Playbooks: examples and best practices
- Yuri (Unlicensed)
- Yuri Lapin
Owned by Yuri (Unlicensed)
Last updated: Dec 12, 2024 by Yuri Lapin
Introduction
Playbooks are crucial for identifying churn and implement churn reduction. At a scale you can't afford to do it manually and you have to automate. And yeah, SaaS solutions is all about scale.
Our Playbooks functionality is well suited for automating your notifications and actions to prevent churn at early stages.
Let us show you how it's done... 🚀
Foundation
We suggest to start with
Advanced topics
To advance your knowledge about Playbook read below some of the best practices to design your Playbooks for various use cases plus some specific examples:
- Anatomy of a Playbook
- Executing playbooks in sequence
- Playbook entry and goal conditions: use cases
- Playbook example: Take actions on qualified users (PQL) from qualified accounts (PQA)
- Playbook example: Take action on accounts likely to churn
- Playbook example: Take action on a 'Free'-tier account, after a long time of inactivity
- Playbook example: Notify CS team of accounts visiting the 'Delete account'-danger zone
, multiple selections available,