Product Analytics Workshop
Insights-to-Impact Workshop
A lightweight way to get started with Balboa and prepare your team for product impact.
90 minutes · Up to 8 participants · In person or virtual
The Problem It Solves
Product and customer success teams rarely lack data. Clicks, page views, adoption rates, feature usage: it's all there, and most teams can produce dashboards on demand. What's missing is the story that connects raw usage to KPIs that matter to executives. Without that line, metrics just show activity, not impact.
The Insights-to-Impact workshop gives your team a tool to demonstrate the outcomes they are driving.
From Product Data to Business Impact
Most teams stop at the metrics they can observe. The best teams map these inputs to business outcomes.
Events
clicks, pageviews
Leading
weekly behavior
Lagging
adoption, retention
P&L
the CFO's number
Your strategy is the bridge
- 1What problem are you solving?
- 2What is the approach to solving it?
- 3What actions will you take?
Nothing connects a pageview to a margin point automatically. What connects them is a strategy: a claim about which behaviors matter and why moving them changes the business.
The workshop uses Richard Rumelt's definition from Good Strategy / Bad Strategy. A strategy is a coherent response to a problem, not a list of goals. Participants answer the three questions above about their own work, then choose metrics at each step to show whether the strategy is working.
The framework is tool-agnostic. It works with the product analytics and customer data you already have.
The 90 Minutes
Balboa facilitates. Most of the time belongs to your team, working on their own material.
Framing
Why metrics without a story fail with executives, and what happens to a team's budget when they do.
From Events to P&L
Events, leading indicators, lagging indicators, and P&L: what belongs at each step and how they connect.
Strategy
Problem, approach, and actions, worked through against each participant's current initiative.
Build Your Brief
Each participant drafts their one-page insights-to-impact executive brief. Hands on keyboards, not slides on a screen.
Share and Pressure-Test
Peer feedback, executive-communication tips, and the next step each person will take.
Timing flexes with how much hands-on work your team wants.
Who Should Be in the Room
Up to eight participants, so everyone finishes a brief and gets feedback on it. The session is for the people who present to executives, and the people who own the data behind what they present.
Product Leaders
VP or Director of Product, Product Management, Product Ops
They carry adoption and engagement targets and have to defend roadmap investment in business terms.
Customer Success Leaders
VP or Director of Customer Success, Digital CS, CS Programs
They own retention and expansion and are asked, every quarter, to show what their programs changed.
Operations Partners
CS Ops, Revenue Ops, Product Ops
They know which numbers are trustworthy and what it would take to report the ones that aren't yet.
What Your Team Gets
Clarity on impact
A shared view of how product signals connect to business results, so two leaders describing the same initiative describe it the same way.
A story to tell
A strategy narrative built on a defined problem, a stated approach, and a coherent set of actions.
Executive buy-in
A format and a vocabulary for presenting the plan to leadership, and for coming back next quarter with evidence.
Each participant builds a one-page insights-to-impact executive brief.
From Brief to Build
The workshop tells you which metrics matter. Standing them up is the next problem. For teams ready to go there, the briefs feed directly into the Pendo Accelerator, where Balboa builds and deploys up to two use cases in Pendo and measures the results.
Insights-to-Impact
90 minutes
Framework, narrative, executive brief
Pendo Accelerator
60 days
Build, deploy, measure
Book the Insights-to-Impact Workshop
90 minutes. Up to eight of your leaders. In person or virtual.
Tell us who would be in the room and what they're working on, and we'll tailor the session to the initiatives your team is already defending.
Schedule a Session