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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 9
  • Big bets · 3
  • Wildcards · 3
  • How we can help
Generated Oct 21, 2026
  1. Programmable
  2. Playbooks
  3. Hex
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growth playbook · Oct 21, 2026

hex.tech (opens in a new tab)

Hex growth playbook

Diagnosis

Hex grows product-first (thousands of sign-ups a day) and is now building the sales machinery around it: its first dedicated paid marketer with a 7–8 figure budget, founding Account Management and Expansion roles measured on net retention, an enterprise manager tasked with winning established companies, a partner engineer rebuilding the SI program, and a monetization PM working on pricing guides "for agents and humans" and internationalization.

This playbook starts with what costs conversions today: credits nobody can size, noindex and expired pages in the sitemap, slower mobile pages, and trial-extension requests treated as admin. It then builds the motions the hires imply: intent-led paid, an expansion book, comparison pages, an enterprise proof kit, partner certification, a trial model, Explorer seats, DataBench as a channel, healthcare and startup programs.

The big bets are international, agents as buyers, and Context Studio as enterprise infrastructure.

Growth Score

8/10

Biggest Opportunity

Turn product-led demand into net retention and enterprise deals: clear credit pricing, a trial built on the actions that predict purchase, and a scored expansion book for the new account team.

Biggest Risk

Rivals now sell the same promise of governed AI on a semantic layer (Omni, Looker, Sigma, ThoughtSpot), and Omni attacks Hex directly as notebook-first; without answers on comparison pages and enterprise proof, Hex is defined by others.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Show what the credits on each plan actually buy

    Write down the credit amount per plan and the average credits per agent task from last month.

    High impact First result in 2 weeks
  2. 2

    Clean the sitemap and win back the mobile speed lost this year

    Remove the six noindex URLs from the sitemap generator.

    Medium impact First result in 1 month
  3. 3

    A first-month paid plan that starts where Hex already has proof

    Set up offline conversion import for S1s before the first campaign launches.

    High impact First result in 1 month

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 4Big bets · 9Fill-ins · 4Reconsider · 4
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Every Hex plan comes with "Limited", "Standard", "Extended" or "Premium" credits, but the pricing page never says how many or what one credit does. The Hex agent is the headline product, so the first question a team lead asks ("will our analysts run out?") has no answer on the page.

    High impactLow effort First result in 2 weeks Senior Product Manager

    First action

    Write down the credit amount per plan and the average credits per agent task from last month.

    How to measure it

    Team trial starts from /pricing

    Now
    –
    Target
    +30%
    By
    90 days

    Steps

    1. 1

      Get the numbers

      Credits per plan and average credits per agent task.

      Senior Product Manager, Monetization 1 day

    2. 2

      Write the explanation

      What a credit is, what runs out, what happens next.

      Senior Product Manager, Monetization 1 day

    3. 3

      Add to the plan cards

      Amounts next to each credit label.

      Web Designer 1 day

    4. 4

      Build the estimator

      Editors, viewers, questions a week; plan and credits out.

      Software Engineer, Growth and Monetization 3 days

    5. 5

      Plain-text pricing file

      Plans, prices and credits for agents and assistants.

      Software Engineer, Growth and Monetization 2 hours

    6. 6

      Track

      Estimator use, trial starts and upgrades.

      Data Person weekly

    First result
    2 weeks
    Cost
    Engineering time
    Owner
    Senior Product Manager, Monetization

    Smallest test

    Add the amounts to the plan cards alone and compare trial starts for a month.

    Why it works

    Add the credit amount per editor on each plan, what a typical agent task costs in credits, what happens when credits run out, and a small estimator: editors, viewers and agent questions a week in, plan and expected credits out. Publish the same facts as a plain-text pricing file so AI assistants and buying agents read the right numbers.

    The Senior PM for Monetization is asked for "pricing calculators or guides for agents and humans". Clear credit math removes the main hesitation between Professional ($36) and Team ($75), and the estimator is a natural place to offer the 14-day Team trial.

    Ready to use

    ChecklistCredit explainer checklist

    [ ] Credits included per editor on each plan
[ ] What one credit buys (a typical agent question, an app build)
[ ] What happens when credits run out
[ ] How to buy more
[ ] Estimator: editors, viewers, agent questions a week
[ ] Same facts in a plain-text pricing file

    Risks and how to handle them

    • Credit amounts change often

      Pull them from the same config billing uses.

    • Numbers invite haggling

      Show typical usage ranges, not worst cases.

    Evidence

    • Your websitePricing: Community free; Professional $36 per editor a month; Team $75 per editor a month with a 14-day trial; Enterprise custom with an Explorer seat add-on, BYOK, single tenant, HIPAA and embedded add-ons, AWS and Snowflake Marketplace. Plans come with "Limited", "Standard", "Extended" or "Premium" credits, but the page shows no credit amounts. Large compute starts at $0.32 an hour.Source
    • HiringSenior Product Manager, Monetization: own the journey "from evaluation to purchase and expansion", including "ancillary experiences like pricing calculators or guides for agents and humans", design pricing for new products, and drive bigger bets "such as credit model innovation for new products, or internationalization".Source
    • Your websiteHomepage: "The Analytics platform for humans and agents"; "Rethinking BI Conversational analytics and Context management for the agentic era"; a banner reads "It's just "Hex"! Not "HEX" or "Hex dot tech"", alongside the LangChain migration story and State of Data Teams 2026.Source
  • 02

    Six URLs in the sitemap tell search engines not to index them, including an internal screenshot generator and a Hashboard page that still says support ends December 31, 2025. Mobile load time is 2.7 seconds, 61% slower than a year ago.

    Medium impactLow effort First result in 1 month Web Designer

    First action

    Remove the six noindex URLs from the sitemap generator.

    How to measure it

    Mobile LCP

    Now
    –
    Target
    under 2.5 s
    By
    60 days

    Steps

    1. 1

      Sitemap rule

      Exclude noindex pages automatically.

      Web Designer 2 hours

    2. 2

      Retire Hashboard page

      Redirect to switching-to-hex.

      Web Designer 30 minutes

    3. 3

      Protect internal tools

      Screenshot generator behind login.

      Web Designer 1 hour

    4. 4

      Find the slow element

      Field data by page.

      Web Designer 1 day

    5. 5

      Fix

      Images, fonts, scripts.

      Web Designer 2 days

    6. 6

      Watch

      Field data monthly.

      Web Designer monthly

    First result
    1 month
    Cost
    $0
    Owner
    Web Designer

    Smallest test

    Fix the sitemap today and test one image change on mobile.

    Why it works

    Remove noindex pages from the sitemap, retire or update the Hashboard page, password-protect internal tools, then find what slowed the largest element on mobile (images, fonts or scripts on the homepage and pricing) and fix it.

    A clean sitemap focuses crawling on the 700 pages that should rank, and speed affects both ranking and trial conversion on mobile.

    Risks and how to handle them

    • Breaking tracking scripts

      Test before and after.

