# What each loop does

Every loop HeyCMO can run: what it is for, what it needs connected and what it puts in your Inbox.

HeyCMO is an invitation-only, $0 operational Alpha for Stripe and Resend recovery emails. A person approves every message before it is sent. The guides also describe implementation capabilities outside the Alpha. Their presence here does not make them available in the pilot. [Start with the Alpha checklist](https://docs.heycmo.ai/getting-started/). Help: [alpha@heycmo.ai](mailto:alpha@heycmo.ai).

A loop is a recurring job: it watches one signal and puts what it finds in your Inbox, where nothing that needs your approval happens without it. HeyCMO has 51 loops: 44 from its marketing loop catalog and 7 it adds itself. Each is off until you turn it on, on the **Loops** page, which also shows how its last run went.

This is the implementation catalog. Plan labels below describe code entitlements, not a commercial offer. Only failed-payment recovery through Stripe and Resend is in the Alpha. See [Connect Stripe](https://docs.heycmo.ai/stripe/) and [Email provider and DNS](https://docs.heycmo.ai/email/); other loops and providers are outside this pilot.

- [Activation](https://docs.heycmo.ai/loops/#group-activation) 4
- [Earned, Social & Partnerships](https://docs.heycmo.ai/loops/#group-earned-social-partnerships) 9
- [Housekeeping](https://docs.heycmo.ai/loops/#group-housekeeping) 7
- [Paid](https://docs.heycmo.ai/loops/#group-paid) 6
- [Referral & Advocacy](https://docs.heycmo.ai/loops/#group-referral-advocacy) 4
- [Retention](https://docs.heycmo.ai/loops/#group-retention) 5
- [Revenue](https://docs.heycmo.ai/loops/#group-revenue) 7
- [SEO & Content](https://docs.heycmo.ai/loops/#group-seo-content) 9

## Activation

### Feature adoption

Included in Operator and OS · Runs: Weekly

- **What it does:** Drive adoption of the features that correlate with retention.
- **When it acts:** A sticky/valuable feature is underused by a segment that would benefit.
- **What it makes:** A staged adoption nudge.
- **What it needs:** Needs your funnel steps.

### Lead capture

Included in Operator and OS · Runs: Monthly

- **What it does:** Keep top-of-funnel capture assets (lead magnets + free tools) converting visitors to leads.
- **When it acts:** A lead magnet, free tool, or opt-in underperforms on capture rate.
- **What it makes:** A prioritized fix per underperforming asset.
- **What it needs:** Needs your funnel steps.

### Onboarding drop-off

Included in Operator and OS · Runs: Weekly

- **What it does:** Find and fix the biggest leak between signup and first value.
- **When it acts:** An onboarding step's drop exceeds benchmark or regresses vs. last period.
- **What it makes:** One prioritized activation fix with a measurement plan.
- **What it needs:** Needs your funnel steps.

### Sign-up funnel leaks

Included in Operator and OS · Runs: Weekly

- **What it does:** Keep the signup/checkout path converting as the site changes.
- **When it acts:** A signup/checkout step regresses vs. baseline.
- **What it makes:** A prioritized experiment brief for ab-testing.
- **What it needs:** Needs your funnel steps.

## Earned, Social & Partnerships

### Backlink prospecting

Included in OS · Runs: Weekly

- **What it does:** Keep a steady flow of link-building and earned-mention opportunities.
- **When it acts:** New relevant link/guest-post/mention targets appear (or the pipeline is thin).
- **What it makes:** A qualified prospect list with drafted outreach.
- **What it needs:** Needs mentions of your brand.

### Community engagement

Included in OS · Runs: Daily

- **What it does:** Build durable presence and trust in the communities where the ICP lives.
- **When it acts:** A target community (subreddit/Slack/Discord/forum) has a relevant thread where a helpful, non-promotional reply fits.
- **What it makes:** Drafted community replies + resource ideas.
- **What it needs:** Needs mentions of your brand.

### Competitor watch

Included in OS · Runs: Weekly

- **What it does:** Catch competitor moves early enough to respond.
- **When it acts:** A competitor makes a substantive pricing, positioning, product, or messaging change.
- **What it makes:** A change digest + recommended responses.
- **What it needs:** Needs mentions of your brand or competitor watching.

### Directory listings

Included in OS · Runs: Monthly

Not offered yet: HeyCMO holds it back until it does what its name says.

- **What it does:** Steadily expand distribution and referral/SEO footprint via directories.
- **When it acts:** A relevant new directory/launch platform/marketplace exists that the product isn't listed on.
- **What it makes:** Prepared listings staged for submission.
- **What it needs:** Needs your content pages.

