accuracy, security, and accessibility remain intact.
Feature adoption matters only when the feature helps customers reach an outcome and supports a legitimate business result.
Overall satisfaction can reveal direction, but an aggregate score usually cannot diagnose a specific broken journey.

Read these measures in context. Pair activity with state, intent, and downstream behavior. A customer who repeatedly checks a pending payment belongs to a different behavioral pattern from one who regularly reviews a completed monthly statement, even if both produce the same page-view event.

Segment by the journey conditions that change the experience

An average funnel can hide the problem you need to solve. Break the journey down by factors such as entry channel, new versus established relationship, first attempt versus repeat attempt, product held, authentication path, assisted versus unassisted completion, and exception type. Use customer attributes only when their use is lawful, necessary, governed, and appropriate for the decision.

For each segment, look for a behavioral chain: the change you made, the immediate behavior it should influence, the customer outcome that should follow, and the business effect you expect. Name a guardrail beside that chain. This turns an experience idea into a testable product hypothesis rather than an aesthetic preference.

Build a product operating system for experience improvement

Experience-led competition depends on the speed and quality of organizational learning. A bank will not create that capability through a collection of isolated redesign projects. You need a repeatable path from customer problem to evidence, intervention, safe release, and measured outcome.

Choose one consequential customer moment. Use complaints, service reasons, journey abandonment, operational exceptions, and business performance to locate a problem. Write down why this moment matters to the customer and the bank.
Define an outcome contract. State the job the customer must complete, the status they must understand, and the controls that cannot be weakened. Include required disclosures, security conditions, accessibility needs, and the fallback path when digital completion is inappropriate.
Draw the service blueprint. Map the visible steps together with decision rules, systems, queues, messages, handoffs, and manual operations. Mark ownership at every transition. This exposes failures that a screen-by-screen journey map cannot show.
Instrument the journey safely. Create stable events for meaningful states such as journey started, verification submitted, status displayed, action completed, help requested, assisted handoff, and case resolved. Do not place account balances, credentials, free-form customer text, or unnecessary personally identifiable information in analytics events. Apply your institution’s privacy, security, retention, and regulatory controls before collection.
Combine behavioral and operational evidence. Funnels and journey paths show where behavior changes. Support reasons, complaints, accessibility feedback, and operational exceptions help explain why. Review them together so the team does not optimize a digital metric while moving the problem into another channel.
Prioritize by consequence and evidence. Consider customer harm or inconvenience, business effect, strength of evidence, frequency, controllability, dependencies, and implementation risk. Avoid a false-precision scoring formula when the underlying evidence is weak.
Test within explicit guardrails. A/B testing can help evaluate navigation, explanation, sequencing, prompts, or other reversible presentation choices. Do not use experimentation to weaken security, vary legal entitlements, obscure fees or rates, bypass required disclosures, or produce unfair treatment. Obtain the necessary risk, compliance, legal, and accessibility review, release through controlled exposure where appropriate, and prepare a rollback path.
Review the full outcome after release. Check the customer outcome, journey diagnostics, risk guardrails, and business effect. Then inspect important segments for uneven results. A local lift is not a win if the end-to-end journey, a vulnerable segment, or an operational queue deteriorates.

Treat service recovery as a product surface

Many roadmaps stop at the moment an automated journey fails. The customer experience does not. Recovery should be designed with the same care as onboarding or payments.

A useful recovery design preserves context across channels, gives the customer a stable case or transaction status, identifies the next owner, explains what the customer needs to do, and closes the loop when the case changes. It should also distinguish between a person who needs reassurance, one who must provide information, and one who requires immediate specialist help.

Measure the journey from the original intent through resolution. A digital team should not claim success because a customer left the app if the customer then had to repeat the story to multiple agents. Equally, a support contact is not automatically a failure; for a consequential or complex situation, a timely and informed human intervention may be the right product outcome.

Fund the capabilities that improve multiple journeys

Portfolio reviews tend to favor visible features because they are easy to present. Experience advantage often depends on less visible foundations: a consistent status model, reusable identity and permission services, cross-channel case context, notification preferences, governed event definitions, experimentation controls, and reliable links between digital behavior and operational resolution.

These capabilities should not become open-ended platform programs. Tie each one to a priority customer journey, prove that it improves an outcome, and then reuse it. That creates compounding value without asking the organization to fund infrastructure on faith.

Product leadership also needs clear decision rights. Product owns the intended customer and business outcome. Operations owns the viability of manual paths and queues. Service teams contribute failure reasons and recovery evidence. Data owners govern definitions and access. Risk, compliance, legal, security, and accessibility partners define constraints and review consequential changes. Shared ownership should clarify the decision, not create a committee in which nobody is accountable.

Key takeaways

A competitive rate or fee can attract attention, but the end-to-end experience determines whether customers can realize that value and keep using the relationship.
Manage journeys around customer intent, including operational handoffs and recovery, rather than optimizing isolated screens or departmental metrics.
Prioritize moments where uncertainty has a meaningful customer or business consequence.
Measure customer outcomes, journey quality, trust and risk guardrails, and business effects as a connected hierarchy.
Do not treat logins, session time, self-service, feature adoption, or a single satisfaction score as proof of value without behavioral context.
Use experimentation for reversible experience choices within explicit legal, security, accessibility, fairness, and compliance constraints.
Invest in reusable journey capabilities only when a priority customer outcome gives them a concrete reason to exist.

At your next roadmap review, ask every retail banking initiative to name the customer moment, observable behavior, end outcome, business effect, and non-negotiable guardrail. If it cannot, it is not yet an experience strategy. Start with the journey that creates both customer uncertainty and operational work, repair that system end to end, and use what you learn to improve the next one.

References

Amplitude — Beyond the Rate: Retail Banking’s New Competitive Front

July 20, 2026

From Static Scores to Adaptive Customer Health Intelligence
Customer health should help a team change an account outcome, not merely describe it after the fact. That requires moving beyond a fixed score toward intelligence that detects meaningful changes, explains their likely significance, and supports timely intervention.

The supplied source frames this transition as a response to changing product usage, buyer behavior, and support patterns. Its larger implication is operational: customer health becomes a continuously examined hypothesis about adoption, value, risk, and expansion rather than a permanent formula embedded in a dashboard.

Static health fails when its assumptions stop matching the account

A conventional health score usually compresses several indicators into one status or number. This can make a portfolio easier to scan, but the simplicity conceals a critical dependency: the result is only as useful as the rules, weights, thresholds, and data behind it.