    Evidence

    • Your websiteSitemap (October 18, 2026): 700 URLs: 410 blog posts, 77 templates, 47 resources, 40 customer stories, 36 product pages (25 of them integrations) and a compare hub with four pages (Omni, Sigma, Looker, Tableau). Six URLs in the sitemap are tagged noindex: /screenshot/ (an internal "Screenshot Generator"), /club-hex/opt-out-summit-promo/, /request-trial-extension/, /conversion/bi/, /conversion/ai-analytics/ and /hashboard/.Source
    • Your websiteThe /hashboard/ page still reads "Hashboard has joined Hex! You'll be able to keep using Hashboard through December 31, 2025" and "Support ends December 31st, 2025".Source
    • programmable.infoSite scan: mobile LCP 2.7 s at the 75th percentile, 61% slower than a year ago and above Google's 2.5 s "good" mark; YouTube 3,340 subscribers and 7.7M views across 139 videos; 61 Hacker News mentions; Tranco rank 52,165.Source
  • 03

    Hex has just hired its first dedicated performance marketer with a 7–8 figure budget. Money spent on broad "BI tool" terms competes with every vendor; Hex has migration stories, a switching guide and comparison pages that convert intent it can target precisely.

    High impactLow effort First result in 1 month Growth Marketing Manager

    First action

    Set up offline conversion import for S1s before the first campaign launches.

    How to measure it

    Cost per S1

    Now
    –
    Target
    baseline set, then -20%
    By
    2 quarters

    Steps

    1. 1

      Conversion import

      S1s to each ad platform.

      Growth Marketing Manager, Paid Marketing 1 week

    2. 2

      Switching campaign

      Looker, Tableau, Jupyter terms.

      Growth Marketing Manager, Paid Marketing 3 days

    3. 3

      Template campaign

      Template search terms.

      Growth Marketing Manager, Paid Marketing 3 days

    4. 4

      Trial retargeting

      Inactive trial users.

      Growth Marketing Manager, Paid Marketing 2 days

    5. 5

      Landing pages

      Comparison and switching pages.

      Web Designer 1 week

    6. 6

      Weekly review

      Cost per S1 by campaign.

      Growth Marketing Manager, Paid Marketing weekly

    7. 7

      Document

      As a Hex use-case story.

      Growth Marketing Manager, Paid Marketing monthly

    First result
    1 month
    Cost
    Ad budget
    Owner
    Growth Marketing Manager, Paid Marketing

    Smallest test

    Launch the switching campaign with a small budget.

    Why it works

    Start with three campaigns: switching terms (Looker, Tableau, Jupyter alternatives) landing on comparison pages and the switching guide; template terms landing on the 77 templates; and retargeting of trial sign-ups who did not activate. Send S1 opportunities back to Google, LinkedIn and Meta as offline conversions from day one.

    Specific intent plus proof gives the cheapest pipeline, and early offline conversions teach the bidding algorithms what an S1 looks like before the budget grows.

    Risks and how to handle them

    • Spending before measurement

      No scale-up until offline conversions flow.

    Evidence

    • HiringGrowth Marketing Manager, Paid Marketing (posted October 6, 2026): "You'll be Hex's first dedicated performance hire", owning "paid-attributed S1s and pipeline ARR" across Google, LinkedIn and Meta with "7-8 figure annual paid budgets"; build automated systems "integrated into Hex's internal tools, repos, and agent harnesses" and "Use Hex's own agentic features to build and document paid marketing use cases... and generate solutions stories".Source
    • Your websiteSitemap (October 18, 2026): 700 URLs: 410 blog posts, 77 templates, 47 resources, 40 customer stories, 36 product pages (25 of them integrations) and a compare hub with four pages (Omni, Sigma, Looker, Tableau). Six URLs in the sitemap are tagged noindex: /screenshot/ (an internal "Screenshot Generator"), /club-hex/opt-out-summit-promo/, /request-trial-extension/, /conversion/bi/, /conversion/ai-analytics/ and /hashboard/.Source
    • Your websiteHex also publishes /product/switching-to-hex/ ("Evaluate, Pilot, and Migrate"), /for-healthcare-teams/, a healthcare story with Om1 on Snowflake, and /prompt/ for its Prompt 2026 customer conference.Source
    • Your websiteCustomers page: "Over 2,000 organizations trust Hex"; featured stories: Mercor ("unlocked $100M in revenue, scaling dashboards"), LangChain ("6-Week Migration, 90% by Hex's Agent"), HubSpot, Reddit, and Modal ("unlocked $100M+ in pipeline by using Hex's agent to turn an image into targeted outreach across 15 of the top AI neolabs").Source
  • 04

    The new Account Manager and Expansion AE will own accounts "6+ months past their first renewal" on a 70% NDR, 30% GDR quota. Hex already knows which of those accounts are growing.

    High impactLow effort First result in 1 month Founding Expansion Account Ex…

    First action

    Pull the book with seat counts, credit use and app counts.

    How to measure it

    NDR in the commercial book

    Now
    –
    Target
    +10 points
    By
    3 quarters

    Steps

    1. 1

      Pull data

      Seats, credits, apps, admins.

      Data Person 2 days

    2. 2

      Score

      Grow, protect, fix.

      Data Person 2 days

    3. 3

      Plays

      One per group.

      Founding Expansion Account Executive 2 days

    4. 4

      Hand-off notes

      From AEs.

      Founding Expansion Account Executive 1 week

    5. 5

      First outreach

      Top 20 grow accounts.

      Founding Commercial Account Manager 1 week

    6. 6

      Refresh monthly

      New scores.

      Data Person monthly

    First result
    1 month
    Cost
    $0
    Owner
    Founding Expansion Account Executive

    Smallest test

    Score the top 50 accounts by hand.

    Why it works

    Score every account in the book on editor growth, viewers who could become Explorers, credit use against plan, published apps and admin activity. Split into grow, protect and fix, with a first play for each.

    New account owners who start with a ranked list hit expansion targets in their first quarter instead of their third.

    Risks and how to handle them

    • Score misses context

      AEs add notes before hand-off.

    Evidence

    • HiringFounding Commercial Account Manager and Founding Expansion Account Executive (New York, posted September 15 and 16, 2026): near-identical posts to own "a dedicated portfolio of existing SMB and Mid-Market customers" ("accounts 6+ months past their first renewal"), surface "additional seats, new use cases, upsell — that tend to get left on the table", with "quota split 70% against a growth (NDR) target and 30% against a retention (GDR) target"; each is a founding member of a new function.Source
    • Your websitePricing: Community free; Professional $36 per editor a month; Team $75 per editor a month with a 14-day trial; Enterprise custom with an Explorer seat add-on, BYOK, single tenant, HIPAA and embedded add-ons, AWS and Snowflake Marketplace. Plans come with "Limited", "Standard", "Extended" or "Premium" credits, but the page shows no credit amounts. Large compute starts at $0.32 an hour.Source
    • HiringData Person: work with Growth and Monetization to "Conduct analysis on what makes for a successful sales POC or self-service trial of our product", improve the "product-led-sales strategy" and "experiment with new ways of showing the value of our product in trials".Source
  • 05

    Two featured stories are not about data teams at all: Modal used Hex's agent to target 15 AI labs ("$100M+ in pipeline") and Mercor scaled revenue dashboards. The paid hire is asked to "generate solutions stories" with Hex's own agent.

