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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 5
  • This quarter · 12
  • Big bets · 4
  • Wildcards · 2
  • How we can help
Generated Oct 26, 2026
  1. Programmable
  2. Playbooks
  3. Homebase
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growth playbook · Oct 26, 2026

joinhomebase.com (opens in a new tab)

Homebase growth playbook

Diagnosis

Homebase is growing fast (its job posts say ARR is accelerating 50%+ a year) and is hiring to run the funnel more precisely: a Growth PM for the first 30 days and freemium-to-paid, a Marketing Ops manager for tagging and ad signals, growth engineers, revenue operations and enablement, an SDR class, and AI teams for Homebase Assistant and hiring.

The gaps sit exactly there: seven sign-up buttons with three different free offers share one untagged link, prices differ across the page, structured data and App Store, comparison pages are split across two URL patterns, and the new Assistant is not yet the homepage story.

This playbook tags and matches each offer, aligns pricing and comparisons, then builds activation milestones, dark-trial recovery, worker-led invites, signal-based SDR lists and activation-based ads, and bets on hours-saved reports, multi-location expansion, bookkeeper partners and a free hiring front door.

Growth Score

7/10

Biggest Opportunity

Use the data Homebase already has, which offer an owner chose, how far they got and what the Assistant did for them, to match onboarding, outreach and ads to each owner.

Biggest Risk

7shifts, Deputy, Connecteam and When I Work compete for the same owners, and a generous free plan can fill the funnel with sign-ups that never pay unless activation is measured per offer.

01

Start here

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

  1. 1

    Seven sign-up buttons, three different free deals, one plain link: give each offer its own tagged path

    Add offer and placement parameters to the seven homepage buttons.

    High impact First result in 3 weeks
  2. 2

    One price list everywhere: the page, the FAQ, the structured data and the App Store disagree

    Fix the All-in-One description and billing period in the structured data.

    High impact First result in 2 weeks
  3. 3

    One comparison page per rival: merge the /compare and /comparison duplicates

    List every rival with pages under both patterns.

    Medium impact First result in 1 month

02

Your idea portfolio

23 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.

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 · 3Big bets · 11Fill-ins · 4Reconsider · 5
Effort →

Showing 23 of 23 ideas

This week 5

Quick wins with a clear first action.

  • 01

    The homepage promises three different ways to start free: the free-forever Basic plan for up to 10 employees, a 14-day All-in-One trial, and six months of Payroll and Plus once payroll is running. But all seven sign-up buttons, from the "6 Months Free" banner to "Get started for free", go to the same sign-up address with no parameters. The sign-up flow cannot know which promise the owner clicked, and nobody can measure which promise brings owners who activate. That is the funnel the new Growth PM is hired to own and the tagging standard the new Marketing Ops manager is hired to set.

    High impactLow effort First result in 3 weeks Senior Growth Product Manager

    First action

    Add offer and placement parameters to the seven homepage buttons.

    How to measure it

    Sign-up-to-activation, payroll-offer path

    Now
    –
    Target
    +15%
    By
    60 days

    Steps

    1. 1

      Name the offers

      One code per free start, plus placement codes.

      Senior Marketing Operations Manager 1 day

    2. 2

      Tag the buttons

      Parameters on all seven homepage buttons, then pricing and blog templates.

      Senior Software Engineer II, Growth 1 day

    3. 3

      Read them in onboarding

      Store the offer on the account at sign-up.

      Senior Software Engineer II, Growth 3 days

    4. 4

      Match the first screen

      Payroll path opens on payroll setup; trial path shows the day-14 plan.

      Senior Growth Product Manager 1 week

    5. 5

      Add the chooser

      Three questions under the hero that recommend one start.

      Senior Growth Product Manager 1 week

    6. 6

      Send downstream

      Offer as a property in Amplitude, Iterable and Salesforce.

      Senior Marketing Operations Manager 3 days

    7. 7

      A/B test

      Matched first screen against the generic form.

      Senior Growth Product Manager 3 weeks

    8. 8

      Report

      Activation and trial-to-paid by offer each month.

      Lead Revenue Operations Specialist monthly

    First result
    3 weeks
    Cost
    Engineering time
    Owner
    Senior Growth Product Manager

    Smallest test

    Tag the banner and hero buttons this week and compare activation by button for two weeks.

    Why it works

    Give each button a parameter for the offer and the placement (for example offer=payroll6, offer=basic, offer=trial; placement=banner, hero, faq) and read it in onboarding: the payroll-offer path opens on payroll setup and shows the offer terms, the Basic path skips plan choice, the trial path explains what happens on day 14. Add a three-question chooser under the hero (team size, do you run payroll, how many locations) that recommends one start. Send the offer to Amplitude and Salesforce so activation and trial-to-paid can be read per offer.

    An owner who clicked "6 months free payroll" and lands on a generic form has to work out the deal again; matching the first screen to the promise lifts completion, and per-offer data shows which free start creates paying customers instead of only sign-ups.

    Ready to use

    ChecklistOffer path checklist

    [ ] One code per offer: basic, trial, payroll6
    [ ] Placement codes: banner, hero, offer, faq, footer
    [ ] Parameters on every sign-up button
    [ ] Offer stored on the account at sign-up
    [ ] First onboarding screen matches the offer
    [ ] Offer terms shown in the payroll path
    [ ] Offer property in Amplitude, Iterable and Salesforce
    [ ] Monthly activation and trial-to-paid by offer

    Risks and how to handle them

    • More paths to maintain

      Keep three offers at most and retire codes when an offer ends.

    • Owners pick the wrong start

      Let them switch plan in the first week without losing setup.

    Evidence

    • Your websiteHomepage (checked October 23, 2026): seven sign-up buttons with different promises ("Offer : 6 Months Free: Payroll & Plus Plan", "Get started for free", "Try free today", "Get started", "Get Homebase for free") all link to the same address, app.joinhomebase.com/onboarding/sign-up, with no parameters. The page describes three different free starts: the free Basic plan ("no credit card required, no trial period", one location, up to 10 employees), "a 14-day trial of our All-In-One plan", and "6 months of Payroll and our Plus Plan free once Payroll is activated".Source
    • Your websiteOffer terms on the homepage: new customers must "complete checkout with a valid credit card after the 14-day Homebase free trial"; Plus is free for 6 months from checkout and Payroll for 6 months from the first payroll run, "free for up to 50 employees".Source
    • HiringSenior Growth Product Manager (Toronto, hybrid, posted August 31, 2026): owns "our customers' first 30 days with Homebase"; drives "signup-to-activation conversion, reducing drop-off across the free trial funnel (pre-trial, freemium, and paid conversion stages)"; owns "activation rate, trial-to-paid conversion rate, time-to-value, and customer acquisition cost (CAC)"; works with Marketing on "in-product nudges that re-engage users who have gone dark during their trial period"; and brings "a strong point of view on freemium model optimization".Source
    • HiringSenior Marketing Operations Manager (Toronto, hybrid, posted October 19, 2026, $170K-$200K): builds data flows between product data and "Iterable, Amplitude, Salesforce, Meta CAPI, Google Ads, Apple Search Ads", "including conversion signal quality, identity resolution, and deduplication"; owns "definitions, naming, UTM standards, playbooks, and intake processes"; and will "implement tags for new channels and partners". The post asks for someone who "has inherited a messy environment, made a plan, and executed".Source
    • HiringSenior Engineering Manager, Product Growth (posted July 31, 2026): "We're accelerating ARR growth 50%+ year-over-year—and the Growth team is at the center of it. We're building AI-powered acquisition, activation, and retention loops"; the role is the engineering counterpart to the Director of Product Growth and owns "the full funnel: from first click to paid customer to expanding account", including "onboarding personalization, and lifecycle retention".Source
  • 02

    Owners and AI assistants can find four versions of Homebase pricing. The pricing page shows $30, $70 and $120 a month; the homepage structured data says 24, 56 and 96 with no mention that these are annual-billing prices, and says All-in-One includes payroll; the FAQ sells payroll as a $49 add-on; the App Store lists $24.49, $59.99 and $99.95. The review count is 84,000 in the structured data, 94k on the page and 96K on the App Store.

    High impactLow effort First result in 2 weeks Senior Marketing Operations M…

    First action

    Fix the All-in-One description and billing period in the structured data.

    How to measure it

    AI answers quoting current prices

    Now
    –
    Target
    5 of 5 assistants
    By
    60 days

    Steps

    1. 1

      List every price

      Page, FAQ, structured data, App Store, comparison pages.

      Senior Marketing Operations Manager 1 day

    2. 2

      Pick the source

      One file or CMS field that all pages read.

      Senior Software Engineer II, Growth 2 days

    3. 3

      Fix the structured data

      Billing period, payroll wording, review count.

      Senior Software Engineer II, Growth 1 day

    4. 4

      Align the FAQ

      Same numbers as the pricing page.

