II.
Workflow JSON
Structured · liveworkflow:smb-self-serve-funnel
SMB Self-Serve Funnel json
Inspect the normalized record payload exactly as the atlas UI reads it.
{
"id": "workflow:smb-self-serve-funnel",
"_kind": "Workflow",
"_file": "workflows/workflows/workflows-sales-segments.yaml",
"_cluster": "workflows",
"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\nfree-to-paid conversion through in-product upgrade prompts triggered by\nusage limits and feature gates, designing automated onboarding sequences\nthat guide users to activation milestones without human touch, monitoring\ncohort-based conversion rates from signup through first paid month,\nimplementing behavioral scoring to identify high-intent free users for\nlight-touch sales outreach, A/B testing pricing page layouts and plan\npackaging, managing self-serve billing flows including plan upgrades,\ndowngrades, and cancellation deflection, and analyzing churn patterns in\nthe first 90 days to identify friction points. Produces PLG funnel\ndashboards, cohort conversion analyses, and automated touchpoint\neffectiveness reports. Excludes enterprise sales motions and custom\npricing.\n"
},
"outgoingEdges": [
{
"from": "workflow:smb-self-serve-funnel",
"to": "role:data-analyst",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:smb-self-serve-funnel",
"to": "role:product-designer",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:smb-self-serve-funnel",
"to": "role:planner",
"kind": "involves_role",
"attributes": {}
},
{
"from": "workflow:smb-self-serve-funnel",
"to": "skill-area:revenue-operations",
"kind": "requires_skill_area",
"attributes": {}
},
{
"from": "workflow:smb-self-serve-funnel",
"to": "skill-area:data-analytics",
"kind": "requires_skill_area",
"attributes": {}
},
{
"from": "workflow:smb-self-serve-funnel",
"to": "domain:sales",
"kind": "applies_to_domain",
"attributes": {}
},
{
"from": "workflow:smb-self-serve-funnel",
"to": "domain:customer-experience",
"kind": "applies_to_domain",
"attributes": {}
},
{
"from": "workflow:smb-self-serve-funnel",
"to": "responsibility:data-quality-monitoring",
"kind": "triggers_responsibility",
"attributes": {}
},
{
"from": "workflow:smb-self-serve-funnel",
"to": "responsibility:performance-budget-tracking",
"kind": "triggers_responsibility",
"attributes": {}
},
{
"from": "workflow:smb-self-serve-funnel",
"to": "org-unit:growth-team",
"kind": "performed_by_org_unit",
"attributes": {}
},
{
"from": "workflow:smb-self-serve-funnel",
"to": "org-unit:revenue-operations-team",
"kind": "performed_by_org_unit",
"attributes": {}
}
],
"incomingEdges": []
}