Hey everyone 👋,
It was fantastic seeing you at the May 11 Office Hours Community Meetup.
First off, apologies for the slight delay. I know I promised to drop this file within an hour of our meetup, but I decided to take a little extra time to polish it up and make a significantly better version for you all to use.
During the meetup, I shared a quick video of the data framework I use, and a lot of you asked for a copy. As we discussed, a successful Intercom implementation always starts with a Data Collection Plan. Before you flip the switch on Messenger or Fin AI, you need total internal alignment on:
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What specific data points you are sending to Intercom.
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Why your company needs to track them.
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What outcome each attribute will drive (e.g., routing a VIP ticket, triggering a churn-prevention Series, or giving Fin AI context to resolve a complex query).
If you don't define the why and the outcome first, you end up with a cluttered workspace and missed opportunities.
📂 Template - http://bit.ly/4nxRHeb
Note: The data flow in this template is specifically designed for the SaaS industry, utilizing a Project Management platform as a practical example. It breaks down the exact standard attributes, custom user traits, and company data you need to build a flawless architecture.
🤝 Let's Collaborate
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Questions? If you have any questions on how to adapt this for your own workspace, drop them in the thread below or just simply Book a call with me 📞
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Different Industry? If you want to see a version of this file tailored to a completely different industry (E-commerce, Fintech, EdTech, etc.), just let me know and I’ll be more than happy to map one out for you.
Up Next: I’m currently putting together a dedicated Event Tracking Plan for those of you looking to build deeper, action-based integrations 👀Keep an eye out for that soon.
Have a Londonful Day ahead 💂
Cheers,
Roy 🇬🇧