      Content lead 1 day

    5. 5

      Update the App Store

      Explain or align in-app prices.

      Mobile product manager 1 week

    6. 6

      Check AI answers

      Ask five assistants and record the answers.

      Senior Marketing Operations Manager 1 day

    7. 7

      Repeat monthly

      Add to the pricing-change checklist.

      Senior Marketing Operations Manager monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Senior Marketing Operations Manager

    Smallest test

    Correct the structured data today and re-run Google's Rich Results Test.

    Why it works

    Make one pricing source that feeds the pricing page, the FAQ and the structured data. Mark annual prices as annual (or list both), remove "payroll" from the All-in-One description unless it is included, and update the review counts from the live App Store figure. Explain in the App Store description that in-app prices differ from web prices, or align them. Check what AI assistants answer to "how much does Homebase cost" before and after.

    Price confusion is a top reason small-business buyers stall, and AI answers repeat whatever the structured data says.

    Risks and how to handle them

    • App Store prices must differ

      Say so plainly in the description.

    Evidence

    • Your websiteThe homepage structured data (what search engines and AI assistants read) lists Essentials at "24", Plus at "56" and All-in-One at "96" USD with no billing period, describes All-in-One as "Full HR suite including compliance alerts, payroll, and priority support" (the FAQ sells payroll as an add-on to any plan), and gives a review count of "84000" while the page says 94k.Source
    • Your websiteHomepage FAQ: paid plans "start at $30/month per location"; payroll is "$49/month plus $6 per employee" and can be added to any plan; "Homebase has processed over 7 million paychecks and $5 billion in gross payroll since 2022, and 84% of customers report faster payroll processing after switching". Proof bar: managers save "20 hrs" a month, "85%" rate it very easy to use, "3.5 M" workers in 2025 logging "over 1.2 billion hours"; "4.8" from "94k App Store reviews" and "4.6" from "1.2K Capterra reviews".Source
    • Price trackerCostBench's Homebase pricing record, cross-checked October 20, 2026: Basic free, Essentials $30, Plus $70, All-in-One $120 per location per month (monthly billing).Source
    • App StoreHomebase on the US App Store (October 23, 2026): 4.8 from 96K ratings; the description lists "Basic plan free for up to 10 employees - Essentials $24.49/mo - Plus $59.99/mo - All-in-One $99.95/mo"; the latest version notes say "Phone sign-in is now the primary login method" and "We have also improved the 'Join my team' flow."Source
    • HiringSenior Marketing Operations Manager (Toronto, hybrid, posted October 19, 2026, $170K-$200K): builds data flows between product data and "Iterable, Amplitude, Salesforce, Meta CAPI, Google Ads, Apple Search Ads", "including conversion signal quality, identity resolution, and deduplication"; owns "definitions, naming, UTM standards, playbooks, and intake processes"; and will "implement tags for new channels and partners". The post asks for someone who "has inherited a messy environment, made a plan, and executed".Source
  • 03

    Search engines index two comparison pages for some rivals, such as "/compare/homebase-vs-deputy" and "/comparison/deputy", under two URL patterns. Two pages chasing "Homebase vs Deputy" split the ranking and can show different claims.

    Medium impactLow effort First result in 1 month Content lead

    First action

    List every rival with pages under both patterns.

    How to measure it

    Comparison-page sign-ups

    Now
    –
    Target
    +20%
    By
    90 days

    Steps

    1. 1

      Map the pairs

      Rivals with two pages.

      Content lead 1 day

    2. 2

      Merge copy

      Keep the best of each.

      Content lead 1 week

    3. 3

      Redirect

      Old pattern to the kept page.

      Senior Software Engineer II, Growth 1 day

    4. 4

      Standardize

      Same sections and a dated table.

      Content lead 1 week

    5. 5

      Add switching offer

      Payroll switch help on each.

      Content lead 1 day

    6. 6

      Check rankings

      Search Console per page.

      Senior Marketing Operations Manager monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Content lead

    Smallest test

    Merge the Deputy pair first.

    Why it works

    Pick one pattern (the 25-page /compare set), merge the best copy from each pair, redirect the other URL, and give every page the same structure: who each tool fits, a dated feature table, pricing per location against per employee, and a switching offer.

    One strong page per rival ranks better than two weak ones, and sales can link a single, current page.

    Risks and how to handle them

    • Temporary ranking dip

      Use permanent redirects and keep the stronger URL.

    Evidence

    • Search resultsSearch engines index two comparison pages per rival in some cases, under two URL patterns: "/compare/homebase-vs-deputy" and "/comparison/deputy", and "/compare/homebase-vs-7shifts" alongside "/comparison/when-i-work", "/comparison/connecteam" and "/comparison/quickbooks-time".Source
    • Your websiteSitemap (1,775 URLs, read October 23, 2026): 865 blog posts, 431 glossary terms, 52 state labor law guides, 50 small business questions, 35 "start-a-business" state pages, 26 data pages, 25 comparison pages, 21 customer stories and 18 integration pages.Source
    • Competitor researchRivals' own homepages: 7shifts, "Restaurant HR, Scheduling, Payroll & Retention Tools"; Deputy, "employee scheduling, HR, AI labor forecasting & payroll software"; Connecteam, "The World's #1 Employee Management App" for frontline teams; When I Work, "Employee Scheduling & Management Software".Source
  • 04

    Homebase launched Homebase Assistant on October 20 as "AI that acts", and coverage cites 4.7 million tasks handled and a club that screened 3,000 applications and saved 1,000+ hours. The homepage still shows three separate assistants, each with its own "Learn more" link and no numbers.

    Medium impactLow effort First result in 2 weeks Director of Product Growth

    First action

    Write the one-paragraph Assistant block with the two proof numbers.

    How to measure it

    Homepage-to-Assistant click rate

    Now
    –
    Target
    +30%
    By
    30 days

    Steps

    1. 1

      Write the block

      Story, two numbers, one quote.

      Director of Product Growth 2 days

    2. 2

      Design

      Three frames for the sick-call story.

      Growth designer 3 days

    3. 3

      Get approval

      Customer quote sign-off.

      Customer marketing 3 days

    4. 4

      Build

      Tabs for hiring, scheduling, payroll.

      Senior Software Engineer II, Growth 2 days

    5. 5

      Update meta

      Mention the Assistant in titles.

      Content lead 1 hour

    6. 6

      Measure

      Clicks and sign-ups from the block.

      Senior Marketing Operations Manager weekly

    First result
    2 weeks
    Cost
    Design time
    Owner
    Director of Product Growth

    Smallest test

    Swap the section heading and add the two numbers this week.

    Why it works

    Replace the three cards with one Homebase Assistant block: the 6 a.m. sick-call story in three frames, the 4.7 million tasks figure and one customer quote with hours saved. Keep the three jobs (hiring, scheduling, payroll) as tabs inside it.

    One named product with proof is easier to remember and search for than three similar names.

    Risks and how to handle them

    • Access is still limited

      Add a waitlist button until it is open to all.

    Evidence

    • Your websiteHomepage AI section: three separate products, "Hiring Assistant", "Scheduling Assistant" and "Payroll Assistant", each with its own "Learn more" link; the footer adds an "Ask AI about us" link.Source
    • News coverageSiliconANGLE, October 20, 2026: Homebase launched Homebase Assistant, "AI that acts", which finds cover for sick calls once the owner approves, checks timecards before each pay run and screens candidates. One customer, a Florida pickleball club, ran more than 3,000 applications through it and put the time saved at more than 1,000 hours; the earlier assistants have handled "more than 4.7 million administrative tasks". Homebase has 150,000+ customers; L Catterton Growth led its $60 million Series D in April 2024.Source
    • HiringAI product hiring: a Senior Engineering Manager, Homebase Assistant ("agentic experiences that customers love", across web and mobile, with "push notifications, chat surfaces" as a plus) and a Software Engineer II on the Hiring Assistant team, "one of the most critical bets in Homebase's future", building "intelligent, agentic workflows that reduce friction for small business owners and help workers find better jobs, faster".Source
  • 05

    The free Basic plan stops at 10 employees at one location. The moment an owner adds the 9th or 10th person is the clearest sign they are growing into a paid plan, and the Growth PM is hired for freemium-to-paid conversion "through product experience, not just sales".

    High impactLow effort First result in 1 month Senior Growth Product Manager

    First action

    Count Basic accounts at 8-10 employees today.

    How to measure it

    Limit-to-paid within 30 days

    Now
    –
    Target
    25%
    By
    90 days

    Steps

    1. 1

      Size it

      Accounts at 8-10 employees.

      Data Science Manager 1 day

    2. 2

      Write the nudge

      Per-location price and what changes.

      Senior Growth Product Manager 2 days

    3. 3

      Build

      In-app card and email.

