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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