Agentic AI Atlasby a5c.ai
OverviewWikiGraphFor AgentsEdgesSearchWorkspace
/
GitHubDocsDiscord
iiRecord
Agentic AI Atlas · SMB Self-Serve Funnel
workflow:smb-self-serve-funnela5c.ai
Search record views/
Record · tabs

Available views

II.Record viewspp. 1 - 1
overviewjsongraph
II.
Workflow overview

workflow:smb-self-serve-funnel

Reference · live

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.

WorkflowOutgoing · 11Incoming · 0

Attributes

displayName
SMB Self-Serve Funnel
workflowKind
operational
triggerType
continuous
typicalCadence
daily
complexity
cross-team
description
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.

Outgoing edges

applies_to_domain2
  • domain:sales·DomainSales
  • domain:customer-experience·DomainCustomer Experience
involves_role3
  • role:data-analyst·RoleData Analyst
  • role:product-designer·RoleProduct Designer
  • role:planner·RolePlanner
performed_by_org_unit2
  • org-unit:growth-team·OrgUnitGrowth Team
  • org-unit:revenue-operations-team·OrgUnitRevenue Operations Team
requires_skill_area2
  • skill-area:revenue-operations·SkillAreaRevenue Operations
  • skill-area:data-analytics·SkillAreaData Analytics
triggers_responsibility2
  • responsibility:data-quality-monitoring·ResponsibilityData quality monitoring
  • responsibility:performance-budget-tracking·ResponsibilityPerformance budget tracking

Incoming edges

None.

Related pages

No related wiki pages for this record.

Shortcuts

Open in graph
Browse node kind