The source argues that those assumptions gradually diverge from reality as customer behavior and product usage change. A score may retain the appearance of precision even when it reflects an earlier version of the product, customer journey, or commercial relationship. The resulting problem is not simply stale data. It is model drift: the organization continues interpreting current accounts through assumptions that may no longer describe them.

This limitation becomes especially consequential when customer success teams are expected to protect Net Recurring Revenue (NRR) and improve retention analysis. A delayed score may confirm that adoption has weakened or support pressure has increased, yet arrive too late to influence the underlying outcome. Portfolio visibility is useful, but retrospective classification alone does not provide the cause, urgency, or appropriate response.

Adaptive intelligence connects signals, interpretation, and action

Adaptive customer health is better understood as a system than as a more sophisticated score. The source identifies behavioral analytics, anomaly detection, journey mapping, AI workflows, and risk scoring as capabilities that can reveal movement before a formal review or escalation makes it obvious. It also calls for a connected view spanning onboarding, adoption, support activity, value realization, and expansion potential.

Those elements perform different jobs. Behavioral analytics describes how engagement is changing. Anomaly detection calls attention to departures from an account’s expected pattern. Journey mapping places activity within a stage or intended path. Risk scoring estimates the significance of the combined evidence. Workflow then routes that interpretation to a person or process capable of acting on it.

The distinction matters because faster calculation is not necessarily adaptation. A fixed formula refreshed in real time can still reproduce obsolete assumptions. A genuinely adaptive approach must re-examine which changes are meaningful, compare signals in context, and make its reasoning visible enough for a team to judge. The useful output is therefore not just a revised number, but an intelligible account narrative: what changed, why it may matter, how urgent it appears, and what action deserves consideration.

Product and customer success need one behavioral model

The source positions product management and customer success as parts of the same operating system. That connection is essential because many health signals originate in the product, while their meaning often depends on commercial and relationship context. Product data can show a change in activation or adoption; customer success can add knowledge about expected value, organizational priorities, stakeholder changes, and renewal conversations.

Neither perspective is sufficient by itself. A decline in activity can be concerning, expected, or irrelevant depending on the customer’s journey and intended outcomes. Conversely, positive usage can coexist with unresolved support friction or weak value recognition. Combining product behavior with support and relationship context reduces the risk that one visible metric becomes a misleading proxy for the entire account.

This shared model also creates a feedback loop. Customer success teams can identify alerts that were useful, noisy, or missing important context. Product teams can use recurring patterns to examine onboarding, activation, and adoption barriers. The health system then becomes more than an account-ranking mechanism: it becomes a structured way to learn how product experience and customer outcomes interact.

Key takeaways
- A health score is only reliable while its underlying assumptions continue to reflect customer behavior and the product experience.
- Adaptive health combines signals across onboarding, adoption, support, value realization, and expansion rather than treating one metric as the complete account story.
- Anomaly detection and behavioral analytics become operationally useful when they are connected to context, urgency, and workflow.
- Product management supplies behavioral and journey insight, while customer success contributes relationship and outcome context.
- The practical test is whether the system helps a team choose an appropriate action while the account outcome remains changeable.
Accountable action matters more than algorithmic complexity

The source does not argue for removing human judgment. It explicitly retains a role for experienced customer success managers, executive conversations, and disciplined business reviews, while proposing that these activities should be informed by timely signals rather than retrospective summaries. This establishes a useful boundary: intelligence should augment account judgment, not disguise uncertain inferences as facts.

That boundary has design implications. Teams need to know which evidence triggered an alert, whether the evidence is complete, and how strongly it supports the proposed interpretation. They also need a way to record what action was taken and whether it helped. Without that feedback, an AI-assisted workflow can scale noise as easily as insight.

Evaluation should consequently focus on decision quality rather than dashboard sophistication. A useful system should help distinguish meaningful change from ordinary variation, reveal the factors behind a risk assessment, place the account within its journey, and connect the finding to an accountable next step. Its models and thresholds should also be reviewed as products, customer behavior, and business priorities evolve.

The next stage of customer health intelligence will be defined less by a universal score than by an organization’s ability to learn from changing behavior. Teams that preserve explainability, human review, and workflow accountability can make adaptation practical without mistaking automated confidence for customer understanding.

References
- Shivam.Consulting Blog — Why Static Customer Health Scores Are Failing Modern Customer Success Teams
July 3, 2026
Designing Awe: Intentional, Sensory-Rich Experiences to Elevate Product Leadership

What makes an event truly unforgettable—and what can product teams learn from it? As I listened to an illuminating conversation about crafting experiences, I found myself reflecting on how the same principles translate directly to product strategy, continuous discovery, and the day-to-day work of product management leadership.

Listen to this episode on: Spotify | Apple Podcasts

In this episode, the conversation explores how Petra Wille and her co-organizer Arne design experiences (not just events) at Product at Heart and their Product Leadership gatherings. From a candlelit speakers' dinner in a rosemary-covered greenhouse to a disco ball that appeared for exactly 20 seconds, the details reveal how intentional design, sensory cues, and a little bit of goofy magic help people shed their corporate armor and open up to real inspiration and connection. The parallels back to product design are unmistakable—from designing for delight and awe, to the classic question of who you're choosing to serve.

In my role leading product teams, I see how these choices map directly to empowered product teams and the rigor of product discovery: you can’t please everyone, so you design deliberately for the right someone. That means curating for depth over breadth, and giving people agency through self-select paths—much like the "Hard Problems Club"—so niche audiences feel seen within a broader experience. It’s the same discipline we apply to product strategy and value proposition: clarity about the segment, the problem, and the kind of transformation we’re creating.

The programming choices here are also instructive. The team designed the Product at Heart Leadership Event across one and a half days, including a farm excursion and a leadership improv workshop. Those decisions weren’t ornamental; they were part of a deliberate journey that builds safety, curiosity, and connection—precisely the conditions that help leaders generate better ideas and have the real conversations that move work forward. In product, we build that journey through thoughtful onboarding, product tours, and progressive discovery.

I was struck by the role of sensory experience in unlocking inspiration—rosemary, zucchinis-as-instruments, and a three-meter disco ball. Too often, we conflate more features with more value; in practice, well-placed sensory or interaction details do more to create delight than another settings panel ever will. The same is true in software: microinteractions, purposeful motion, and small moments of surprise can change how people feel about your product, which changes how they use it.