    Medium impactLow effort First result in 1 month Growth Marketing Manager

    First action

    Turn the Modal story into a template.

    How to measure it

    GTM-team adoption

    Now
    –
    Target
    50 accounts
    By
    2 quarters

    Steps

    1. 1

      Template

      From the Modal workflow.

      Customer Engineer 1 week

    2. 2

      Page

      GTM teams.

      Web Designer 1 week

    3. 3

      Paid hire use case

      Document their own work.

      Growth Marketing Manager, Paid Marketing 1 month

    4. 4

      Target

      RevOps in existing accounts.

      Founding Commercial Account Manager 2 weeks

    5. 5

      Webinar

      With Modal if willing.

      Growth Marketing Manager, Paid Marketing 1 month

    6. 6

      Measure

      New workspaces.

      Data Person monthly

    First result
    1 month
    Cost
    $0
    Owner
    Growth Marketing Manager, Paid Marketing

    Smallest test

    Send the Modal template to 20 RevOps leads.

    Why it works

    Package the two stories plus the paid hire's own work as a "Hex for go-to-market teams" page and templates (account research, pipeline analysis, campaign reporting), and target RevOps and growth leaders at existing customers.

    A new buyer inside an existing account (RevOps, growth) is the fastest expansion, and these stories prove it with numbers.

    Risks and how to handle them

    • Off-message for data teams

      Keep it a solution page, not the homepage.

    Evidence

    • Your websiteCustomers page: "Over 2,000 organizations trust Hex"; featured stories: Mercor ("unlocked $100M in revenue, scaling dashboards"), LangChain ("6-Week Migration, 90% by Hex's Agent"), HubSpot, Reddit, and Modal ("unlocked $100M+ in pipeline by using Hex's agent to turn an image into targeted outreach across 15 of the top AI neolabs").Source
    • HiringGrowth Marketing Manager, Paid Marketing (posted October 6, 2026): "You'll be Hex's first dedicated performance hire", owning "paid-attributed S1s and pipeline ARR" across Google, LinkedIn and Meta with "7-8 figure annual paid budgets"; build automated systems "integrated into Hex's internal tools, repos, and agent harnesses" and "Use Hex's own agentic features to build and document paid marketing use cases... and generate solutions stories".Source
    • HiringFounding Commercial Account Manager and Founding Expansion Account Executive (New York, posted September 15 and 16, 2026): near-identical posts to own "a dedicated portfolio of existing SMB and Mid-Market customers" ("accounts 6+ months past their first renewal"), surface "additional seats, new use cases, upsell — that tend to get left on the table", with "quota split 70% against a growth (NDR) target and 30% against a retention (GDR) target"; each is a founding member of a new function.Source
  • 06

    Hex has a "Request a trial extension" form for the 14-day Team trial. Someone asking for more time is evaluating seriously, and the Data Person is asked what makes a trial succeed.

    Medium impactLow effort First result in 2 weeks Sales Development Representat…

    First action

    Route the form to the SDR queue with usage data attached.

    How to measure it

    Extension-to-paid conversion

    Now
    –
    Target
    40%
    By
    2 quarters

    Steps

    1. 1

      Routing

      Form to SDR queue.

      Software Engineer, Growth and Monetization 1 day

    2. 2

      Usage summary

      Attach trial data.

      Software Engineer, Growth and Monetization 2 days

    3. 3

      Response script

      Extension plus SE session.

      Sales Development Representative 1 day

    4. 4

      SE slots

      Daily office hours.

      Sales Engineer, Commercial Mid-Market 1 day

    5. 5

      Log outcomes

      Conversion by pattern.

      Data Person weekly

    6. 6

      Feed product

      Common blockers.

      Senior Product Manager, Monetization monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Sales Development Representative

    Smallest test

    Route requests by hand for two weeks.

    Why it works

    Route every extension request to an SDR within an hour with the trial's usage (editors invited, data connected, apps built). Offer the extension with a 20-minute session with an SE, and log which usage patterns convert.

    An extension request is a buyer telling you they need help to decide; a fast, useful answer converts at far higher rates than cold outreach.

    Risks and how to handle them

    • Too many requests for SDRs

      Prioritise by company size.

    Evidence

    • Your websiteSitemap (October 18, 2026): 700 URLs: 410 blog posts, 77 templates, 47 resources, 40 customer stories, 36 product pages (25 of them integrations) and a compare hub with four pages (Omni, Sigma, Looker, Tableau). Six URLs in the sitemap are tagged noindex: /screenshot/ (an internal "Screenshot Generator"), /club-hex/opt-out-summit-promo/, /request-trial-extension/, /conversion/bi/, /conversion/ai-analytics/ and /hashboard/.Source
    • HiringData Person: work with Growth and Monetization to "Conduct analysis on what makes for a successful sales POC or self-service trial of our product", improve the "product-led-sales strategy" and "experiment with new ways of showing the value of our product in trials".Source
    • HiringLong-open sales roles: Enterprise AE (posted May 1, 2024; 2,500+ employees), Commercial AE (August 21, 2024; up to 250 employees), Mid-Market AE (November 4, 2024; up to 2,500) and an SDR (January 24, 2025) who converts leads "from focus outbound accounts, events, trials, webinars".Source

This quarter 9

The core plays for the next three months.

  • 07

    Hex has four comparison pages; Omni has seven and an "Omni vs. Hex" page saying "Hex was built for data teams working in notebooks". Commercial SEs face "a new challenge, competitor" daily.

    High impactMedium effort First result in 2 months Sales Engineer

    First action

    Ask SEs to list the five competitors they met most last quarter.

    How to measure it

    Conversions from compare pages

    Now
    –
    Target
    +100%
    By
    2 quarters

    Steps

    1. 1

      Rank competitors

      From SE notes.

      Sales Engineering Manager, Commercial 1 day

    2. 2

      Objections

      Per competitor.

      Sales Engineer, Commercial Mid-Market 1 week

    3. 3

      Write pages

      One a week.

      Web Designer 5 weeks

    4. 4

      Refresh Omni page

      Answer the notebook claim.

      Web Designer 1 week

    5. 5

      Fact check

      Rival claims from their own sites.

      Sales Engineer, Commercial Mid-Market per page

    6. 6

      Paid

      Use as landing pages.

      Growth Marketing Manager, Paid Marketing ongoing

    7. 7

      Update

      Quarterly.

      Web Designer quarterly

    First result
    2 months
    Cost
    Content time
    Owner
    Sales Engineer, Commercial Mid Market

    Smallest test

    Publish the Power BI page first.

    Why it works

    Add fair comparison pages for Power BI, ThoughtSpot, Metabase, Deepnote and Jupyter, and refresh the Omni page to answer the notebook claim with Threads and the semantic layer. SEs supply the real objections; each page ends with the switching guide.