      Senior Software Engineer II, Growth 1 week

    4. 4

      Offer the trial

      One tap from the limit screen.

      Senior Software Engineer II, Growth 3 days

    5. 5

      Test

      Nudge at 9 against nudge at 10.

      Senior Growth Product Manager 4 weeks

    6. 6

      Route big ones

      Multi-location accounts to sales.

      Lead Revenue Operations Specialist 1 day

    First result
    1 month
    Cost
    Engineering time
    Owner
    Senior Growth Product Manager

    Smallest test

    Email the accounts at 9-10 employees this week.

    Why it works

    At employee 9 show what Essentials adds and its price per location (not per employee); at employee 10 offer a 14-day All-in-One trial that starts with no setup lost. Track the share of accounts that hit the limit and upgrade within 30 days.

    A limit is a better upgrade moment than a calendar reminder because the owner already has the need.

    Risks and how to handle them

    • Feels like a paywall

      Never block adding staff; explain the options.

    Evidence

    • Your websiteHomepage (checked October 23, 2026): seven sign-up buttons with different promises ("Offer : 6 Months Free: Payroll & Plus Plan", "Get started for free", "Try free today", "Get started", "Get Homebase for free") all link to the same address, app.joinhomebase.com/onboarding/sign-up, with no parameters. The page describes three different free starts: the free Basic plan ("no credit card required, no trial period", one location, up to 10 employees), "a 14-day trial of our All-In-One plan", and "6 months of Payroll and our Plus Plan free once Payroll is activated".Source
    • Your websiteHomepage FAQ: paid plans "start at $30/month per location"; payroll is "$49/month plus $6 per employee" and can be added to any plan; "Homebase has processed over 7 million paychecks and $5 billion in gross payroll since 2022, and 84% of customers report faster payroll processing after switching". Proof bar: managers save "20 hrs" a month, "85%" rate it very easy to use, "3.5 M" workers in 2025 logging "over 1.2 billion hours"; "4.8" from "94k App Store reviews" and "4.6" from "1.2K Capterra reviews".Source
    • HiringSenior Growth Product Manager (Toronto, hybrid, posted August 31, 2026): owns "our customers' first 30 days with Homebase"; drives "signup-to-activation conversion, reducing drop-off across the free trial funnel (pre-trial, freemium, and paid conversion stages)"; owns "activation rate, trial-to-paid conversion rate, time-to-value, and customer acquisition cost (CAC)"; works with Marketing on "in-product nudges that re-engage users who have gone dark during their trial period"; and brings "a strong point of view on freemium model optimization".Source

This quarter 12

The core plays for the next three months.

  • 06

    The Growth PM owns the first 30 days and asks for "progress checklists" and an "aha moment". Homebase's value comes when schedules, the time clock and payroll are connected, and the offer itself is triggered by the first payroll run.

    High impactMedium effort First result in 2 months Senior Growth Product Manager

    First action

    Pull drop-off between the four milestones from Amplitude.

    How to measure it

    First payroll within 30 days

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Set milestones

      Four steps and their events.

      Senior Growth Product Manager 2 days

    2. 2

      Measure drop-off

      Current cohort funnel.

      Data Science Manager 1 week

    3. 3

      Build the checklist

      App and web.

      Senior Software Engineer II, Growth 3 weeks

    4. 4

      Add vertical templates

      Four starter schedules.

      Senior Growth Product Manager 2 weeks

    5. 5

      Wire emails

      One email per missed step.

      Senior Marketing Operations Manager 1 week

    6. 6

      Test

      Checklist against none.

      Senior Growth Product Manager 6 weeks

    7. 7

      Hand off

      Stuck accounts to support.

      SMB Product Specialist, Payroll ongoing

    First result
    2 months
    Cost
    Engineering and design time
    Owner
    Senior Growth Product Manager

    Smallest test

    Send the four-step checklist as an email to one week's sign-ups.

    Why it works

    Define four milestones (team invited, first schedule published, first clock-in, first payroll run) and show them as a checklist in the app and in Iterable emails, with templates for restaurants, retail, salons and home services. Measure each step's drop-off and the share reaching first payroll in 30 days.

    Named milestones make onboarding finishable, and the first payroll run is the step most linked to staying.

    Risks and how to handle them

    • Too many prompts

      Show one next step at a time.

    Evidence

    • HiringSenior Growth Product Manager (Toronto, hybrid, posted August 31, 2026): owns "our customers' first 30 days with Homebase"; drives "signup-to-activation conversion, reducing drop-off across the free trial funnel (pre-trial, freemium, and paid conversion stages)"; owns "activation rate, trial-to-paid conversion rate, time-to-value, and customer acquisition cost (CAC)"; works with Marketing on "in-product nudges that re-engage users who have gone dark during their trial period"; and brings "a strong point of view on freemium model optimization".Source
    • Your websiteOffer terms on the homepage: new customers must "complete checkout with a valid credit card after the 14-day Homebase free trial"; Plus is free for 6 months from checkout and Payroll for 6 months from the first payroll run, "free for up to 50 employees".Source
    • Your websiteHomepage FAQ: paid plans "start at $30/month per location"; payroll is "$49/month plus $6 per employee" and can be added to any plan; "Homebase has processed over 7 million paychecks and $5 billion in gross payroll since 2022, and 84% of customers report faster payroll processing after switching". Proof bar: managers save "20 hrs" a month, "85%" rate it very easy to use, "3.5 M" workers in 2025 logging "over 1.2 billion hours"; "4.8" from "94k App Store reviews" and "4.6" from "1.2K Capterra reviews".Source
    • HiringSenior Engineering Manager, Product Growth (posted July 31, 2026): "We're accelerating ARR growth 50%+ year-over-year—and the Growth team is at the center of it. We're building AI-powered acquisition, activation, and retention loops"; the role is the engineering counterpart to the Director of Product Growth and owns "the full funnel: from first click to paid customer to expanding account", including "onboarding personalization, and lifecycle retention".Source
  • 07

    The Growth PM is asked to re-engage "users who have gone dark during their trial period", and the Marketing Ops manager is hired to build segments in Iterable from product data. A trial that stopped after inviting staff needs a different message from one that never published a schedule.

    High impactMedium effort First result in 1 month Senior Marketing Operations M…

    First action

    Count trials by last event on day 5.

    How to measure it

    Dark-trial recovery

    Now
    –
    Target
    +10 points
    By
    90 days

    Steps

    1. 1

      Define segments

      Five last-event groups.

      Senior Marketing Operations Manager 2 days

    2. 2

      Sync

      Amplitude to Iterable.

      Senior Marketing Operations Manager 1 week

    3. 3

      Write messages

      One per segment.

      Lifecycle marketer 1 week

    4. 4

      Add SDR tasks

      For larger teams.

      Lead Revenue Operations Specialist 2 days

    5. 5

      Launch

      Holdout group kept.

      Senior Marketing Operations Manager 1 day

    6. 6

      Read results

      Recovery by segment.

      Data Science Manager monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Senior Marketing Operations Manager

    Smallest test

    Send the "no schedule yet" email to this week's dark trials.

    Why it works

    Build five dark-trial segments from Amplitude events (no team, no schedule, no clock-ins, no payroll setup, no login for 3 days) with one email, push and SDR task each. Offer a 15-minute setup call to accounts with 5+ employees.

    Messages that pick up where the owner stopped feel like help, not marketing.

    Risks and how to handle them

    • Spam feeling

      Cap at three messages per trial.

    Evidence

    • HiringSenior Growth Product Manager (Toronto, hybrid, posted August 31, 2026): owns "our customers' first 30 days with Homebase"; drives "signup-to-activation conversion, reducing drop-off across the free trial funnel (pre-trial, freemium, and paid conversion stages)"; owns "activation rate, trial-to-paid conversion rate, time-to-value, and customer acquisition cost (CAC)"; works with Marketing on "in-product nudges that re-engage users who have gone dark during their trial period"; and brings "a strong point of view on freemium model optimization".Source
    • HiringSenior Marketing Operations Manager (Toronto, hybrid, posted October 19, 2026, $170K-$200K): builds data flows between product data and "Iterable, Amplitude, Salesforce, Meta CAPI, Google Ads, Apple Search Ads", "including conversion signal quality, identity resolution, and deduplication"; owns "definitions, naming, UTM standards, playbooks, and intake processes"; and will "implement tags for new channels and partners". The post asks for someone who "has inherited a messy environment, made a plan, and executed".Source
    • HiringSales Development Representative (Houston, next class starts November 30, 2026): "100+ dials and 150+ total touches per day across calls, email, and LinkedIn", to "Book 10–15+ qualified discovery calls per week" with small business owners "ready to modernize how they hire and manage teams".Source
  • 08

    Homebase says 3.5 million employees used it in 2025, and the App Store notes a just-improved "Join my team" flow. Hourly workers move between jobs often, and many become shift leads or owners. Each one already knows the app.

