When I map the customer lifecycle, I look for the precise moments where guidance, context, and timing can transform a casual click into a committed relationship. That’s exactly why I rely on Pendo Orchestrate—to turn intent into a systematic, repeatable product strategy that scales across every stage of the journey.
From first click to lifelong retention, you’ll deliver the right message at the exact right time, every step of the way. With Pendo Orchestrate, you can design those kinds of moments with intention. And in this blog, we’ll show you how.
In practice, I translate that promise into four lifecycle journeys every product team should be running with Pendo Orchestrate: new user onboarding, activation to the aha moment, expansion and upsell, and renewal and retention. These journeys power product-led growth and keep the roadmap aligned to measurable business outcomes.
Onboarding: I use in-app guides and product tours to welcome new users, set expectations, and reduce time-to-value. Contextual tooltips and gentle checklists keep users moving, while clear, concise UX writing removes friction. The goal is simple: accelerate early wins so onboarding naturally flows into user activation.
Activation: To help users reach the aha moment, I pair behavioral insights with targeted in-app guides. When a user approaches a key milestone, Pendo Orchestrate triggers just-in-time prompts that reinforce the value proposition. I keep these nudges focused, specific, and measurable so activation improves without overwhelming the experience.
Expansion: Once users adopt core workflows, I introduce advanced capabilities through tailored tours and contextual education. These cues appear where they’re most relevant—in the flow of work—so cross-sell and upsell moments feel helpful, not salesy. The intent is to deepen adoption by connecting features to outcomes users already care about.
Renewal and retention: I watch for patterns that suggest risk (stalled usage, incomplete workflows) and offer supportive interventions. Lightweight guides, quick tips, and feedback loops help resolve issues before they become churn. Combined with retention analysis, these orchestrations keep customers engaged and set the stage for long-term value.
When these four journeys run in concert, your product becomes the primary engine of growth. Pendo Orchestrate ensures the right in-app guidance shows up at the right moment—so your product strategy, product discovery, and day-to-day execution stay tightly aligned. That’s how you move beyond one-off campaigns and build a durable, product-led growth system.
INDUSTRY 2025: The Product Conference is circled on my calendar for good reason. In my role leading product management at HighLevel, I look for events that sharpen strategy, accelerate learning, and connect me with operators who ship. This one consistently delivers on all three, and 2025 promises to raise the bar for product management leadership.
Join Pendo at INDUSTRY in Cleveland, Ohio.
First, I expect deeply actionable product strategy insights—beyond platitudes. I’m prioritizing conversations on outcomes vs output OKRs, product roadmapping and sprint planning, and how great teams articulate a crisp value proposition while maintaining points of parity that matter. I’m going in with specific questions on product-market fit lessons and how to systematize strategic bets without stifling discovery.
Second, the surge of AI in product work is too important to observe from the sidelines. I’m comparing approaches across AI Strategy, LLMs for product managers, prompt engineering, and eval-driven development—especially in retrieval-first pipeline patterns. My focus: where AI genuinely improves product discovery, in-app guides, and customer support ai strategy, and where it risks adding complexity without outcomes.
Third, the community is unmatched for conference networking and pragmatic learning. I’m intentional about meeting product trios who run continuous discovery at scale, as well as leaders who’ve cracked stakeholder management under pressure. These are the moments where competitive differentiation is born—through candid stories of what didn’t work and why.
Fourth, I’m eager to stress-test data practices that power product-led growth. I’ll be exchanging notes on retention analysis, unified analytics platform decisions, user activation, and how teams integrate qualitative feedback with event data to inform roadmaps. I’m also interested in how practitioners leverage platforms like Pendo, Amplitude analytics, Intercom, and HubSpot to reduce time-to-insight and craft effective product tours and in-app guides.
Fifth, I treat INDUSTRY as a checkpoint for leadership growth. I’m looking for fresh takes on empowering product teams, first principles decision making, organizational development, and the IC to manager transition. The best sessions don’t just inspire; they give me two moves I can apply with my team on Monday.
To make the most of the week, I’m applying a continuous discovery mindset: arrive with clear learning goals, capture portable frameworks, and translate at least two insights into experiments before wheels-up. If you’re focused on product strategy, product discovery, and product-led growth, we’ll have plenty to compare and build on together.
I’ll be in Cleveland ready to learn, share, and connect with peers who care about craft and outcomes. If you’re attending, let’s compare notes on what’s working, what’s stalled, and how we can raise the bar for product management leadership in 2025 and beyond.
Your Pendo dashboard can be green while revenue stays flat. Guide clicks, tour completions, and first-time feature use show that something happened inside the product. They do not tell you whether a customer reached value, formed a durable habit, renewed, or became ready to expand.
A Pendo-led growth motion works only when you connect product behavior to a commercial decision. You need a traceable path from an eligible user, to a valuable behavior, to an account-level change, to an owned go-to-market action, and finally to a revenue outcome. This is how to build that path without mistaking activity for impact.
Build the revenue path before you build the guide
Do not begin with a broad goal such as increase adoption. Begin with a decision someone needs to make. Which trial accounts deserve sales attention? Which new customers need onboarding help? Which established accounts show credible retention risk? Which accounts are approaching an expansion conversation?
For one target segment, write the path in this order:
Commercial outcome: the CRM result you ultimately care about, such as trial conversion, renewal, or expansion.
