Solutions

Revenue plays for every stage of the funnel.

Start with the leak that costs the most, then extend the same persistent agent across the lifecycle — with one primary KPI per play.

Abandoned Demo Recovery

Problem

High-intent buyers abandon forms and meeting schedulers.

Solution

Use a branded Invitation Message and persistent AI conversation to educate, qualify, schedule, or launch a trial.

Primary KPI

Recovered revenue per 1,000 demo initiators

What the agent decides

For every buyer in this play, the agent selects the next best value event — continue evaluating, get a recommendation, calculate ROI, activate, involve a human, or purchase.

Model this play

Trial Activation

Problem

Trial users sign up but never reach meaningful product value.

Solution

Use product events to identify stalled users and guide them to the next activation milestone.

Primary KPI

Trial activation rate

What the agent decides

For every buyer in this play, the agent selects the next best value event — continue evaluating, get a recommendation, calculate ROI, activate, involve a human, or purchase.

Model this play

Trial-to-Paid Conversion

Problem

Email nurture is disconnected from actual product behavior.

Solution

Personalize the conversation based on actions completed, missing steps, intent, company data, and account value.

Primary KPI

Relative lift in trial-to-paid conversion

What the agent decides

For every buyer in this play, the agent selects the next best value event — continue evaluating, get a recommendation, calculate ROI, activate, involve a human, or purchase.

Model this play

Sales-Assisted Conversion

Problem

Sales representatives receive leads without enough context and engage too early or too late.

Solution

Let AI educate and qualify first, then introduce the assigned representative with a complete summary.

Primary KPI

Revenue per seller hour

What the agent decides

For every buyer in this play, the agent selects the next best value event — continue evaluating, get a recommendation, calculate ROI, activate, involve a human, or purchase.

Model this play

Customer Expansion

Problem

Upgrade signals appear in product data but rarely become timely conversations.

Solution

Detect usage thresholds, new use cases, team growth, or plan limitations and initiate an appropriate expansion journey.

Primary KPI

Expansion revenue per eligible account

What the agent decides

For every buyer in this play, the agent selects the next best value event — continue evaluating, get a recommendation, calculate ROI, activate, involve a human, or purchase.

Model this play

Retention and Renewal

Problem

Low engagement, support friction, and unresolved concerns become churn.

Solution

Use AI to diagnose friction, resolve issues, coordinate human help, recommend plan changes, and prepare renewals.

Primary KPI

Retained and renewed revenue

What the agent decides

For every buyer in this play, the agent selects the next best value event — continue evaluating, get a recommendation, calculate ROI, activate, involve a human, or purchase.

Model this play

Industry use cases

The same agent, tuned to how your category actually converts.

Conversion, activation, escalation, and expansion events differ by industry. These are illustrative event definitions used to configure a pilot.

B2B SaaS

Conversion event: Demo request or paid plan purchase
Activation event: First workspace configured and team invited
Human escalation point: Multi-stakeholder or security review begins
Expansion opportunity: Seat growth beyond plan tier

HR technology

Conversion event: Demo request from an HR or People leader
Activation event: First employee records imported
Human escalation point: Compliance, payroll, or migration questions
Expansion opportunity: New modules such as benefits or performance

Developer tools

Conversion event: Sign-up with API key issued
Activation event: First successful API call in production
Human escalation point: Architecture review or volume pricing
Expansion opportunity: Usage crosses request or environment limits

Cybersecurity

Conversion event: Assessment or demo request
Activation event: First environment connected and scanned
Human escalation point: Findings review with a security engineer
Expansion opportunity: Additional coverage domains or endpoints

Multi-location fitness

Conversion event: Membership purchase or trial pass claimed
Activation event: First visit completed at the chosen location
Human escalation point: Contract, pricing, or cancellation concerns
Expansion opportunity: Upgrade to premium tier, training, or family plan

Financial services

Conversion event: Verified application started
Activation event: Account funded or first transaction
Human escalation point: Suitability, eligibility, or advisory questions
Expansion opportunity: Additional products or higher service tier

Professional services

Conversion event: Scoped consultation booked
Activation event: Engagement kickoff completed
Human escalation point: Scope, timeline, or pricing negotiation
Expansion opportunity: Follow-on phase or retainer

High-consideration consumer services

Conversion event: Deposit or appointment confirmed
Activation event: First service delivered
Human escalation point: Custom requirements or financing questions
Expansion opportunity: Add-on services and renewals

Illustrative pilot targets—not guaranteed outcomes. KPIs and event definitions shown here are planning references only. Actual performance depends on traffic, offer, funnel design, channel eligibility, consent, product experience, and baseline performance. A controlled pilot is required to measure incremental impact.

Model My Funnel