Product-Led Sales + AI Handbook
Blend self-serve signals with AI agents to triage trials, trigger outreach, and close faster.
PLG companies drown in product usage data. This handbook explains how to route the right trials to human reps using PerksMate automations.
Signal Buckets
- Activation: first workflow created, integration connected.
- Collaboration: teammates invited, seats expanded.
- Buying intent: pricing page visits, export attempts.
Workflow
- Daily cron pulls product signals into Supabase.
- AI router assigns accounts to tiers (self-serve, pooled, named).
- Tier dictates agent mix (nurture, outbound, success assist).
Playbook Attachments
Include a scoring spreadsheet, sample outreach copy, and dashboard layout so GTM teams can replicate the system in under a week.
Frequently Asked Questions
Do we still need SDRs?+
Yes—focus them on high expansion accounts flagged by the router.
How fast should we reach out after a pricing page visit?+
Under thirty minutes for enterprise trials.
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