    High impactMedium effort First result in 2 months Senior Growth Product Manager

    First action

    Measure how many new accounts already include a worker who used Homebase elsewhere.

    How to measure it

    New accounts from worker invites

    Now
    –
    Target
    1,000 a quarter
    By
    2 quarters

    Steps

    1. 1

      Measure the base

      Workers seen at more than one employer.

      Data Science Manager 1 week

    2. 2

      Design the invite

      Worker to new manager.

      Senior Growth Product Manager 2 weeks

    3. 3

      Build

      Employee app link and landing page.

      Senior Software Engineer II, Growth 3 weeks

    4. 4

      Pick the reward

      An employee perk the business activates.

      Senior Growth Product Manager 1 week

    5. 5

      Launch

      To workers with recent job changes.

      Senior Marketing Operations Manager 1 day

    6. 6

      Track

      Invites, sign-ups, activation.

      Data Science Manager monthly

    First result
    2 months
    Cost
    Engineering time and rewards
    Owner
    Senior Growth Product Manager

    Smallest test

    Put the invite link in the app's profile screen for one month.

    Why it works

    Add a "Use Homebase at your next job" link in the employee app: workers can send their new manager a one-tap invite that pre-fills the business type. Reward the worker with an employee perk when the business activates.

    Worker-led invites cost little and arrive with a built-in champion inside the new business.

    Risks and how to handle them

    • Workers' privacy

      Workers choose to send; nothing is shared automatically.

    Evidence

    • Your websiteHomepage FAQ: paid plans "start at $30/month per location"; payroll is "$49/month plus $6 per employee" and can be added to any plan; "Homebase has processed over 7 million paychecks and $5 billion in gross payroll since 2022, and 84% of customers report faster payroll processing after switching". Proof bar: managers save "20 hrs" a month, "85%" rate it very easy to use, "3.5 M" workers in 2025 logging "over 1.2 billion hours"; "4.8" from "94k App Store reviews" and "4.6" from "1.2K Capterra reviews".Source
    • App StoreHomebase on the US App Store (October 23, 2026): 4.8 from 96K ratings; the description lists "Basic plan free for up to 10 employees - Essentials $24.49/mo - Plus $59.99/mo - All-in-One $99.95/mo"; the latest version notes say "Phone sign-in is now the primary login method" and "We have also improved the 'Join my team' flow."Source
    • HiringSenior Engineering Manager, Product Growth (posted July 31, 2026): "We're accelerating ARR growth 50%+ year-over-year—and the Growth team is at the center of it. We're building AI-powered acquisition, activation, and retention loops"; the role is the engineering counterpart to the Director of Product Growth and owns "the full funnel: from first click to paid customer to expanding account", including "onboarding personalization, and lifecycle retention".Source
    • HiringAI product hiring: a Senior Engineering Manager, Homebase Assistant ("agentic experiences that customers love", across web and mobile, with "push notifications, chat surfaces" as a plus) and a Software Engineer II on the Hiring Assistant team, "one of the most critical bets in Homebase's future", building "intelligent, agentic workflows that reduce friction for small business owners and help workers find better jobs, faster".Source
  • 09

    Homebase publishes a monthly Main Street Health Report from its own data, and the SDR team needs a reason to call 100 owners a day. National numbers make one story a month; state and city numbers can make fifty.

    Medium impactMedium effort First result in 2 months Content lead

    First action

    Cut the September report for the five states with the most customers.

    How to measure it

    Local press pickups

    Now
    –
    Target
    20 a month
    By
    2 quarters

    Steps

    1. 1

      Agree the cuts

      States and metros with enough data.

      Data Science Manager 1 week

    2. 2

      Template the page

      One state page.

      Content lead 1 week

    3. 3

      Publish

      Top 10 states first.

      Content lead 2 weeks

    4. 4

      Pitch

      Local business reporters.

      PR lead monthly

    5. 5

      Arm SDRs

      Local opener per territory.

      Director of Revenue Enablement 1 week

    6. 6

      Track

      Links, mentions, meetings.

      Senior Marketing Operations Manager monthly

    First result
    2 months
    Cost
    Data and writing time
    Owner
    Content lead

    Smallest test

    Publish one state cut of the September report.

    Why it works

    Cut each report by state and the top 20 metros (hours worked, hiring, wages), publish a short page per state, pitch local business reporters, and give SDRs a one-line local opener ("restaurants in Houston added 4% more hours last month").

    Local data earns local coverage and links, and gives outbound a relevant first sentence.

    Risks and how to handle them

    • Small samples

      Only publish where the sample is large enough.

    Evidence

    • Your websiteData pages include a monthly "Main Street Health Report" (for example /data/september-2026-main-street-health-report, August and July 2026 editions) built on Homebase's own small-business data.Source
    • Your websiteSitemap (1,775 URLs, read October 23, 2026): 865 blog posts, 431 glossary terms, 52 state labor law guides, 50 small business questions, 35 "start-a-business" state pages, 26 data pages, 25 comparison pages, 21 customer stories and 18 integration pages.Source
    • HiringSales Development Representative (Houston, next class starts November 30, 2026): "100+ dials and 150+ total touches per day across calls, email, and LinkedIn", to "Book 10–15+ qualified discovery calls per week" with small business owners "ready to modernize how they hire and manage teams".Source
  • 10

    The sitemap lists 52 state labor-law guides but 35 "start-a-business" state pages. People starting a business are the owners who will hire their first hourly staff next.

    Medium impactMedium effort First result in 2 months Content lead

    First action

    List the states missing a start-a-business page.

    How to measure it

    Sign-ups from the set

    Now
    –
    Target
    +40%
    By
    2 quarters

    Steps

    1. 1

      List gaps

      Missing states.

      Content lead 1 day

    2. 2

      Write

      Missing pages.

      Content lead 1 month

    3. 3

      Cross-link

      Labor law and calculators.

      Content lead 1 week

    4. 4

      Add the checklist

      First-hire checklist.

      Content lead 1 week

    5. 5

      Tag CTAs

      offer=basic, placement=start.

      Senior Marketing Operations Manager 1 day

    6. 6

      Measure

      Traffic and sign-ups.

      Senior Marketing Operations Manager monthly

    First result
    2 months
    Cost
    Writing time
    Owner
    Content lead

    Smallest test

    Write the three biggest missing states first.

    Why it works

    Write the missing states, then link each to that state's labor-law guide, the hourly salary calculator and a "hiring your first employee" checklist that ends in free sign-up.

    A complete set ranks better, and new owners meet Homebase before they hire.

    Risks and how to handle them

    • Legal accuracy

      Review each state page and date it.

    Evidence

    • Your websiteSitemap (1,775 URLs, read October 23, 2026): 865 blog posts, 431 glossary terms, 52 state labor law guides, 50 small business questions, 35 "start-a-business" state pages, 26 data pages, 25 comparison pages, 21 customer stories and 18 integration pages.Source
    • Your websiteHomepage (checked October 23, 2026): seven sign-up buttons with different promises ("Offer : 6 Months Free: Payroll & Plus Plan", "Get started for free", "Try free today", "Get started", "Get Homebase for free") all link to the same address, app.joinhomebase.com/onboarding/sign-up, with no parameters. The page describes three different free starts: the free Basic plan ("no credit card required, no trial period", one location, up to 10 employees), "a 14-day trial of our All-In-One plan", and "6 months of Payroll and our Plus Plan free once Payroll is activated".Source
  • 11

    The homepage menu names eight verticals, but most /industry/ pages are restaurant or payroll pages, and the 21 customer stories are mostly food businesses. Salons, home services, medical and education owners search with their own words.

    Medium impactMedium effort First result in 2 months Content lead

    First action

    Pick the vertical with the most sign-ups and no /industry/ page.

    How to measure it

    Vertical page sign-ups

    Now
    –
    Target
    300 a month
    By
    2 quarters

    Steps

    1. 1

      Rank verticals

      Sign-ups by type.

      Data Science Manager 2 days

    2. 2

      Find stories

      One customer per vertical.

      Customer marketing 1 month

    3. 3

      Write pages

      Scheduling and time clock.

      Content lead 1 month

    4. 4

      Add templates

      Vertical starter schedules.

      Senior Growth Product Manager 2 weeks

    5. 5

      Link

      From the homepage menu.

      Senior Software Engineer II, Growth 1 day

    6. 6

      Measure

      Sign-ups and activation.

      Senior Marketing Operations Manager monthly

    First result
    2 months
    Cost
    Writing time
    Owner
    Content lead

    Smallest test

    Publish the beauty and wellness page first.

    Why it works

    Build scheduling and time-clock pages for beauty and wellness, home and repair, medical and veterinary, and education and caregiving, each with one customer story and the vertical's rules (tips, travel time, certifications).

    Vertical pages convert better because owners see their own business.

