Service
Conversion Scoring
Conversion scoring helps teams see which users are moving toward value and which users need intervention. I build scores around product behavior, lifecycle stage, and revenue action, then put them where the team can use them.
01 What this fixes
The pain teams call about.
Trial health is described anecdotally instead of measured from behavior.
Lifecycle messages treat activated users and stuck users the same way.
Sales or success teams cannot tell which individual users need attention.
AI features are asked to personalize without a useful scoring layer underneath.
02 Deliverables
What gets shipped.
- 01Signal map for activation, intent, risk, and expansion readiness.
- 02Score model inside the CRM or ESP where daily work already happens.
- 03Lifecycle triggers and segments based on score movement.
- 04Reporting to compare score bands against conversion outcomes.
03 Methodology
How I approach this work.
I avoid fake precision. A useful score should explain what action comes next.
The first model is simple on purpose, then tuned against real conversion data.
If a signal does not change targeting, prioritization, or messaging, it does not belong in v1.
Most fit a Standard Build or Platform Build engagement, with a 6-10 weeks build window depending on account complexity and team access. Start with the related tool if you want a quick read on whether the problem is worth scoping.
04 FAQ
Common questions.
Is this lead scoring?
No. This is behavior scoring for individual users inside subscription SaaS. It is built for product and lifecycle motion.
How many events do we need?
Fewer than most teams think. The best first scores usually come from a small set of reliable product actions.
Where does the score live?
Usually inside Customer.io, HubSpot, Iterable, Klaviyo, or Salesforce, depending on where the team works.
Can AI use this score?
Yes. AI becomes more useful once it has grounded signals instead of guessing from raw user records.
Think your lifecycle is leaking?
Book a 30-minute call. One-page scope inside a week if there’s a fit. Clear no if there isn’t.