    Comparison searches come from buyers close to a decision. Without a Hex page, rivals tell Hex's story for it.

    Risks and how to handle them

    • Inaccurate claims

      Cite rivals' own pages and date each page.

    Builds on

    Evidence

    • Your websiteSitemap (October 18, 2026): 700 URLs: 410 blog posts, 77 templates, 47 resources, 40 customer stories, 36 product pages (25 of them integrations) and a compare hub with four pages (Omni, Sigma, Looker, Tableau). Six URLs in the sitemap are tagged noindex: /screenshot/ (an internal "Screenshot Generator"), /club-hex/opt-out-summit-promo/, /request-trial-extension/, /conversion/bi/, /conversion/ai-analytics/ and /hashboard/.Source
    • Competitor researchOmni's "Omni vs. Hex" page: "Hex was built for data teams working in notebooks. Omni was founded on governed data everyone can use." Other positioning on rivals' own sites: Sigma ("The AI runtime for business"), Looker (agentic BI with a semantic layer and Gemini agents), ThoughtSpot ("Agentic Analytics Platform"), Deepnote (Python and SQL notebooks for teams), Metabase (open source AI analytics).Source
    • HiringSales engineering: an Enterprise SE ("Enterprises like StubHub, Rivian and Reddit"), a Commercial Mid-Market SE ("strong momentum in the mid-market and SMB segments... a new challenge, competitor, or product feature for you to learn every day") and a Sales Engineering Manager for the East Coast commercial team who will "Guide and support the team in competitive deal cycles".Source
    • Your websiteHex also publishes /product/switching-to-hex/ ("Evaluate, Pilot, and Migrate"), /for-healthcare-teams/, a healthcare story with Om1 on Snowflake, and /prompt/ for its Prompt 2026 customer conference.Source
  • 08

    The enterprise manager's brief is to win "the largest, most established organizations", but most of Hex's headline logos are digital natives (Ramp, Figma, Anthropic, Notion).

    High impactMedium effort First result in 2 quarters Manager

    First action

    Ask Rivian and StubHub to be reference calls.

    How to measure it

    Enterprise win rate

    Now
    –
    Target
    +10 points
    By
    3 quarters

    Steps

    1. 1

      Stories

      Traditional enterprises.

      Product marketing 1 quarter

    2. 2

      Procurement pack

      Security, marketplace buying.

      Sales Engineer, Enterprise 1 month

    3. 3

      Architecture guide

      Enterprise deployment.

      Sales Engineer, Enterprise 1 month

    4. 4

      Reference program

      Four references.

      Manager, Enterprise Sales 1 quarter

    5. 5

      Train AEs

      Using the kit.

      Manager, Enterprise Sales 1 week

    6. 6

      Review

      Win/loss.

      Manager, Enterprise Sales quarterly

    First result
    2 quarters
    Cost
    Time
    Owner
    Manager, Enterprise Sales

    Smallest test

    Use the procurement pack in two live deals.

    Why it works

    Assemble proof for traditional enterprises: stories from Rivian, StubHub, HubSpot and Reddit with security and governance detail, a procurement pack (trust center, marketplace purchasing through AWS and Snowflake), an architecture guide and reference calls.

    Established enterprises buy on peers, security and procurement ease; a kit lets new AEs sell beyond the early adopters.

    Risks and how to handle them

    • References overused

      Rotate and thank them.

    Evidence

    • HiringManager, Enterprise Sales (San Francisco): "enterprise is our next frontier: we're expanding beyond early adopters and digital-native customers to win the largest, most established organizations in the market"; build the western Enterprise AE team and shape "positioning, buyer strategy, and executive relationships... partner presence".Source
    • HiringSales engineering: an Enterprise SE ("Enterprises like StubHub, Rivian and Reddit"), a Commercial Mid-Market SE ("strong momentum in the mid-market and SMB segments... a new challenge, competitor, or product feature for you to learn every day") and a Sales Engineering Manager for the East Coast commercial team who will "Guide and support the team in competitive deal cycles".Source
    • Your websitePricing: Community free; Professional $36 per editor a month; Team $75 per editor a month with a 14-day trial; Enterprise custom with an Explorer seat add-on, BYOK, single tenant, HIPAA and embedded add-ons, AWS and Snowflake Marketplace. Plans come with "Limited", "Standard", "Extended" or "Premium" credits, but the page shows no credit amounts. Large compute starts at $0.32 an hour.Source
    • Your websiteCustomers page: "Over 2,000 organizations trust Hex"; featured stories: Mercor ("unlocked $100M in revenue, scaling dashboards"), LangChain ("6-Week Migration, 90% by Hex's Agent"), HubSpot, Reddit, and Modal ("unlocked $100M+ in pipeline by using Hex's agent to turn an image into targeted outreach across 15 of the top AI neolabs").Source
  • 09

    The Partner Solutions Engineer is building "the next generation of our partner function": certification tracks, sandboxes, a demo library, and partner-sourced pipeline measured by time-to-first-deal. The program already has tiers and deal registration.

    High impactMedium effort First result in 2 quarters Partner Solutions Engineer

    First action

    Pick three active partners for the first certification cohort.

    How to measure it

    Partner-sourced pipeline

    Now
    –
    Target
    10% of new
    By
    3 quarters

    Steps

    1. 1

      Certifications

      Two tracks.

      Partner Solutions Engineer 1 month

    2. 2

      Sandboxes

      Per partner.

      Partner Solutions Engineer 2 weeks

    3. 3

      Demo library

      Five demos.

      Partner Solutions Engineer 1 month

    4. 4

      First-deal plan

      90 days.

      Partner Solutions Engineer 2 weeks

    5. 5

      Cohort one

      Three partners.

      Partner Solutions Engineer 1 quarter

    6. 6

      Health report

      Monthly.

      Partner Solutions Engineer monthly

    First result
    2 quarters
    Cost
    Time
    Owner
    Partner Solutions Engineer

    Smallest test

    Certify one partner.

    Why it works

    Launch two certifications (analyst and architect), a sandbox per partner, a demo library partners can run alone, and a 90-day first-deal plan for each new partner. Report partner health monthly.

    Partners who can demo and deliver without Hex staff bring deals Hex cannot reach, especially in enterprises that buy through SIs.

    Risks and how to handle them

    • Partners certify but never sell

      Tie tier benefits to registered deals.

    Evidence

    • HiringPartner Solutions Engineer (posted August 19, 2026): "a ground floor opportunity to build the next generation of our partner function"; design "certification tracks, hands-on workshops, sandbox environments" for SI and consulting partners, a "partner-facing demo library", and track "time-to-first-deal" tied to partner-sourced pipeline.Source
    • Your websitePrograms: Claude Startups Program members get "a free 6-month Hex Enterprise plan"; the consulting Partners Program has tiers ("Gigabyte", "Terabyte") with referral commission and a Crossbeam data share, and a "Register a deal" link.Source
    • HiringManager, Enterprise Sales (San Francisco): "enterprise is our next frontier: we're expanding beyond early adopters and digital-native customers to win the largest, most established organizations in the market"; build the western Enterprise AE team and shape "positioning, buyer strategy, and executive relationships... partner presence".Source
  • 10

    The Data Person is hired to study "what makes for a successful sales POC or self-service trial", and thousands of analysts sign up every day.