Eligible cohort: the users or accounts that could reasonably produce that outcome. Exclude employees, test accounts, ineligible plans, and anyone who has already completed the journey.
Value event: the action that represents meaningful progress in the customer’s job, not merely a page view or button click.
Activation milestone: the point at which the user has completed enough of the workflow to experience initial value.
Durable behavior: the repeat usage, adoption depth, collaboration, or seat activity that separates discovery from an established habit.
Commercial trigger: the combination of behaviors that should create a sales, marketing, or customer-success action.
Owner and response: the person responsible, the next action, and the condition that closes or suppresses the signal.
A generic trial journey might move from connecting data, to completing a core workflow, to returning and repeating it, to inviting colleagues, and then to meeting a defined sales-ready condition. The exact events will differ by product. The discipline is to explain why each event is evidence of customer value and why the final signal should change a commercial decision.
Time-to-value, feature adoption depth, active usage, and completed trial milestones can help identify purchase readiness. But each metric needs product-specific qualification. Weekly activity is useful only when the workflow naturally recurs weekly. Seat growth is meaningful only when additional users participate in the valuable workflow. A feature click is rarely sufficient evidence on its own.
Start with one or two high-impact lifecycle plays. Trying to instrument onboarding, conversion, retention, and expansion at once usually leaves every definition open to debate. A narrow pilot forces the team to settle the difficult questions before multiplying them.
Turn those decisions into a data contract shared by product, growth, RevOps, sales, and customer success. Record the event name, qualifying properties, user and account identifiers, time rule, exclusions, CRM destination, accountable owner, and consent requirements. Define whether an event can occur more than once, how merged identities behave, and what happens when the same person belongs to multiple accounts. Privacy-by-design matters here because behavioral data becomes more sensitive when combined with contact and account context.
Freeze the definitions for the duration of the pilot. If the activation milestone or eligible population changes after results appear, you no longer have a stable comparison. Log the change as a new version and evaluate it separately.
Use in-app guidance as a targeted intervention
Pendo guides are the intervention layer, not the strategy. Their job is to remove a specific obstacle between the eligible user and the next value event. If you cannot name the obstacle and the desired behavior, the guide is likely to become an announcement that generates attention without changing adoption.
Create a short intervention brief before building anything:
Audience: the role, lifecycle stage, account state, and relevant prior behavior.
Entry condition: the event or state that makes the message useful now.
Friction: the missing knowledge, unclear choice, or incomplete prerequisite preventing progress.
Next action: one observable behavior the user can complete.
Success event: the downstream product event that counts as progress.
Exit condition: the event that permanently stops the guide for that journey.
Fallback: help content, support, or human outreach for users who cannot complete the action.
Match the format to the problem. Use a tooltip when a specific control needs context. Use a short product tour when the user must understand a sequence. Use a banner for broad awareness when an immediate workflow is not required. A modal demands attention, so reserve it for information that justifies interrupting the user.
Behavioral targeting and progressive disclosure help keep guidance relevant. Show the smallest useful instruction at the decision point, then offer deeper help only when the user requests it or reaches the next step. Suppress the experience as soon as the success event occurs. Repeatedly explaining a completed task trains users to dismiss future messages.
Test outcome-first copy, placement, calls to action, and guide format, but choose the experiment’s primary outcome outside the guide. A click-through rate can diagnose whether the message earned attention. It cannot establish that the user completed the valuable workflow.
Define the eligible population before exposure, assign treatment consistently, and select a follow-up window that matches the workflow’s natural cadence. Randomize at the user level when the intervention affects an individual task. Randomize at the account level when colleagues share the experience or one user’s behavior can influence another’s. Otherwise, treatment can leak into the control group.
Pendo Predict can be used to rank segments by likelihood to convert, expand, or churn. Treat that score as a targeting and prioritization input, not as causal proof. Comparing a high-likelihood group with a low-likelihood group will mostly reveal that the groups were different before the intervention. To learn whether the intervention worked, compare similar eligible users or accounts with and without it.
Turn product signals into owned revenue actions
A behavioral signal creates no commercial value while it sits in an analytics dashboard. Connecting Pendo behavior with HubSpot contact and account context makes the signal available inside the workflow where sales, marketing, and customer-success decisions already happen.
The routing design should answer four questions: What happened? Why does it matter? Who owns the response? When should the signal be ignored or closed?
Commercial decision
Qualifying product evidence
Owned action
Suppression rule
Trial conversion
Activation milestone completed, meaningful feature depth, or a short product-specific time-to-value
Route the recent behaviors and account context to the sales owner for tailored discovery
Exclude internal, test, expired, or already-converted accounts; do not qualify on a guide click alone
Onboarding recovery
A prerequisite remains incomplete or progress stalls before the value event
Coordinate the next lifecycle message, contextual guide, or customer-success task
Stop the journey immediately after milestone completion or confirmed ineligibility
Retention protection
Use of a core workflow declines relative to the account’s relevant baseline
Ask customer success to verify the context before choosing outreach, training, or an in-app intervention
Do not label the account as churn risk until role changes, expected inactivity, and other context have been checked
Expansion qualification
Seat usage grows, more users complete the valuable workflow, or premium capabilities receive meaningful use
Ask the account owner to validate the need, entitlement, and buying context before opening an expansion motion
Suppress duplicate alerts and activity caused by testing, administration, or temporary access
Send the evidence behind a signal, not just a label such as hot account or churn risk. The receiving record should include the user and account, triggering behaviors, event timestamps, comparison baseline where relevant, cohort or model version, recommended next action, owner, and current status. If a predictive score is involved, include the behaviors that make the score actionable.
