I often look to Amplitude and its core analytics product when I’m coaching teams and refining our own product strategy. The discipline required to turn raw event streams into actionable behavioral analytics mirrors what I expect from empowered product teams: precise instrumentation, clear decision points, and a relentless focus on outcomes.
Some of the most effective product managers I meet began their careers in the ed-tech and recruiting space. That early-stage, resource-constrained environment cultivates sharp prioritization instincts and a comfort with ambiguity—muscles that translate directly into building scalable analytics capabilities without losing speed or customer empathy.
In my practice, I anchor discovery and roadmap decisions in driver trees that connect north-star outcomes to measurable input metrics. That structure keeps product trios aligned on the questions that matter: What behaviors predict retention? Where does user activation stall? Which experiments will meaningfully shift our core metrics? Paired with continuous discovery, this approach ensures we ship learnings—not just features.
Tactically, I encourage teams to combine Amplitude analytics with a unified analytics platform mindset: centralize event taxonomy, standardize cohort definitions, and operationalize retention analysis alongside acquisition and activation. When we treat analytics as a product, not a tool, we unlock faster iteration loops, smarter A/B testing, and clearer trade-offs between depth and breadth in our product surface area.
Product-led growth hinges on narratives supported by evidence. I’ve found that clear opportunities emerge when we map journeys, quantify friction with session replay and funnels, and then validate solution ideas through small, reversible bets. This is where outcome-based roadmapping shines: we commit to moving a metric, not to a specific feature, and we let the data guide sequencing.
At the leadership level, I focus on execution readiness: crisp problem statements, decision logs, and CI/CD practices that reduce batch size and increase deployment frequency. The goal isn’t shipping more; it’s compounding learning. When teams internalize this mindset, analytics stops being a dashboard and becomes a competitive advantage.
Inspired by this post on Amplitude – Perspectives.
Old-school, in-person selling is having a renaissance in the AI era, and I’ve seen why up close. From leading product and go-to-market teams through hypergrowth, I keep returning to one lesson: enterprise buyers still reward the teams who show up, orchestrate change management, and own outcomes end-to-end. The tech has changed; the human dynamics haven’t.
Has the sales playbook changed in the AI era? The tools are faster and the surface area is bigger, but the core motion remains the same: “showing up” beats letting the marketplace decide. That’s why in-person enterprise rollouts still beat product-led motions, especially when the stakes include security, governance, and cross-functional adoption. You win by reducing organizational risk, not by assuming free trials will do the heavy lifting.
Great enterprise sellers collapse silos. They sell to engineers and executives in one motion, pairing deeply technical validation with crisp business narratives. In my org, that means every high-velocity pilot has a dual thread: hands-on, eval-driven proof for the builders and a value architecture for the budget owners. When those motions run in parallel, time-to-value plummets and procurement friction fades.
Selling to AI-native buyers who grew up on ChatGPT changes tempo, not fundamentals. The same seller, different tempo: 8 weeks vs. 8 business days. These buyers evaluate fast, expect clear ROI, and push for automation-first workflows. How AI-native buyers handle build vs. buy decisions comes down to build for differentiation and buy for acceleration. If you make procurement feel like product—frictionless, instrumented, and transparent—you’ll meet their bar.
Process matters, but humanity wins. Building a robust sales process that still leaves room for unscripted moments is where trust is formed. I’ll never forget the story of the rep who taught a champion’s son guitar over Zoom—an unscripted moment that cemented a partnership. The lesson: raise the floor without capping the ceiling. Equip every rep with repeatable plays, then celebrate the creative instincts that make champions out of customers.
In early GTM, why the three highest-leverage early sales hires aren’t sellers at all resonates with my experience. I prioritize a solutions engineer who can de-risk integration, a forward-deployed operator who can run the first rollout like a product manager, and a customer success lead who designs adoption paths from day zero. Together, they compress the value journey from proof to production.
Compensation design shapes your talent market. The case for outsized commission accelerators for star sellers — and the kind of person they attract is real: magnets for competitors who close complex, multi-threaded deals and thrive with ownership. But beware: why too much process narrows the kind of seller you attract. Over-script it and you filter out the very people who can navigate ambiguity with customers.