    High impactMedium effort First result in 1 quarter Data Person

    First action

    Pull trial events and outcomes for the last 12 months.

    How to measure it

    Trial conversion

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Data

      Trial events and outcomes.

      Data Person 1 week

    2. 2

      Model

      Predictive actions.

      Data Person 2 weeks

    3. 3

      Onboarding

      Built around them.

      Software Engineer, Growth and Monetization 1 month

    4. 4

      Experiment

      A/B test.

      Software Engineer, Growth and Monetization 1 month

    5. 5

      Sales triggers

      Alert SDRs on stalled trials.

      Sales Development Representative 2 weeks

    6. 6

      Publish internally

      Findings and the model in Hex.

      Data Person 1 day

    First result
    1 quarter
    Cost
    Time
    Owner
    Data Person

    Smallest test

    Test one onboarding nudge for connecting a warehouse.

    Why it works

    Analyse a year of trials for the actions that predict conversion (connecting a warehouse, inviting a second editor, publishing an app, using the agent on real data), then build onboarding that gets every trial to those actions in the first two days.

    Most trials fail on a missing step, not on price; guiding users to the predictive actions lifts conversion without more traffic.

    Risks and how to handle them

    • Correlation, not cause

      Test with experiments.

    Builds on

    Evidence

    • HiringData Person: work with Growth and Monetization to "Conduct analysis on what makes for a successful sales POC or self-service trial of our product", improve the "product-led-sales strategy" and "experiment with new ways of showing the value of our product in trials".Source
    • HiringSoftware Engineer, Growth and Monetization: "Our PLG motion is core to how Hex grows. Every day, thousands of data scientists and analysts discover Hex, sign up, and explore"; build onboarding flows, activation nudges and billing experiences.Source
    • Your websitePricing: Community free; Professional $36 per editor a month; Team $75 per editor a month with a 14-day trial; Enterprise custom with an Explorer seat add-on, BYOK, single tenant, HIPAA and embedded add-ons, AWS and Snowflake Marketplace. Plans come with "Limited", "Standard", "Extended" or "Premium" credits, but the page shows no credit amounts. Large compute starts at $0.32 an hour.Source
  • 11

    Enterprise plans have an Explorer seat add-on and Threads for business users, while the AM and Expansion AE are measured mostly on net dollar retention.

    High impactMedium effort First result in 2 quarters Founding Commercial Account M…

    First action

    List accounts with the most active viewers.

    How to measure it

    Explorer seats

    Now
    –
    Target
    +50%
    By
    3 quarters

    Steps

    1. 1

      Find accounts

      Active viewers.

      Data Person 1 week

    2. 2

      Pilot offer

      One team, 30 days.

      Founding Commercial Account Manager 1 week

    3. 3

      Success measure

      Questions without the data team.

      Customer Engineer 1 week

    4. 4

      Run pilots

      Five accounts.

      Founding Commercial Account Manager 1 quarter

    5. 5

      Expand

      Team by team.

      Founding Expansion Account Executive ongoing

    6. 6

      Story

      From the best pilot.

      Growth Marketing Manager, Paid Marketing 1 month

    First result
    2 quarters
    Cost
    Pilot credits
    Owner
    Founding Commercial Account Manager

    Smallest test

    Run one Explorer pilot.

    Why it works

    Find accounts where many viewers open apps often but cannot explore; offer an Explorer pilot for one team, measure questions answered without the data team, and expand team by team.

    Seat expansion among business users grows revenue with the customer's own data culture, which is Hex's mission ("make everyone a data person").

    Risks and how to handle them

    • Data team resists

      Data team chooses the pilot team.

    Builds on

    Evidence

    • HiringFounding Commercial Account Manager and Founding Expansion Account Executive (New York, posted September 15 and 16, 2026): near-identical posts to own "a dedicated portfolio of existing SMB and Mid-Market customers" ("accounts 6+ months past their first renewal"), surface "additional seats, new use cases, upsell — that tend to get left on the table", with "quota split 70% against a growth (NDR) target and 30% against a retention (GDR) target"; each is a founding member of a new function.Source
    • Your websitePricing: Community free; Professional $36 per editor a month; Team $75 per editor a month with a 14-day trial; Enterprise custom with an Explorer seat add-on, BYOK, single tenant, HIPAA and embedded add-ons, AWS and Snowflake Marketplace. Plans come with "Limited", "Standard", "Extended" or "Premium" credits, but the page shows no credit amounts. Large compute starts at $0.32 an hour.Source
    • HiringShared "About Hex" text: "Thousands of customers like Ramp, Figma, Stubhub, Anthropic, and Gamma"; "Hex has raised over $100M from leading investors like Sequoia, a16z, Snowflake and Amplify"; hubs in San Francisco and New York, remote staff in the US and UK. 40 roles open, 14 in engineering.Source
  • 12

    DataBench ranks frontier models on real analytics work and was updated October 7, 2026. Every model launch is news data leaders want to understand.

    High impactMedium effort First result in 1 quarter AI Engineering Lead

    First action

    Add an email sign-up to DataBench.

    How to measure it

    Trials from DataBench

    Now
    –
    Target
    300 a quarter
    By
    2 quarters

    Steps

    1. 1

      Sign-up

      Email updates.

      Web Designer 1 day

    2. 2

      Release cadence

      Within a week of launches.

      AI Engineering Lead ongoing

    3. 3

      Self-run path

      Tasks on your warehouse.

      AI Engineering Lead 1 month

    4. 4

      Email

      What changed for analytics.

      Growth Marketing Manager, Paid Marketing per update

    5. 5

      Social clips

      Charts per update.

      Brand Designer per update

    6. 6

      Measure

      Trials.

      Data Person monthly

    First result
    1 quarter
    Cost
    Compute
    Owner
    AI Engineering Lead

    Smallest test

    Send the next update to a first subscriber list.

    Why it works

    Update within a week of every major model release, send a short email to subscribers with what changed for analytics, and offer "run DataBench tasks on your own warehouse in Hex" as a trial path.

    A benchmark that updates with the news earns links and returning visitors, and the self-run path turns readers into trials.

    Risks and how to handle them

    • Model vendors dispute results

      Publish method and tasks.

    Evidence

    • Your websiteDataBench: "A frontier benchmark for complex data work and analytical reasoning", last updated October 7, 2026, ranking models by score, cost per task, tokens and latency.Source
    • HiringGrowth Marketing Manager, Paid Marketing (posted October 6, 2026): "You'll be Hex's first dedicated performance hire", owning "paid-attributed S1s and pipeline ARR" across Google, LinkedIn and Meta with "7-8 figure annual paid budgets"; build automated systems "integrated into Hex's internal tools, repos, and agent harnesses" and "Use Hex's own agentic features to build and document paid marketing use cases... and generate solutions stories".Source
    • Your websiteHomepage: "The Analytics platform for humans and agents"; "Rethinking BI Conversational analytics and Context management for the agentic era"; a banner reads "It's just "Hex"! Not "HEX" or "Hex dot tech"", alongside the LangChain migration story and State of Data Teams 2026.Source
  • 13

    Hex has a healthcare page, an Om1 story on Snowflake and a HIPAA add-on on Enterprise.