    Risks and how to handle them

    • Thin pages

      Only publish with a real story.

    Evidence

    • Your websiteIndustry pages under /industry/ are mostly restaurant or payroll pages (restaurant payroll, time clock, scheduling, tip pooling, team communication, task management; salon, retail, nonprofit, hospitality and construction payroll), while the homepage menu names eight verticals: food and beverage, retail, beauty and wellness, medical and veterinary, home and repair, services, hospitality and leisure, education and caregiving.Source
    • Your website21 customer stories, seven of them published on October 22, 2026, all single small businesses (bakeries, cafes, a gym, a doggy daycare, a market, an escape room).Source
    • Competitor researchRivals' own homepages: 7shifts, "Restaurant HR, Scheduling, Payroll & Retention Tools"; Deputy, "employee scheduling, HR, AI labor forecasting & payroll software"; Connecteam, "The World's #1 Employee Management App" for frontline teams; When I Work, "Employee Scheduling & Management Software".Source
  • 12

    Homebase integrates with Toast, Clover, Square, Lightspeed, Heartland, PAR and Shopify, and lists in Square's app marketplace. A new POS customer setting up staff is the moment they need scheduling and a time clock.

    High impactMedium effort First result in 2 months Partnerships lead

    First action

    Pull sign-ups by integration source.

    How to measure it

    Marketplace sign-ups

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Measure sources

      Sign-ups per POS.

      Senior Marketing Operations Manager 1 week

    2. 2

      Refresh listings

      Screens and pricing.

      Partnerships lead 2 weeks

    3. 3

      Landing pages

      One per POS, tagged.

      Content lead 2 weeks

    4. 4

      Ask for slots

      Partner onboarding emails.

      Partnerships lead 1 month

    5. 5

      Collect reviews

      From connected customers.

      Customer marketing ongoing

    6. 6

      Track

      Sign-ups and activation.

      Senior Marketing Operations Manager monthly

    First result
    2 months
    Cost
    Staff time only
    Owner
    Partnerships lead

    Smallest test

    Refresh the Square listing first.

    Why it works

    Refresh each marketplace listing (screens, per-location pricing, reviews), add a POS-specific landing page with offer tags, and ask each POS partner for a slot in their onboarding emails.

    Marketplaces bring owners at the exact moment they set up their staff.

    Risks and how to handle them

    • Partner limits

      Follow each marketplace's rules.

    Evidence

    • Your website17 integration pages: POS systems (Toast, Clover, Square, Lightspeed, Heartland, PAR, Shopify, GoDaddy), payroll providers (ADP, Gusto, Paychex, SurePayroll, Square Payroll, Millennium) and QuickBooks; plus a "Become a partner" page and a "Switch Payroll" page.Source
    • HiringSenior Marketing Operations Manager (Toronto, hybrid, posted October 19, 2026, $170K-$200K): builds data flows between product data and "Iterable, Amplitude, Salesforce, Meta CAPI, Google Ads, Apple Search Ads", "including conversion signal quality, identity resolution, and deduplication"; owns "definitions, naming, UTM standards, playbooks, and intake processes"; and will "implement tags for new channels and partners". The post asks for someone who "has inherited a messy environment, made a plan, and executed".Source
    • Your websiteHomepage (checked October 23, 2026): seven sign-up buttons with different promises ("Offer : 6 Months Free: Payroll & Plus Plan", "Get started for free", "Try free today", "Get started", "Get Homebase for free") all link to the same address, app.joinhomebase.com/onboarding/sign-up, with no parameters. The page describes three different free starts: the free Basic plan ("no credit card required, no trial period", one location, up to 10 employees), "a 14-day trial of our All-In-One plan", and "6 months of Payroll and our Plus Plan free once Payroll is activated".Source
  • 13

    SDRs make 100+ dials a day to book 10-15 meetings a week, and the new Data Science Manager covers "sales/marketing targeting". Homebase already has signals no cold list has: free accounts near the employee limit, a second location added, payroll started but not finished.

    High impactMedium effort First result in 2 months Data Science Manager

    First action

    Pick five signals and backtest them against last quarter's upgrades.

    How to measure it

    Meetings per 100 dials

    Now
    –
    Target
    double
    By
    90 days

    Steps

    1. 1

      Pick signals

      Five candidates.

      Data Science Manager 1 week

    2. 2

      Backtest

      Against past upgrades.

      Data Science Manager 2 weeks

    3. 3

      Score daily

      Into Salesforce.

      Lead Revenue Operations Specialist 2 weeks

    4. 4

      Write openers

      One per signal.

      Director of Revenue Enablement 1 week

    5. 5

      Pilot

      Half the SDR class.

      Sales manager 1 month

    6. 6

      Compare

      Meetings and close rate.

      Lead Revenue Operations Specialist monthly

    First result
    2 months
    Cost
    Data time
    Owner
    Data Science Manager

    Smallest test

    Give two SDRs a list of accounts at the employee limit for a week.

    Why it works

    Score accounts daily on those signals and send the top ones to SDRs in Salesforce with the reason, so the first call starts with "you just added a second location".

    Warm, product-led calls connect and convert far better than cold dials.

    Risks and how to handle them

    • Creepy calls

      Mention only what the owner did in the app, never data about staff.

    Evidence

    • HiringSales Development Representative (Houston, next class starts November 30, 2026): "100+ dials and 150+ total touches per day across calls, email, and LinkedIn", to "Book 10–15+ qualified discovery calls per week" with small business owners "ready to modernize how they hire and manage teams".Source
    • HiringData Science Manager (posted October 21, 2026): models for "scheduling, hiring, payroll, pricing, personalization" and "internal systems (e.g., sales/marketing targeting)".Source
    • HiringRevenue roles: a Lead Revenue Operations Specialist (Salesforce, Databricks and Omni, "a trusted advisor on funnel strategy, recommending changes that increase conversion and velocity") and a Director of Revenue Enablement (Houston) to "shorten ramp time for new hires", champion "Command of the Message, MEDDPICC" and help teams "capitalize on monetization and expansion opportunities".Source
    • Your websiteHomepage FAQ: paid plans "start at $30/month per location"; payroll is "$49/month plus $6 per employee" and can be added to any plan; "Homebase has processed over 7 million paychecks and $5 billion in gross payroll since 2022, and 84% of customers report faster payroll processing after switching". Proof bar: managers save "20 hrs" a month, "85%" rate it very easy to use, "3.5 M" workers in 2025 logging "over 1.2 billion hours"; "4.8" from "94k App Store reviews" and "4.6" from "1.2K Capterra reviews".Source
  • 14

    Many small businesses change payroll providers at the start of a year, and Homebase already has a "Switch Payroll" page, proof of "7 million paychecks and $5 billion in gross payroll", and a new Payroll Product Specialist who handles "year-end payroll activities".

    High impactMedium effort First result in 2 months SMB Product Specialist

    First action

    Count accounts connected to an outside payroll provider.

    How to measure it

    Payroll switches from integrated accounts

    Now
    –
    Target
    2,000
    By
    2 quarters

    Steps

    1. 1

      Find accounts

      Outside payroll connections.

      Data Science Manager 1 week

    2. 2

      Estimate

      Cost comparison in app.

      Senior Software Engineer II, Growth 3 weeks

    3. 3

      Migration guide

      Step-by-step switch.

      SMB Product Specialist, Payroll 2 weeks

    4. 4

      Specialist calls

      Finish setup.

      SMB Product Specialist, Payroll ongoing

    5. 5

      Email

      Segment by provider.

      Senior Marketing Operations Manager 1 week

    6. 6

      Enable sales

      Switch talk track.

      Director of Revenue Enablement 1 week

    7. 7

      Track

      Switches and errors.

      Lead Revenue Operations Specialist monthly

    First result
    2 months
    Cost
    Staff time
    Owner
    SMB Product Specialist, Payroll

    Smallest test

    Email QuickBooks-connected accounts a switch estimate offer.

    Why it works

    Run a switching programme for owners who use Homebase scheduling with another payroll (the ADP, Gusto, Paychex and QuickBooks integrations show who): an in-app switch estimate, a guided migration, and a specialist call to finish setup.

    Owners already using Homebase hours are the easiest payroll switch, and payroll lifts revenue per account.

    Risks and how to handle them

    • First payroll errors

      Specialist review before the first run.