Under the hood, instrumenting the funnel from stage zero to close keeps the system honest. I track intent signals before pipeline, conversion by persona and use case, proof milestones, and time-to-value in production. The three pillars of GTM excellence for me are repeatable discovery, referenceable outcomes, and relentless enablement. And inside the leadership team, building peers who are 80% aligned, not 100% preserves healthy tension while keeping execution fast.
AI is expanding the definition of enablement—whether AI is changing what good enablement looks like isn’t a theoretical question anymore. I see world-class teams arming reps with retrieval-first knowledge bases, sandbox environments, and objection libraries that evolve weekly. Meanwhile, selling against direct and implied competitors at once is the norm: your battlecard must cover “do nothing,” internal tools, adjacent categories, and new AI entrants—while you still remember why in-person enterprise rollouts still beat product-led motions for durable adoption.
Planning horizons tighten in AI markets. How far out should a GTM leader be planning? I work a dual cadence: a rolling 6-week operating plan that’s ruthlessly tactical and a 2–3 quarter roadmap for coverage, enablement, and category storytelling. What a normal week looks like in hypergrowth blends customer time, pipeline triage, onboarding and enablement, deal engineering, and process tuning—always with one or two high-conviction bets that could bend the curve.
If you’re scaling an AI product today, pair a disciplined sales-led growth engine with the best of product-led growth: fast paths to proof, hands-on validation for builders, executive-level value mapping, and human moments that turn customers into advocates. That’s how you compress an eight-week cycle into five business days—and keep the expansion flywheel spinning.
Churn is a lagging indicator—and by the time I see it in a dashboard, the moment to change a customer’s mind has usually passed. At HighLevel, I’ve learned that durable retention starts long before a cancellation ticket, with product-led growth habits, customer success partnerships, and a clear view of user behavior that flags risk early and often.
Stop chasing SaaS churn after it happens. Learn how proactive product and service experiences, powered by behavioral analytics, help reduce churn before users leave.
My operating model is simple: treat retention as a design problem, not a rescue mission. I anchor our strategy in behavioral analytics and retention analysis, translating leading indicators—activation milestones, time-to-first-value, depth of feature adoption, and expansion intent—into outcomes like Net Recurring Revenue (NRR) and cohort-based retention. When these inputs move in the right direction, churn becomes the exception, not the trend.
To get there, I start with rigorous journey mapping and continuous discovery. We define the exact “aha” moments that signal value realization, instrument events across the funnel, and segment cohorts by persona, plan, and use case. Tools in a unified analytics platform (e.g., Amplitude analytics or Pendo) help us pinpoint where engagement decays, which features predict stickiness, and which friction points block activation. This evidence replaces hunches and lets us prioritize the highest-leverage work.
From those signals, I build a transparent risk score that anyone can use. It blends usage momentum (DAU/WAU), core feature frequency, anomaly detection on key behaviors, billing and payment health, and support sentiment. When the score crosses a threshold, we trigger plays—inside the product and through customer success—so we’re helping users before they drift, not pleading after they’ve left.
On the product side, I favor lightweight, contextual interventions: in-app guides tailored to stalled tasks, checklists that shorten time-to-value, adaptive product tours, and tooltip design that clarifies the next best action. We A/B test these experiences with a clear minimum detectable effect (MDE), watching both local metrics (feature completion, error rate) and global metrics (activation, retention). The goal is precision—right nudge, right user, right moment—without adding cognitive load.
On the service side, we run consultative support and customer success plays keyed to the same behavioral triggers. A sudden drop in core usage may prompt a quick diagnostic call; repeated failed integrations can route to solutions engineering; stalled accounts get value reviews or QBRs focused on outcomes, not feature checklists. Because product and service draw from the same data, customers experience a single, coherent journey.
Proactive retention also depends on smart packaging and pricing. When value metrics mirror how customers win, plan boundaries reinforce the right behaviors and reduce “silent churn” caused by misaligned tiers. Outcome-based pricing and clear upgrade paths can turn potential risk into expansion rather than attrition.
Operationally, I keep a weekly retention review with product trios and customer success leaders. We walk driver trees from inputs (activation, engagement depth, support friction) to outputs (NRR, churn), review session replay where confusion spikes, and commit to small, measurable experiments. This cadence compounds learning and keeps us honest about what’s moving the needle.
