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
![](https://cdn.prod.website-files.com/60d259097084d53f9a996f07/63e517b90f3642c8d9b0fd77_Screen%20Shot%202023-02-09%20at%2010.55.06%20AM.png)
![](https://cdn.prod.website-files.com/60d259097084d53f9a996f07/62fab62a41c5d010585754d8_Screen%20Shot%202022-08-15%20at%202.01.29%20PM.png)
![](https://cdn.prod.website-files.com/60d259097084d53f9a996f07/62fab638cc74d291adbd71c5_Screen%20Shot%202022-08-15%20at%202.09.23%20PM.png)
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
![](https://cdn.prod.website-files.com/60d259097084d53f9a996f07/63e5186ff2e0779464b108b4_Screen%20Shot%202023-02-09%20at%2010.57.52%20AM.png)
![](https://cdn.prod.website-files.com/60d259097084d53f9a996f07/62fab7b42363181991478fd2_Screen%20Shot%202022-08-15%20at%202.15.34%20PM.png)