A product-led growth (PLG) sales pipeline for SaaS teams converting free users into paid teams in Taskade. Track PQLs from signup → activation → power-user → expansion conversation → paid team, with an AI agent that scores PQLs based on feature adoption, team size, and weekly-active patterns.
What's Included
- PQL Database: Free signups with activation status, feature adoption, team-size signal, weekly active count
- PQL-Scoring Agent: AI agent ranks users by paid-conversion probability using your usage signals and past PQL→paid conversions
- PLG Stages: Signed up → Activated → Power user → Multi-seat usage → Expansion conversation → Paid team on a Board view
- Usage-Triggered Outreach: Automation triggers personal outreach when a free user invites 5+ teammates or hits an upgrade-worthy usage threshold
- Self-Serve Upgrade: "Power user" stage triggers an in-app upgrade prompt + email sequence
- Expansion Pipeline: Existing paid teams flow into annual upgrade and multi-team rollout opportunities
Why This Template Wins
- PQL scoring beats vibes: The agent ranks free users against the patterns of your past PQL→paid conversions. Sales-assist focuses on the right 5%, not all 100%.
- Activation event configurable: Whether activation is "first AI agent created" or "first project shared," the agent learns from your definition and updates scoring weekly.
- Workspace DNA in this template. Every free-user touch becomes Memory — usage signals, support tickets, expansion signals. The AI agent reads that memory and turns it into Intelligence — scoring fit, drafting personalized outreach, flagging at-risk free users. Automations execute on that intelligence — sending the email, posting the Slack alert, scheduling the demo. Memory feeds Intelligence. Intelligence triggers Execution. Execution creates Memory.
How to Use
- Clone this template into your Taskade workspace
- Define your activation event (e.g., "first AI agent created" or "first project shared")
- Connect your product analytics (Mixpanel, Amplitude, PostHog) via webhook automation
- Train the PQL-scoring agent on your past converted PQLs
- Set up automation: PQL score >80 → Slack alert + personalized outreach draft
FAQ
Does this work for B2B and B2C PLG?
Yes. Customize the activation event and scoring rubric for your motion. B2C teams typically score on individual activation events; B2B teams add team-size and seat-spread signals.
Can the PQL agent factor in firmographic data?
Yes. Connect Clearbit, Apollo, or your enrichment tool via automation and the agent factors company size, industry, and revenue band into PQL scores.
What plan supports our PQL pipeline?
Pro ($16/mo annual) supports unlimited PQLs and team members. Business ($40/mo) adds longer history retention — recommended for SaaS teams with >10K free users.
CTA
Try this template free in Taskade. For product-analytics setup, see /learn/automation/automations-execution. To generate a custom PLG pipeline, try the AI Sales Pipeline Generator. Browse more PLG apps in the Community Gallery.