Results for “customer-profiles”

Daily customer health scoring across the active book of business. Pulls usage signals from PostHog and subscription state from Stripe, scores each active customer per the brand's customer-success playbook, updates the Notion customer DB, and Slack-alerts on at-risk transitions. Runs daily on cron schedule.

Drive new-customer setup checklist — welcome email, kickoff scheduling, shared Notion workspace, Slack notification, milestone tracking. Event-triggered on Stripe checkout success or CRM Stage="Closed Won".

Onboard a paid-media client by collecting business details, configuring data lifecycle policies, and setting mutation guardrails without storing secrets.