### Founder posts

Included in OS · Runs: weekly (Monday): plans the ISO week from the tenant setting (posts a week, the days, the networks)

- **What it does:** keep the founder's social presence running: a few posts a week in their own voice, about what the business knows and what is happening in its market
- **When it acts:** a social account is connected (LinkedIn profile or Page, X, Facebook Page), a model is set up, and this week has a planned day left and a topic not posted in the last 8 weeks
- **What it makes:** tier-2 linkedin.publishMemberPost / linkedin.publishPost / x.publishPost / facebook.publishPagePost staged actions, never autonomous, each carrying the AI-draft disclosure; read back 48 hours after publishing (social_post_readback)
- **What it needs:** Needs nothing connected: it works from what HeyCMO already records.
- **Also reads:** your content pages, mentions of your brand, competitor watching, when connected.

### Journalist desk

Included in OS · Runs: Every 2 hours (podcasts once a day)

- **What it does:** Turn the journalist requests you already receive (HARO, Featured, Qwoted, Source of Sources, MentionMatch), and podcast episodes that discuss your competitors or your problem space, into earned coverage.
- **When it acts:** A request you forwarded is still open and matches your product or your desk topics; or, where HeyCMO searches podcast transcripts, an episode from the last week complained about a competitor's pricing or reliability, or spoke to your desk topics.
- **What it makes:** A fact sheet to write your reply or your guest pitch from, for your review. Nothing is ever sent, and no show is contacted.
- **What it needs:** Needs journalist requests.

### Newsjacking

Included in OS · Runs: Daily

- **What it does:** Ride relevant news with a timely angle before the window closes.
- **When it acts:** A trending story matches the brand's space, clears newsworthiness + fit, and passes the veto list.
- **What it makes:** A staged post/pitch for human approval, or nothing.
- **What it needs:** Needs mentions of your brand.

### Social listening

Included in OS · Runs: Daily

- **What it does:** Surface the highest-value conversations to engage in, instead of scrolling feeds.
- **When it acts:** A thread/mention clears the ICP-fit + intent + reach score.
- **What it makes:** A short list of threads with drafted, on-brand replies.
- **What it needs:** Needs mentions of your brand.

### Partner pipeline

Included in OS · Runs: Monthly

- **What it does:** Keep a fresh pipeline of partnership and co-marketing opportunities.
- **When it acts:** A viable co-marketing, integration, affiliate, or newsletter-swap opportunity surfaces (or the pipeline is thin).
- **What it makes:** A qualified partner list with drafted outreach.
- **What it needs:** Needs your affiliate program or mentions of your brand.

## Housekeeping

### Loop portfolio review

Included in Operator and OS · Runs: Weekly

- **What it does:** Suggest which loops to tune, turn off or turn on, from how each has done.
- **When it acts:** A loop runs often and finds nothing, you decline most of what one finds, or a loop that fits your work is off.
- **What it makes:** A review of your loops for your decision. Approving it applies the loop setting changes it names, each within half of the usual value either way; nothing changes until you approve.
- **What it needs:** Needs nothing connected: it works from what HeyCMO already records.

### Tracking check

Included in Operator and OS · Runs: Weekly (and on deploy / campaign launch)

- **What it does:** Keep the measurement layer trustworthy — every other loop depends on it.
- **When it acts:** Analytics, pixels, UTMs, or conversion events are missing, misfiring, or misconfigured.
- **What it makes:** A tracking-QA report with prioritized fixes.
- **What it needs:** Needs your tracking events or Google Analytics.

### Weekly marketing review

Included in Operator and OS · Runs: Weekly (Mon 9am)

- **What it does:** One standing full-funnel pulse so nothing drifts unnoticed.
- **When it acts:** Always runs — this is the heartbeat. It "acts" by flagging the week's notable movers.
- **What it makes:** A one-page weekly digest with owners/next actions.
- **What it needs:** Needs nothing connected: it works from what HeyCMO already records.
- **Also reads:** Google Analytics, your email provider, your email tool, when connected.

### Analytics anomalies

Included in OS · Runs: Daily

- **What it does:** Catch anything breaking — good or bad — before it runs for days unnoticed.
- **When it acts:** A tracked metric breaks its expected band (spike or drop beyond normal variance).
- **What it makes:** An anomaly alert routed to an owner, or nothing.
- **What it needs:** Needs Google Analytics.