What Petra calls "serendipity moments" resonated with me. Creating space for people to shed their corporate armor and make unexpected connections is as critical in community and conference networking as it is in a product’s information architecture. When we design pathways that invite contribution—opt-in tracks, intimate circles, and unstructured time—we invite the kind of learning and collaboration most teams say they want but rarely experience by accident.

The reflections on the World Domination Summit and the idea of designing for awe added a useful distinction: the difference between novelty and awe. Novelty is pleasant but fleeting; awe takes people out of the mundane and expands what feels possible. In product terms, awe is the moment a user realizes a new capability not only solves a task but changes how they think about their work. That’s the bar I want my teams aiming for in our roadmapping and journey mapping.

There’s also a pragmatic lesson in investment. The details that seem extravagant are often the ones that matter most—and not because they’re expensive, but because they’re intentional. A disco ball that appears for exactly 20 seconds signals care, timing, and narrative. In product, that’s the difference between a scattered backlog and a cohesive story: choosing the few standout moments that deliver meaning, not just motion.

For product leaders, the translation is clear: define who you serve, design for choice and delight, and invest in the details that unlock connection and insight. Whether it’s a farm excursion and leadership improv or a carefully crafted advanced-user path, the goal is the same—create conditions for real breakthroughs and lasting behavior change.

"If we can get through that armor and shut off the business reflexes, then inspiration is more likely to hit." — Petra Wille

Resources & Links

Follow Teresa Torres: https://ProductTalk.org

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

Mentioned in this episode

Strong Product People by Petra Wille

Product at Heart — Speakers Dinner Leadership (see the rosemary garden!)

Reflections on Product at Heart’s 2026 Leadership Event

Arne Kittler of Product at Heart

Product at Heart Conference — Hamburg 2026 (read about the Hard Problem Clubs)

House of Beautiful Business — an event that inspired Petra and Arne's approach to sensory experience

Petra’s recap for this year’s House of Beautiful Business in Tangier — Rituals, Rugs, and Radical Tenderness – My Experience at the House of Beautiful Business in Tangier

World Domination Summit — founded by Chris Guillebeau; "How to live a remarkable life in a conventional world"

Derek Sivers — mentioned as a spoken word contributor at experiential events

Have thoughts on this episode? I’d love to hear your perspective in the comments—what “awe moments” are you intentionally designing for your teams and your users?

Inspired by this post on Product Talk.

June 23, 2026
Migrate Analytics Platforms Without Chaos: 7 Proven Lessons to Plan, Move, and Land Cleanly

I’ve led and rescued more analytics migrations than I can count, and I know the pressure: every event, dashboard, and decision pipeline depends on getting it right. Migrating analytics platforms doesn't have to be painful. Get seven lessons from Human37 and Amplitude to help your team plan, migrate, and land cleanly.

Here’s how I approach this work so teams keep momentum, regain trust in their numbers, and accelerate product-led growth on a unified analytics platform—without the rework and stakeholder fatigue that typically follow.

Lesson 1 — Start with outcomes, not events. Before moving a single event, I align leaders on the questions we must answer and the decisions we must speed up: activation, retention, and expansion. I map those goals to a simple driver tree, then back into the behavioral analytics we need. This trims noise, tightens scope, and ensures Amplitude analytics (or any destination) is instrumented for decisions, not vanity metrics.

Lesson 2 — Audit and map your data with rigor. I inventory current events, properties, IDs, and sources, then define a target schema with clear naming conventions, ownership, and versioning. Data governance and privacy-by-design are non-negotiable: we separate PII, document consent paths, and remove legacy debris. This step prevents schema drift and makes platform scalability sustainable.

Lesson 3 — De-risk the cutover with a phased plan. Rather than a big-bang switch, I dual-run critical flows, compare telemetry, and use feature flags to roll forward (and back) safely. Observability and anomaly detection are my guardrails: I monitor volume, cardinality, and event timeliness to spot regressions early—long before executives notice broken charts.

Lesson 4 — Treat instrumentation like product code. I wire schema checks into CI/CD, enforce typed analytics wrappers, and validate payloads pre-merge. With docs-as-code, the tracking plan stays current and reviewable. This keeps quality high at scale and avoids the slow death of broken funnels caused by well-meaning quick fixes.

Lesson 5 — Enable the people, not just the platform. Tools don’t create insight—teams do. I run hands-on enablement with product tours and in-app guides tailored to each role, establish communities of practice, and publish short playbooks for common questions (activation analysis, cohort retention, and journey mapping). When customer success and growth marketers can self-serve, adoption sticks.

Lesson 6 — Land cleanly with fast, visible wins. Within the first two weeks post-cutover, I showcase analyses that matter: retention analysis by use-case, friction points via session replay and heatmaps, and conversion lift by segment. These quick proofs build confidence, reinforce the value proposition, and keep stakeholders engaged through the longer tail of hardening.

Lesson 7 — Govern and evolve continuously. After go-live, I schedule schema reviews, backlog grooming, and QBRs to prune events and refine definitions. Ownership is explicit, and changes flow through the same review process as code. This keeps the unified analytics platform trustworthy as the product (and org) changes.

I’ve seen this playbook turn skepticism into momentum. In one migration I inherited mid-flight, we refocused on decisions, tightened governance, and phased the rollout; the team moved from fire drills to confident launches—and stakeholders finally believed the numbers again.

If your team is staring down a migration, anchor on outcomes, automate quality, and invest in enablement. With disciplined execution readiness and the lessons I’ve applied alongside partners like Human37 and platforms like Amplitude, you can move fast, reduce risk, and land cleanly—without the chaos.

Inspired by this post on Amplitude – Perspectives.

June 22, 2026
How a Digital Analytics Visionary Shapes My Product Strategy for Growth, Retention & Monetization

Data has always been my compass for building products that customers love and businesses depend on. Few sentences distill that imperative as crisply as the one below—and it continues to inform how I prioritize, experiment, and scale outcomes across the roadmap.

Krista is a digital analytics leader, product strategist, and industry evangelist. She helps businesses use data to drive growth, retention, and monetization.

