Planning your Activities

How many activities do I need to get started?

You don't need a lot of activities to get started. We recommend choosing 3 - 6 activities to start. With a small set of activities you can start answering the big questions about your business (LTV, Retention, Customer Acquisition Cost, etc).

Which activities do I need?

Every company will use a different set of activities, but every company can follow the same framework to identify which activities are right for them.

We recommend choosing 1-2 activities that fall into each group (below) to get started.

• Marketing and Conversion
• Revenue
• User Engagement / Product Usage
• Churn

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Adding your first activity?

If you're new to Narrator, check out this tutorial to create a new activity.

Types of Activities

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Marketing and Conversion Activities

Key events that relate to your sales/marketing funnel

Ask yourself...

1. What are people doing when they FIRST interact with our company?

   It's usually a web visit or app download

2. When do people first become "known" or identified to us? When do they first give us their contact information?

   It's usually when they become a lead or sign up

Examples:

• Viewed Page (example SQL)
• Started Session (example SQL)
• Signed Up (example SQL)
• Opened Email (example SQL)
• Started App Session (example SQL)
• Submitted Lead (example SQL)
• Started Subscription (example SQL)

Revenue Activities

Key events that generate revenue for your company

Ask yourself...

1. What are customers doing when they generate revenue for our company?

Examples:

• Completed Order (example SQL)
• Purchased Product (example SQL)
• Paid Invoice (example SQL)

Product Usage Activities

The primary action that a customer takes with your company's product

Ask yourself...

1. How do your customers use your product?
   These activities will vary greatly on a company by company basis

Examples:

• Opened App (example SQL)
• Booked Rideshare
• Completed Workout
• Submitted Search (example SQL)

Churn Activities

When your customers are no longer customers

Ask yourself...

1. What action does a customer take when they churn?

Examples:

• Cancelled Subscription (example SQL)
• Unsubscribed (example SQL)

Looking for more examples?
We've compiled a list of examples by company type.

Get Advice from the Narrator Data Team 🤓

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Not sure which activities to build first? Set up a 30 minute meeting with the Narrator data team to talk through your business and get a recommendation of which activities to build first.

🗓 Set up a Planning meeting with our data team