### Brand mentions

Included in OS · Runs: Daily

- **What it does:** Monitor and protect reputation; respond where it matters.
- **When it acts:** A meaningful brand mention appears anywhere (not just where you're listening for engagement).
- **What it makes:** A mention digest with routed actions.
- **What it needs:** Needs mentions of your brand.

### Campaign postmortems

Included in OS · Runs: On campaign end (event-based)

- **What it does:** Capture results, lessons, and reusable assets so each campaign compounds.
- **When it acts:** A campaign (launch, promo, seasonal push) concludes.
- **What it makes:** A postmortem doc + backlog/plan inputs.
- **What it needs:** Needs your campaigns.
- **Also reads:** Google Analytics, when connected.

### Experiment backlog

Included in OS · Runs: Weekly

- **What it does:** Keep the experiment pipeline full and prioritized.
- **When it acts:** New hypotheses exist to log, the backlog needs re-ranking, or a test slot is free.
- **What it makes:** An updated, ranked experiment backlog.
- **What it needs:** Needs nothing connected: it works from what HeyCMO already records.
- **Also reads:** experiment ideas, when connected.

## Paid

### Landing page regressions

Included in Operator and OS · Runs: Weekly (or on deploy)

- **What it does:** Catch silent breakage on the pages that receive paid/organic traffic.
- **When it acts:** A top acquisition page regresses on conversion, speed, tracking, or form function.
- **What it makes:** A regression alert with cause + fix.
- **What it needs:** Needs your content pages or Google Analytics.

### Ad fatigue

Included in OS · Runs: Every 2–3 days

- **What it does:** Refresh creative before CPA drifts up as ads fatigue.
- **When it acts:** An ad shows rising frequency + declining CTR/CVR past a real significance bar.
- **What it makes:** Staged creative drafts + a recommended budget move.
- **What it needs:** Needs your ad accounts.

### Daily creative

Included in OS · Runs: Weekly, with its examples refreshed every month

- **What it does:** Keep creative volume ahead of fatigue — a standing batch of fresh static concepts to test, so scaling never stalls waiting on production.
- **When it acts:** The grounded inputs corpus exists and the required inputs are populated — inputs/winning-ads/ and inputs/reviews/ (required; inputs/comments/ and brand/ strongly recommended, matching ad-creative's grounding rules). If a required input is empty, the loop asks for inputs instead of generating.
- **What it makes:** A dated folder of grounded static ad concepts + index, ready for human selection.
- **What it needs:** Needs your ad accounts.

### Monthly creative retro

Included in OS · Runs: Monthly (first business day, reading the prior month)

- **What it does:** Close the creative strategy loop — turn last month's results into next month's evidence-ranked slate, so the roadmap learns instead of drifting.
- **When it acts:** The account had meaningful creative activity last month — new concepts launched with enough delivery to judge (respect the impression/spend thresholds in ads). If nothing launched or nothing cleared thresholds, note that and skip.
- **What it makes:** The monthly retro artifact + an updated roadmap with a draft slate for the coming month.
- **What it needs:** Needs your ad accounts.

### Paid search queries

Included in OS · Runs: Weekly

- **What it does:** Continuously refine keywords, negatives, and landing-page mapping.
- **When it acts:** Search-term reports reveal wasted spend or new intent.
- **What it makes:** A staged list of negatives, new keywords, and LP mismatches.
- **What it needs:** Needs your ad accounts.

### Retargeting hygiene

Included in OS · Runs: Weekly

- **What it does:** Keep retargeting efficient and non-annoying.
- **When it acts:** Audiences are stale, too small, over-frequent, or missing exclusions.
- **What it makes:** A hygiene report with recommended audience changes.
- **What it needs:** Needs your ad accounts.

## Referral & Advocacy

### Case study sourcing

Included in OS · Runs: Monthly

- **What it does:** Keep a pipeline of case studies and customer stories.
- **When it acts:** A customer hits case-study-worthy success (strong results, milestone, enthusiastic feedback).
- **What it makes:** A candidate list with drafted outreach.
- **What it needs:** Needs mentions of your brand.

### Referral nudges

Included in OS · Runs: Weekly

- **What it does:** Ask for referrals when users are most delighted.
- **When it acts:** A user hits a "happy moment" (milestone, positive NPS) and hasn't been asked recently.
- **What it makes:** A staged, well-timed referral ask.
- **What it needs:** Needs your affiliate program or your ad accounts.

### Review sites

Included in OS · Runs: Weekly

- **What it does:** Maintain reputation and conversion on third-party review platforms.
- **When it acts:** New reviews land on G2/Capterra/app stores, or listings drift out of date.
- **What it makes:** Drafted responses + a listing-update checklist.
- **What it needs:** Needs review sites or mentions of your brand.

