Actions & action plans
The run's ranked playbook: strategic actions scored and quantified against your goal, each broken into action plans with an angle, a reach, and the segment-level evidence behind it.
The Actions tab is a run’s ranked playbook, and the quickest way to understand what to do about your use case. Each action is a strategic play that answers the goal and KPIs set in the use case definition, ranked by how directly it serves them and broken down into action plans: each plan owns one slice of the action’s audience, described by a one-sentence angle, with its own reach. Beneath every plan sit the segment tactics that motivated it, the per-segment evidence a play draws on. Where the Discovery tab answers who your customers are, Actions answers what to do next.
Browsing actions
The tab is a master–detail layout under a Ranked Playbook header. The left rail lists every action in rank order, each as a compact row: its rank number, title, a one-line strategy snippet, a composite score bar, and its reach. The rest of the screen is the reading pane, which always shows one action in full; the top-ranked action is selected when you land.
- Click any rail row to read that action.
- Use your keyboard’s left and right arrow keys to step through in rank order.
Because the rail never leaves the screen, you can compare the whole playbook at a glance while reading any one play. The tab is enabled in the use case sidebar once the run has actions to show.
Reading an action
Each action leads with a plain-language, outcome-first headline, a reach line (the total audience the action targets, with its percentage of the run’s population and how many segments it spans), and three scores:
| Score | What it measures |
|---|---|
| Strategic Fit | How directly the action serves the goal in your use case definition. |
| Expected Impact | The likely KPI movement across the targeted segments. |
| Executability | Feasibility given typical channels, budget, and operational effort. |
Below the headline:
- The strategy lede: a single standfirst sentence that leads with the quantified expected impact, then the gist of the play. Dollar figures appear only when a monetary KPI or feature in your data grounds the arithmetic; otherwise impact is quantified in KPI units. Treat either as potential lift to rank by, not a forecast.
- Why This Works: the reasons behind the play, as short bullets grounded in your data. When an action claims a dollar figure, the first bullet shows the arithmetic behind it.
- How It Works: when present, the operational shape of the play — what triggers it and how it runs.
Reach and the segment breakdown
When an action spans multiple segments, a horizontal breakdown stripe shows how its reach splits across them. Hover any stripe for the segment’s name, customer count, and share. Single-segment actions show a Segment kicker naming the group instead.
Reach counts are real audience sizes computed from the run’s labeled data, so you can sanity-check a play’s scale before committing a team to it.
Action plans
Under the action, the Action Plans list is where strategy becomes execution. Each plan is one slice of the action’s audience, laid out as:
| Element | What it tells you |
|---|---|
| Title | The plan in one line. |
| Angle | A single sentence naming the audience slice this plan owns, what separates it from the sibling plans, and the concrete mechanic — the offer terms fold in here. |
| Reach | The plan’s audience count, its percentage of the population, and the segments it draws from: the size of the list you’d activate. |
Angles are written to be distinct: no two plans of the same action should read interchangeably. If you can only fund one plan, the angles are what you compare.
The evidence behind a plan
Plans backed by segment-level evidence show a segment-specific tactics count with a chevron. Click the plan and its evidence unfolds inline: the contributing segment tactics, each labeled with its segment, scored for Evidence Strength, Expected Impact, and Executability, and expandable to the full recommendation and its Feature-Level Evidence. An Explore this segment in Discovery link inside each tactic takes you to that segment’s detail view when you want the persona and insights behind the group.
Reading a plan’s tactics is the fastest way to judge whether the play rests on solid ground for your priority segments before you commit budget to it.
Tip. A practical activation loop: pick the plan, check its tactics’ evidence, then pull the audience via CSV export or warehouse delivery using the segment labels.
Next steps
- Understand the evidence layer: Segment tactics.
- Get the audiences out of Neuralift: Exporting overview.