That mandate mirrors how I run product: leverage behavioral analytics to uncover patterns, translate those insights into hypotheses, and validate them through rigorous A/B testing. I start by instrumenting the user journey end to end, then use cohort analysis, funnel diagnostics, and retention analysis to pinpoint where activation, engagement, or monetization is stalling. From there, I map driver trees to connect inputs (feature adoption, time-to-value, onboarding friction) to outputs (retention, conversion, revenue), so every experiment has a clear line of sight to business impact.

On experimentation, I hold the bar high: define the minimum detectable effect (MDE) up front, ensure clean experiment design, and size samples to reduce noise. I combine Amplitude analytics with qualitative signals from continuous discovery to prioritize tests that move the needle, not just the vanity metrics. When a variant wins, I don’t stop at the lift—I track downstream effects on user activation, long-term retention, and monetization, ensuring we’re compounding gains rather than optimizing in silos.

For product-led growth, I focus on the moments that matter most: first-value, aha, and habit formation. Journey mapping helps me identify the shortest, clearest path to value, while targeted in-app experiences and contextual nudges accelerate activation without adding friction. Every iteration feeds a learning loop—measure, learn, and ship—so we can pursue step-change outcomes, not incremental tweaks.

Ultimately, the craft is in translating analytics into action. When teams can trace a feature idea to a specific behavioral pattern, test it with a well-powered A/B experiment, and observe durable improvements in retention and revenue, momentum takes care of itself. That’s how I operationalize data to deliver growth, retention, and monetization at scale.

Inspired by this post on Amplitude – Best Practices.

May 11, 2026
Master Opportunity Mapping with Continuous Discovery Habits — Join the May 2026 Book Club

Five years in, Continuous Discovery Habits continues to be one of the most practical frameworks I use to align empowered product teams, sharpen product strategy, and convert customer interviews into outcomes. To celebrate its impact, I’m hosting a community read-along and inviting you to dig in with me this May.

Each month, I’m releasing an in-depth reading guide to make learning stick. You’ll find the chapters we’ll be reading, a preview of the essential concepts, short videos to help you spread the ideas across your organization, individual and team discussion prompts, team exercises to put the concepts into practice, and additional reading if you want to go deeper. My goal is simple: help you turn product discovery into a steady habit, not a once-a-quarter activity.

We’ll discuss each month’s reading in the comments, and we’ll gather quarterly on a live call to compare notes and share what’s working. Joining late is absolutely fine—I monitor the conversation throughout the year. Start with the current month or rewind to January; you can ask for help, share wins and roadblocks, and connect with other readers anytime.

If you want to participate, grab a copy of the book (or dust off your old one), share the "Spread the Love" videos with your team, block focused time for the exercises, and register for the community sessions. Let’s do this together.

This Month’s Reading

Chapter: Chapter 6: Mapping the Opportunity Space

Estimated reading time: ~23 minutes

This month’s chapter will introduce you to why opportunity mapping is critical for structuring the ill-structured problem of reaching your desired outcome; how to move from overwhelming opportunity backlogs to well-structured opportunity spaces; the power of tree structures for depicting parent-child and sibling relationships between opportunities; how to identify distinct branches in your opportunity space using key moments in time; common anti-patterns to avoid when building your first opportunity solution tree; and why structure "gets done, undone, and redone" as you continue to learn.

Need a copy? Grab the book.

Share the Love with Friends and Colleagues

We learn best in community. Use these short videos to spread the core concepts from this chapter—then invite your team to join the book club with you.

The need for opportunity mapping – You will never fully satisfy your customers' desires

Understanding the structure of an opportunity solution tree – Depicting two types of relationships

Turn big intractable problems into smaller, more solvable problems – The power of decomposition

How to map an opportunity space – Getting started with opportunity solution trees

A well-structured opportunity space has distinct branches – Identify key moments in time

Reflect & Discuss What You Read

Reflection turns reading into capability. This chapter asks us to shift from reacting to every request to deliberately structuring the opportunity space. If you’ve ever felt overwhelmed by a never-ending backlog or pressure to ship output over outcomes, this is where the fog starts to lift. As you read, focus on how your team currently organizes (or doesn’t organize) what you hear from customers.

Individual Reflection

1) Think about your current product backlog or opportunity list. Is it a flat list, or do you have some structure to it? If you were to group similar opportunities together, what patterns would emerge?

2) When was the last time you heard a customer need and immediately jumped to a solution without exploring whether there were related opportunities? What would change if you took the time to map how that opportunity connects to others?

3) Review the anti-patterns from the chapter (opportunities framed from your company's perspective, vertical opportunities, opportunities with multiple parents, etc.). Which of these do you recognize in how your team currently talks about opportunities?

Team Discussion

1) As a team, pick a top-level opportunity you're currently working on. Try breaking it down into sub-opportunities together. Where do you struggle? Where do you disagree about how to frame or group opportunities? What does that tell you about gaps in your shared understanding?

2) Look at your experience map (from Chapter 4) and identify 3-5 distinct moments in time during your customer's experience. Could these become the top-level branches of your opportunity solution tree? Where do you see overlap, and where are there clear distinctions?

3) Discuss the quote from Barbara Tversky: "Structure gets done, undone, and redone." How does your team currently respond when you discover new information that changes how you understand the opportunity space? Do you treat your opportunity map as fixed or as something that evolves?

Put It Into Practice

Reading is step one; building your first opportunity solution tree is where the real learning happens. The exercises below are exactly how I coach product trios to transform ambiguous problems into aligned action.

Exercise: Build Your First Opportunity Solution Tree

Time: 60 minutes. Do this: With your product trio.

Start by reviewing your interview snapshots from the past few weeks. For each opportunity you captured, ask the three questions from the chapter:

Is this opportunity framed as a customer need, pain point, or desire (not a solution)?

Is this opportunity unique to one customer, or have we seen it in more than one interview?

If we address this opportunity, will it drive our desired outcome?

Then, using your experience map, identify 3-5 distinct moments in time to serve as your top-level opportunities. Group the opportunities from your interviews under these top-level branches.

Look for opportunities to add structure to each branch. Group similar opportunities together and identify a parent opportunity. Look for vertical stacks (one parent, one child) and fill in missing siblings. Reframe opportunities that are too broad or that could live in multiple branches.

Don’t aim for perfection. Get something on paper (or a digital canvas) and iterate the tree with every new interview.

Exercise: Practice Framing Opportunities from Your Customer’s Perspective

Time: 30-45 minutes. Do this: With your product trio.