### Reviews and UGC

Included in OS · Runs: Weekly

- **What it does:** Keep a steady flow of social proof and route it into marketing.
- **When it acts:** New reviews, testimonials, or user-generated content have appeared.
- **What it makes:** New proof assets routed to their destinations.
- **What it needs:** Needs mentions of your brand.

## Retention

### Churn signals

Included in Operator and OS · Runs: Daily (or on-trigger)

- **What it does:** Intervene inside the short window before an at-risk account leaves.
- **When it acts:** An account newly crosses a churn-risk threshold and isn't already in an intervention.
- **What it makes:** A prioritized at-risk list with staged interventions.
- **What it needs:** Needs product activity or Stripe.
- **Also reads:** your CRM, when connected.

### Email deliverability

Included in Operator and OS · Runs: Weekly

- **What it does:** Protect sender reputation and inbox placement.
- **When it acts:** Bounce, complaint, or unsubscribe rates rise, or list-hygiene decays.
- **What it makes:** A deliverability report + a suppression/hygiene action list.
- **What it needs:** Needs your email provider.
- **Also reads:** Google Postmaster Tools, DMARC reports, when connected.

### Lifecycle email refresh

Included in Operator and OS · Runs: Monthly

- **What it does:** Keep automated sequences performing as the product and audience evolve.
- **When it acts:** A sequence email underperforms on real engagement or contains stale content.
- **What it makes:** Staged email rewrites + subject-line tests.
- **What it needs:** Needs your email tool or your email provider.

### Re-engagement

Included in Operator and OS · Runs: Weekly

- **What it does:** Win back dormant users before they're gone for good.
- **When it acts:** A user newly crosses the inactivity threshold.
- **What it makes:** A staged win-back message + updated suppression list.
- **What it needs:** Needs product activity.
- **Also reads:** Stripe subscriptions, when connected.

### Voice of the customer

Included in Operator and OS · Runs: Weekly

- **What it does:** Route feedback to the right action and mine it for marketing inputs.
- **When it acts:** New feedback (NPS, surveys, support tickets, reviews, calls) has arrived.
- **What it makes:** Routed actions + a language/insight digest for marketing.
- **What it needs:** Needs customer feedback.

## Revenue

### Failed payment recovery

Included in Operator and OS · Runs: Daily

- **What it does:** Get paid when a customer’s card payment fails, before they leave without meaning to.
- **When it acts:** A payment fails or a card is about to expire.
- **What it makes:** A reminder email for each failed payment, firmer each time and four at most, each waiting for your OK.
- **What it needs:** Needs Stripe.

### Company intent

Included in Operator and OS · Runs: Every hour

- **What it does:** Reach a company that fits your ideal customer profile while it is reading your buying pages, without identifying anyone who visited.
- **When it acts:** A company your Segment page calls name visits your pricing, enterprise, security, MCP docs or integrations pages 3 or more times in a day (a visit is one visitor in one hour, so reloads do not add up), and matches one of your ICP segments.
- **What it makes:** A brief for your sales team: the pages it read, what HeyCMO knows about the company and its owner in your CRM; and a Slack notice. Nothing is sent to the company.
- **What it needs:** Needs product activity.
- **Also reads:** your CRM, when connected.

### Trial conversion

Included in Operator and OS · Runs: Daily

- **What it does:** Move more trials to paid with well-timed nudges.
- **When it acts:** A trial user reaches a conversion-relevant moment (mid-trial, near-expiry, activated-but-not-paid).
- **What it makes:** Staged, stage-appropriate trial nudges.
- **What it needs:** Needs Stripe subscriptions.
- **Also reads:** your CRM, when connected.

### Billing-tier expansion prompt

Included in OS · Runs: Weekly

- **What it does:** Grow revenue from existing customers via well-timed upsell/cross-sell.
- **When it acts:** An existing paid account hits an expansion signal (usage near limits, added seats, new use case).
- **What it makes:** A prioritized expansion list with staged motions.
- **What it needs:** Needs Stripe subscriptions.
- **Also reads:** your CRM, when connected.

### Billing-tier upgrade prompt

Included in OS · Runs: Daily

- **What it does:** Catch high-intent users and stage upgrade outreach at the right moment.
- **When it acts:** A free/trial user shows product-qualified buying intent (usage limits, key-feature use, team invites).
- **What it makes:** A prioritized PQL list with staged motions.
- **What it needs:** Needs Stripe subscriptions.
- **Also reads:** your CRM, when connected.

