Tag
#b2b
21 playbooks tagged #b2b.
- ops 10 minutes · advanced
Build a composite account-health dashboard
Score every B2B account on usage, revenue, and support load. Publish one URL your CS team checks instead of wrangling data each QBR.
#analytics#dashboards#account-health#saas - debugging 30 seconds · beginner
Diagnose a customer complaint in 30 seconds
Paste a customer message. The agent pulls their session, finds the error they hit, walks their funnel, and tells you what to reply.
#errors#analytics#customer-support#replay - debugging 2 minutes · intermediate
Rank errors by revenue impact, not raw count
Multiply users-affected by their plan ARR to surface the bugs costing real money. Stop triaging by event volume.
#errors#revenue#triage#account-health - debugging 5 minutes · intermediate
Find slow API routes by customer and plan
Rank API endpoints by p95 latency, error rate, customer, and plan so engineering can fix performance where it affects revenue.
#analytics#api#latency#devtools-api - ops 10 minutes · intermediate
Weekly CSM book-of-business digest
Create a weekly account digest for each CSM with risks, expansion signals, product adoption, and customers needing outreach.
#analytics#customer-success#digest#routine - ops 7 minutes · intermediate
Track enterprise implementation timeline
Follow an enterprise account from kickoff through integration, first data, first value, and blocked steps so solutions teams can unblock launches.
#analytics#customer-success#enterprise#onboarding - growth 3 minutes · beginner
Find onboarding checklist drop-off
Analyze checklist and setup-step completion so product and CS can see exactly where new users or accounts stall.
#analytics#onboarding#activation#funnels - growth 5 minutes · intermediate
Find permission-denied friction in B2B apps
Surface users and accounts repeatedly hitting 403s, role gates, or missing-seat paths so product can fix admin and permission UX.
#analytics#permissions#product#activation - growth 5 minutes · intermediate
Find plan fit and overage opportunities
Identify accounts close to limits, repeatedly over quota, or paying for capacity they do not use so revenue teams know who to help.
#analytics#revenue#expansion#quotas - ops 10 minutes · advanced
Generate a renewal-risk brief for each account
Combine usage decline, errors, seat utilization, and support friction into a renewal-risk brief CS can act on before the renewal date.
#analytics#revenue#customer-success#renewals - ops 5 minutes · intermediate
Rank support load by account
Combine errors, complaints, affected users, and plan data to show which accounts are consuming the most support attention.
#analytics#errors#customer-support#account-health - ops 5 minutes · intermediate
Monitor webhook delivery reliability
Track failed, retried, and slow webhook deliveries by provider, event type, and customer before integrations silently break.
#analytics#webhooks#integrations#reliability - ops 3 minutes · intermediate
Per-customer API call analytics
Group api_request events by customer_id over 30 days with daily breakdown. The view usage-based pricing needs but most teams cobble together from logs.
#analytics#devtools-api#api-quota#dashboards - growth 3 minutes · intermediate
API quota usage as engagement and upsell timing
For each customer on a usage-based plan, show daily call volume as % of cap. Flag accounts approaching 80% — the perfect upgrade moment.
#analytics#api-quota#expansion#devtools-api - growth 5 minutes · intermediate
Track engagement during enterprise POCs
Daily engagement-per-account dashboard for active POCs. Flag any account that has gone quiet for 3+ days so AEs can act.
#analytics#sales#enterprise#account-health - growth 2 minutes · intermediate
Find quiet paying accounts before they churn
List paying accounts with zero events in 14 days. Sort by ARR. Get personalized outreach drafted in one prompt.
#analytics#churn#early-warning#retention - growth 10 minutes · advanced
What behaviors predict an account will upgrade?
Compare upgraders vs flat users from last quarter. Find the pre-upgrade behaviors that most strongly predict expansion.
#analytics#expansion#cohorts#growth-loop - growth 1 minute · beginner
Find your top 10 power users — and email them
Rank users by weighted activity from the saved signal map. Get a list of the people who matter most, with the actions they do most.
#analytics#retention#customer-success#founder-mode - growth 3 minutes · intermediate
Find accounts paying for 10 seats but using 3
Compute seat utilization per B2B account and flag low-use payers. Catch downgrade risk and surface expansion-conversation accounts.
#analytics#expansion#seat-utilization#account-health - growth 5 minutes · intermediate
Compare self-serve vs sales-led user lifecycles
Split your funnel by how the user arrived — pricing-page vs demo. Compare activation, retention, expansion side by side.
#analytics#cohorts#segmentation#sales - growth 5 minutes · intermediate
Why did this account drop from pro to free?
Find accounts that downgraded in the last 30 days and compare their behavior before vs after. The soft-churn signal nobody tracks.
#analytics#churn#downgrade#retention