PLG Playbook Library

No need to reinvent the wheel. Leverage our pre-built library of product-led playbooks to use for your most important product qualified leads and accounts.

End-to-end PLG GTM
For Marketing
For Sales
For Customer Success

Onboarding

Trialing account gets stuck in onboarding -> Send auto-email with next steps to gain value

Hubspot
Outreach
Salesforce
SalesLoft
Slack
  • Use CRM data to track when an account's trial is ending. Examples:
  • ~Days Until Trial Ends
  • ~Days Since Trial Start
  • Use product-usage data to monitor when features required for trial success are not activated. Examples:
  • ~No Integrations Added
  • ~No Logins

Account achieved first onboarding milestone -> Notify CSM and auto-email with next steps

Hubspot
Outreach
Salesforce
SalesLoft
Slack
  • Use product-usage data to pinpoint when a "first" onboarding milestone was reached. Examples:
  • ~First Invite Sent
  • ~First Integration Connected
  • ~First Key Feature Activated

Adoption

No items found.

Conversion

No items found.

Expansion

No items found.

Cross Sell

No items found.

Churn

Credentials required for feature were revoked → Alert customer via automated Outreach sequence

Hubspot
Outreach
Salesforce
SalesLoft
Slack
  • Use product-usage data to trigger when credentials / access is revoked in an account. Examples:
  • ~Slack Access Denied
  • ~Salesforce OAuth Required

Admin user's activity score drops significantly -> Alert Account Owner

Hubspot
Outreach
Salesforce
SalesLoft
Slack
  • Use CRM data to monitor important customer types. Examples:
  • ~Admin
  • ~Job Title
  • Use Correlated's built-in Activity Scores to track overall usage/health.

Account exceeds x amount of support conversations -> Send Slack DM to CSM and get ahead of risk

Hubspot
Outreach
Salesforce
SalesLoft
Slack
  • Use a data warehouse to monitor conversations via your support chat tool. Examples:
  • ~Total Support Convos Increased
  • ~Tickets Opened

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