### Paywall optimization

Included in OS · Runs: Monthly

Retired on 2026-10-19: merged into Pricing page experiments, so it can no longer be turned on. It read the same conversion signal as the pricing page loop and staged a second card for the same dip; Pricing page conversion now covers both.

- **What it does:** Improve in-app upgrade conversion without degrading revenue quality.
- **When it acts:** No paywall test is running and there's a hypothesis — or one has concluded.
- **What it makes:** A test result + next hypothesis.
- **What it needs:** Needs pricing-page data or Google Analytics.

### Pricing page experiments

Included in OS · Runs: weekly (Monday) — 14-day cooldown on staged briefs

- **What it does:** improve pricing-page (and paywall) conversion with one tested change at a time, without a second card for a dip analytics-anomaly already reported
- **When it acts:** the pricing page converts at least 15% worse over the last 14 days than the 14 before, with at least 100 sessions in each, no hosted test is running and analytics-anomaly staged no conversions dip alert in the last 14 days (a spike holds nothing); or the pricing ingest reports a rate 15% below its baseline
- **What it makes:** tier-1 experiment_brief with the hypothesis, its evidence (GA4 rates and sessions, or the ingest) and a hosted_test target; approving records the idea and says the next step (draft the variants, publish them on Landing pages)
- **What it needs:** Needs pricing-page data or Google Analytics.

## SEO & Content

### AI answer visibility

Included in Operator and OS · Runs: Weekly (Tuesday); daily with the paid add-on

- **What it does:** Measure how AI answer engines name and cite you against your competitors, and where they cite a competitor instead.
- **When it acts:** A new set of AI answers has been collected and not yet reported.
- **What it makes:** An AI answer visibility report for your review, with what to change in your own content.
- **What it needs:** Needs AI answer engines.

### Content calendar

Included in OS · Runs: Weekly

- **What it does:** Keep the content pipeline from running dry.
- **When it acts:** The editorial pipeline has fewer than N weeks of planned content queued.
- **What it makes:** New prioritized topics added to the calendar.
- **What it needs:** Needs your content pages.

### Content decay

Included in OS · Runs: Monthly

- **What it does:** Refresh decaying content before it slides out of rankings.
- **When it acts:** A page's traffic/rankings declined materially over the trailing 90 days.
- **What it makes:** A prioritized refresh list with per-page plans.
- **What it needs:** Needs your content pages.

### Content repurposing

Included in OS · Runs: Weekly

- **What it does:** Turn every long-form asset into a week of channel-native content.
- **When it acts:** A long-form asset (post/video/podcast) hasn't been repurposed yet.
- **What it makes:** Drafts in the social queue for approval.
- **What it needs:** Needs your content pages.

### Internal linking

Included in OS · Runs: On new/updated content, or weekly

- **What it does:** Distribute link equity and help new content get discovered and rank.
- **When it acts:** A published page has fewer relevant internal links (in or out) than it should.
- **What it makes:** A list of specific internal-link edits.
- **What it needs:** Needs your content pages, Search Console or your verified site.

### Keyword gaps

Included in OS · Runs: Weekly

- **What it does:** Surface new ranking opportunities before competitors take them.
- **When it acts:** A striking-distance keyword (positions 5–20) or a rising query has no adequate page.
- **What it makes:** Up to 3 content briefs staged for review + a one-line movement summary.
- **What it needs:** Needs Search Console or keyword gaps.

### Programmatic SEO quality

Included in OS · Runs: Monthly

Not offered yet: HeyCMO holds it back until it does what its name says.

- **What it does:** Keep large templated page sets healthy so they don't drag the whole domain.
- **When it acts:** Template pages show indexation gaps, thin content, duplication, or cannibalization.
- **What it makes:** A quality report with per-bucket actions.
- **What it needs:** Needs your content pages.

### Ranking drops

Included in OS · Runs: Weekly

- **What it does:** Catch and diagnose SEO regressions before they compound.
- **When it acts:** A priority keyword or page drops more than N positions vs. baseline.
- **What it makes:** A regression report with a recommended fix.
- **What it needs:** Needs Search Console.

### SEO drift

Included in OS · Runs: Weekly (Monday)

- **What it does:** Catch the slow, site-wide slide in search that alerts about single searches miss.
- **When it acts:** Your last 28 days in Search Console drift from the 28 days before: clicks or impressions down by a fifth or more, or your average position two or more places lower.
- **What it makes:** An SEO drift report for your review, at most one a week.
- **What it needs:** Needs Search Console.
- **Also reads:** Bing Webmaster Tools, your verified site, when connected.