If you’re starting fresh, begin with four moves: define an activation milestone tied to value; instrument the few events that prove users are on track; build a basic risk score from those events; and craft three plays—one in-product, one lifecycle message, one success outreach—triggered by that score. You’ll create a flywheel where insights power interventions, and interventions feed better insights.
Churn will always exist, but it doesn’t have to be a cliff. With behavioral analytics guiding both product and service experiences, we can make retention the natural outcome of how we build, communicate, and support—long before a customer ever thinks about leaving.
Inspired by this post on Amplitude – Perspectives.
I focus every day on turning raw customer signals into meaningful product experiences that create measurable outcomes. Human37 is a Brussels-based customer data strategy agency helping organizations turn data into real customer experiences. That statement sets a useful standard for the kind of partner I look for: one that helps us move beyond reports and into shipped value customers can feel.
What matters most to me is the bridge between discovery and delivery—how insights inform product strategy and roadmaps without slowing execution. The strongest partners operationalize behavioral analytics within a unified analytics platform, connect qualitative learning with quantitative evidence, and make journey mapping a living artifact rather than a slide. Tools like Amplitude analytics can accelerate this work, but the real differentiator is the operating model that converts data into decisions and decisions into outcomes.
When I evaluate a customer data strategy partner, I look for five things: rigorous data governance and privacy-by-design; clean event taxonomy and robust identity resolution; clear experimentation workflows that tie to activation and retention analysis; practical enablement for product teams (not just analysts); and a bias for product-led growth rooted in real user behavior. If a partner can’t articulate how insights ladder to user activation and long-term value, they’re not ready to guide the roadmap.
Here’s how I sequence the work to turn signals into experiences: first, define the outcomes that matter and the driver trees behind them; second, instrument events and unify identities to power trustworthy behavioral analytics; third, map critical paths with journey mapping to expose friction and moments of delight; fourth, run focused experiments linked to product strategy, not vanity metrics; finally, scale what works with in-product experiences and lifecycle messaging that compounds retention.
The payoff is speed and clarity: faster time-to-insight, more confident bets, and fewer handoffs between data teams and product builders. If you’re exploring European partners, a Brussels-based agency with a sharp customer data strategy capability can help you move from analysis to action. The litmus test is simple—can they help your team ship experiences that customers notice and your metrics confirm?
Inspired by this post on Amplitude – Perspectives.
AI agents are only as valuable as the measurable outcomes they deliver. In my role leading product strategy at HighLevel, I’ve learned that the fastest way to earn executive trust is to translate agent performance into clear revenue impact, cost savings, and risk reduction. The challenge isn’t enthusiasm for AI; it’s creating a disciplined, repeatable way to prove business value.
Here’s the three-step playbook my teams and I use to quantify the value of agentic AI, align stakeholders, and scale what works.
Step 1 — Define value outcomes and success criteria. Start with a driver tree that ties agent outcomes to company-level goals. For revenue, target conversion lift, average order value, and expansion (e.g., trial-to-paid, self-serve upsell). For cost, focus on containment/deflection rate, reduced handle time, and lower cost to serve. For risk, measure error rates, hallucinations, security/policy violations, and customer complaint rate. Convert these into outcomes vs output OKRs, set baselines, and pre-commit to thresholds for launch, scale, or rollback. This ensures the team is accountable to business KPIs, not vanity metrics.
Step 2 — Instrument comprehensively and establish baselines. Instrument the full journey: prompts, responses, human-in-the-loop events, escalations, feedback, and downstream conversions. Capture both leading indicators (time-to-first-value, containment rate, self-serve completion) and lagging outcomes (NRR, churn, LTV/CAC). Use behavioral analytics, session replay, product tours, and in-app guides to contextualize what users do before and after agent interactions. Baselines matter—freeze a control period so improvements are truly incremental.
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.
Step 3 — Experiment, attribute, and risk-adjust. Treat every agent capability like a hypothesis. Run A/B tests or holdouts with a precomputed minimum detectable effect so you can ship confidently. Attribute outcomes to the agent by linking events to conversions and support deflection, and calculate ROI as (incremental revenue + cost avoided – total operating cost, including model/API, labeling, and oversight). Apply AI risk management by tracking false positives/negatives, escalation rate, and policy breaches; adjust ROI with a risk score so the “cheapest” agent isn’t inadvertently the riskiest. This is eval-driven development in practice: define success, measure, iterate.
