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Step 2 of 4

Activation

Trial → Paid conversion ↑

Reduce time-to-value and guide users through the key actions that correlate with upgrade intent.

Activation +23% (8 weeks)
Trial→Paid +9.4 pts
TTV −46%

What we did: Guided onboarding • Progressive profiling • Usage milestones

See onboarding case study

Checkout

Pro plan$49/mo

Billed monthly • Cancel anytime

Card number

ExpiryCVC

Secure payments by Stripe

Monetization

Self-serve checkout ↑

Paywall experiments and error-state fixes that lift conversion without increasing support load.

+11.8% CVR
p95 load 0.8s
Tickets −19%

What we did: Experiment matrix • Checkout revamp • Perf tuning

See checkout work

Pricing

Billing cycle

Save 15%

Starter

$19 /mo

Up to 3 seats
Basic analytics
Email support

Pricing & packaging that scales

Align tiers to jobs-to-be-done and value metrics to unlock upgrades and higher ARPA.

Upgrade rate +17%
ARPA +12%
NRR +9 pts

What we did: JTBD tiering • Value metrics • Annual nudges

See pricing redesign

Billing & Dunning

Stripe connected SCA on

Failed payment queue

24 due

sara@acme.io
Retry 2/4 • in 3h
$49
li@contoso.com
Email 1/3 • tomorrow
$199
dev@fabric.dev
Retry 1/4 • in 1h
$499

Dunning schedule

Retry 1
+0h • card retry
Email 1
+24h • update card link
Retry 2
+48h • card retry
Email 2
+5d • offer annual w/discount
Retry 3
+7d • final retry
Cancel
+21d • downgrade to free

Recovery performance (7d)

-38% failed

Recovered
62%
Invol. churn
1.9 pts

Revenue Ops

Billing & dunning automation

Shrink involuntary churn with intelligent retries and clear update-card flows.

Failed payments −38%
Invol. churn −1.9 pts
DSO −12 days

What we did: Stripe retries • Dunning schedule • Tax/VAT automation

See billing ops

Product Assistant

Guardrails: on • Eval set: v3

Summarized last week's churn drivers. Want me to draft a save-offer for the top cohort?

Yes. Also explain the anomaly on 8/12.

Likely cause: surcharge rollout correlated with higher failed payments on AMEX (p<0.05). Recovered 64% after retry-2.

Suggested actions (auto)Quality gated

Create save-offer for AMEX failures

10% annual discount + update card link

Open PR: retry backoff from 10s→30s

Impacts: 2.4% more recoveries

Generate segment: high-intent trials

, last 7d > 3 key actions

Retrieval sources

Spec: Dunning v2 (approved)
Runbook: Incident-012 latency spike
Notebook: Churn drivers (Q3)

AI Assist

AI-assisted workflows

Retrieval-backed assistants inside critical flows to speed teams up and lift CSAT.

Feature adoption +24%
Handle time −29%
CSAT +0.4

What we did: RAG assistants • Summaries • Quality gates

See AI assistant

Uptime (30d)

99.97%

All systems normal

Incidents

API latency spikeResolved
Webhook retriesMitigated

SLOs

Availability99.9%
Latency p95400ms

Reliability

Operate with confidence

Observability, SLOs, and runbooks that reduce incidents and MTTR as you scale.

99.97% uptime
MTTR −61%
False alerts −72%

What we did: SLOs & error budgets • Golden signals • Runbooks