Take 10-15 opportunities from your current backlog or list. For each one, ask: "Can I imagine a customer saying this?" If the answer is no, reframe it from your customer’s perspective. For example:

"Increase subscription conversions" becomes "I want to know if this product is worth paying for"

"Reduce support tickets" becomes "I can't figure out how to do X"

"Improve onboarding completion" becomes "I'm not sure what to do next"

This exercise helps you spot business-centric opportunities disguised as customer opportunities. It also trains your team to listen for opportunities in interviews that are framed from the customer’s point of view.

Go Deeper: Additional Reading

If you prefer an audio summary of this month’s reading, including the book chapters and the following resources, I’ve included an audio version for paid subscribers at the bottom of this post.

Related In-Depth Guides

Opportunity Solution Trees: Visualize Your Discovery to Stay Aligned and Drive Outcomes

Customer Interviews: Uncover Hidden Insights from Every Conversation

Supplementary Reading

Prioritize Opportunities, Not Solutions

Product in Practice: Opportunity Mapping at Grailed

Product in Practice: Opportunity Mapping at trivago

7 Key Benefits of Using Opportunity Solution Trees

Getting Started with Opportunity Solution Trees at SuperAwesome

Bringing Order to Chaos: Using Opportunity Solution Trees in Everyday Life

Other Voices

Why Groups Struggle to Solve Problems Together by Al Pittampalli

More PM Problem Areas by Marty Cagan

Five Superpowers of Diagrams by Abby Covert

Critical Thinking is Product Management by This Is Product Management

Our Live Discussion Schedule

Our live discussion sessions are for paid subscribers. Sessions are not recorded. Invitations will go out to Supporting Members and CDH Members two weeks before the scheduled event. But reserve the time on your calendar now.

Tuesday, June 16, 2026: 9am-10am PDT

Thursday, September 17, 2026: 9am-10am PDT

Wednesday, December 16, 2026: 9am-10am PST

Audio Summary

This summary was produced by NotebookLM. The sources supplied were the book chapters as well as all of the additional reading.

Inspired by this post on Product Talk.

May 4, 2026
Join Me in April: Build a Continuous Interviewing Habit and Unlock Real Customer Insights

“Continuous Discovery Habits” turns five this year, and I’m celebrating by reading it with our community—together, in practice, not just in theory. Each month, I’m publishing an in-depth reading guide with the chapters we’ll cover, a preview of the most important concepts, short videos you can share with your teams, individual and team discussion questions, practical exercises to apply what you read, and additional resources to go deeper.

We’ll keep the conversation active in the comments each month and meet live once a quarter to compare notes, share what’s working, and troubleshoot what’s not. If you’re joining late, no problem—start with the current month or go back to January. You can also find all of the book club articles here.

If you want to participate, grab a copy of the book (or dust off your old one), share the “Spread the Love” videos with colleagues, block time for the team exercises, and register for the community sessions. Let’s dive in together.

This Month’s Reading

Chapter: Chapter 5: Continuous Interviewing. Estimated reading time: ~37 minutes.

This chapter grounds us in why interviewing on a regular cadence is critical to the success of any product trio; how cognitive biases affect what we learn from direct questions; the difference between research questions and interview questions; how to use story-based interviewing to uncover actual customer behavior (not ideal behavior); the interview snapshot, a one-page tool for synthesizing what you learned from a single interview; how to automate the recruiting process so interviewing becomes easier than not interviewing; and why product trios should interview customers together.

Need a copy? Grab the book.

Share the Love with Friends and Colleagues

We learn best in community. To help your team rally around these practices, share these concise primers and invite them to join the book club discussion with you.

What are customer interviews? – Build a competitive advantage that compounds over time.

What should we ask in customer interviews? – Mitigating cognitive biases.

Research questions vs. interview questions – And why the difference matters.

Getting reliable feedback from customer interviews – Ask the right questions.

Who should conduct customer interviews? – My answer might surprise you.

How do you find customers to interview? – Automate the recruiting process.

The Interview Snapshot – How to synthesize a single customer interview.

Reflect and Discuss What You Read

Reflection cements learning. This month, I’m challenging you—as I challenge my own teams—to build a weekly habit of interviewing customers and to shift from direct questions (which trigger bias) to collecting specific stories about past behavior. For many teams, this is a big mindset change: from infrequent “big research projects” to lightweight, continuous conversations that fuel daily decision-making.

Individual Reflection: Think about your last customer interview or conversation. Did you rely on direct questions, or did you excavate a specific story about what happened? How might the answers have changed if you had used the other approach?

Consider your own behavior—buying jeans, going to the gym, choosing what to watch on Netflix. Where do your ideal intentions differ from what you actually do? How might that same gap show up in your customers’ answers to direct questions?

Scan your calendar from the past month. How many customer interviews did you conduct? If it’s fewer than four, what got in the way? What needs to change to make weekly interviewing sustainable?

Team Discussion: As a team, discuss your current interview cadence. If you’re not interviewing at least weekly, name the biggest obstacle—recruiting, time, or synthesis—and commit to reducing one barrier this month.

Try this together: Ask a teammate, “How does a product idea go from concept to launch at our company?” Have them write it down. Then ask for the last specific feature or improvement that launched and capture the story. Compare the two. What’s different? What does this reveal about the gap between ideal process and actual process?

If you already interview regularly, ask: Who participates? Is it just one person (like the designer or product manager), or does the whole trio join? What value might you be missing by not having all three perspectives in the room?

Put It Into Practice

Understanding the “why” is easy; building the habit is the work. The following exercises are how my teams operationalize continuous interviewing week over week.

Exercise: Conduct a Story-Based Interview (Time: 20–30 minutes. Do this with your product trio.) Schedule a conversation with a current customer. Instead of drafting a long script, identify a handful of research questions (what you need to learn) and translate them into one story-based interview question (what you’ll ask).

For example, research questions might include: What challenges do customers face when onboarding? Where do they get stuck? What are we asking them to do that they don’t understand? How can we make it easier for them to get to the activation moment? The corresponding interview question could be: Tell me about the first time you used our product.

During the interview, excavate the story with temporal prompts like “What happened first?”, “What happened next?”, and “What happened before that?” If the participant drifts into generalities (“I usually…” or “In general…”), gently bring them back to the specific instance.

After the interview, debrief as a trio. What did each of you hear? Which opportunities surfaced? What surprised you? If you want personalized, detailed feedback on your technique, consider the Interview Coach available through the Story-Based Customer Interviews course.

