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

User activates feature → Send customer stories using the feature via email

Hubspot
Outreach
Salesforce
SalesLoft
Slack
  • Use product-usage data to track in real-time when users are taking action. Examples:
  • ~User Adds Integration
  • ~User Sends an Invite
  • ~User Clicks x Key Feature

Adoption

Segment out Premium vs Basic accounts -> Send nurture campaigns accordingly

Hubspot
Outreach
Salesforce
SalesLoft
Slack
  • Use firmographic / CRM data to monitor a customer's plan. Examples:
  • ~ Plan is Basic
  • ~ MRR is < X amount

Account has Daily Active Users → Send Slack DM to owner to gather customer feedback on their experience

Hubspot
Outreach
Salesforce
SalesLoft
Slack
  • Use product-usage data to determine who in an account is considered a daily user. Examples:
  • ~Daily Active Users
  • ~Consecutive Days Active

Customer renews for another year → Notify owner and trigger sequence thanking for their loyalty

Hubspot
Outreach
Salesforce
SalesLoft
Slack
  • Use contract / renewal data from your CRM or data warehouse. Examples:
  • ~Renewal Date
  • ~Days Until Automatic Renewal
  • ~New Contract Signed

Identify power users in top percentile of usage -> Invite to join community

Hubspot
Outreach
Salesforce
SalesLoft
Slack
  • Use product-usage data and Correlated's built in thresholds to determine who's the most active. Examples:
  • ~Product Events Increase by Percentile X
  • ~Workflows Run Increase by Percentile Greater Than X

Usage growing 30% WoW → Reach out to write customer story

Hubspot
Outreach
Salesforce
SalesLoft
Slack
  • Use product usage data to track overall usage growth WoW. Examples:
  • ~Overall Product Events
  • ~Sign Ins WoW
  • Use firmographic data to confirm they're longer term customers and are healthy. Examples:
  • ~Days Since Converted
  • ~Customer Success Status

Identify power users in enterprise accounts -> Send auto-email to collect customer feedback / sentiment

Hubspot
Outreach
Salesforce
SalesLoft
Slack
  • Use key product-usage data to surface power users.
  • OR use data warehouse modeling to develop your own complex power user criteria.
  • Use CRM data to track customer plan. Examples:
  • ~Enterprise Account
  • ~Premium Plan

Conversion

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Expansion

Customer views product on the next tier up -> Send customer success stories for new product

Hubspot
Outreach
Salesforce
SalesLoft
Slack
  • Use product-usage data to track when someone views / clicks into a gated product or feature.

Cross Sell

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Churn

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