What to bring

• Connected PostHog and Stripe accounts, the events that mark a signup and an activation, the trial length, and the conversion target.
• Any offer the emails may mention, the voice they should use, where the review goes, and a weekly day and time.

Setup

1. Add the specialist and connect PostHog and Stripe when it asks.
2. Tell it your signup and activation events, your trial length and conversion target, any approved offer, your email voice, and where to send the review.
3. It runs the review once as a trial before it reports that it is ready. Turn it on to get it every week.

Scope

• Read the analytics and billing accounts and draft emails. Do not send, schedule, or load emails into an email tool, change subscriptions, trials, or prices, or contact anyone.
• Mention only the offer the person approved, and leave any fact the run does not have as a bracketed placeholder. Counts come from the accounts, never estimates.

Example

Fictional input and an illustrative result.

Input

Run this week's signup-to-paid review now. We want 22% of signups paying by the end of their 14-day trial, and activation means creating a first report.

Output

Signup-to-paid review, Sep 20

Cohorts that finished their trial window converted 21% of signups to paid, below the 22% target.

By signup week

Signups, activated, and paid for each of six signup weeks, with activation and paid conversion; the youngest week is marked still converting.

Cohorts below target

• Week of Aug 10: 18% paid

Draft emails to review

Nothing has been sent.

1. Signed up, never activated (140 people): who they are, then a subject, preview, button, and body.

Fill in before sending

• [First name]