Operationalizing the playbook requires crisp reporting. Stand up Agent Analytics dashboards in your unified analytics platform that roll up per-agent KPIs, funnel performance, cohort trends, and experiment results. Review them in QBRs and with frontline teams to connect numbers to lived customer experience. When metrics improve, amplify with product-led growth motions—targeted in-app guides and lifecycle nudges to get more users into high-value agent flows.
What does this look like in the real world? Early on, we celebrated “tickets deflected” and missed that some conversations quietly increased churn risk. After we adopted this three-step approach, we saw the full picture: a modest dip in deflection quality was offset by a larger lift in expansion revenue and a meaningful drop in time-to-resolution. The risk-adjusted ROI was unambiguous, and the CFO greenlit broader rollout.
If you’re building or scaling AI agents, anchor on outcomes, instrument ruthlessly, and insist on experimentation. With the right measurement discipline, you’ll know exactly which agents deserve more investment, which need redesign, and which should be retired. The result is a portfolio of agents that reliably drive adoption, engagement, and durable business value.
When a platform as foundational as Amplitude refreshes a core feature, I pay close attention. Heatmaps are where qualitative intuition meets quantitative scale, and reliability and precision determine whether teams trust what they see. The latest update meaningfully raises the bar for product analytics teams who depend on crisp visual evidence to guide experiments, diagnose friction, and accelerate product-led growth.
Here’s the essence of the change, in Amplitude’s own terms: “more reliable screenshot capture, selector-based placement, automatic device detection, and a redesigned scrollmap.” That combination tackles the two biggest historical pain points with heatmaps—stability in dynamic interfaces and confidence that clicks are attributed to the right UI elements across devices and layouts.
First, more reliable screenshot capture improves the fidelity of what I’m analyzing. When screenshots consistently mirror the live UI state, I can compare sessions across releases without worrying about rendering quirks or timing artifacts. That boosts trust in behavioral analytics, shortens feedback loops with engineering, and makes heatmaps a dependable companion to A/B testing and session replay.
Second, selector-based placement is a pragmatic step toward precision. In modern, componentized front ends where elements shift with personalization, localization, or responsive design, stable selectors dramatically reduce misattributed interactions. In practice, this means cleaner insights for funnel drop-off analysis, clearer readouts for micro-conversions (e.g., CTA vs. secondary actions), and more confident iteration on UX copy and layout—without constant re-instrumentation.
Third, automatic device detection aligns insights with the actual context of use. Patterns on mobile often diverge from desktop, and blending them can mask critical signals. Accurate device-specific readouts help me tailor experiments, refine activation paths, and decide when to prioritize mobile-first optimizations versus desktop refinements.
Finally, the redesigned scrollmap matters because attention is a finite resource. Knowing how far users scroll—and where they pause—helps me position value propositions, trust elements, and calls to action where they’ll be seen. Combining scroll insights with session replay and event data gives me a sharper picture of what’s above the fold, what’s ignored, and where copy or layout needs a rethink.
How I’d operationalize this update: validate key selectors with engineering and design for critical templates; compare pre- and post-update heatmaps to establish new baselines; segment by device to isolate diverging behaviors; map scroll depth to conversion micro-moments; and feed prioritized findings into backlog grooming and product roadmapping. This keeps heatmaps directly connected to outcomes rather than just interesting visuals.
Bottom line: these improvements make heatmaps a more trustworthy lens for discovery and optimization. With sturdier screenshot capture, precise selector-based placement, automatic device detection, and a redesigned scrollmap, I can move faster from observation to decision—reducing analysis ambiguity, tightening experiment cycles, and turning behavioral analytics into measurable product strategy.
Inspired by this post on Amplitude – Best Practices.
Customer experience is now a core product strategy lever, not a downstream support function. In my work leading product teams, I’ve seen that the fastest path to durable growth is aligning CX strategy with product, data, and go-to-market—especially when we’re building AI-powered solutions that must scale responsibly.
Amanda Sime is the Customer Experience Strategy Lead at Amplitude. She shapes CX strategy and partners across orgs to design and scale AI-powered solutions.
