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.
Submit your own PLG GTM PlaybookOnboarding
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
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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
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Adoption
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
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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
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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
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Conversion
Prioritize the most active accounts → Sales outreach to drive conversion
Hubspot
Outreach
Salesforce
SalesLoft
Slack
- Use Correlated’s built-in Activity Score based on your unique product-usage data. Examples:
- ~Activity Score is Excellent
- ~Activity Score is Very Good
- OR come up with your own key metrics to indicate high activity. Examples:
- ~Signed In Events
- ~Total Sessions
- ~Total Product Events
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Company invited multiple users to account and has > 50 employees → Assign Salesforce Task to Account Owner
Hubspot
Outreach
Salesforce
SalesLoft
Slack
- Use CRM firmographic data to track size of company. Examples:
- ~Total Employees
- ~Market Segment (SMB, MM, Enterprise)
- Use product events to track user invites sent
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Executive title user signed up and used one key feature → Create task for sales outreach
Hubspot
Outreach
Salesforce
SalesLoft
Slack
- Leverage CRM demographic data to identify the user. Examples:
- ~Role
- ~Title
- ~Decision-Maker
- Combine with key product feature usage. Examples:
- ~Feature Activated
- ~Feature Clicked
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Expansion
New users added to an existing paying account → Auto-email to welcome users
Hubspot
Outreach
Salesforce
SalesLoft
Slack
- Use CRM or billing data to track customer stage. Examples:
- ~Customer Plan is Active
- ~Stripe Subscription Success
- Use product-usage data to track users invited. Examples:
- ~Invite Sent
- ~Total Users Grown by x
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Credits close to hitting threshold → Slack DM to Account Owner and send automated email
Hubspot
Outreach
Salesforce
SalesLoft
Slack
- Use CRM data to track credits included in plan. Examples:
- ~Credits Used
- ~Credits Available
- OR use a data warehouse to model your own data. Examples:
- ~Percent of Credits Used
- ~Credit Usage Percent Relative to Included Credits
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Usage is growing and renewal is < 60 days away → Salesforce Task to Account Owner
Hubspot
Outreach
Salesforce
SalesLoft
Slack
- Use a data warehouse model combined with CRM data to track days until contract renewal.
- Use product-usage data to monitor an increase in usage. Examples:
- ~Total Product Events
- ~Total Sign Ins
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Account is highly active, but has no Account Owner → Notify Sales Manager to triage
Hubspot
Outreach
Salesforce
SalesLoft
Slack
- Use Correlated’s built-in Activity Score based on your product-usage data, or come up with your own key metrics to indicate high activity. Examples:
- ~Activity Score is Excellent
- ~Signed In Events
- ~Total Product Events
- Use your CRM owner IDs to track ownership. Examples:
- ~Account Owner ID
- ~Customer Success Owner ID
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Using > 80% of purchased seats → Notify Account Owner to discuss purchasing more seats
Hubspot
Outreach
Salesforce
SalesLoft
Slack
- Use CRM data to monitor included seats on plan, and product-usage data to determine how many are used. Examples:
- ~Licenses Sold
- ~Seats Sold
- ~Seats Available
- OR use data warehouse modeling to calculate percentage of seats used compared to available.
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Cross Sell
Viewed documentation for gated feature → Send automated email about how to purchase the feature
Hubspot
Outreach
Salesforce
SalesLoft
Slack
Use product-usage data or event tracking to monitor when customers show interest in an advanced feature. Examples:
- Clicked “Learn More” About x Feature
- Viewed Integration Page
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User has high overall usage compared to other similar users of the product → Offer more advanced product line
Hubspot
Outreach
Salesforce
SalesLoft
Slack
- Use CRM data to identify segments of users. Examples:
- ~Market Segment of Company
- ~User Role / Title
- Use Correlated’s built-in Activity Score to identify high usage. Examples:
- ~User Activity Score is Greater than Good
- ~User Activity Score is Excellent
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