01
Unified Data Foundation
Single event stream with persistent user_id and account_id. Warehouse as source of truth.
Prerequisite for everything
02
Activation Milestones
Define setup, activation, and habit events separately. Activation = first value moment, not first login.
Target: 40%+ in 7 days
03
Time-to-Value
Engineer for first value moment under 5 minutes. Remove friction before adding features.
Value before complexity
04
Free Tier Design
Freemium, trial, or reverse trial. Free must include the activation event. Limits must be felt.
Design against value metric
05
PQL Scoring
Usage + expansion + fit signals combined into a weighted score. Run shadow mode for 60 days before activating sales.
2–4× MQL conversion rate
06 + 07
Instrumentation + Expansion
Track every action. Connect product data to CRM via Reverse ETL. Build usage, seat, and feature expansion loops.
NRR target: 120%+