    Evidence

    • Your websiteHomepage FAQ: paid plans "start at $30/month per location"; payroll is "$49/month plus $6 per employee" and can be added to any plan; "Homebase has processed over 7 million paychecks and $5 billion in gross payroll since 2022, and 84% of customers report faster payroll processing after switching". Proof bar: managers save "20 hrs" a month, "85%" rate it very easy to use, "3.5 M" workers in 2025 logging "over 1.2 billion hours"; "4.8" from "94k App Store reviews" and "4.6" from "1.2K Capterra reviews".Source
    • Your website17 integration pages: POS systems (Toast, Clover, Square, Lightspeed, Heartland, PAR, Shopify, GoDaddy), payroll providers (ADP, Gusto, Paychex, SurePayroll, Square Payroll, Millennium) and QuickBooks; plus a "Become a partner" page and a "Switch Payroll" page.Source
    • HiringSMB Product Specialist, Payroll (Houston, posted October 1, 2026): supports "payroll processing, tax setup, direct deposit, employee onboarding, payroll corrections, and year-end payroll activities" and will "Identify opportunities to introduce customers to payroll features".Source
    • HiringRevenue roles: a Lead Revenue Operations Specialist (Salesforce, Databricks and Omni, "a trusted advisor on funnel strategy, recommending changes that increase conversion and velocity") and a Director of Revenue Enablement (Houston) to "shorten ramp time for new hires", champion "Command of the Message, MEDDPICC" and help teams "capitalize on monetization and expansion opportunities".Source
  • 15

    The Director of Revenue Enablement is hired to shorten ramp time with Command of the Message and MEDDPICC, and Homebase has 25 comparison pages. Rivals each lead with something different: 7shifts with restaurants, Deputy with AI labor forecasting, Connecteam with frontline apps.

    Medium impactMedium effort First result in 1 month Director of Revenue Enablement

    First action

    List the five rivals named most in calls.

    How to measure it

    Win rate vs top five rivals

    Now
    –
    Target
    +5 points
    By
    2 quarters

    Steps

    1. 1

      Rank rivals

      From call notes.

      Lead Revenue Operations Specialist 1 week

    2. 2

      Write cards

      Five competitor comparisons.

      Director of Revenue Enablement 2 weeks

    3. 3

      Train

      New SDR class and AEs.

      Director of Revenue Enablement 1 week

    4. 4

      Review calls

      Monthly.

      Director of Revenue Enablement monthly

    5. 5

      Update pages

      Feed back into /compare.

      Content lead monthly

    6. 6

      Track

      Win rate by rival.

      Lead Revenue Operations Specialist monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Director of Revenue Enablement

    Smallest test

    Write the Deputy card first.

    Why it works

    Turn the top five comparison pages into one-page competitor comparisons (where each rival wins, where Homebase wins, per-location pricing math, the switch offer), and review call recordings monthly to update them.

    Consistent answers to the same five objections shorten ramp and lift win rates.

    Risks and how to handle them

    • Cards go stale

      Date each card.

    Evidence

    • HiringRevenue roles: a Lead Revenue Operations Specialist (Salesforce, Databricks and Omni, "a trusted advisor on funnel strategy, recommending changes that increase conversion and velocity") and a Director of Revenue Enablement (Houston) to "shorten ramp time for new hires", champion "Command of the Message, MEDDPICC" and help teams "capitalize on monetization and expansion opportunities".Source
    • Search resultsSearch engines index two comparison pages per rival in some cases, under two URL patterns: "/compare/homebase-vs-deputy" and "/comparison/deputy", and "/compare/homebase-vs-7shifts" alongside "/comparison/when-i-work", "/comparison/connecteam" and "/comparison/quickbooks-time".Source
    • Competitor researchRivals' own homepages: 7shifts, "Restaurant HR, Scheduling, Payroll & Retention Tools"; Deputy, "employee scheduling, HR, AI labor forecasting & payroll software"; Connecteam, "The World's #1 Employee Management App" for frontline teams; When I Work, "Employee Scheduling & Management Software".Source
  • 16

    The Marketing Ops manager will own data flows to Meta CAPI, Google Ads and Apple Search Ads, including "conversion signal quality". Optimizing ads on sign-ups rewards cheap sign-ups; free plans make that worse.

    High impactMedium effort First result in 2 months Senior Marketing Operations M…

    First action

    Define the activation event and its daily volume.

    How to measure it

    Cost per activated account

    Now
    –
    Target
    -20%
    By
    2 quarters

    Steps

    1. 1

      Define event

      Activation and value.

      Senior Marketing Operations Manager 1 week

    2. 2

      Send it

      Meta, Google, Apple.

      Senior Marketing Operations Manager 2 weeks

    3. 3

      Deduplicate

      Web and app.

      Senior Marketing Operations Manager 1 week

    4. 4

      Test bidding

      One campaign per platform.

      Paid acquisition lead 1 month

    5. 5

      Compare

      Activation cost.

      Data Science Manager monthly

    6. 6

      Roll out

      Winning setup.

      Paid acquisition lead 1 month

    First result
    2 months
    Cost
    Staff time only
    Owner
    Senior Marketing Operations Manager

    Smallest test

    Send the activation event to Meta for one campaign.

    Why it works

    Send a second conversion event when an account reaches first schedule published or first payroll run, with value by plan, and move bidding to it once volume allows. Deduplicate web and app events.

    Ads tuned on activation find owners who stay, which lowers real CAC.

    Risks and how to handle them

    • Too few events

      Start with first schedule published, which has more volume.

    Evidence

    • HiringSenior Marketing Operations Manager (Toronto, hybrid, posted October 19, 2026, $170K-$200K): builds data flows between product data and "Iterable, Amplitude, Salesforce, Meta CAPI, Google Ads, Apple Search Ads", "including conversion signal quality, identity resolution, and deduplication"; owns "definitions, naming, UTM standards, playbooks, and intake processes"; and will "implement tags for new channels and partners". The post asks for someone who "has inherited a messy environment, made a plan, and executed".Source
    • HiringSenior Growth Product Manager (Toronto, hybrid, posted August 31, 2026): owns "our customers' first 30 days with Homebase"; drives "signup-to-activation conversion, reducing drop-off across the free trial funnel (pre-trial, freemium, and paid conversion stages)"; owns "activation rate, trial-to-paid conversion rate, time-to-value, and customer acquisition cost (CAC)"; works with Marketing on "in-product nudges that re-engage users who have gone dark during their trial period"; and brings "a strong point of view on freemium model optimization".Source
    • Your websiteHomepage (checked October 23, 2026): seven sign-up buttons with different promises ("Offer : 6 Months Free: Payroll & Plus Plan", "Get started for free", "Try free today", "Get started", "Get Homebase for free") all link to the same address, app.joinhomebase.com/onboarding/sign-up, with no parameters. The page describes three different free starts: the free Basic plan ("no credit card required, no trial period", one location, up to 10 employees), "a 14-day trial of our All-In-One plan", and "6 months of Payroll and our Plus Plan free once Payroll is activated".Source
  • 17

    Real Chrome visitors pass Core Web Vitals on the homepage, so speed is not a crisis. In the mobile lab test the page scores 59 with the main content at 9.2 s; Google Tag Manager is 345 KB and unused JavaScript 241 KB, and the new Marketing Ops manager will be adding tags for new channels.

    Low impactLow effort First result in 1 month Senior Software Engineer II

    First action

    Export the container and list tags with no traffic in 90 days.

    How to measure it

    Container size

    Now
    –
    Target
    under 200 KB
    By
    60 days

    Steps

    1. 1

      Export

      Tag list.

      Senior Marketing Operations Manager 1 day

    2. 2

      Remove

      Unused tags.

      Senior Marketing Operations Manager 2 days

    3. 3

      Delay

      Non-essential tags.

      Senior Software Engineer II, Growth 1 week

    4. 4

      Budget

      Size limit.

      Senior Software Engineer II, Growth 1 day

    5. 5

      Re-test

      PageSpeed.

      Senior Software Engineer II, Growth 1 day

    6. 6

      Monitor

      Core Web Vitals monthly.

      Senior Software Engineer II, Growth monthly

    First result
    1 month
    Cost
    $0
    Owner
    Senior Software Engineer II, Growth

    Smallest test

    Remove one unused tag and re-run PageSpeed.

    Why it works

    Audit the tag manager container before new tags go in: remove unused tags, load non-essential ones after interaction, and set a size budget that new tags must fit.

    Keeping the container lean protects the passing scores as the marketing stack grows.

    Risks and how to handle them

    • Broken tracking

      Test in preview before publishing.

    Evidence

    • PageSpeed testGoogle PageSpeed for the homepage (October 23, 2026): real Chrome visitors pass Core Web Vitals (main content in 1.5 s, taps answered in 157 ms, no layout shift). The mobile lab test scores 59/100 (desktop 82) with main content at 9.2 s; Google Tag Manager is the largest third party at 345 KB, and unused JavaScript is 241 KB.Source
    • HiringSenior Marketing Operations Manager (Toronto, hybrid, posted October 19, 2026, $170K-$200K): builds data flows between product data and "Iterable, Amplitude, Salesforce, Meta CAPI, Google Ads, Apple Search Ads", "including conversion signal quality, identity resolution, and deduplication"; owns "definitions, naming, UTM standards, playbooks, and intake processes"; and will "implement tags for new channels and partners". The post asks for someone who "has inherited a messy environment, made a plan, and executed".Source

Big bets 4

Larger plays that can change the trajectory.