My rule is simple: if a signal does not change a named person’s next decision, it should not be synchronized yet. Sending every event to the CRM creates noise, duplicate outreach, and mistrust. Send the smallest set of behavioral fields that supports a real decision, then add fields only when an owner can explain how they will use them.
The same discipline applies to coordinated journeys. An email, chat message, sales task, and in-app guide should not all fire independently from the same behavior. Give the journey one state model so that completing the action in any channel suppresses the remaining prompts. The customer should experience one coherent response, not the internal boundaries between tools.
Measure incremental lift, not dashboard activity
Measurement should follow the same chain as the strategy. Keep each stage visible so you can find where performance broke rather than collapsing the journey into a single adoption score.
Reach: exposed eligible users divided by all eligible users. This reveals targeting or delivery problems.
Guide response: users taking the guide’s intended action divided by exposed users. This evaluates the prompt, not the business result.
Activation: eligible users completing the defined milestone divided by the eligible population.
Sustained adoption: initial adopters who repeat the valuable workflow during the predeclared follow-up window divided by all initial adopters.
Account progression: eligible accounts reaching the defined health, collaboration, usage-depth, or sales-ready condition.
GTM response: routed signals that receive the intended owned action, including a documented disposition.
Commercial outcome: the relevant CRM result, such as conversion, renewal, or completed expansion, measured at the same entity level as the purchase decision.
The entity level matters. Guides are often experienced by users, while renewals and expansions happen at the account level. Aggregate user behavior before joining it to an account outcome, and avoid treating multiple exposures inside one account as multiple commercial opportunities.
Separate influence from incrementality. An influenced account encountered a guide or met a Pendo cohort definition before a commercial outcome. That sequence can support diagnosis and attribution, but it does not establish that the intervention caused the outcome. Incremental impact is the additional result produced compared with what similar eligible accounts would have done without the intervention.
Use a randomized holdout when the product experience and sample allow it. Declare the primary outcome, minimum effect worth detecting, assignment unit, follow-up window, and stopping rule before launch. Do not stop when an early fluctuation looks favorable. If randomization is impractical, use a staged rollout or a carefully matched comparison cohort, control for concurrent campaigns, and describe the result as directional rather than causal.
Keep campaign identifiers, guide versions, cohort versions, and event timestamps in the joined dataset. Without them, a launch email, sales outreach, pricing change, and in-app guide can all receive credit for the same outcome. Joining usage cohorts, feedback, lifecycle activity, and pipeline context is useful precisely because it lets you inspect the whole path rather than award credit to the most visible touchpoint.
At each review, ask where the chain changed. Did the intervention increase activation? Did activation become repeated use? Did account behavior cross the commercial threshold? Did the routed owner respond? Did the CRM outcome move against a credible comparison? Scale only when the evidence survives that sequence. If guide engagement rises but the next product event does not, fix the intervention. If product behavior changes but the commercial result does not, revisit the signal definition or GTM response.
Key takeaways
Choose a revenue decision before choosing a Pendo guide, segment, or dashboard.
Define activation as a meaningful value event and distinguish it from discovery, clicks, and first use.
Use Predict scores to prioritize attention, then use a valid comparison to measure whether the intervention caused lift.
Route only signals that include evidence, an owner, a next action, and a suppression condition.
Optimize for sustained behavior and account progression; use guide engagement as a diagnostic metric.
Pilot one or two lifecycle plays, stabilize the data contract, and expand only after the full path works.
For your next rollout, select one commercial question and write its behavioral path before opening the guide builder. Confirm the eligible cohort, success event, control, CRM owner, and exit condition. When every owner can explain the chain in the same terms, Pendo becomes more than an adoption tool: it becomes part of a measurable revenue operating system.
I rely on product benchmarks to align teams, sharpen strategy, and accelerate outcomes—especially in healthcare, where stakes are high and complexity is real. Over the years, I’ve learned that the right metrics create clarity across product, engineering, compliance, and go-to-market, enabling faster, safer decisions that translate into measurable impact.
Discover exclusive data and strategies from our Product Benchmark Report. Compare the healthcare technology industry’s performance across key product metrics.
When I evaluate a healthcare product’s health, I focus on a few essentials: activation rate and time-to-value for new users, weekly active usage and feature adoption for clinicians and admins, and cohort-based retention analysis to understand whether value compounds over time. I also look at funnel friction (onboarding drop-off, failed setup steps), support load per account, and reliability signals that influence trust—because in healthcare, trust fuels growth.
Benchmarks turn those metrics into context. They help me answer, “Are we good, or just lucky?” By comparing our numbers to industry peers, I can prioritize the few bets that matter, set outcomes vs output OKRs, and guide empowered product teams to focus on the highest-leverage improvements.
Operationally, I instrument products with a unified analytics platform and tools like Amplitude analytics and Pendo to track user activation, feature adoption, and in-product journeys. Pairing that with continuous discovery keeps insights fresh, while A/B testing and clear minimum detectable effect (MDE) thresholds ensure we ship with statistical confidence.
In practice, my playbook for healthcare product-led growth is straightforward: simplify onboarding with targeted product tours and in-app guides, tighten the first-win loop to reduce time-to-value, and eliminate blockers surfaced by behavioral analytics. Then, reinforce the loop with lifecycle messaging, role-specific education, and clear value propositions for clinicians, operations teams, and executives.