That mandate captures what high-performing organizations are doing well: connecting behavioral analytics, product discovery, and customer success into a unified operating system. When CX leaders partner tightly with product and data teams, we turn insights into action—using Amplitude analytics to identify friction, journey mapping to prioritize moments that matter, and a unified analytics platform to close the loop from hypothesis to measurable outcomes.
Practically, the playbook looks like this in my teams: start with rigorous journey mapping and retention analysis to pinpoint where value realization lags; run targeted A/B testing to validate interventions; and deploy in-app guides and product tours to accelerate user activation. Layer in session replay and behavioral analytics to understand intent, then operationalize learnings into repeatable workflows that improve time-to-value and customer success. This is how we make product-led growth concrete rather than aspirational.
AI Strategy adds both leverage and responsibility. We design AI-powered experiences with privacy-by-design, clear value propositions, and eval-driven development so we can measure lift, not just ship features. Cross-functional partners—from support to solutions engineering—become critical here, ensuring we scale responsibly while improving the signal-to-noise ratio of feedback flowing back to product roadmapping.
The outcome I aim for is simple: faster cycles from insight to impact. With tight cross-org alignment, a shared metrics framework, and disciplined experimentation, we can transform CX from reactive problem-solving into a proactive growth engine. If your team is ready to operationalize this approach, start with one high-friction journey, build a sharp driver tree, and let data, not opinions, guide the next iteration.
Inspired by this post on Amplitude – Best Practices.
I’ve learned that customers don’t just buy features—they buy the way we discover, decide, build, ship, and support. In other words, the operating model is the product. That realization has shaped how my team and I at HighLevel translate product strategy into tangible, repeatable outcomes that show up in quality, reliability, onboarding, and consultative support every single day.
We created Product Partners to codify that operating model and scale it with discipline. It’s a blueprint and operating rhythm that unifies product strategy with go-to-market strategy, customer success, and solutions engineering—so empowered product teams can move faster without sacrificing clarity, governance, or customer trust.
First, we anchored on continuous discovery. Product trios work shoulder-to-shoulder with customer-facing teams to run customer interviews, journey mapping, and A/B testing, then validate insights with session replay and behavioral analytics. We use driver trees and opportunity solution trees to connect problems to outcomes, ensuring prioritization is evidence-based and aligned to product-market fit—not just output.
Second, we elevated delivery excellence. Our practices emphasize CI/CD, feature flags, observability, SRE-informed incident management, and DORA metrics to shorten feedback loops while raising the bar on stability. Privacy-by-design, data governance, and regulatory compliance are built into our workflows, and we make deliberate build vs buy decisions to protect platform scalability and long-term velocity.
Third, we integrated go-to-market alignment from day one. Solutions engineering and customer success shape requirements early, so launches include in-app guides, product tours, onboarding paths, and consultative support that accelerate user activation. We tie outcomes vs output OKRs to stakeholder management rituals, ensuring sales-led and product-led growth motions reinforce each other instead of competing for focus.
Finally, we closed the loop with a unified analytics platform. Activation, retention analysis, and Net Recurring Revenue (NRR) sit alongside qualitative signals from customer interviews and support. This single source of truth helps us refine product positioning, sharpen value propositions, and improve roadmapping and sprint planning with clear, testable hypotheses.
What does this mean for our partners and customers? Faster time-to-value, fewer handoffs, clearer expectations, and a shared lens on the metrics that matter. Product Partners isn’t a side program; it’s how we operationalize trust—through transparency, consistent rituals, and a bias toward learning that compounds.
If this resonates, you’ll feel it in how we discover, build, and support together. I’ll continue to share our playbooks—covering continuous discovery, onboarding, and outcome-based planning—so we can keep raising the standard for product management leadership and product-led growth, one operating rhythm at a time.
I’ve spent my career building products that move the needle, and as a Principal Product Manager and product leader at HighLevel, I focus on the work that compounds: clear strategy, rigorous discovery, and measurable outcomes. My role is to turn ambition into traction by aligning vision with execution, then proving impact with data, not anecdotes.
Great product strategy starts with customer value and ends with business results. I frame the narrative around a defensible value proposition, clarify points of parity and points of differentiation, and translate that into driver trees tied to outcomes vs output OKRs. This creates line-of-sight from our roadmap to metrics that matter—Net Recurring Revenue (NRR), activation, retention, and expansion—so teams know exactly why their work matters.