Exercise: Create Your First Interview Snapshot (Time: 30 minutes. Do this with your product trio immediately after the interview.) Using the interview snapshot template, capture a photo of the participant (or a visual that represents their story), quick facts about their context, a memorable quote you’ll still recall months from now, the opportunities (needs, pain points, desires) you heard, notable insights that aren’t yet opportunities, and an experience map that illustrates the story. Over time, aim to complete each snapshot in 15–20 minutes.

Go Deeper: Additional Reading

If you prefer audio, I’ve included an audio summary for paid subscribers that covers this month’s chapter plus the resources below.

Related In-Depth Guides: Customer Interviews: How to Recruit, What to Ask, and How to Synthesize What You Learn.

The Value of Continuous Interviewing: Why Product Trios Should Interview Customers Together – How interviewing together ensures research is timely, actionable, and believable.

How to Find Customers to Talk To: Customer Recruiting: Get Easy Access to Customers Week Over Week – Practical strategies for automating your recruiting process. Ask Teresa: How Do You Select Customers for Customer Interviews? – Who to interview and how to recruit them. Tools of the Trade: Finding People to Interview Before You Have Customers – Recruiting strategies for early-stage products.

What to Ask in Your Interviews: Why You Are Asking the Wrong Customer Interview Questions – Understanding the gap between ideal behavior and actual behavior. Story-Based Customer Interviews Uncover Much-Needed Context – Why collecting specific stories is more reliable than asking direct questions. Ask Teresa: What Are the Best Customer Interview Questions? – Common questions and how to improve them. Ask About the Past Rather than the Future – Why memories about recent instances are more reliable than speculation.

How to Take Notes and Synthesize What You Are Learning: How to Take Notes During Customer Research Interviews – Practical tips for capturing what you hear. The Interview Snapshot: How to Synthesize and Share What You Learned from a Single Customer Interview – A comprehensive guide to creating and using interview snapshots. Customer Interview Analysis: How AI Helps and Hurts – Learn how to use AI effectively.

Videos: All Things Product Podcast: Customer Interview Analysis – Petra and I discuss using AI to analyze customer interviews, the risks and benefits, and why your interviewing skills matter more than any AI tool.

Other Resources from Around the Web: The Top 5 Mistakes Product Teams Make With Customer Interviews by Pragmatic Live. Continuous interviewing with Kristian Collin Berge (CEO & Co-founder at UX Signals) by Afonso Franco. How to Make Time for Customer Interviews & Validation by Rich Mironov. Brave UX: An interview with Teresa Torres by Brendan Jarvis.

Related Courses: Customer Recruiting for Continuous Discovery – Get easy access to customers week over week. Story-Based Customer Interviews – Collect reliable feedback from every customer conversation.

Our Live Discussion Schedule

Our live discussion sessions are for paid subscribers. Sessions are not recorded. Invitations will go out to members two weeks before each event—add these to your calendar now: Tuesday, June 16, 2026: 9am–10am PDT. Thursday, September 17, 2026: 9am–10am PDT. Wednesday, December 16, 2026: 9am–10am PST.

Audio Summary

This summary was produced by NotebookLM. The sources supplied were the book chapters as well as all of the additional reading.

This article is part of the CDH Book Club celebrating the five-year anniversary of Continuous Discovery Habits.

Inspired by this post on Product Talk.

April 6, 2026
Ship Smarter with Amplitude + Lovable: See Behavior, Fix Friction, Iterate Faster

I build products with a simple mantra: launch, learn, repeat. Shipping fast is necessary, but shipping smart is what compounds. To do that, I keep analytics close to the work—inside the builder—so every decision is tied to real user behavior, not assumptions.

Connect Amplitude MCP to Lovable to understand user behavior, spot frictions, and ship better updates without leaving your builder.

In practice, this integration lets me bring Amplitude analytics and behavioral analytics directly into the creative flow. I can explore funnels, cohorts, and drop‑offs the moment I’m crafting an experience, then translate those insights into concrete changes without context switching. The result is tighter feedback loops and more confident iteration.

My typical loop looks like this: identify a friction point from funnel analysis, design two or three variants in the builder, and run A/B testing to validate the improvement. I focus on user activation and retention analysis as leading signals, because sustained engagement is the clearest indicator that we’ve solved a real problem. When the data confirms it, we promote the winning experience and move to the next opportunity.

Keeping the work inside the builder also supports continuous discovery. I can pair quantitative insights with qualitative observations, refine journey mapping, and document learnings while the context is fresh. That makes prioritization and product discovery more reliable, and it turns each iteration into a teachable moment for the team.

Strategically, this builder‑first approach enables product-led growth. With fewer handoffs and a unified analytics platform, we compress time from insight to impact. It helps me defend roadmap decisions with evidence, communicate trade‑offs clearly, and keep the team focused on outcomes that matter to customers and the business.

If your goal is to iterate with speed and precision, bring analytics to where you build. Keep the loop tight, measure what moves the needle, and let the data guide your next best update.

Inspired by this post on Amplitude – Best Practices.

March 11, 2026
Unlock High-Impact Mobile Engagement: Amplitude Guides & Surveys for iOS, Android, React Native

Mobile engagement is most effective when it’s timely, contextual, and grounded in real user behavior. In my experience leading product teams, the fastest path to activation and retention comes from meeting users in the moment with relevant in-app guides and lightweight surveys that reduce friction and illuminate intent.

Deploy behavioral-driven mobile engagement with Amplitude Guides and Surveys for iOS, Android, and React Native platforms.

What excites me about this approach is how naturally it supports product-led growth. In-app guides and product tours streamline onboarding, while targeted micro-surveys surface the “why” behind user actions. The result: clearer journey mapping, fewer blind spots in the funnel, and a smoother path to user activation—all without adding engineering heavy-lift for each iteration.

To optimize continuously, I pair behavioral analytics with A/B testing and retention analysis. This lets my team validate hypotheses quickly, localize friction by segment or stage, and tune messaging for different cohorts. With Amplitude analytics at the core, we can connect engagement nudges to downstream outcomes, not just clicks—so we’re improving time-to-value, not just surface metrics.

My recommended starting point is simple: define a single activation moment, instrument the critical behaviors around it, and launch a focused guide plus one survey to test the narrative. Use journey mapping to identify the key decision points, then iterate weekly based on observed behavior, not opinions. This cadence keeps learning velocity high and ensures every change moves us closer to clear outcomes.