Of course, none of this works without strong governance. Data governance and regulatory compliance aren’t just guardrails; they’re growth enablers. Clear audit trails, privacy-by-design, and reliable incident management build the trust that keeps adoption high and churn low.
If you’re ready to benchmark your roadmap against the market, this report gives you the clarity to spot gaps, the language to align stakeholders, and the metrics to execute with precision. Use it to calibrate your product strategy, guide your next set of experiments, and confidently scale what works across the healthcare technology ecosystem.
Inspired by this post on Amplitude – Perspectives.
Benchmarks are my reality check. In the fast-moving media and entertainment space, I rely on concrete product metrics to align strategy, prioritize roadmaps, and drive product-led growth with confidence. When my team and I calibrate against industry benchmarks, we turn opinions into outcomes and ensure our bets are tied to measurable impact.
Discover exclusive data and strategies from our Product Benchmark Report. Compare the media and entertainment industry’s performance across key product metrics.
Here’s how I think about what matters most in this report: user activation and time-to-value to understand onboarding effectiveness, retention analysis to quantify staying power, feature adoption to validate value delivery, and engagement depth to see whether we’re building habit loops—not just generating clicks. I also look at experimentation maturity (A/B testing volume and velocity), release cadence, and how we structure outcomes vs output OKRs to keep teams accountable to real customer impact.
Benchmarks aren’t scorecards—they’re decision accelerators. I use them to run a gap analysis, set clear targets, and focus the roadmap on the few bets most likely to move our leading indicators. For example, if activation lags, we invest in clearer in-app guides, product tours, and progressive onboarding; if retention stalls, we refine the value proposition and instrument cohorts to isolate which segments respond best.
Operationally, I instrument a unified analytics platform with Amplitude analytics for cohorting and funnel analysis, and Pendo for in-app guidance and feature adoption insight. Weekly product health reviews keep the team oriented around activation, retention, and engagement. When we A/B test, we set a minimum detectable effect (MDE) up front and tie experiments to specific OKRs, so decisions aren’t swayed by noise. This discipline helps empowered product teams ship faster without sacrificing rigor.
If you’re building in media and entertainment, use these benchmarks to define what “good” looks like for your model, then localize targets to your audience and content format. Start by instrumenting the essentials, align leaders on the few metrics that matter, and iterate with high-velocity experiments. The right benchmarks will sharpen your product strategy, improve stakeholder confidence, and turn your roadmap into a reliable engine for growth.
Inspired by this post on Amplitude – Perspectives.
Product analytics isn’t a specialist’s sport—it’s a team capability. In my role leading product teams, I’ve seen designers, engineers, marketers, and customer success partners uncover insights that shape strategy, accelerate product-led growth, and improve outcomes for customers. When we demystify the basics and bring analytics into everyday decisions, we build truly empowered product teams.
Here’s the core promise of this approach: "Learn the product analytics fundamentals of funnels, retention, and conversion drivers so that anyone can confidently answer key product questions." That line has guided how I teach product managers to think—start with the essentials, tie them to real customer behaviors, and make the work repeatable across the organization.
I start with funnels because they tell a story—the journey from discovery to value. A simple example: track the path from sign-up to user activation to the first value event. This reveals where onboarding succeeds or stalls, what friction blocks adoption, and which moments are ripe for optimization. With tools like Amplitude analytics or Pendo, we can break down conversions by segment, channel, or feature usage to isolate where improvements matter most.
Next comes retention analysis, the clearest signal that we’re building something customers choose to return to. Cohort analysis shows who comes back and when; retention curves show where value compels a second, third, and tenth use. Tie retention to activation milestones and the outcomes customers achieve—not just logins—and you’ll quickly spot whether your product discovery assumptions hold up in the wild. A unified analytics platform makes these insights discoverable and repeatable across teams.
Conversion drivers round out the picture. Once the funnel is clear and retention is stable, I look for the behaviors and experiences that predict success: feature combinations, time-to-value, message timing, or supportive content. Whether in Amplitude analytics or Pendo, correlating these drivers with outcomes lets us prioritize roadmaps with confidence. Pair this with continuous discovery—qualitative interviews, in-product feedback, and rapid experiments—and you’ll move from interesting data to decisive actions.
This is how we build empowered product teams: by making analytics a daily habit rather than a quarterly report. We bring insights into roadmap reviews, design critiques, and sprint planning; we celebrate learning from experiments as much as shipping features; and we hold ourselves accountable to customer outcomes, not just output. When everyone can interpret funnels, discuss retention, and isolate conversion drivers, we make smarter bets faster.
If you’re getting started, keep it simple. Define a clear activation metric, instrument the top of your funnel, and track a small number of cohorts. Share a weekly readout with highlights, surprises, and questions to investigate. Over time, stitch insights into narratives that drive product-led growth—and, most importantly, help customers achieve what they came for.
Product analytics isn’t just for analysts. It’s a shared language for product discovery, onboarding excellence, user activation, and long-term retention. When we practice it together, we build better products and stronger teams.
Inspired by this post on Amplitude – Best Practices.
If your AI portfolio has plenty of prototypes but little habitual use, the gap is probably not access to better models. It is operating design. A team can ship an impressive assistant and still fail because it chose a weak workflow, buried the feature, measured clicks instead of changed behavior, or treated trust as a post-launch review.
