v3.3 Activation, Retention + Customer Success OS
Customer Success
AutoBuilder Customer Success helps users keep building after the first preview. It tracks first value, onboarding progress, venture momentum, blockers, milestones, and upgrade timing — without fake metrics or automatic outreach.
DEMO CUSTOMER SUCCESS STATE — NO FAKE METRICS
Next: Wire first-value events to analytics + surface NBA in workspace
AutoBuilder Customer Success helps users reach first value, keep building, understand next actions, resolve blockers, and upgrade only when value is clear. Dashboards must not fake metrics. Messages must not send automatically.
Activation
Activation dashboard
NO FAKE METRICS — counts show REQUIRES ANALYTICS until wired.
New users
— (REQUIRES ANALYTICS)
Ideas submitted
— (REQUIRES ANALYTICS)
Previews
— (REQUIRES ANALYTICS)
Ventures saved
— (REQUIRES ANALYTICS)
Workspaces opened
— (REQUIRES ANALYTICS)
First actions
— (REQUIRES ANALYTICS)
Reports
— (REQUIRES ANALYTICS)
Build Packs
— (REQUIRES ANALYTICS)
Stuck
3 demo signals
Upgrade ready
2 demo (VALUE BEFORE UPGRADE)
Churn risk
1 demo signal
Lifecycle
User lifecycle stages
| Stage | Description | Next action | Playbook |
|---|---|---|---|
| visitor | Landed on site | Enter one sentence | acquire_first_time_founder |
| idea_submitted | Typed idea | Generate Genesis Preview | acquire_first_time_founder |
| preview_generated | Saw preview | Save venture | activate_first_time_founder |
| venture_saved | Venture persisted | Open workspace | activate_first_time_founder |
| workspace_opened | In workspace | Complete first task | activate_first_time_founder |
| first_action_completed | First task done | Generate report | retain_paying_user |
| active_builder | Returning builder | Apply Build Pack | retain_paying_user |
| paying_builder | Paid (when live) | Use credits wisely | retain_paying_user |
| power_user | Multiple ventures | Team features | expand_enterprise |
| churn_risk | Inactive or blocked | Simplify next step | win_back_churn_risk |
| reactivated | Returned after gap | Weekly report | win_back_churn_risk |
First value
First value tracker
Understood output: yes
Saved venture: yes
Opened workspace: yes
Completed task: no
Generated report: no
Applied Build Pack: no
Returned: no
Upgraded: no
Time to first value: Demo — not measured
DEMOInteractive simulation or sample output — not a live deployment.Onboarding
Onboarding journey
1. Enter one sentence
Primary intake → Clarity on idea
Event: idea_submitted · Next: Choose build mode
LIVEShipped in production and reachable on this site.2. Choose build mode
Simple or advanced → Right depth
Event: mode_selected · Next: Get Genesis Preview
LIVEShipped in production and reachable on this site.3. Get Genesis Preview
Structured output → First wow
Event: genesis_preview_generated · Next: Save venture
LIVEShipped in production and reachable on this site.4. Save venture
Living venture created → Persistence
Event: venture_saved · Next: Pick first goal
LIVEShipped in production and reachable on this site.5. See workspace
Execution home → Ongoing home
Event: workspace_opened · Next: Choose next action
LIVEShipped in production and reachable on this site.6. Choose next action
NBA engine → Momentum
Event: next_action_selected · Next: Apply starter Build Pack
LIVEShipped in production and reachable on this site.7. Apply free starter pack
Guided task → Tangible progress
Event: build_pack_applied · Next: Generate first report
LIVEShipped in production and reachable on this site.8. Generate first report
Weekly founder report → Return reason
Event: report_generated · Next: Review upgrade path
LIVEShipped in production and reachable on this site.NBA
Next best action engine
Save your venture
Preview generated but not saved
Living workspace · low effort · 0 credits
LIVEShipped in production and reachable on this site.Complete first workspace task
Workspace open, no task done
Activation milestone · medium effort · 1 credits
LIVEShipped in production and reachable on this site.Apply Customer Discovery pack
Proof gap detected
Validation plan · medium effort · 3 credits
VALUE BEFORE UPGRADEUpgrade prompt must follow demonstrated value — no pressure before clarity.Founding Builder Pass
Clear value shown + hit free limit
10 builds + reports · low effort · 0 credits
PAYMENT NOT LIVECheckout and charges are not enabled in this build.Stuck
Stuck user detection
preview_not_saved
Genesis Preview generated but venture not saved
Help: Highlight save CTA + show what saving unlocks
DEMOInteractive simulation or sample output — not a live deployment.no_task_completed
Workspace opened but zero tasks completed
Help: Surface one clear next task in workspace