    Medium impactMedium effort First result in 2 quarters Enterprise Account Executive

    First action

    Ask Om1 for a reference call.

    How to measure it

    Healthcare pipeline

    Now
    –
    Target
    $1M
    By
    3 quarters

    Steps

    1. 1

      Package

      Add-on and security.

      Sales Engineer, Enterprise 1 month

    2. 2

      Templates

      Clinical, claims.

      Customer Engineer 1 month

    3. 3

      Stories

      Two more.

      Product marketing 1 quarter

    4. 4

      Targets

      Health data teams.

      Sales Development Representative 2 weeks

    5. 5

      Outreach

      Sequences.

      Enterprise Account Executive 1 quarter

    6. 6

      Review

      Quarterly.

      Enterprise Account Executive quarterly

    First result
    2 quarters
    Cost
    Time
    Owner
    Enterprise Account Executive

    Smallest test

    Send the package to ten health data leaders.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Package a healthcare offer: HIPAA add-on, a security pack, templates for clinical and claims analysis, the Om1 story and two more, and a target list of health data teams.

    Regulated buyers pay for Enterprise and stay longer; the pieces already exist.

    Risks and how to handle them

    • Compliance claims

      Counsel review.

    Evidence

    • Your websiteHex also publishes /product/switching-to-hex/ ("Evaluate, Pilot, and Migrate"), /for-healthcare-teams/, a healthcare story with Om1 on Snowflake, and /prompt/ for its Prompt 2026 customer conference.Source
    • Your websitePricing: Community free; Professional $36 per editor a month; Team $75 per editor a month with a 14-day trial; Enterprise custom with an Explorer seat add-on, BYOK, single tenant, HIPAA and embedded add-ons, AWS and Snowflake Marketplace. Plans come with "Limited", "Standard", "Extended" or "Premium" credits, but the page shows no credit amounts. Large compute starts at $0.32 an hour.Source
  • 14

    The 2026 report surveyed "65+ data leaders". It is a good start, but a small sample limits press and analyst use.

    Medium impactMedium effort First result in 2 quarters Data Person

    First action

    Agree co-distribution with two partners.

    How to measure it

    Respondents

    Now
    –
    Target
    500
    By
    2 quarters

    Steps

    1. 1

      Partners

      Two distributors.

      Product marketing 1 month

    2. 2

      Survey

      Shorter, with benchmark questions.

      Data Person 2 weeks

    3. 3

      Collect

      6 weeks.

      Data Person 6 weeks

    4. 4

      Interactive report

      In Hex.

      Data Person 1 month

    5. 5

      Personal benchmark

      For respondents.

      Data Person 2 weeks

    6. 6

      Press

      Launch.

      Product marketing 1 week

    First result
    2 quarters
    Cost
    Partner costs
    Owner
    Data Person

    Smallest test

    Add a personal benchmark to the next edition.

    Why it works

    Run it twice a year with partners (warehouse vendors, communities) to reach 500+ respondents, publish an interactive version built in Hex, and give each respondent a benchmark of their team against peers.

    A larger study gets cited, and the personal benchmark gives respondents a reason to share it and a first Hex experience.

    Risks and how to handle them

    • Low response

      Incentives and partner lists.

    Evidence

    • Your websiteState of Data Teams 2026: "In December 2025, Hex re-surveyed 65+ data leaders"; AI and automation jumped to a top goal while trust is the main barrier.Source
    • Your websiteHomepage: "The Analytics platform for humans and agents"; "Rethinking BI Conversational analytics and Context management for the agentic era"; a banner reads "It's just "Hex"! Not "HEX" or "Hex dot tech"", alongside the LangChain migration story and State of Data Teams 2026.Source
  • 15

    Claude Startups Program members get six free months of Enterprise. Startups are where Hex's best-known customers came from.

    High impactLow effort First result in 2 quarters Sales Development Representat…

    First action

    List the current Claude program workspaces and their month-six dates.

    How to measure it

    Month-six conversion

    Now
    –
    Target
    35%
    By
    3 quarters

    Steps

    1. 1

      Track cohort

      Dates and usage.

      Data Person 1 week

    2. 2

      New partners

      Three programs.

      Sales Development Representative 1 quarter

    3. 3

      Conversion plan

      Month five outreach.

      Founding Expansion Account Executive 2 weeks

    4. 4

      Offer

      Startup pricing.

      Senior Product Manager, Monetization 2 weeks

    5. 5

      Run

      Each cohort.

      Founding Expansion Account Executive ongoing

    6. 6

      Review

      Quarterly.

      Sales Development Representative quarterly

    First result
    2 quarters
    Cost
    Free months
    Owner
    Sales Development Representative

    Smallest test

    Plan conversion for the first ten Claude cohort workspaces.

    Why it works

    Replicate the deal with other startup programs and VC platforms, track each cohort, and have the Expansion AE plan the conversion at month five with usage data.

    Free months only pay off with a conversion plan; done right, today's startups become the next Ramp or Figma.

    Risks and how to handle them

    • Free users never pay

      Usage targets during the free period.

    Evidence

    • Your websitePrograms: Claude Startups Program members get "a free 6-month Hex Enterprise plan"; the consulting Partners Program has tiers ("Gigabyte", "Terabyte") with referral commission and a Crossbeam data share, and a "Register a deal" link.Source
    • HiringShared "About Hex" text: "Thousands of customers like Ramp, Figma, Stubhub, Anthropic, and Gamma"; "Hex has raised over $100M from leading investors like Sequoia, a16z, Snowflake and Amplify"; hubs in San Francisco and New York, remote staff in the US and UK. 40 roles open, 14 in engineering.Source
    • HiringFounding Commercial Account Manager and Founding Expansion Account Executive (New York, posted September 15 and 16, 2026): near-identical posts to own "a dedicated portfolio of existing SMB and Mid-Market customers" ("accounts 6+ months past their first renewal"), surface "additional seats, new use cases, upsell — that tend to get left on the table", with "quota split 70% against a growth (NDR) target and 30% against a retention (GDR) target"; each is a founding member of a new function.Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    The monetization PM names "internationalization" as a bet; Hex already offers EU hosting on Team and Enterprise contracts, has remote staff in the UK and appears at Big Data London.

    High impactHigh effort First result in 4 quarters Senior Product Manager

    First action

    Pull trial and revenue by country.

    How to measure it

    International new ARR

    Now
    –
    Target
    25%
    By
    4 quarters

    Steps

    1. 1

      Country data

      Trials and revenue.

      Data Person 1 week

    2. 2

      Currencies

      GBP and EUR.