At PendomoniumX London, more than 350 software leaders gathered around AI transformation and product innovation. The useful signal for product leaders was the move from broad enthusiasm to execution: clearer customer problems, measurable adoption, faster learning, and explicit governance. You can turn that signal into an operating model for your own AI roadmap.
Transform a customer workflow, not a feature list
An AI feature generates, summarizes, classifies, recommends, or takes an action. An AI product transformation changes how a person completes a meaningful job. The distinction matters because customers do not adopt model capabilities in isolation. They adopt a faster, easier, or more reliable way to get something done.
Starting with the model usually produces a familiar failure mode: the team finds technically plausible places to insert AI, ships several disconnected experiences, and then struggles to explain why customers should change their behavior. Starting with the workflow forces the team to identify the user, the moment of friction, the desired behavior, and the evidence that would justify further investment.
I would not approve an AI roadmap item until the team can complete this sentence:
For a specific user completing a specific workflow, the product will use AI to remove a named source of effort or uncertainty, leading to an observable behavior change and a defined customer or business outcome, within explicit trust boundaries.
Build the statement in this order:
Describe the current workflow. Write the steps a customer takes now, including any handoffs, repeated decisions, manual checks, or places where work is abandoned.
Isolate one consequential friction point. Avoid vague problems such as “the workflow is inefficient.” Name the decision, delay, rework, or uncertainty that prevents progress.
Define the assistance. State whether AI will draft, recommend, retrieve, classify, predict, or act. These modes create different expectations and require different controls.
Name the behavior that should change. Examples include completing a setup step, accepting or editing a recommendation, resolving a case, or returning to use the capability again.
Connect the behavior to an outcome. A click is not an outcome. Faster time-to-value, lower abandonment, greater task completion, and sustained use are closer to the value you need to establish.
Write the boundary before the prototype. Specify what data the system may use, what the user must verify, when a human remains responsible, and what happens when the system cannot produce an acceptable result.
This framing also gives you a useful way to reduce an overcrowded AI roadmap. Reject ideas that cannot name a recurring workflow, an observable behavior, and a credible path to customer value. A clever demonstration without those elements is an experiment, not yet a product commitment.
Run one evidence loop from discovery through go-to-market
AI work becomes slow when discovery, delivery, analytics, and go-to-market operate as separate projects. Research identifies one problem, engineering explores another, marketing promises a broad capability, and analytics arrives after launch. Each function can appear busy while the product accumulates uncertainty.
The better unit of management is one evidence loop:
Discovery identifies the costly moment. Combine customer interviews with behavioral data. Interviews explain the user’s reasoning and workarounds; analytics shows where the behavior occurs, which segments encounter it, and whether the problem is frequent enough to matter.
Prioritization exposes the assumptions. Compare bets using problem severity, workflow frequency, data readiness, trust burden, reach, and speed of learning. Do not hide weak evidence behind a single calculated score. Record why each factor received its assessment.
Sprint planning targets uncertainty. A prototype should answer a specific question: whether customers want assistance at this moment, whether the available context supports an acceptable output, or whether users understand how to review the result. Building the full workflow before answering the riskiest question creates expensive evidence.
Go-to-market explains the changed job. Lead with what the customer can now accomplish. “AI-powered” describes an implementation choice; it does not tell a customer when to use the capability, what input it needs, or what outcome to expect.
Post-launch behavior changes the roadmap. Compare actual use with the original baseline and bet statement. Look at starts, completions, acceptance or editing of outputs, abandonment, repeated use, and downstream outcomes. Feed those observations into the next discovery decision.
A lightweight decision log keeps this loop honest. For every AI bet, record the customer problem, riskiest assumption, evidence collected, decision made, owner, and next review condition. The log prevents a prototype from quietly becoming a permanent commitment simply because significant effort has already been spent.
A prototype that misses the mark can still be valuable if it retires uncertainty. If customers do not recognize the problem, stop. If they value the workflow but distrust the output, change the interaction or control model. If the output is useful but discovery is weak, address distribution and onboarding. Those are different diagnoses, so they should not all produce the same response of adding more features.
Make adoption part of the product itself
Launching an AI capability does not teach customers when to trust it, what information to provide, or how it fits into an existing routine. That education is part of the experience, especially when the product asks someone to replace a familiar manual process with a probabilistic system.
Instrument the adoption path before you publish the guidance:
Eligible: the right user reaches the relevant workflow and has permission to use the AI capability.
Exposed: the user can see the entry point or receives contextual guidance.
Started: the user initiates the AI-assisted action.
Delivered: the system returns an output or completes the requested action.
Evaluated: the user accepts, edits, rejects, retries, or reverses the result.
Completed: the user finishes the larger workflow in which the AI action sits.
Repeated: the user chooses the capability again when the relevant need returns.
This sequence prevents a common measurement mistake. A guide view shows exposure, not activation. A button click shows curiosity, not value. Even a generated output may not matter if the user discards it or fails to complete the surrounding task. Define activation at the first point where the customer receives meaningful value, then monitor whether that behavior repeats.
Keep the guidance proportional to the decision:
Use a short contextual prompt when the customer only needs to notice a new action.
Use a tooltip when the customer needs one local explanation, such as what information the model will use.
Use a multi-step tour only when the workflow itself spans multiple unfamiliar steps.
Show an example input when output quality depends heavily on how the request is framed.