DEMOInteractive simulation or sample output — not a live deployment.pricing_confusion
Visited pricing 3x without action
Help: Show value-first upgrade explainer
VALUE BEFORE UPGRADEUpgrade prompt must follow demonstrated value — no pressure before clarity.Accounts
Customer success dashboard
First-time founder
Health: moderate / venture early
Blockers: No first task completed
Next: Complete first workspace task
DEMOInteractive simulation or sample output — not a live deployment.Health
Builder health score
Total: 48/100
Momentum
Venture momentum score
Total: 45/100
Retention
Retention loops
daily_next_action
Your next action: complete customer discovery interview outline
DRAFT — not sent
DO NOT SEND AUTOMATICALLYExternal quote, bid, or vendor documents are drafts — human must send.weekly_report
Your weekly founder report is ready
DRAFT — not sent
DO NOT SEND AUTOMATICALLYExternal quote, bid, or vendor documents are drafts — human must send.milestone_celebration
Milestone reached: first action completed
in-app only when live
PLANNEDOn the roadmap; not available in production yet.Report
Weekly founder report
Changed: Venture saved · Workspace opened · 3 tasks added
Blockers: No customer interviews scheduled
Next: Run 3 discovery calls this week
Scores — venture 52 · proof 28 · growth 15
Pack: Customer Discovery Sprint
DEMOInteractive simulation or sample output — not a live deployment.Milestones
Milestone system
Idea clarified
One-liner and customer defined
Venture saved
Living venture in workspace
Workspace opened
Execution home visited
First task completed
Momentum started
First report generated
Weekly progress visible
First Build Pack applied
Structured progress
Progress
Builder streaks + progress
Build streak
0
Weekly progress
35%
Venture completion
28%
Proof progress
15%
Launch readiness
22%
Growth readiness
10%
Packs
Build Pack recommendations
Customer Discovery Sprint
Proof gap — no validation tasks
Interview guide + 5 outreach drafts · 3 credits
Marketplace →DEMOInteractive simulation or sample output — not a live deployment.Landing Page Plan
Growth gap — no public preview
Section outline + copy drafts · 2 credits
Marketplace →DEMOInteractive simulation or sample output — not a live deployment.Upgrade
Upgrade timing engine
Founding Builder Pass
Trigger: Hit free build limit after clear value
Value shown: Genesis Preview + saved venture + 1 report
VALUE BEFORE UPGRADEUpgrade prompt must follow demonstrated value — no pressure before clarity.Founder plan
Trigger: Needs team workspace
Value shown: Multiple ventures + collaborator interest
VALUE BEFORE UPGRADEUpgrade prompt must follow demonstrated value — no pressure before clarity.Credits
Credit refill timing
2 credits remaining
Next Build Pack application needs 3 credits
Credit pack or Founding Builder Pass
PAYMENT NOT LIVECheckout and charges are not enabled in this build.Support
Support workflow
confused_by_product
Link to help article + one clear next action
REQUIRES SUPPORT TOOLSupport workflow needs ticketing/helpdesk integration.cancellation_request
Clear cancel path + export option — no dark patterns
LIVEShipped in production and reachable on this site.credits_question
Explain credit unlock + show next free action
LIVEShipped in production and reachable on this site.Help
Help center readiness
What is AutoBuilder?
Everyone · partial live on /docs
How to start with one sentence
New users · draft
What is a Genesis Preview?
New users · draft
What is a living venture?
Activated users · draft
What are Build Packs?
Active builders · draft
What are Builder Credits?
Active builders · draft
How privacy works
Everyone · draft
How pricing works
Considering upgrade · draft
How to cancel or export data
All users · draft
Feedback
Feedback loop
Did this make your idea clearer?
After Genesis Preview · First value signal
PLANNEDOn the roadmap; not available in production yet.What would make you return?
After 7 days inactive · Churn prevention
DO NOT SEND AUTOMATICALLYExternal quote, bid, or vendor documents are drafts — human must send.What would you pay for?
Before upgrade click · Pricing research
VALUE BEFORE UPGRADEUpgrade prompt must follow demonstrated value — no pressure before clarity.Churn
Churn prevention
no_return_after_preview
Preview generated, no save within 24h
Action: Simplify save CTA + show saved venture value
DEMOInteractive simulation or sample output — not a live deployment.pricing_objection
Pricing viewed, no upgrade, feedback mentions cost
Action: Founding Builder one-time wedge + free path reminder
VALUE BEFORE UPGRADEUpgrade prompt must follow demonstrated value — no pressure before clarity.Win-back
Win-back system
Your venture is still here
You saved [venture name]. Here is what changed and your next action.
