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PLG motion with expansion

Lifecycle orchestration from product signals (nurture + sales-assist)

Adaptive journeys triggered by milestones and intent spikes—measured with clear telemetry.

Client names withheld by NDA. Details are generalized to protect privacy while preserving the technical and operational shape of the work.

Problem

Product signals weren’t turning into consistent lifecycle actions; sequences were static and didn’t match intent or stage.

Context & constraints

  • PLG activation milestones + expansion motion
  • Signals spread across product events, CRM, and billing
  • Suppression/rate limits required to avoid over-triggering
  • Cross-team ownership across Marketing, Sales, and CS

Approach

  • Define lifecycle milestones + intent signals and map them to plays (nurture vs sales-assist).
  • Implement event QA and suppression/rate-limit rules to prevent over-triggering.
  • Instrument journeys end-to-end (from trigger → touch → meeting → pipeline).

What Shipped

  • Milestone + intent-triggered journeys across email, in-app, and sales-assist
  • Suppression rules, rate limits, and QA environments
  • Expansion + churn risk signals surfaced to Sales/CS
  • Dashboards for journey performance and conversion paths

Operational outcomes

  • Product signals reliably triggered the right plays (nurture vs sales-assist)
  • Noise reduced via suppression rules and QA environments
  • Journeys measured end-to-end from trigger to pipeline impact
  • Expansion/churn signals surfaced earlier to Sales/CS

Governance & Safety

  • Event schema governance
  • Change control for triggers
  • Rate limits + suppression rules
  • Auditability for triggers

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