Explain review and fallback behavior next to the action, not in a distant help page.
Let experienced users dismiss education that no longer helps them.
If traffic and risk permit a controlled experiment, compare eligible guided and unguided cohorts on workflow completion and repeated use. If you cannot create a credible control group, use a documented baseline and staged rollout. In either case, do not claim that guidance caused adoption merely because guide views and feature use rose at the same time.
Make trust boundaries and decision rights explicit
Trust is not a legal checklist appended to an otherwise finished AI experience. It affects what the system may do, what the interface must explain, which events need monitoring, and whether the customer remains in control. Deferring these decisions creates rework because the team may later need to change data flows, permissions, interaction design, or the scope of automation.
For each workflow, answer these questions in language the product team can implement:
What customer, account, or third-party data may enter the system?
What context is necessary, and what data should be excluded even if it could improve the output?
What is retained, for what purpose, and who can access it?
Which outputs are suggestions, and which can cause an action in the customer’s environment?
What must the user review or confirm before an action becomes consequential?
How does the experience communicate uncertainty, missing context, or inability to complete the task?
What fallback lets the customer continue when the AI path fails?
Which signals trigger investigation, rollback, or a narrower release?
Who owns customer feedback, incidents, and changes to the evaluation criteria?
When personal data, sensitive customer information, or regulated decisions are involved, bring privacy, security, and legal reviewers into discovery. The safe alternative to making assumptions is to narrow the data and action scope until the appropriate review is complete.
Governance must be matched by clear decision rights. An empowered product team is not an ungoverned team. It is a team that knows which decisions it can make, the evidence expected, and the boundary at which another owner must participate.
A practical division is to distinguish three layers:
Team-owned decisions: workflow design, contextual education, experiments within approved boundaries, evaluation cases, and roadmap changes supported by product evidence.
Cross-functional review: new data access, material changes to retention, model-provider changes, higher-impact automation, and controls that affect security, privacy, support, or compliance.
Leadership decisions: risk tolerance, strategic investment across portfolios, shared platform choices, and conflicts that cannot be resolved within the product outcome.
Write these rights into the AI bet rather than relying on organizational memory. Also define the conditions for continuing, reworking, pausing, or stopping the work. The exact thresholds should come from your baseline and risk context, but the decisions should exist before launch. Otherwise, encouraging signals will be celebrated while contradictory evidence is explained away.
Key takeaways
Frame every AI investment around a recurring customer workflow, not a model capability.
Require a bet statement that connects assistance, behavior change, customer value, and trust boundaries.
Use one evidence loop across discovery, prioritization, sprint planning, go-to-market, and post-launch learning.
Measure the full adoption path from eligibility to repeated use; guide views and feature clicks are intermediate signals.
Treat in-app education as contextual product design, not a substitute for a clear value proposition.
Set data boundaries, human-review points, fallback behavior, decision rights, and stop conditions before broad release.
In your next planning cycle, choose one live AI initiative and rewrite it as a workflow bet. Add its behavioral baseline, activation event, trust boundary, decision owner, and stop condition. Then instrument the path before expanding the feature set. If the team cannot agree on those elements, the roadmap item is not ready. If it can, AI has started to become a managed product capability rather than a collection of prototypes.
Inside-out or outside-in thinking? I choose both. The strongest product strategies fuse a bold internal vision with relentless customer evidence, creating a flywheel that lifts adoption, engagement, and revenue while reducing risk.
When I lead with inside-out thinking, I articulate a clear product thesis, technical roadmap, and platform leverage. This is where we define points of parity and differentiation, sharpen our value proposition, and ensure our architecture scales. It’s disciplined, outcomes-first, and anchored in product positioning—not output checklists.
Outside-in thinking ensures that vision stays honest. I listen to customers, analyze friction in onboarding, instrument user activation, and study retention analysis to validate whether our promises translate into real user value. This is where product discovery, A/B testing, and in-app signals tell me what’s working, what needs refinement, and what we should stop doing.
In practice, I operationalize this balance through Software Experience Management. “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.” That promise captures the core of how I align strategy with reality inside the product, not just around it.
Concretely, I combine product analytics with in-app guides and product tours to accelerate onboarding and improve user activation. I run targeted experiments to de-risk decisions, and I iterate quickly based on what users actually do—not just what they say. The result is a product-led growth engine that compounds over time.
This approach also builds trust with finance and go-to-market partners. Inside-out clarity gives us confident, sequenced bets; outside-in data provides proof that those bets pay off. When engagement expands and adoption climbs, the business case writes itself.
If you’re deciding where to start, begin with three moves: define activation events aligned to your value proposition, instrument the experience end-to-end, and ship one high-impact in-app guide to remove a known onboarding blocker. Then measure, learn, and iterate—quickly.
The truth is, great products emerge when conviction meets evidence. Inside-out sets the vision. Outside-in earns the right to scale it.
Time to value is the most reliable early indicator of long-term user retention I know. When customers experience meaningful product impact fast, they stick around, expand, advocate, and cost less to support. Over the years leading product teams, I’ve learned that speed-to-impact isn’t a nice-to-have—it’s the engine behind sustainable product-led growth and efficient go-to-market.
Accelerate retention by reducing time to value. Learn how faster product impact drives growth, reduces costs, and keeps users engaged in the long term.
