Executive use cases

Executive playbooks by industry

Each playbook maps signals to delivered actions and outcome metrics with governance.

Executive playbooks powered by your data contour
Signals → delivered actions → impact metrics
Time-to-value in 2-8 weeks
Filter by industry

Lead speed → enrollment growth

Business outcome: Increase lead-to-contract conversion with SLA discipline.

Signals we monitor

  • Lead aging
  • Response time
  • Stage drop-off

Actions delivered to owners

  • First-call tasks
  • Escalations
  • Weekly SLA plan

Impact metrics

  • Conversion rate
  • Time-to-first-contact
  • Contracts count
Typical time-to-value: 2-3 weeks

Attribution integrity for budget decisions

Business outcome: Understand which campaigns lead to contracts and payments.

Signals we monitor

  • Spend→lead→contract coverage
  • Missing IDs/UTM
  • Offline leakage

Actions delivered to owners

  • Tracking fixes
  • Matching rules
  • CRM mapping tasks

Impact metrics

  • Matched revenue %
  • ROAS accuracy
  • Unattributed share
Typical time-to-value: 3-6 weeks

Store KPIs + inventory OOS risk

Business outcome: Reduce out-of-stock and lost revenue.

Signals we monitor

  • OOS patterns
  • Sell-through drops
  • Store anomalies

Actions delivered to owners

  • Restock tasks
  • Store manager alerts
  • SKU priorities

Impact metrics

  • OOS rate
  • Lost sales estimate
  • Revenue by store
Typical time-to-value: 2-4 weeks

Promo margin control

Business outcome: Prevent margin erosion from promotions.

Signals we monitor

  • Margin deviation
  • Discount anomalies
  • Vendor promo conflicts

Actions delivered to owners

  • Promo approval workflow
  • Promo exceptions report
  • Price correction tasks

Impact metrics

  • Gross margin
  • Promo ROI
  • Exceptions count
Typical time-to-value: 3-5 weeks

CAC & ROAS control with creative ops

Business outcome: Maintain CAC/ROAS and accelerate creative refresh.

Signals we monitor

  • Creative fatigue
  • CPA spikes
  • CTR drops

Actions delivered to owners

  • Creative refresh projects
  • Pacing rules
  • Approval workflow

Impact metrics

  • CAC/CPA
  • ROAS
  • Conversion rate
Typical time-to-value: 2-4 weeks

Customer support → churn prevention

Business outcome: Reduce churn and refunds with early warnings.

Signals we monitor

  • Negative tickets
  • Delayed responses
  • Refund spikes

Actions delivered to owners

  • Escalations
  • Root-cause tasks
  • Weekly churn brief

Impact metrics

  • Churn
  • Refund rate
  • CSAT/NPS
Typical time-to-value: 3-6 weeks

Pipeline discipline (RevOps)

Business outcome: Predictable pipeline and sales plan execution.

Signals we monitor

  • Stage stagnation
  • Deal aging
  • Activity gaps

Actions delivered to owners

  • Next-step tasks
  • Escalations
  • Weekly pipeline review pack

Impact metrics

  • Win rate
  • Sales cycle
  • Forecast accuracy
Typical time-to-value: 2-5 weeks

Marketing → Sales alignment

Business outcome: Reduce MQL/SQL conflict and improve lead quality.

Signals we monitor

  • Lead quality flags
  • Source mismatches
  • SLA breaches

Actions delivered to owners

  • Scoring corrections
  • Routing rules
  • Stop-list campaigns

Impact metrics

  • SQL rate
  • CPL→CAC
  • Meetings booked
Typical time-to-value: 3-6 weeks

Booking conversion + no-show reduction

Business outcome: Increase bookings and reduce no-shows.

Signals we monitor

  • Booking drop-offs
  • Slow follow-up
  • No-show patterns

Actions delivered to owners

  • Reminder workflows
  • Manager tasks
  • Schedule optimization

Impact metrics

  • Booking rate
  • No-show %
  • Revenue per slot
Typical time-to-value: 2-4 weeks

Unit economics & cashflow guardrails

Business outcome: Control cash gaps and profitability.

Signals we monitor

  • OPEX deviation
  • Cash runway risk
  • Margin drop

Actions delivered to owners

  • Expense approvals
  • Payment plan tasks
  • Cost center reports

Impact metrics

  • Cash balance forecast
  • OPEX vs plan
  • Gross margin
Typical time-to-value: 3-6 weeks

Trial-to-paid execution

Business outcome: Increase activation and paid conversion.

Signals we monitor

  • Activation drop-offs
  • Feature adoption gaps
  • Cohort anomalies

Actions delivered to owners

  • CS/sales playbook tasks
  • In-app nudges
  • Weekly brief

Impact metrics

  • Activation rate
  • Trial-to-paid
  • Churn
Typical time-to-value: 4-8 weeks

Customer health automation

Business outcome: Detect churn risk early.

Signals we monitor

  • Usage drops
  • Ticket spikes
  • Payment issues

Actions delivered to owners

  • Escalations
  • Retention tasks
  • Account plan updates

Impact metrics

  • Churn
  • NRR
  • Support load
Typical time-to-value: 4-8 weeks

Executive outcomes in the first 30 days

Clear ownership, faster execution, and measurable outcomes.

  • Fewer blind spots: data quality and integrity checks
  • Faster execution: actions delivered with owners and deadlines
  • Governed automation: approvals and run logs
  • Measurable outcomes: impact tracked on KPI/OKR
  • Reusable templates: client-specific agents become playbooks
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