Take Action · Growth Intelligence

Account Intelligence

Every lifecycle gap is a list of accounts waiting for an action. Find exactly the accounts behind each signal — then drive the play: nudge, nurture, upsell, or save.


The pattern: drive action → which accounts

Your accounts are always telling you something: a team signs up and goes quiet, a paying customer slowly stops logging in. Account Intelligence turns each signal into the exact list of accounts behind it — so you can act in the tools your team already uses. The four plays below are common examples; any signal in ThriveStack works the same way.

Examples

1 · Signed up but not activated

These accounts converted on your marketing promise, created a workspace — and then never started the activation journey. They are the warmest list you own: intent is proven, the product just hasn't landed yet. Between the "signed up" set and the "activated" set sits your target list.

The signal
Signed up
1,240 accounts
Activated
410 accounts
830 accounts never started activation
Which accounts
Not activated 830 accounts
AccountSigned upActivation
Initech21d agoNot started
Hooli14d agoNot started
Vandelay9d agoNot started
Drive action
Enroll in onboarding nurture
Alert the account owner
Offer a guided setup call

2 · Struggling through activation

Different problem, different play: these accounts did start the journey but stalled mid-way. They invited a teammate, created a project — then stopped. The journey telemetry tells you exactly which step they are stuck on, so the action can be surgical instead of a generic "need help?" blast.

The signal
Signed up
Invited team
Created project stuck 12 days
Connected data
Activated
Journey 40% complete · no progress in 12 days
Which accounts
Stalled in journey 112 accounts
AccountStuck onProgress
Monday.comInvite team40%
MiroConnect data60%
LinearCreate project25%
Drive action
Step-specific in-app guide
CSM outreach to the champion
"Finish setting up" email with the exact next step

3 · Activated but not converted

These accounts reached value — journey complete, team active — but still pay you nothing. They are your product-qualified pipeline. The most active ones belong in front of sales this week, not in a quarterly review.

The signal
Activated
410 accounts
Paying
95 accounts
315 activated accounts still on free — your PQL pipeline
Which accounts
Product-qualified 315 accounts
AccountMAUMRR
Figma38$0 · free
Airtable24$0 · free
Notion19$0 · free
Drive action
Route top accounts to sales as PQLs
Trigger an upgrade campaign
Show usage-limit upsell in-app

4 · Converted but disengaging

The most expensive list to ignore. These accounts pay you every month, but usage is trending down and contraction signals are firing. By the time the cancellation email arrives, this play is already lost — run it while the account is still paying.

The signal
Acme Corp pro · $2,800 MRR paying
6 weeks agothis week
Usage down 54% Usage drop Support spike
Which accounts
Revenue at risk $9,650 MRR · 14 accounts
AccountMRRTrend
Acme Corp$2,8000.46 ↓
Globex Inc$1,9000.58 ↓
Stark Industries$9500.61 ↓
Drive action
Open a save-play: CSM task + exec check-in
Page the owner with full context
Win-back sequence to the champion

5 · …and every other stage of the journey

The four plays above are just the start. ThriveStack Account Intelligence tracks every account across the full customer journey — acquisition, activation, monetization, engagement, retention, and expansion — and each stage emits its own signals. Behind every one of them is a list of accounts you can pull and act on, exactly the same way.

Acquisition
Which campaigns bring accounts that stick — and which bring signups that never come back
Activation
Accounts stuck before, or inside, the journey to first value
Monetization
Trials about to end, payments past due, plans that no longer fit usage
Engagement
Usage climbing or fading, champions going quiet, teams logging in daily
Retention
Renewals at risk, churn signals firing while there is still time to act
Expansion
Seats growing, usage limits hit, high-value features adopted — ready to upgrade

Whatever the signal — a spike, a stall, a silence — the play is the same: get the accounts behind it, and fix it before it shows up in revenue.

Building it yourself? Every list on this page is a single GetAccounts call — the API reference has ready-to-run queries and the full list of filterable fields, and GetSegments lets you reuse the segments your team has already saved in ThriveStack.

Wire the lists into your action tools

Once you have the list, the action happens in the tools your team already lives in. Any tool that can connect to ThriveStack can run these plays on a schedule — three that pair well:

Brevo
Email & SMS automation

Best for plays 1–3: turn each account list into a contact list and let an automation do the nurturing.

  • Pull each play's account list from ThriveStack on a daily schedule
  • Add each account's champion to the matching Brevo contact list
  • An automation triggers on list entry — onboarding nurture, "finish setup", or upgrade sequence
Brevo API docs
n8n
Workflow automation

Best when one signal should fan out to many tools — CRM, Slack, email, and a spreadsheet in a single flow.

  • A scheduled workflow pulls the account list from ThriveStack
  • Each account becomes one item flowing through the workflow
  • Branch per account: Slack alert to the owner, HubSpot update, Brevo enrollment
n8n docs
OpenClaw
Open-source AI agent

Best when the action needs judgment: an agent reads each account's context and decides the right move, not just the right template.

  • Connect the agent to ThriveStack with your API key
  • A daily task pulls each play's list and reviews the context — stuck step, usage trend, revenue at risk
  • The agent drafts the outreach, files the CSM task, or escalates to you in chat when revenue is on the line
OpenClaw docs

Not on this list? Zapier, Make, or a simple scheduled script work the same way — everything on this page is available through the ThriveStack API.