Practically, I define time to value as the duration from first touch (or first login) to the moment a user achieves their “aha” outcome—something tangibly useful aligned to their job-to-be-done. The shorter that journey, the higher the likelihood of user activation, trial conversion, and durable engagement. This is why I obsess over onboarding, in-app guides, product tours, and the clarity of our value proposition.
My first move is to map the Minimum Path to Value (MPV): the smallest set of actions needed to deliver a real result for a new user. I strip away everything non-essential in that path—fields, clicks, choices, and jargon. Opinionated defaults, smart templates, sample data, and single-player workflows let customers succeed in minutes, not days. The goal is to reduce cognitive load while making the next best action unmistakably clear.
Instrumentation turns TTV from a hunch into a system. I track activation events, cohort retention, and conversion using platforms like Amplitude analytics and Pendo, with timely nudges through Intercom when users stall. I look at the distribution of TTV (not just the average), correlate it with retention analysis, and set explicit targets such as “new users reach first value within 10 minutes.” Those targets become team-level outcomes—not outputs—and we review them weekly.
Experimentation is how we iterate toward the fastest path to value. I rely on A/B testing to compare onboarding flows, progressive profiling to delay non-critical inputs, and opinionated setup wizards to remove guesswork. Auto-generated example projects, pre-configured integrations, and guided checklists accelerate user activation without sacrificing flexibility for advanced users.
Content and guidance matter as much as UX. Tooltips, contextual in-app guides, and short product tours should be timely, skippable, and laser-focused on the outcome, not the feature. I pair these with a concise knowledge base and short explainer videos that reinforce the same value narrative a user sees inside the product.
Cross-functional alignment is essential. Product, marketing, sales, and customer success must rally around the same activation metric and TTV target. That alignment ensures our trial messaging, onboarding emails, and CS playbooks don’t compete—they compound. When everyone points to the same first-value moment, friction drops and adoption rises.
Pricing and packaging can also accelerate time to value. Free trials should be long enough for users to credibly reach first value; usage-based gates should never block the MPV. I prefer to unlock everything needed to hit the “aha” moment, then meter after the value is viscerally felt—this respects the user’s time and reinforces trust.
There’s a cost story, too. Faster time to value reduces tickets, shortens onboarding cycles, and lowers cost-to-serve. It also clarifies product discovery: when we see where users stall, we don’t guess at roadmap priorities—we let the data guide our next bet.
In my experience at HighLevel, I’ve repeatedly seen activation rates jump when we cut time to value from days to minutes. The specific tactics vary by product, but the pattern holds: when the first outcome is undeniable and fast, retention follows—and so does efficient growth.
If you’re looking for a starting point, try this: define one activation event that clearly signals value, instrument it end-to-end, design a Minimum Path to Value that gets new users there in under 10 minutes, and run weekly experiments until you consistently hit the target. Do that, and you won’t just improve onboarding—you’ll build a product that earns loyalty from the very first session.
Inspired by this post on Amplitude – Best Practices.
I treat agent performance analytics as a strategic product lever, not a back-office metric. When I combine Pendo’s product signals with Agent Analytics from our support systems, I get a unified view of where users struggle, how agents intervene, and which in-app experiences accelerate resolution. That visibility lets my team drive product-led growth and improve customer experience while lowering support costs.
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.
In practice, I build a clear scorecard that blends both product and support KPIs: first response time, resolution rate, first contact resolution, CSAT, containment/deflection rate, average handle time, ticket volume per active account, onboarding completion, user activation, and time-to-value. This balanced view ensures we reward not just speed, but durable outcomes that reduce repeat contacts and improve retention.
To make the data actionable, we connect our CRM integration, ticketing events, and Pendo product analytics in a unified analytics platform. That gives me cohort-level clarity—who needed help, what they were doing before opening a ticket, how agents responded, and whether users stayed engaged afterward. With clean instrumentation and consistent taxonomies, Agent Analytics becomes a reliable operating system for both product and support leadership.
I then use in-app guides, tooltips, and product tours to proactively address the top friction points that drive ticket volume. Through A/B testing, we compare cohorts exposed to guided workflows versus control groups, measuring deflection, faster task completion, and downstream conversion. When a guide meaningfully reduces tickets for a given workflow, we promote it from experiment to standard onboarding, and we feed those learnings back into our roadmap.
The real unlock comes from tying outcomes to business impact. I track how improvements in resolution quality and self-serve adoption influence expansion revenue, support cost per account, and risk signals like churn propensity. Retention analysis helps us validate whether reduced friction and better agent coaching translate into sustained engagement and healthier accounts.
Operationally, Agent Analytics helps me coach teams with precision. I spotlight high-performing behaviors, identify knowledge gaps, and standardize winning playbooks directly in the product via in-app guidance. This approach empowers agents, shortens onboarding for new hires, and keeps our best practices current as the product evolves.
None of this works without trust. We apply privacy-by-design principles and strong data governance, ensuring that analytics, coaching, and automation respect user consent and data minimization standards. With that foundation, we can scale confidently—experiment faster, learn from every interaction, and continuously improve the software experience.
If you’re getting started, begin by baselining your agent and product KPIs, ship one high-impact guide to deflect a top ticket driver, and review results weekly. Within a quarter, you’ll have a repeatable loop: diagnose friction, test an in-app solution, measure deflection and satisfaction, and reinvest the gains into the next set of improvements.
