Merchant Growth Playbooks — OBI recipes with caps and reads
    Resources · Playbooks

    OBI playbooks with caps and reads.

    Reusable Outcome-Based Incentive recipes. Every playbook comes with a target behavior, a mechanism, a cap, and a measurement plan — not just a template.

    Illustrative view of OBI playbooks

    Starter playbooks

    Second purchase in 30 days
    Merchant-funded credit sized to expected margin on the next basket, capped per customer.
    Dormant cohort winback
    Time-boxed OBI to 90–180-day dormant customers, matched holdout, profit-first KPI.
    Verified advocacy
    Advocate credit paid only on a genuinely new customer's first purchase — one per 30 days.
    Service-recovery credit
    Signal-driven, capped credit issued from support outcomes — auditable per case.

    Ship a playbook this quarter.

    Pick a playbook, agree the cap and the measurement, run it in two weeks.