DRAFT — DO NOT SEND AUTOMATICALLY
DO NOT SEND AUTOMATICALLYExternal quote, bid, or vendor documents are drafts — human must send.Research
Customer interview system
First-time founder
- What were you trying to build?
- When did value click?
- What almost made you leave?
Paying builder (when live)
- Why did you upgrade?
- Best moment this week?
- What would 2x the value?
Pricing
Pricing objections library
Too expensive
Start free — Founding Builder is one-time $49 when payment is live, not a subscription trap
VALUE BEFORE UPGRADEUpgrade prompt must follow demonstrated value — no pressure before clarity.Not sure what it does vs ChatGPT
AutoBuilder structures ventures with workspace, milestones, packs — not open-ended chat
LIVEShipped in production and reachable on this site.Worried about privacy
Private by default — nothing public without approval
PRIVATE BY DEFAULTStartup data stays in your workspace unless you opt in to sharing.Playbooks
Success playbooks
Activate first-time founder
- Open workspace
- Complete 1 task
- Generate report
Convert free to Founding Builder
- Show what unlocks
- Explain one-time price
- No pressure if not ready
Win back churn risk
- Saved venture reminder
- Weekly report
- Free Build Pack offer
Lifecycle email drafts
Welcome — start with one sentence
Your venture stays private. Type your idea to get a Genesis Preview.
DO NOT SEND AUTOMATICALLYExternal quote, bid, or vendor documents are drafts — human must send.Your venture is saved
Open your workspace and complete your first action.
REQUIRES EMAIL PROVIDEREmail capture or follow-up needs provider configuration.Your weekly founder report
What changed, what's blocked, what to do next.
DO NOT SEND AUTOMATICALLYExternal quote, bid, or vendor documents are drafts — human must send.In-app
In-app notification drafts
Next action ready
Complete your first customer discovery task
PLANNEDOn the roadmap; not available in production yet.Credits running low
2 credits left — here's what your next pack unlocks
VALUE BEFORE UPGRADEUpgrade prompt must follow demonstrated value — no pressure before clarity.Milestone reached
First task completed — see what's next
PLANNEDOn the roadmap; not available in production yet.Expansion
Expansion signals
multiple_ventures
User created 3+ ventures → Founder plan
DEMOInteractive simulation or sample output — not a live deployment.enterprise_page_view
Visited /enterprise twice → Program OS inquiry
APPLICATION REQUIREDSeparate application and review — not automatic.Metrics
Customer success metrics readiness
| Metric | Source | Status |
|---|---|---|
| activation_rate | venture_saved / idea_submitted | NO FAKE METRICSDo not display user counts or retention rates without verified analytics. |
| time_to_first_value | first_value event timestamp delta | NO FAKE METRICSDo not display user counts or retention rates without verified analytics. |
| D7_retention | return_visit within 7 days | NO FAKE METRICSDo not display user counts or retention rates without verified analytics. |
| upgrade_rate | founding_builder_clicked / pricing_viewed | NO FAKE METRICSDo not display user counts or retention rates without verified analytics. |
| build_pack_attach | build_pack_applied / active_builders | NO FAKE METRICSDo not display user counts or retention rates without verified analytics. |
Execution
Cursor / Aider customer success packets
Add Customer Success Route
route
Add Activation Dashboard
activation
Add User Lifecycle Stages
lifecycle
Add First Value Tracker
firstvalue
Add Onboarding Journey
onboarding
Add Next Best Action Engine
nba
Add Stuck User Detection
stuck
Add Customer Success Dashboard
dashboard
Add Builder Health Score
health
Add Venture Momentum Score
momentum
Add Retention Loops
retention
Add Weekly Founder Report
weekly
Add Milestone System
milestones
Add Builder Streaks + Progress
streaks
Add Build Pack Recommendations
packs
Add Upgrade Timing Engine
upgrade
Add Credit Refill Timing
credits
Add Support Workflow
support
Add Help Center Readiness
help
Add Feedback Loop
feedback
Add Churn Prevention
churn
Add Win-Back System
winback
Add Customer Interview System
interview
Add Pricing Objections Library
objections
Add Success Playbooks
playbooks
Add Lifecycle Email Drafts
emails
Add In-App Notification Drafts
notifications
Add Expansion Signals
expansion
Add Customer Success Metrics Readiness
metrics
Add Final Retention QA
final
Wire first-value activation events (Aider)
REQUIRES ANALYTICSFunnel and experiment metrics need real analytics — until then use DEMO or ESTIMATED.