Discovery is continuous, not a phase. I partner in product trios to run continuous discovery through customer interviews, journey mapping, and an opportunity solution tree that separates signal from noise. By keeping a weekly cadence of learning, we reduce risk early, refine problem statements, and ensure we’re solving the highest-leverage jobs to be done for our customers.
Evidence beats opinion, so I obsess over instrumentation and experimentation. I rely on Amplitude analytics for behavioral analytics, cohorting, funnel health, and retention analysis, and I validate hypotheses with A/B testing designed around a minimum detectable effect (MDE). With feature flags, we decouple deployment from release, ramp value safely, and learn fast without exposing the entire base to risk.
Execution only works when planning is pragmatic and transparent. I run product roadmapping and sprint planning as living systems informed by discovery insights and real usage data. That means tighter stakeholder management, clearer trade-offs, and fewer surprises for go-to-market partners—so we ship confidently and tell a crisp story from beta through scale.
I also apply modern AI practices where they create real leverage. For exploration and prototyping, I use gen ai for product prototyping and practical workflows from LLMs for product managers to accelerate research synthesis, scenario mapping, and content generation—always with human-in-the-loop judgment, data governance, and privacy-by-design as non-negotiables.
The result is a disciplined, human-centered, and data-powered approach. I build empowered product teams that learn faster than the market, align on few-but-mighty bets, and compound outcomes over outputs. That’s how a Principal Product Manager consistently turns strategy into durable, product-led growth.
Inspired by this post on Amplitude – Perspectives.
I lead Growth & AI at Amplitude, where I focus on viral and core growth strategies, user acquisition, and product engagement. My north star is to architect durable growth loops that compound over time while elevating the customer experience—from the first onboarding moment to deep, habitual use.
Day to day, I combine Amplitude analytics and behavioral analytics to power product-led growth. By instrumenting the right events, mapping activation journeys, and running disciplined A/B testing, I drive user activation and accelerate time-to-value. That work extends into onboarding, in-app guides, and retention analysis, ensuring we optimize not just for acquisition but also for sustainable engagement and expansion.
On the AI front, I define and execute the AI Strategy that responsibly applies gen ai and LLMs for product managers to increase experimentation velocity and personalize experiences at scale. This includes deploying intelligent nudges, next-best actions, and adaptive UX while honoring privacy-by-design and strong data governance practices. The outcome is a feedback-rich system that learns from user behavior and continuously improves product-market fit signals.
My playbook is simple but rigorous: align on a clear North Star, translate it into activation and retention metrics, size lift using minimum detectable effect (MDE), and iterate fast with product trios. I use an opportunity solution tree to prioritize bets, validate with continuous discovery, and then harden winning patterns into repeatable growth loops. This approach keeps teams focused on outcomes, not output, and creates a shared language across product, design, data, and engineering.
If you’re exploring how to scale product-led growth with AI, this is the path I follow: turn rich product analytics into actionable insights, test with scientific precision, and ship experiences that feel personal, timely, and trustworthy. The result is a growth engine that compounds—driving efficient acquisition, stronger activation, and enduring product engagement.
Inspired by this post on Amplitude – Best Practices.
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.
By the end of 2024, we were already all-in on Fin, and our customer support organization was deep in its own transformation. Resolution rates were strong, efficiency was improving, and for the first time, something new was emerging: capacity.
That newfound capacity wasn’t just a relief; it was a strategic opening. As we became less reactive day to day, I saw how support’s unique vantage point—rooted in customer needs and aligned with company goals—could evolve into a consultative function that actively drives value for customers and the business.
This is the story of how we built consultative support. I’ll walk you through how we got started, the results we achieved, and the lessons I’d carry forward if I were doing it again from scratch.
We didn’t begin from zero. A few years earlier, we partnered closely with research and data science to drive product adoption. In a project we called “next best step,” we tested offering proactive guidance inside already-established conversations. It worked well, and as Fin accelerated how we worked, we realized we were ready to push into broader, more ambitious opportunities.