      Senior Product Manager, Monetization 1 quarter

    3. 3

      EU hosting message

      Pricing and security pages.

      Web Designer 2 weeks

    4. 4

      UK pod

      AE and SE.

      Manager, Enterprise Sales 2 quarters

    5. 5

      Localise

      Top pages.

      Web Designer 1 quarter

    6. 6

      Events

      Europe.

      Product marketing ongoing

    First result
    4 quarters
    Cost
    Hiring and localisation
    Owner
    Senior Product Manager, Monetization

    Smallest test

    Show EU hosting on the pricing page.

    Why it works

    Launch GBP and EUR pricing, put EU hosting on the pricing page, build a UK sales pod from the existing UK staff, and localise the top pages for the largest non-English markets in trial sign-ups.

    International trials already arrive through PLG; local pricing and data location remove the two reasons they stall.

    Risks and how to handle them

    • Billing complexity

      Start with two currencies.

    Builds on

    Evidence

    • HiringSenior Product Manager, Monetization: own the journey "from evaluation to purchase and expansion", including "ancillary experiences like pricing calculators or guides for agents and humans", design pricing for new products, and drive bigger bets "such as credit model innovation for new products, or internationalization".Source
    • Your websitePricing: Community free; Professional $36 per editor a month; Team $75 per editor a month with a 14-day trial; Enterprise custom with an Explorer seat add-on, BYOK, single tenant, HIPAA and embedded add-ons, AWS and Snowflake Marketplace. Plans come with "Limited", "Standard", "Extended" or "Premium" credits, but the page shows no credit amounts. Large compute starts at $0.32 an hour.Source
    • HiringShared "About Hex" text: "Thousands of customers like Ramp, Figma, Stubhub, Anthropic, and Gamma"; "Hex has raised over $100M from leading investors like Sequoia, a16z, Snowflake and Amplify"; hubs in San Francisco and New York, remote staff in the US and UK. 40 roles open, 14 in engineering.Source
  • 17

    Hex calls itself the analytics platform "for humans and agents", the monetization PM wants guides "for agents and humans", and Hex has a CLI. Buying decisions increasingly start with an agent comparing tools.

    High impactHigh effort First result in 4 quarters AI Engineering Lead

    First action

    Ask three AI assistants to compare analytics tools and record what they get wrong about Hex.

    How to measure it

    Agent-originated sign-ups

    Now
    –
    Target
    10%
    By
    4 quarters

    Steps

    1. 1

      Test assistants

      What they say.

      AI Engineering Lead 1 week

    2. 2

      Docs

      Agent-friendly.

      AI Engineering Lead 1 month

    3. 3

      Plan file

      Machine-readable.

      Software Engineer, Growth and Monetization 1 week

    4. 4

      CLI sign-up

      Agent flow.

      Software Engineer, Growth and Monetization 1 quarter

    5. 5

      MCP access

      Projects.

      AI Engineering Lead 1 quarter

    6. 6

      Measure

      Tagged sign-ups.

      Data Person monthly

    First result
    4 quarters
    Cost
    Engineering time
    Owner
    AI Engineering Lead

    Smallest test

    Fix what the assistants got wrong.

    Why it works

    Ship agent-friendly docs, a machine-readable plan and credit file, agent sign-up through the CLI, and MCP access to Hex projects, so an agent can try Hex on a dataset and report back to its human.

    If agents can trial Hex without a human, Hex shows up in every AI-led evaluation.

    Risks and how to handle them

    • Abuse of free accounts

      Limits and verification.

    Builds on

    Evidence

    • HiringSenior Product Manager, Monetization: own the journey "from evaluation to purchase and expansion", including "ancillary experiences like pricing calculators or guides for agents and humans", design pricing for new products, and drive bigger bets "such as credit model innovation for new products, or internationalization".Source
    • Your websiteHomepage: "The Analytics platform for humans and agents"; "Rethinking BI Conversational analytics and Context management for the agentic era"; a banner reads "It's just "Hex"! Not "HEX" or "Hex dot tech"", alongside the LangChain migration story and State of Data Teams 2026.Source
    • Your websitePricing: Community free; Professional $36 per editor a month; Team $75 per editor a month with a 14-day trial; Enterprise custom with an Explorer seat add-on, BYOK, single tenant, HIPAA and embedded add-ons, AWS and Snowflake Marketplace. Plans come with "Limited", "Standard", "Extended" or "Premium" credits, but the page shows no credit amounts. Large compute starts at $0.32 an hour.Source
  • 18

    Hex positions itself on "Context management for the agentic era" and has a Context Studio product, while Omni, Looker and Metabase all sell a semantic layer for AI.

    High impactHigh effort First result in 4 quarters Manager

    First action

    Interview five enterprise data leaders about where their agent context lives.

    How to measure it

    Context Studio deals

    Now
    –
    Target
    15
    By
    4 quarters

    Steps

    1. 1

      Interviews

      Five leaders.

      Manager, Enterprise Sales 1 month

    2. 2

      Package

      And pricing.

      Senior Product Manager, Monetization 1 quarter

    3. 3

      Integrations

      Other agents.

      AI Engineering Lead 1 quarter

    4. 4

      Partners

      Delivery.

      Partner Solutions Engineer 1 quarter

    5. 5

      Pilots

      Three enterprises.

      Manager, Enterprise Sales 2 quarters

    6. 6

      Stories

      From pilots.

      Product marketing 1 quarter

    First result
    4 quarters
    Cost
    Product time
    Owner
    Manager, Enterprise Sales

    Smallest test

    Pitch the package to two enterprise accounts.

    Why it works

    Package Context Studio for enterprises that run several AI agents: one governed set of metrics and definitions, used by Hex and by other agents, sold with partners and priced per workspace.

    The company that owns the context layer becomes infrastructure, which is a stickier and larger deal than seats.

    Risks and how to handle them

    • Head-on with Looker and Omni

      Lead with notebooks plus context, which they lack.

    Builds on

    Evidence

    • Your websiteHomepage: "The Analytics platform for humans and agents"; "Rethinking BI Conversational analytics and Context management for the agentic era"; a banner reads "It's just "Hex"! Not "HEX" or "Hex dot tech"", alongside the LangChain migration story and State of Data Teams 2026.Source
    • Competitor researchOmni's "Omni vs. Hex" page: "Hex was built for data teams working in notebooks. Omni was founded on governed data everyone can use." Other positioning on rivals' own sites: Sigma ("The AI runtime for business"), Looker (agentic BI with a semantic layer and Gemini agents), ThoughtSpot ("Agentic Analytics Platform"), Deepnote (Python and SQL notebooks for teams), Metabase (open source AI analytics).Source
    • HiringManager, Enterprise Sales (San Francisco): "enterprise is our next frontier: we're expanding beyond early adopters and digital-native customers to win the largest, most established organizations in the market"; build the western Enterprise AE team and shape "positioning, buyer strategy, and executive relationships... partner presence".Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    Hex's own banner asks people to say "Hex", not "HEX" or "Hex dot tech". "Hex" is a common word, so searches and AI answers mix it with colours, bolts and other companies.

