Use cases by industry

Industry playbooks powered by your data contour

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

Industry 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 goal: Increase lead-to-contract conversion with SLA discipline.

Signals Planerix monitors

  • Lead aging
  • Response time
  • Stage drop-off

Actions delivered in Planerix UI

  • 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 goal: Understand which campaigns lead to contracts and payments.

Signals Planerix monitors

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

Actions delivered in Planerix UI

  • 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 goal: Reduce out-of-stock and lost revenue.

Signals Planerix monitors

  • OOS patterns
  • Sell-through drops
  • Store anomalies

Actions delivered in Planerix UI

  • 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 goal: Prevent margin erosion from promotions.

Signals Planerix monitors

  • Margin deviation
  • Discount anomalies
  • Vendor promo conflicts

Actions delivered in Planerix UI

  • 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 goal: Maintain CAC/ROAS and accelerate creative refresh.

Signals Planerix monitors

  • Creative fatigue
  • CPA spikes
  • CTR drops

Actions delivered in Planerix UI

  • 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 goal: Reduce churn and refunds with early warnings.

Signals Planerix monitors

  • Negative tickets
  • Delayed responses
  • Refund spikes

Actions delivered in Planerix UI

  • 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 goal: Predictable pipeline and sales plan execution.

Signals Planerix monitors

  • Stage stagnation
  • Deal aging
  • Activity gaps

Actions delivered in Planerix UI

  • 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 goal: Reduce MQL/SQL conflict and improve lead quality.

Signals Planerix monitors

  • Lead quality flags
  • Source mismatches
  • SLA breaches

Actions delivered in Planerix UI

  • 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 goal: Increase bookings and reduce no-shows.

Signals Planerix monitors

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

Actions delivered in Planerix UI

  • 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 goal: Control cash gaps and profitability.

Signals Planerix monitors

  • OPEX deviation
  • Cash runway risk
  • Margin drop

Actions delivered in Planerix UI

  • 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 goal: Increase activation and paid conversion.

Signals Planerix monitors

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

Actions delivered in Planerix UI

  • 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 goal: Detect churn risk early.

Signals Planerix monitors

  • Usage drops
  • Ticket spikes
  • Payment issues

Actions delivered in Planerix UI

  • Escalations
  • Retention tasks
  • Account plan updates

Impact metrics

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

Benefits teams feel in the first 30 days

Execution clarity, faster delivery, and measurable outcomes.

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