In my role leading product management, I take brand trust and cybersecurity seriously—especially when it affects people’s livelihoods. Over the past few weeks, I’ve seen a troubling uptick in brand impersonation and social engineering targeting candidates. It’s a reminder that protecting our community isn’t just a technical problem; it’s a product management leadership and stakeholder management responsibility.
We want to warn you about recent instances of fraudulent job offers purporting to be from Pendo and/or its affiliate companies.
If you receive an unexpected outreach claiming to be from Pendo with a fast-track offer, requests for payment, or a push to move conversations to informal channels, treat it as a red flag. Scammers often spoof logos, clone profiles, and use vague role descriptions to create urgency. Their goal is to extract personal data, money, or access—classic social engineering tactics that undermine data governance and privacy-by-design principles.
Here’s how I advise candidates to protect themselves while keeping their job search momentum. Validate every opportunity through the company’s official careers page and confirm the recruiter’s identity through corporate channels. Check that email addresses and domains match publicly listed corporate information, and be wary of communication conducted exclusively through messaging apps. Never pay fees, buy equipment up front, or share sensitive data like Social Security numbers or banking information before a formal, verified offer is in place.
If something feels off, pause and verify. Contact the company via the channels listed on its website, ask for a video meeting with the recruiter using an official corporate account, and request written details on the role and interview process. If it’s fraudulent, report it to the company, the platform where the outreach occurred, and—when appropriate—local authorities. Acting quickly helps with threat detection and response and protects other candidates from harm.
From a product and security perspective, this is a cross-functional issue that benefits from AI risk management discipline. Strong signals include clear public guidance on recruiting practices, a dedicated reporting mailbox for suspected scams, and hardened email authentication (SPF, DKIM, DMARC). Pair these with privacy-by-design reviews for hiring workflows, recruiter verification checklists, and ongoing education for talent teams. These measures reduce attack surface while reinforcing brand integrity.
If you believe you’ve shared information with a fraudulent recruiter, take immediate steps: change any reused passwords, enable two-factor authentication, place fraud alerts or freezes with credit bureaus as appropriate, and monitor accounts for suspicious activity. Document all communications; they can help security teams and platforms act faster.
Recruitment fraud is emotionally taxing and can erode confidence in the process. Don’t let scammers slow your momentum. Stay vigilant, verify before you trust, and share this warning so others can avoid similar traps. If you’re ever unsure about a message that appears to come from Pendo, pause, validate through official channels, and prioritize your safety first.
I’ve been reflecting on How Pendo’s Summer Release reimagines onboarding, support, and expansion in the SaaS + AI era, and it resonates deeply with the product-led playbooks my team and I use every day. The core promise is simple and powerful: “These three best practices aren’t new, but how you achieve them is.” That framing captures the shift I see across high-performing product organizations—same outcomes, radically upgraded execution through AI, in-app experiences, and unified analytics.
For onboarding, I prioritize accelerating user activation with clear product tours, in-app guides, and great UX writing that removes cognitive load. The difference now is how precisely we personalize these moments: segmentation driven by product usage, CRM integration, and experiments (A/B testing with a disciplined minimum detectable effect) help us craft paths that meet users where they are. When onboarding is instrumented this way, it becomes a scalable engine for product-led growth rather than a one-time setup task.
Support is undergoing an equally meaningful transformation. Contextual, in-app help combined with agentic AI can diagnose issues, surface relevant knowledge, and guide users without forcing channel switches. I’m bullish on this, but only when it’s anchored in privacy-by-design, AI risk management, and strong data governance—trust is the prerequisite for any customer support AI strategy. When done right, support shifts from reactive ticket resolution to proactive value delivery.
Expansion, to me, is the earned outcome of consistent product value. In the SaaS + AI era, we can use unified analytics to identify readiness signals—feature adoption, outcomes achieved, and time-to-value—and trigger timely, ethical nudges in-app. The best motions align offers with real customer milestones, whether that’s consumption SaaS pricing upgrades, role-based add-ons, or advanced capabilities unlocked through demonstrated need. This is product-led growth at its most customer-centric.
Underpinning all three motions is measurement discipline. I push for a unified analytics platform that ties together behavioral data, retention analysis, funnels, and cohorts with downstream CRM integration. That allows product trios to make fast, informed decisions and connect activation, support efficiency, and expansion to business outcomes. Whether your stack includes Pendo, Amplitude analytics, or custom pipelines, the principle is the same—one source of truth that informs action.
Execution matters as much as strategy. Empowered product teams working in tight product trios can ship small, valuable increments, run clean experiments, and learn faster than the market shifts. Strong stakeholder management and clear product roadmapping keep leadership aligned on outcomes vs output OKRs, so we’re funding what works and pruning what doesn’t. In my experience, this operational rigor is what turns promising ideas into durable competitive differentiation.
If you’re looking to operationalize these ideas, start by defining activation and expansion milestones that map to your value proposition. Instrument your in-app guides and product tours to support those milestones, and commit to an experimentation cadence with well-defined MDE. Layer in agentic AI carefully—pilot in the support surface where context is rich and stakes are clear—and enforce privacy and governance from day one. Finally, close the loop with unified analytics so every improvement compounds.
Pendo’s Summer Release highlights a broader reality: our industry isn’t inventing new destinations, we’re modernizing the routes. Onboarding, support, and expansion remain the pillars—but AI, in-app experiences, and integrated data make them smarter, faster, and more human. That’s the shift I’m leaning into—and the one customers feel immediately.