    Medium impactLow effort First result in 1 quarter Brand Designer

    First action

    Search "Hex" in three assistants and record what comes back.

    How to measure it

    Assistants answering correctly

    Now
    –
    Target
    all major ones
    By
    2 quarters

    Steps

    1. 1

      Test

      Assistants and search.

      Brand Designer 1 day

    2. 2

      Structured data

      Organisation schema.

      Web Designer 1 day

    3. 3

      Title pattern

      Name plus category.

      Web Designer 1 day

    4. 4

      Knowledge panel

      Claim.

      Brand Designer 1 week

    5. 5

      Brand refresh check

      Search test.

      Brand Designer ongoing

    6. 6

      Monitor

      Monthly.

      Brand Designer monthly

    First result
    1 quarter
    Cost
    $0
    Owner
    Brand Designer

    Smallest test

    Run the assistant test.

    Why it works

    Pair the name with the category everywhere it is read by machines ("Hex, the analytics platform"), add organisation structured data, claim the knowledge panel, and make the brand refresh include a search test.

    A short brand name is memorable but hard to search; small fixes make every mention count.

    Risks and how to handle them

    • None

      Low risk.

    Evidence

    • Your websiteHomepage: "The Analytics platform for humans and agents"; "Rethinking BI Conversational analytics and Context management for the agentic era"; a banner reads "It's just "Hex"! Not "HEX" or "Hex dot tech"", alongside the LangChain migration story and State of Data Teams 2026.Source
    • HiringA Web Designer to own the website, docs and launches and a Brand Designer for "the next chapter of the Hex brand", "making a complex product feel simple, compelling and a little magical".Source
  • 20

    Hex's own data team writes about how it works and is asked to use AI across its workflows; buyers want to see real, messy usage, not a demo dataset.

    Medium impactMedium effort First result in 1 quarter Data Person

    First action

    Pick one internal project that can be shared safely.

    How to measure it

    Trials from internal demos

    Now
    –
    Target
    100 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick projects

      Safe to share.

      Data Person 1 week

    2. 2

      Sanitise

      Remove sensitive data.

      Data Person 1 week

    3. 3

      Publish

      As public apps.

      Data Person 1 week

    4. 4

      Write-up

      How it was built.

      Data Person 1 week

    5. 5

      Promote

      Blog and social.

      Brand Designer 1 week

    6. 6

      Add more

      Quarterly.

      Data Person quarterly

    First result
    1 quarter
    Cost
    $0
    Owner
    Data Person

    Smallest test

    Publish one project.

    Why it works

    Publish a few real (sanitised) internal projects as public apps: pipeline analysis, trial funnel, pricing experiments, with notes on how they were built.

    Real internal work is the most credible demo and gives the data team a public portfolio that attracts hires too.

    Risks and how to handle them

    • Leaking business data

      Legal review and synthetic numbers where needed.

    Evidence

    • HiringData Person: work with Growth and Monetization to "Conduct analysis on what makes for a successful sales POC or self-service trial of our product", improve the "product-led-sales strategy" and "experiment with new ways of showing the value of our product in trials".Source
    • HiringShared "About Hex" text: "Thousands of customers like Ramp, Figma, Stubhub, Anthropic, and Gamma"; "Hex has raised over $100M from leading investors like Sequoia, a16z, Snowflake and Amplify"; hubs in San Francisco and New York, remote staff in the US and UK. 40 roles open, 14 in engineering.Source
  • 21

    Hex has 77 templates and thousands of customers building projects every day.

    Medium impactMedium effort First result in 2 quarters Customer Engineer

    First action

    Invite ten customers to submit a template.

    How to measure it

    Community templates

    Now
    –
    Target
    50
    By
    2 quarters

    Steps

    1. 1

      Submission flow

      Form and review.

      Customer Engineer 1 month

    2. 2

      Guidelines

      Quality bar.

      Customer Engineer 1 week

    3. 3

      Attribution

      Author profiles.

      Web Designer 2 weeks

    4. 4

      Invite

      Power users.

      Customer Engineer 2 weeks

    5. 5

      Feature

      Monthly.

      Brand Designer monthly

    6. 6

      Measure

      Visits and sign-ups.

      Data Person monthly

    First result
    2 quarters
    Cost
    Review time
    Owner
    Customer Engineer

    Smallest test

    Publish three community templates.

    Why it works

    Open the template gallery to community submissions with attribution and a link to the author's profile, review for quality, and feature the best each month.

    Community templates multiply the long-tail search pages and turn power users into advocates who share their own work.

    Risks and how to handle them

    • Low quality

      Review before publishing.

    Evidence

    • Your websiteSitemap (October 18, 2026): 700 URLs: 410 blog posts, 77 templates, 47 resources, 40 customer stories, 36 product pages (25 of them integrations) and a compare hub with four pages (Omni, Sigma, Looker, Tableau). Six URLs in the sitemap are tagged noindex: /screenshot/ (an internal "Screenshot Generator"), /club-hex/opt-out-summit-promo/, /request-trial-extension/, /conversion/bi/, /conversion/ai-analytics/ and /hashboard/.Source
    • HiringShared "About Hex" text: "Thousands of customers like Ramp, Figma, Stubhub, Anthropic, and Gamma"; "Hex has raised over $100M from leading investors like Sequoia, a16z, Snowflake and Amplify"; hubs in San Francisco and New York, remote staff in the US and UK. 40 roles open, 14 in engineering.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 21 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

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Independent research. Programmable wrote this playbook from public sources, as they stood on October 21, 2026, and cites them throughout. Hex did not commission, review or endorse it, and Programmable is not affiliated with Hex. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Hex runs its business.

Something wrong, or do you represent Hex? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    Credit clarity, sitemap and speed, the first paid campaigns, the expansion book, the GTM-team story and trial-extension routing; start the trial model.

  2. Days 31 to 6011 ideas

    Comparison pages, the enterprise proof kit, partner certification, Explorer pilots, DataBench, healthcare, the bigger survey, startup programs and the wildcards.

  3. Days 61 to 903 ideas

    Commit to the big bets: international, agents as buyers and Context Studio for the enterprise.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value notebooks, apps and AI in one place. The most cited problem: ad hoc requests swamping data teams.

  • Fast migrations with the agent's help
  • Trusting AI answers
  • In their words: “make everyone a data person”

Market

Competitive landscape

5 competitors compared: Omni, Sigma, Looker, ThoughtSpot and 1 more.

  • Gap to exploit: Clear credit-based pricing
  • Omni: Less depth for data science
  • Sigma: Less notebook work

Hiring signals

Hex is wrapping a sales engine around its product-led growth.

  • Growth Marketing Manager - Paid Marketing: First performance hire, 7–8 figure budget, owns paid S1s. Ideas 3, 5.
  • Founding Expansion Account Executive (Commercial): New expansion function on NDR and GDR. Ideas 4, 11, 15.
  • Founding Commercial Account Manager: New account management function. Ideas 4, 11.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
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  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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