PDF
Deck
Insights Pro — Sales Deck
The customer-facing pitch. Use end-to-end or pull individual slides.
4.2 MB · Updated May 26
Upcoming launchLaunching September 3, 2026
Insights Pro goes live Sept 3.
Everything you'll need, in one place.
This is your single source of truth for the upcoming launch — the brief, messaging, FAQs, training, and assets. When customers start asking about Insights Pro, the answer will be on this page.
Public launch is live
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I'm here for…
The Brief
Here's what you need to know.
Insights Pro is the analytics layer customers have been asking us for since the day they signed up. Instead of pulling weekly CSVs and rebuilding the same dashboards in spreadsheets, your champions now get live, shareable views inside the product — the kind of view they can take straight to their own leadership without re-formatting anything.
"This is the thing they've been emailing us about for two years. We finally have an answer that isn't an apology."
It auto-provisions on May 27 for every Pro and Enterprise workspace. Starter accounts get an in-product upgrade prompt. From a positioning standpoint, this is a retention and expansion conversation — not a pricing one.
Section updated 2 hours ago
Sales messaging
Open new doors with Insights Pro.
Position Insights Pro as the wedge that turns a feature conversation into a tier conversation.
"Insights Pro is the analytics layer your buyers have been asking for — live, in-product dashboards their team can share straight to the C-suite. It's bundled into our Pro tier, so it's not a line-item negotiation. For most accounts on Starter today, it's the cleanest reason we've ever given them to move up."
Customer Success messaging
Turn the launch into adoption and renewal.
Position Insights Pro as something your accounts already paid for — and make sure they use it before renewal.
"Insights Pro is live in your workspace as of September 3 — no setup, no migration. The fastest way to see the value is to share one live dashboard with your exec sponsor this week. Most teams who do that in the first 30 days renew at noticeably higher rates."
Training
A 12-minute walkthrough that covers the whole launch.
Assets
Everything to share, customize, or steal from.
Open-licensed for internal use. Co-branded versions on request — ping Jordan in #launch-insights-pro.
DOCX
Talking Points
CS Talking Points — Q2 2026
Renewal and expansion framing tailored for existing accounts.
180 KB · Updated May 25
PDF
One-Pager
Customer One-Pager
Single-page leave-behind. Co-branded version available on request.
820 KB · Updated May 24
DOCX
Email Template — Upgrade Announcement
Outbound sequence for Starter accounts. Three-touch cadence.
45 KB · Updated May 22
PDF
Battle Card
Internal Battle Card
Competitive angles vs Looker, Mode, and homegrown reporting.
1.1 MB · Updated May 26
ZIP
Imagery
Product Screenshots
Eight hero shots, light and dark, ready for decks and emails.
12.4 MB · Updated May 20
Timeline
Where we are, and what's next.
- May 18
Internal soft launch
Enablement available to all customer-facing teams.
- May 22
Training session #1
Live walkthrough with Q&A — recorded and linked above.
- May 27
External go-liveNow
Auto-provisioned for all Pro accounts. In-product announcement live.
- May 28
First customer commsNow
Lifecycle email goes out at 9am PT to all eligible workspaces.
- Jun 03
Press & external announcement
Blog post, social, and partner channels go live.
- Jun 17
Launch retro & feedback deadline
Submit feedback via the form below by EOD.
Past Launches
Everything we've shipped — and how it landed.
Need to talk about a previous release? Each launch below has its own brief, messaging, and outcomes — the same format as the one above, so you can pick up where you left off.
Feb 11, 2026 Shipped
Workflow Automations 2.0
Triggers, conditions, and branching — without leaving the canvas.
Rebuilt the automations engine on a new event bus. Cut average run time by 62% and unlocked branching logic customers had been hacking together with webhooks.
Headline result
Adopted by 71% of Pro accounts in 90 days.
- +18% trial → paid conversion
- −42% support tickets on 'why didn't this run?'
- 3 case studies live
Nov 4, 2025 Shipped
Smart Inbox
One unified inbox for email, chat, and in-app messages.
Consolidated three disconnected message surfaces into one threaded view with shared assignment, snoozing, and SLAs. Set the table for Insights Pro by giving customers a single activity stream worth measuring.
Headline result
Now the #1 most-used surface in the product.
- 2.4M threads handled in first quarter
- +11 NPS from CS-led accounts
- Foundation for Insights Pro
Aug 19, 2025 Shipped
Enterprise SSO + SCIM
Okta, Azure AD, and Google Workspace — provisioning included.
Shipped SAML SSO with SCIM 2.0 provisioning, unblocking ~40 stalled enterprise deals. Tripled the size of our average new-logo Enterprise contract within two quarters.
Headline result
Unlocked $4.1M ARR in the first two quarters.
- 40 stalled deals re-opened
- Avg contract size 3.1×
- SOC 2 Type II in same release
Looking for something older? The full launch archive lives in #launch-archive.
Who to ping
When in doubt, ask a human.
General launch channel: #launch-insights-pro
- PR@priya
Priya Raman
Product questions · PM, Insights
- JW@jwells
Jordan Wells
Messaging & positioning · Product Marketing
- AB@ana.b
Ana Beltrán
Customer escalations · Director, CS
- MC@marcus
Marcus Chen
Technical / engineering · Eng Lead, Insights
- HO@hadley
Hadley Okafor
Press / external comms · Comms
Got a question?
Something not covered here? Let us know.
We read every one. If it's useful, it goes into the FAQ above.