workflow:smb-self-serve-funnel
SMB Self-Serve Funnel overview
Manages the product-led growth funnel for SMB customers — optimizing free-to-paid conversion through in-product upgrade prompts triggered by usage limits and feature gates, designing automated onboarding sequences that guide users to activation milestones without human touch, monitoring cohort-based conversion rates from signup through first paid month, implementing behavioral scoring to identify high-intent free users for light-touch sales outreach, A/B testing pricing page layouts and plan packaging, managing self-serve billing flows including plan upgrades, downgrades, and cancellation deflection, and analyzing churn patterns in the first 90 days to identify friction points. Produces PLG funnel dashboards, cohort conversion analyses, and automated touchpoint effectiveness reports. Excludes enterprise sales motions and custom pricing.
Attributes
Outgoing edges
- domain:sales·DomainSales
- domain:customer-experience·DomainCustomer Experience
- role:data-analyst·RoleData Analyst
- role:product-designer·RoleProduct Designer
- role:planner·RolePlanner
- org-unit:growth-team·OrgUnitGrowth Team
- org-unit:revenue-operations-team·OrgUnitRevenue Operations Team
- skill-area:revenue-operations·SkillAreaRevenue Operations
- skill-area:data-analytics·SkillAreaData Analytics
- responsibility:data-quality-monitoring·ResponsibilityData quality monitoring
- responsibility:performance-budget-tracking·ResponsibilityPerformance budget tracking