Business models
Start from how your business actually markets.
A DTC brand recovers carts. A sales-led software company hands qualified leads to sales. A nonprofit keeps donors giving. Pick the closest of 12 templates and Kleardata seeds the funnel, audiences, conversion events, objectives and a starter strategy to match.
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B2B services and consulting
Agencies, consultancies and IT services firms that win a small number of large engagements through long sales cycles, referrals, thought leadership and events, then keep clients on retainers and renewals.
18 audiences · 10 conversion events · 9 objectives · 2 starter plans
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Consumer mobile app
Freemium and subscription mobile apps measured by a mobile measurement partner. Install, registration, onboarding, trial, subscription, retention cohorts, re-engagement and lapsed subscribers.
17 audiences · 9 conversion events · 10 objectives · 2 starter plans
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DTC ecommerce
Direct-to-consumer brands selling through their own store (apparel, beauty, home goods on Shopify). Cart and checkout recovery, post-purchase, repeat purchase and winback.
11 audiences · 5 conversion events · 7 objectives · 2 starter plans
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Lead gen: insurance, lending and mortgage
Insurers, lenders, mortgage brokers and agencies that win customers through quotes and applications. Quote starts, abandoned quotes, applications, underwriting, bound policies or funded loans, and renewals.
15 audiences · 9 conversion events · 9 objectives · 2 starter plans
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Local multi-location
Restaurants, clinics, franchises and service businesses with many locations. Each location is a market. Local search, Google Business Profile actions, bookings, new versus returning guests and patients, reviews, and location promotions.
15 audiences · 10 conversion events · 9 objectives · 2 starter plans
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Marketplace
Two-sided platforms with buyers on one side and sellers, hosts or providers on the other. Different lifecycle stages per side, seller onboarding, first and repeat transactions, and keeping supply and demand in balance by market.
18 audiences · 9 conversion events · 10 objectives · 2 starter plans
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Media and publishing
News, streaming and newsletter businesses. Anonymous readers become registered readers, then subscribers; habit and frequency drive retention; churn and winback matter; ad-supported audiences count too.
16 audiences · 9 conversion events · 9 objectives · 2 starter plans
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Nonprofit
Donor acquisition and retention for charities and advocacy groups. One-time, monthly and major donors, lapsed donors, volunteers and petition signers, with pledges, recurring gifts and year-end giving.
20 audiences · 7 conversion events · 11 objectives · 2 starter plans
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Product-led SaaS
Software that people try before they buy: a free trial or a free plan, an activation moment in the product, and growth through trial-to-paid conversion, seat and plan upgrades. Marketing and product share the funnel.
16 audiences · 8 conversion events · 9 objectives · 2 starter plans
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Retail omnichannel
Retailers with stores and an online shop. Online-to-store and store-to-online, pickup orders, local inventory ads, loyalty members and a promotions calendar run by region.
14 audiences · 8 conversion events · 8 objectives · 2 starter plans
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Sales-led B2B software
Demo-led software sold by SDRs and account executives. Marketing builds awareness in target accounts, generates and nurtures leads, hands over qualified leads and supports open deals, onboarding and renewals.
18 audiences · 8 conversion events · 11 objectives · 2 starter plans
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Subscription commerce
Meal kits, subscription boxes and replenishment brands that sell on a repeating order (Recharge, Shopify subscriptions, Stripe Billing). Subscribe vs one-time, skip and pause, cancel saves, failed payments and reactivation.
15 audiences · 9 conversion events · 8 objectives · 2 starter plans
Counts are what each template seeds on top of the shared base. Everything can be renamed, replaced or removed, and applying a template never overwrites what you have already set.
What a template is, and is not.
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Researched, then tested
Every template cites the pages it was built from, uses each vendor's exact event names, and passes automated quality checks before it ships. It does not invent targets or planned values.
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A start, not a cage
Add custom values, change labels, and set your own required-field rules. Your changes are tracked separately from what a template seeded, so an update never touches them.
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Several can apply
Running two kinds of business? Add a second template alongside the first. They are built to apply cleanly together.
Every template is available on every plan. Don't see yours? Tell us; the nearest fit is usually a good start.