  • 18

    Homebase says managers save 20 hours a month and its assistants have handled 4.7 million tasks. Each owner never sees their own number. Retention and upgrades both depend on owners feeling the time back.

    High impactHigh effort First result in 3 months Senior Engineering Manager

    First action

    Draft the report for 20 accounts by hand.

    How to measure it

    Month-3 retention

    Now
    –
    Target
    +5 points
    By
    2 quarters

    Steps

    1. 1

      Pick metrics

      Five countable tasks.

      Data Science Manager 1 week

    2. 2

      Estimate time

      Minutes per task.

      Data Science Manager 2 weeks

    3. 3

      Draft

      20 accounts by hand.

      Director of Product Growth 1 week

    4. 4

      Build

      Automated report.

      Senior Engineering Manager, Homebase Assistant 1 month

    5. 5

      Add suggestion

      One next step.

      Senior Engineering Manager, Homebase Assistant 2 weeks

    6. 6

      Test

      Against no report.

      Data Science Manager 2 months

    7. 7

      Scale

      All accounts.

      Senior Engineering Manager, Homebase Assistant 1 month

    First result
    3 months
    Cost
    Engineering time
    Owner
    Senior Engineering Manager, Homebase Assistant

    Smallest test

    Email 20 owners their hand-made number.

    Why it works

    Send each owner a monthly report: shifts covered, timecard errors caught, candidates screened, payroll run, with an estimate of hours saved and one suggestion for next month. Make it shareable with their accountant or partner.

    A personal number turns a feature list into proof, and gives sales and customer success a reason to talk about upgrades.

    Risks and how to handle them

    • Overclaimed savings

      Show the method and keep estimates conservative.

    Evidence

    • News coverageSiliconANGLE, October 20, 2026: Homebase launched Homebase Assistant, "AI that acts", which finds cover for sick calls once the owner approves, checks timecards before each pay run and screens candidates. One customer, a Florida pickleball club, ran more than 3,000 applications through it and put the time saved at more than 1,000 hours; the earlier assistants have handled "more than 4.7 million administrative tasks". Homebase has 150,000+ customers; L Catterton Growth led its $60 million Series D in April 2024.Source
    • Your websiteHomepage FAQ: paid plans "start at $30/month per location"; payroll is "$49/month plus $6 per employee" and can be added to any plan; "Homebase has processed over 7 million paychecks and $5 billion in gross payroll since 2022, and 84% of customers report faster payroll processing after switching". Proof bar: managers save "20 hrs" a month, "85%" rate it very easy to use, "3.5 M" workers in 2025 logging "over 1.2 billion hours"; "4.8" from "94k App Store reviews" and "4.6" from "1.2K Capterra reviews".Source
    • HiringAI product hiring: a Senior Engineering Manager, Homebase Assistant ("agentic experiences that customers love", across web and mobile, with "push notifications, chat surfaces" as a plus) and a Software Engineer II on the Hiring Assistant team, "one of the most critical bets in Homebase's future", building "intelligent, agentic workflows that reduce friction for small business owners and help workers find better jobs, faster".Source
    • HiringData Science Manager (posted October 21, 2026): models for "scheduling, hiring, payroll, pricing, personalization" and "internal systems (e.g., sales/marketing targeting)".Source
  • 19

    Homebase prices per location, and expansion is in the Growth team's remit ("first click to paid customer to expanding account"). An owner adding a second or third location is the highest-value moment in the base.

    High impactHigh effort First result in 1 quarter Director of Product Growth

    First action

    Count accounts that added a location last quarter.

    How to measure it

    Net revenue retention

    Now
    –
    Target
    +5 points
    By
    3 quarters

    Steps

    1. 1

      Count

      Location adds per quarter.

      Data Science Manager 1 week

    2. 2

      Design

      Second-location setup.

      Senior Growth Product Manager 1 month

    3. 3

      Build

      Copy and roll-up tools.

      Senior Engineering Manager, Product Growth 2 months

    4. 4

      Route

      Three+ locations to AEs.

      Lead Revenue Operations Specialist 1 week

    5. 5

      Stories

      Two multi-location customers.

      Customer marketing 2 months

    6. 6

      Track

      Expansion revenue.

      Lead Revenue Operations Specialist monthly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Director of Product Growth

    Smallest test

    Call ten owners who just added a location.

    Why it works

    Detect a new location, offer a multi-location setup (copy schedules, shared staff, rolled-up labor reports), route accounts with three or more locations to an AE, and publish two multi-location customer stories.

    Expansion revenue costs far less than new accounts.

    Risks and how to handle them

    • Owners resist sales calls

      Keep self-serve as the default.

    Evidence

    • HiringSenior Engineering Manager, Product Growth (posted July 31, 2026): "We're accelerating ARR growth 50%+ year-over-year—and the Growth team is at the center of it. We're building AI-powered acquisition, activation, and retention loops"; the role is the engineering counterpart to the Director of Product Growth and owns "the full funnel: from first click to paid customer to expanding account", including "onboarding personalization, and lifecycle retention".Source
    • Your websiteHomepage FAQ: paid plans "start at $30/month per location"; payroll is "$49/month plus $6 per employee" and can be added to any plan; "Homebase has processed over 7 million paychecks and $5 billion in gross payroll since 2022, and 84% of customers report faster payroll processing after switching". Proof bar: managers save "20 hrs" a month, "85%" rate it very easy to use, "3.5 M" workers in 2025 logging "over 1.2 billion hours"; "4.8" from "94k App Store reviews" and "4.6" from "1.2K Capterra reviews".Source
    • Your website21 customer stories, seven of them published on October 22, 2026, all single small businesses (bakeries, cafes, a gym, a doggy daycare, a market, an escape room).Source
    • HiringRevenue roles: a Lead Revenue Operations Specialist (Salesforce, Databricks and Omni, "a trusted advisor on funnel strategy, recommending changes that increase conversion and velocity") and a Director of Revenue Enablement (Houston) to "shorten ramp time for new hires", champion "Command of the Message, MEDDPICC" and help teams "capitalize on monetization and expansion opportunities".Source
  • 20

    Homebase has a "Become a partner" page and payroll that files federal, state and local taxes. Small-business bookkeepers decide payroll for many clients at once.

    High impactHigh effort First result in 2 quarters Partnerships lead

    First action

    Interview ten bookkeepers who already have Homebase clients.

    How to measure it

    Partner-sourced payroll accounts

    Now
    –
    Target
    500
    By
    3 quarters

    Steps

    1. 1

      Interview

      Ten bookkeepers.

      Partnerships lead 2 weeks

    2. 2

      Design offer

      Share or discount.

      Partnerships lead 2 weeks

    3. 3

      Build view

      Multi-client access.

      Senior Engineering Manager, Product Growth 2 months

    4. 4

      Certify

      Training course.

      Director of Revenue Enablement 1 month

    5. 5

      Directory

      Find a partner page.

      Content lead 1 month

    6. 6

      Recruit

      First 50 partners.

      Partnerships lead 1 quarter

    First result
    2 quarters
    Cost
    Engineering and partner time
    Owner
    Partnerships lead

    Smallest test

    Offer five bookkeepers a pilot.

    Why it works

    Build a partner tier for bookkeepers: a multi-client view, a revenue share or discount, a co-branded switch guide, and a directory of certified partners owners can find.

    One bookkeeper can bring dozens of payroll accounts, each tied to Homebase hours.

    Risks and how to handle them

    • Channel conflict

      Keep direct pricing the same.

    Evidence

    • Your website17 integration pages: POS systems (Toast, Clover, Square, Lightspeed, Heartland, PAR, Shopify, GoDaddy), payroll providers (ADP, Gusto, Paychex, SurePayroll, Square Payroll, Millennium) and QuickBooks; plus a "Become a partner" page and a "Switch Payroll" page.Source
    • Your websiteHomepage FAQ: paid plans "start at $30/month per location"; payroll is "$49/month plus $6 per employee" and can be added to any plan; "Homebase has processed over 7 million paychecks and $5 billion in gross payroll since 2022, and 84% of customers report faster payroll processing after switching". Proof bar: managers save "20 hrs" a month, "85%" rate it very easy to use, "3.5 M" workers in 2025 logging "over 1.2 billion hours"; "4.8" from "94k App Store reviews" and "4.6" from "1.2K Capterra reviews".Source
    • HiringSMB Product Specialist, Payroll (Houston, posted October 1, 2026): supports "payroll processing, tax setup, direct deposit, employee onboarding, payroll corrections, and year-end payroll activities" and will "Identify opportunities to introduce customers to payroll features".Source
  • 21

    Hiring is "one of the most critical bets" and one club screened 3,000+ applications with it. Hiring is often the first problem a new owner has, before scheduling.