From a leadership perspective, I coach product trios to own an activation or retention KPI, run small controlled experiments, and document learning with crisp before/after evidence. Cross-platform support across iOS, Android, and React Native means we can scale wins quickly, standardize patterns, and create a repeatable playbook for new features and markets—all while keeping the user experience coherent and respectful.

Inspired by this post on Amplitude – Best Practices.

March 11, 2026
Mastering NRR: How Great Customer Success Teams Drive Expansion, Crush Churn, and Scale PLG

Net Recurring Revenue (NRR) is the cleanest truth-teller in my operating system. When I review NRR, I’m not just looking at whether we renewed accounts—I’m assessing whether our product and customer success motions are compounding revenue from our existing customers. Put simply: good CS teams protect revenue; great CS teams grow it through adoption, expansion, and durable retention.

Here’s how I frame NRR with my teams: it reflects revenue from our current customers after expansion, downgrades, and churn. If it’s at or above 100%, the installed base is self-sustaining; if it’s materially above 100%, the base is funding growth without net-new sales. That’s the holy grail for product-led growth and the benchmark I use to separate good from great.

At HighLevel, I’ve learned that you can’t “wish” your way to high NRR. You operationalize it. We align incentives, dashboards, and rituals so everyone—from PMs to CSMs to Solutions Engineering—owns the same outcome. Our “QBRs vs OKRs” discussions anchor on NRR drivers: activation rates, time-to-value, feature adoption depth, and expansion readiness. Those leading indicators tell me where we’ll land on lagging revenue results.

The best Customer Success teams operate like product teams. They use behavioral analytics and retention analysis to segment customers by use case and maturity, then design journey mapping to move each segment from first value to habitual value. They proactively reduce risk while creating clear expansion paths—new seats, premium features, or higher-tier plans—based on real product usage, not guesswork.

Onboarding is where great NRR trajectories begin. I focus on compressing time-to-first-value and time-to-second-value because those moments create the habit loops that underpin renewal and expansion. In practice, that means targeted in-app guides, contextual product tours, and nudges that drive user activation across the “sticky” features that correlate most with long-term retention.

To make this scalable, we blend human and product-led touchpoints. CSMs run outcome-based playbooks, while the product experience handles education and reinforcement at scale. When usage signals an expansion opportunity—say, a team consistently bumps into plan limits—we generate a product-qualified expansion lead and equip the CSM with the exact value storyline and proof points to close it.

Increase revenue, cut costs, and reduce risk with Pendo’s Software Experience Management platform. Optimize the entire software experience to drive adoption and improve engagement.

I’ve seen this playbook move the needle. After instrumenting our key workflows and deploying targeted in-app guidance, we watched adoption of our highest-retaining features climb, risk flags surface earlier, and expansion conversations become far more data-driven. We didn’t chase shiny objects; we built a reliable pipeline of retained and expanded revenue directly from product usage.

If you’re aiming to level up NRR, start with a crisp blueprint: define the critical events that predict renewal and expansion; set activation milestones per segment; deploy in-app guides and product tours to remove friction; give CSMs a single-pane view of risk and readiness; and review NRR weekly with the same seriousness you apply to new ARR. Consistency beats intensity here.

Finally, keep the narrative simple. Your leadership story isn’t “we shipped features,” it’s “we created customer outcomes.” Tie every CS and product initiative back to NRR drivers—and make the wins visible. When teams see the direct line from great onboarding and adoption to measurable expansion, they naturally operate like a unified, product-led growth engine.

NRR rewards rigor. Treat it as the top-line health metric for your installed base, make the software do more of the teaching, and empower CS to coach to outcomes. Do that well, and you won’t just separate the good from the great—you’ll build a compounding machine.

Inspired by this post on Pendo – Best Practices.

March 11, 2026
Turn Support Wins into a Company-Wide AI Blueprint for Consistent, End-to-End CX

Building a great end-to-end customer experience with AI means going beyond support, and I’ve seen firsthand how transformative that shift can be when we treat every interaction as part of one cohesive journey.

Every customer touchpoint, from the first sales conversation through to post-sales support and success, is an opportunity to get it right. Other teams are now turning to AI to transform how they show up for customers, and support, which led the way, has already written the blueprint. In my role, I focus on making that blueprint actionable across the entire lifecycle.

In The 2026 Customer Service Transformation Report, it’s clear most businesses are thinking about what’s next, with more than half planning to scale AI to other departments. Interestingly, they often cite their early success with AI in support as motivation for the move. This makes support teams uniquely positioned to help lead the transition, a strategic role unimaginable just two years ago.

In this piece, I share how teams are introducing AI to other parts of the business, how to think about this expansion effort, and the new opportunities it creates for support leaders who want to drive a unified customer experience.

Support was the first proving ground for AI, and our research suggests that businesses are now planning to expand its use to other areas based on the results it’s yielded so far. Fifty-two percent of respondents said that their organizations are actively planning to scale AI to other departments in 2026.

What will this look like? Leading companies are already finding out.

Wins in support are setting the pace for company-wide AI. Survey results rank the drivers: proven success in support (57%), the push for a unified customer experience (49%), scaling other functions without more headcount (33%), and cross-department demand (31%).

My favorite example is WHOOP, the fitness wearables company. They offer a premium product which makes their sales conversations more consultative than transactional. Customers want to know “Which membership is right for me?” or “How often do I need to charge my WHOOP?” According to Emily Shirley, Business Manager for Growth Product at WHOOP, if someone chatted with the inside sales team, they were twice as likely to convert, but they didn’t have enough reps to respond to incoming queries fast enough. Customers could wait more than 10 hours for a reply.

With a big product launch on the line and an anticipated spike in prospective customer conversations, their three-person team needed help. So they deployed Fin to the "Join" page, the final step before purchase.

With Fin resolving 84% of inbound questions, the sales team was able to focus on high-value leads. Together, they drove a 130% increase in attributable sales. The team is now exploring ways to expand Fin beyond FAQs, focusing on personalised conversation flows, multi-product recommendations, and richer data capture. As Emily says: “There are so many parts of the buyer journey where this applies. We’ve only scratched the surface.”

It’s clear there’s a desire to push AI to other parts of the customer lifecycle, but there is a risk hidden in this expansion. If sales, customer success, and other departments all launch their own Agent, each operating in isolation, you can end up fragmenting the very thing our research says teams want to create. The second-most cited reason for pushing AI beyond support: desire for a unified customer experience.

