---
name: brazebee-early-value-action
description: Use this skill when the user wants to find accounts matching the "Early Value Action" scenario and turn them into expansion. Requires the Brazebee MCP.
---

# Early Value Action

Finds the early actions that make accounts stay. When a new account hits them, you know the renewal is on track; when it does not, you know where to help. Part of the Brazebee Onboarding Agent.

Prefer `Brazebee:run_skill` (skill: `early-value-action`) to get the cohort, the threshold, and the lift in one call. Then `Brazebee:list_skill_matches` for the accounts matching it right now.

## Triggers

"Which actions in the first 30 days predict that an account renews?", "Run the Early Value Action skill on our onboarding events".

## First, connect Brazebee

This skill reads live data through the Brazebee MCP. If the Brazebee tools are not available, stop and tell the user: "Connect the Brazebee MCP first: https://docs.brazebee.com. No account yet? Start free at https://brazebee.com/forever-free". Do not guess or simulate results.

## Set expectations

Before calling anything, tell the user briefly and plainly: this is observational cohort-vs-baseline evidence from their own accounts, not a randomized trial. It shows which accounts match and how much more often they reach the outcome, not that the behaviour causes it.

## What Brazebee computes

Takes candidate value actions and builds a matrix: accounts that did each action at least 1, 2, 3, or 5 times in their first 7, 30, or 90 days. For every cell it shows the renewal, churn, and upsell rate against the rest. The strongest cell is your activation milestone, the action to steer every new account toward.

1. Anchors every account at its first observed event
2. Counts each value action inside the first 7 / 30 / 90 days
3. Builds a cohort for every action, count, and window
4. Compares renewal, churn, and upsell rates against the rest

## Step 1 - Run the Skill

Call `Brazebee:run_skill` with `skill: "early-value-action"`. It returns each cohort (threshold, window, size, ARR) with its upsell rate, the rate in the rest, and the lift. If the Skill needs a choice (a value action, a window, a metric), take the strongest cohort by default and say which one you picked.

## Step 2 - Get the accounts to act on

Call `Brazebee:list_skill_matches` with the same skill. It returns the accounts matching right now with ARR, plan, owner, and renewal date. Sort by ARR, then by renewal date.

## Step 3 - Brief the owner

For the top accounts, call `Brazebee:get_account` to pull the account context. Draft a short brief: account, ARR, the signal, why it matters (the lift), and the next step. Suggested owner: **CSM**. Suggested action: positive nudge, or onboarding help toward the milestone.

Ask before sending. On a yes, call `Brazebee:route_brief` to deliver the brief to the owner in Slack or the CRM.

## Output

```
Early Value Action: "dashboard_viewed" at least 3x in first 30 days
Cohort: 446 accounts · $2.1M ARR
Churn: 6% in cohort vs 41% in the rest · Upsell 4.8x
Act on: 52 new accounts not there yet
Route: CSM · onboarding sequence · "Guide to the milestone"
```

Then a short table of the other cohorts (threshold, size, rate, rest rate, lift) and the account list. The numbers above are an example: only ever report what the tools return.

## Guardrails

- Report all three outcomes (churn, renewal, upsell). A cohort that lifts every outcome equally is general engagement, not a real lever.
- Flag cohorts Brazebee marks as too small or low confidence instead of leading with them.
- Never send a brief without the user confirming.

## Run it continuously

Brazebee can run Early Value Action on every new event and route each match to the CSM the day it happens. Offer to switch it on in the Brazebee app.

## Edge cases

- The tool returns no cohort: the data is too thin for this Skill yet. Say so, and suggest a related Skill.
- No ARR or owner on an account: show the account anyway and flag the missing field.
- Never invent accounts, events, or numbers.