Instead of dictating a solution from the top, I opened the floor. We hosted a support town hall and asked the team to share concrete ways support could directly drive company outcomes. The conversation was electric—practical, creative, and grounded in real customer moments.
Right there, we spun up campaign concepts. One idea was an always-on in-product banner offering a call with a member of our team to help customers set Fin up to the best of its ability. Another was the “Fin upsell campaign,” where, once a customer had a positive interaction with Fin and clicked the “that helped” button, a tailored message would share details about our own success with Fin and invite the customer to book a call to learn more and ask questions.
The energy from that session made one thing obvious: the team already knew how to help customers extract more value from the product. They just needed focus, permission, and a clear path to act.
We started small on purpose. I recruited a group of volunteers who dedicated part of their week to exploring new, proactive ways to support customers. We kept the group tight for two reasons: first, even with Fin freeing up significant capacity, we still had to deliver excellent day-to-day support; second, this was an experiment, and we weren’t going to overhaul a 100+ person organization without proof.
One of our first campaigns focused on proactive engagement with self-serve customers—those without a dedicated sales or success touchpoint. Our goal was to give this group direct access to teammates with first-hand experience in AI transformation and help them see the value they could get from Fin.
Early use cases included guiding customers through Fin trials, working with mature customers on optimization to get more out of Fin, and proactively identifying high-potential accounts that looked ready for Fin. None of this required a new team or a big budget—just attention and intention.
To make consultative support stick, we trained for a mindset shift. I encouraged the team to move beyond solving the immediate issue and instead probe deeper to understand each customer’s unique context. We leaned on our sales and success peers to refine our outreach—learning how to time our messages, frame value succinctly, and meet customers at the right moment rather than waiting for them to come to us.
To validate our approach, we needed data—not vibes. We built a simple but rigorous comparison: accounts we engaged with versus accounts we reached out to but didn’t hear back from. Over a six month period, we tracked feature adoption, Fin usage, and expansion revenue across both groups.
The result was clear: engaged accounts grew roughly twice as fast in both usage and expansion.
To further prove the value of proactive support, we also tracked direct Fin resolutions generated after consultative interactions, resolution and automation rate improvements across engaged accounts, and influenced expansion ARR across everything we worked on over the year.
Seeing those numbers was a turning point. This wasn’t a side project anymore—it was a repeatable motion with measurable business impact.
As results became visible, partnerships multiplied. Self-serve engineering teams saw the value of well-timed human touchpoints. Customer lifecycle marketing tapped us to handle responses to their campaigns. Product teams began partnering with us to identify high-impact engagement opportunities. We also deepened our collaboration with digital, scale, and high-touch success teams—stepping in where they lacked capacity and offering deep technical guidance to help customers get the best from the platform.
What began as simple outreach matured into targeted, strategic initiatives tied directly to company goals.
Within a year, our volunteer crew grew to ~16 teammates across regions—curious, motivated, and eager to try new things. We continued expanding the consultative support function and took on new projects end to end. Most recently, we assumed ownership of the new “sales assist” team to drive self-serve trial conversions and help new customers get the most from their first experience.
Here are the practices that mattered most in making consultative support real and durable:
Start with your team, not a strategy doc. The best ideas came from the people closest to customers. That town hall shaped our initial direction more than any top-down plan could have.
Don’t scale before you’ve proved it. A small, motivated group moved faster, learned quicker, and produced clearer results than a broad rollout. When you need organizational buy-in, a rigorous proof point beats a promising concept.
Train for a different mindset. Consultative work requires curiosity, commercial awareness, and the ability to hold broader context—not just product knowledge. Invest deliberately in coaching and frameworks that strengthen these muscles.
Measure against a control group. Without a control, you have a story. With it, you have a business case—and that’s what unlocks resources, headcount, and prioritization.
Lean into being different. It’s helpful to take cues from sales and success, but you don’t have to operate exactly like them. There’s real power in support’s distinct perspective and tone.
Building this consultative support function fundamentally changed how we think about our remit. Support is no longer just there to respond; it now drives adoption, influences retention, generates expansion revenue, and, for many self-serve customers, serves as the primary human touchpoint.
In an AI-first world, where Fin handles all of the transactional work, this kind of work becomes even more important. Because the question for support leaders is no longer “how do we handle more tickets?” but rather, “how do we use support to grow the business?”