Without shared context, each handoff becomes a source of friction where customers could receive inconsistent answers or be asked to repeat information. I’ve watched even well-intentioned AI rollouts struggle here—great local wins, but an overall journey that feels disjointed.

A translucent UI visual maps a support-led AI blueprint that scales across the business—from SDR and sales to custom assistants—anchored by layers for goals, memory and user context, business knowledge, and interoperability.

The opportunity (and the challenge) is to keep the customer at the center. Instead of department-specific Agents that operate independently, we must strive for cohesion. That means shared memory, consistent governance, and connected AI workflows that respect the customer’s history and intent across channels.

This is the future I’m building toward: solutions like Fin becoming a “Customer Agent,” capable of handling the entire customer experience. This will mean Fin can function in many roles, supported by a memory that grows with the customer over time and deep knowledge of the business, creating a seamless experience for every interaction. In practice, that’s agentic AI designed to collaborate across teams, systems, and journeys—without losing context.

Pushing AI into new parts of the business requires someone to own the process. And for many organizations, that’s the support team. Nearly a third of respondents (32%) confirmed their customer service teams are leading their business' AI transformation strategy.

This presents a real opportunity for support teams to shape the future of customer experience. Instead of each function reinventing the wheel, support can act as a center of excellence, defining shared standards, guardrails, and operating practices that drive performance.

“You already manage the most complex, high-volume customer interactions; you have rich data on customer needs and behavior; and you know how Agents perform in the real world. Those insights will be invaluable as AI scales across your business.”

Leaders are racing ahead with real AI in support. Explore the 2026 Customer Service Transformation Report to see where deployment is stalling, benchmark your team, and get practical steps to scale automation that delights.

In my organization, when we extended AI from support into sales, we deliberately brought our conversation design expertise, Agent Analytics, and governance models along with it. One team owns the orchestration, memory strategy, and CRM integration so a customer can start with a sales question and end up with a support one—without ever feeling a seam. That continuity is where journey mapping meets product strategy and turns into measurable outcomes.

As Agents like Fin expand their capabilities and move into new areas, I expect many customer service leaders will see their roles expand to include AI implementation across the customer journey. It’s a natural progression for product management leadership in support: owning the experience, the data, and the operating model.

Achieving perfect customer experience is AI’s biggest promise. But in order to get there, teams need to be smart about the solutions they deploy. A unified Customer Agent capable of handling the entire journey end-to-end will have a significant advantage, delivering consistent, context-aware experiences across every interaction.

The Customer Agent future is being built right now, and it’s starting with the team pioneering AI transformation from the very beginning: support. For leaders in these organizations, this is a rare opportunity to shape how customer relationships will be built and maintained in the AI era.

If you’d like to dig deeper into the data and benchmarks guiding these decisions, download The 2026 Customer Service Transformation Report.

Inspired by this post on The Intercom Blog.

March 5, 2026
From Chaos to Clarity: My Proven Playbook to Scale an Analytics Taxonomy That Sticks

I’ve stepped into too many product reviews where teams argued over numbers that should have been obvious. Three names for the same “signup” event, properties scattered across tools, and no shared definitions—classic analytics chaos. As VP of Product Management at HighLevel, I’ve learned that scaling an analytics taxonomy isn’t just a data exercise; it’s a leadership mandate that unlocks decision velocity, alignment, and confident product bets.

Learn best practices our professional services team has compiled in helping customers move from scattered events to a scalable, user-friendly data structure.

Why does this matter so much? A robust taxonomy powers a unified analytics platform across Amplitude analytics, Pendo, and our CRM stack, reduces rework, and strengthens data governance. When events are clear and consistent, product-led growth accelerates: onboarding becomes measurable, activation is trackable, and retention analysis turns into a weekly ritual rather than a quarterly scramble.

I always start with outcomes, not events. We define a North Star metric and use driver trees to map how user behaviors ladder up to that outcome. Then we ground the plan in journey mapping: what signals mark activation, aha moments, and long-term engagement? This ensures our taxonomy mirrors real user intent, not just engineering convenience.

Next comes naming conventions and structure. We standardize on a readable, durable pattern (for example, actor_action_object), apply consistent property naming, and document required vs. optional properties. We version events deliberately, so we can evolve without breaking dashboards. Most importantly, we align events to product strategy—tracking less, but better.

Governance makes it scale. We establish a clear DRI for the tracking plan, a lightweight review process for changes, and a schema registry that serves as the single source of truth. Privacy-by-design is non-negotiable: we treat sensitive fields deliberately and audit access. Observability closes the loop—schema validations and alerts catch drift before it confuses teams.

Tooling and process turn good intentions into muscle memory. We keep the tracking plan “as code” in a repository, run CI/CD checks to validate events, and use feature flags to roll out new instrumentation safely. Pendo helps us annotate in-app experiences, while Amplitude provides the exploratory lens for cohorts, funnels, and retention. Together, these systems reduce guesswork and speed up discovery.

Migrations are where many teams stall, so I de-risk them with a clear, time-boxed plan. We audit the current event surface, map scattered events to the new taxonomy, and deprecate duplicates with guardrails. We communicate changes broadly, provide easy-to-scan documentation, and pair enablement sessions with hands-on examples from live dashboards. The goal is confidence, not just compliance.

We measure success like a product. Are we answering critical questions faster? Are duplicate events trending down? Are activation and retention questions easy to answer in under five minutes? When the taxonomy is working, stakeholders stop asking, “Do we trust this?” and start asking, “What should we build next?”

One of the most rewarding shifts I’ve seen: product trios moving from ad-hoc analyses to repeatable, weekly rituals. With crisp definitions, onboarding flows become testable, PLG motions are predictable, and leadership reviews focus on outcomes, not definitions. That’s the moment analytics transforms from a cost center into a growth engine.

If you’re staring at a wall of scattered events, start small: clarify outcomes, align your journey map, set conventions, and ship a minimum viable taxonomy to one critical flow. Iterate quickly. The compounding payoff—clarity, speed, and trust—will be obvious to every team you partner with.

When we do this well, analytics becomes a strategic asset. Our teams spend less time reconciling numbers and more time building what matters. That’s the real meaning of moving from chaos to clarity.

Inspired by this post on Amplitude – Best Practices.

March 3, 2026