    High impactHigh effort First result in 2 quarters Senior Software Engineer II

    First action

    Build a landing page for one free job post.

    How to measure it

    Accounts from free job posts

    Now
    –
    Target
    2,000 a quarter
    By
    3 quarters

    Steps

    1. 1

      Scope

      One free role.

      Hiring Assistant product manager 2 weeks

    2. 2

      Build

      Email-only entry.

      Senior Software Engineer II, Hiring Assistant 1 month

    3. 3

      Landing page

      Tagged CTA.

      Content lead 1 week

    4. 4

      Hire-to-schedule

      Invite new hire.

      Senior Growth Product Manager 1 month

    5. 5

      Promote

      Job-post searches.

      Paid acquisition lead ongoing

    6. 6

      Track

      Conversion to scheduling.

      Data Science Manager monthly

    First result
    2 quarters
    Cost
    Engineering and job-board costs
    Owner
    Senior Software Engineer II, Hiring Assistant

    Smallest test

    Run a free job post offer for one city.

    Why it works

    Offer a free job post and AI screening for one role to any business, with no Homebase account needed beyond email. When the hire is made, invite the new employee and the owner into scheduling.

    A hire is a natural first step into the product, and each hire adds an employee user.

    Risks and how to handle them

    • Spam posts

      Verify businesses before posting.

    Evidence

    • HiringAI product hiring: a Senior Engineering Manager, Homebase Assistant ("agentic experiences that customers love", across web and mobile, with "push notifications, chat surfaces" as a plus) and a Software Engineer II on the Hiring Assistant team, "one of the most critical bets in Homebase's future", building "intelligent, agentic workflows that reduce friction for small business owners and help workers find better jobs, faster".Source
    • News coverageSiliconANGLE, October 20, 2026: Homebase launched Homebase Assistant, "AI that acts", which finds cover for sick calls once the owner approves, checks timecards before each pay run and screens candidates. One customer, a Florida pickleball club, ran more than 3,000 applications through it and put the time saved at more than 1,000 hours; the earlier assistants have handled "more than 4.7 million administrative tasks". Homebase has 150,000+ customers; L Catterton Growth led its $60 million Series D in April 2024.Source
    • Your websiteHomepage (checked October 23, 2026): seven sign-up buttons with different promises ("Offer : 6 Months Free: Payroll & Plus Plan", "Get started for free", "Try free today", "Get started", "Get Homebase for free") all link to the same address, app.joinhomebase.com/onboarding/sign-up, with no parameters. The page describes three different free starts: the free Basic plan ("no credit card required, no trial period", one location, up to 10 employees), "a 14-day trial of our All-In-One plan", and "6 months of Payroll and our Plus Plan free once Payroll is activated".Source

Wildcards 2

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

  • 22

    Homebase Assistant finds cover for sick calls. No one publishes how long it takes small businesses to fill a missed shift, by industry and day.

    Medium impactMedium effort First result in 2 months Data Science Manager

    First action

    Pull last quarter's cover times.

    How to measure it

    Referring domains

    Now
    –
    Target
    50
    By
    2 quarters

    Steps

    1. 1

      Pull data

      Cover times.

      Data Science Manager 2 weeks

    2. 2

      Check privacy

      Aggregates only.

      Legal 1 week

    3. 3

      Write

      Report page.

      Content lead 2 weeks

    4. 4

      Tool

      Compare yourself.

      Senior Software Engineer II, Growth 1 month

    5. 5

      Pitch

      Business press.

      PR lead 1 month

    6. 6

      Repeat

      Quarterly.

      Data Science Manager quarterly

    First result
    2 months
    Cost
    Data time
    Owner
    Data Science Manager

    Smallest test

    Publish one chart on the blog.

    Why it works

    Release a quarterly benchmark (time to cover, share covered, busiest call-out days) and an owner tool to compare themselves.

    Original numbers earn press and AI citations, and the tool leads straight to the Assistant.

    Risks and how to handle them

    • Thin data while access is limited

      Start with the earlier Scheduling Assistant data.

    Evidence

    • News coverageSiliconANGLE, October 20, 2026: Homebase launched Homebase Assistant, "AI that acts", which finds cover for sick calls once the owner approves, checks timecards before each pay run and screens candidates. One customer, a Florida pickleball club, ran more than 3,000 applications through it and put the time saved at more than 1,000 hours; the earlier assistants have handled "more than 4.7 million administrative tasks". Homebase has 150,000+ customers; L Catterton Growth led its $60 million Series D in April 2024.Source
    • Your websiteData pages include a monthly "Main Street Health Report" (for example /data/september-2026-main-street-health-report, August and July 2026 editions) built on Homebase's own small-business data.Source
    • HiringData Science Manager (posted October 21, 2026): models for "scheduling, hiring, payroll, pricing, personalization" and "internal systems (e.g., sales/marketing targeting)".Source
  • 23

    The footer offers "Ask AI about us", and buyers increasingly ask assistants which scheduling app to use. With four versions of pricing online, answers can be wrong.

    Medium impactLow effort First result in 1 month Senior Marketing Operations M…

    First action

    Write the ten questions.

    How to measure it

    Accurate answers

    Now
    –
    Target
    45 of 50
    By
    90 days

    Steps

    1. 1

      Questions

      Ten buyer questions.

      Senior Marketing Operations Manager 1 day

    2. 2

      Ask

      Five assistants.

      Senior Marketing Operations Manager 1 day

    3. 3

      Log

      Answers and sources.

      Senior Marketing Operations Manager 1 day

    4. 4

      Fix

      Source pages.

      Content lead 1 week

    5. 5

      Repeat

      Monthly.

      Senior Marketing Operations Manager monthly

    6. 6

      Report

      Share with growth leads.

      Senior Marketing Operations Manager monthly

    First result
    1 month
    Cost
    $0
    Owner
    Senior Marketing Operations Manager

    Smallest test

    Ask the ten questions today.

    Why it works

    Ask five assistants ten buyer questions each month (price, free plan, payroll cost, vs 7shifts, vs Deputy), log the answers, and fix the source pages behind any mistake.

    AI answers shape shortlists before owners visit the site.

    Risks and how to handle them

    • Answers vary

      Track trends, not single answers.

    Evidence

    • Your websiteHomepage AI section: three separate products, "Hiring Assistant", "Scheduling Assistant" and "Payroll Assistant", each with its own "Learn more" link; the footer adds an "Ask AI about us" link.Source
    • Your websiteThe homepage structured data (what search engines and AI assistants read) lists Essentials at "24", Plus at "56" and All-in-One at "96" USD with no billing period, describes All-in-One as "Full HR suite including compliance alerts, payroll, and priority support" (the FAQ sells payroll as an add-on to any plan), and gives a review count of "84000" while the page says 94k.Source
    • Competitor researchRivals' own homepages: 7shifts, "Restaurant HR, Scheduling, Payroll & Retention Tools"; Deputy, "employee scheduling, HR, AI labor forecasting & payroll software"; Connecteam, "The World's #1 Employee Management App" for frontline teams; When I Work, "Employee Scheduling & Management Software".Source

03

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 26, 2026, and cites them throughout. Homebase did not commission, review or endorse it, and Programmable is not affiliated with Homebase. 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 Homebase runs its business.

Something wrong, or do you represent Homebase? 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 306 ideas

    Tag and match each free offer, one price list, merged comparison pages, the Assistant on the homepage, the employee-limit nudge and the AI answer check.

  2. Days 31 to 6012 ideas

    First-30-days checklist, dark-trial recovery, worker invites, local health reports, state and vertical pages, POS marketplaces, signal-based SDR lists, payroll switching, competitor comparisons, activation-based ads and the tag manager trim.

  3. Days 61 to 905 ideas

    Commit to the big bets: hours-saved reports, multi-location expansion, bookkeeper partners, the free hiring front door and the shift-cover benchmark.

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 easy scheduling and shift cover from the phone. The most cited problem: hours of schedule and payroll admin at night.

  • Hours flowing straight into payroll
  • Missed punches and timecard errors
  • In their words: “covers”

Market

Competitive landscape

4 competitors compared: 7shifts, Deputy, Connecteam and When I Work.

  • Gap to exploit: AI that acts for owners without a back office
  • 7shifts: Focused on one vertical
  • Deputy: Heavier for very small teams

Hiring signals

Homebase is hiring to make its funnel measurable and personal.

  • Senior Growth Product Manager: First 30 days, trial and freemium conversion. Ideas 1, 5, 6.
  • Senior Marketing Operations Manager: UTM standards, Iterable, Meta CAPI and ad signals. Ideas 1, 2, 7, 16.
  • Senior Engineering Manager, Product Growth: ARR growth 50%+; acquisition, activation and retention loops. Ideas 6, 8, 19.

From the team that wrote this playbook

All products
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