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Free users worth calling

Shows paywall conversion and the free-to-paid funnel so teams can see where free users convert to paid.

Authored by Intempt Technologies

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Agentic workflow

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1 step Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Build the PQL leaderboard

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    Blu builds a step

About this recipe

When to use it

The handoff between product-led growth and sales usually breaks because sales can't see the signals product already has. This puts the PQL leaderboard and account-level PQA signals in one view built for the handoff.

What it delivers

Surfaces a PQL leaderboard, account-level PQA signals, paywall conversion, and the free-to-paid funnel for the PLG sales view.

How you prompt this

Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.

Tell Blu Agent what you want

“Shows paywall conversion and the free-to-paid funnel so teams can see where free users convert to paid.”

recipe.md preview

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Inputs & outputs

What the recipe needs before it runs, and what it leaves in your workspace.

Inputs

  1. Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.

Outputs

    How the recipe runs

    Blu follows the steps in order and shows you each one before anything goes live.

    1. 01Build the PQL leaderboardCreate a Dash board (12-column composition canvas) titled "PLG Sales Handoff". Persona: PLG Sales Lead, Hybrid GTM operator, or PLG-aware AE. Question answered: "Which free users are showing strong intent, and which features are driving them toward paid?" This dashboard pairs the canonical PLG sales handoff signals (PQL leaderboard, paywall conversion) with the funnel and account-level views that surface the highest-intent users for sales outreach. Board-level configuration: - defaultDateRange: last_30_days - exclusionPeriod: today (PQL signals are fast-moving; today's data is partial) - visibility: project - boardFilters: subscription is null OR subscription is trial (default-pinned to scope to free/trial users only) - boardBreakdowns: UTM source: pushed down to ICP-filter applicable cards Layout: 4 rows. Row 1: Handoff KPIs (heightPx: 200, four metric cards at widthUnits: 3): - Card 1: Insights metric to source recipe: pql-leaderboard, vizType: metric, titleOverride: "Active PQLs" - Card 2: Insights metric to source recipe: pql-leaderboard, vizType: metric, titleOverride: "Active PQAs (≥3 PQLs/account)" - Card 3: Insights metric to source recipe: pql-leaderboard, vizType: metric, titleOverride: "Trailing-7d PQL to Paid Conversion" - Card 4: Funnel metric to source recipe: free-paid-conversion-funnel, vizType: metric, titleOverride: "Trial to Paid Rate" Row 2: The leaderboard (heightPx: 480, full-width single card at widthUnits: 12): - Card 1: Insights to source recipe: pql-leaderboard, displayMode: table (the sortable PQL leaderboard: the canonical sales-handoff artifact) Row 3: Paywall and feature intelligence (heightPx: 440, two cards at widthUnits: 6): - Card 1: Insights to source recipe: feature-paywall-conversion, displayMode: chart, vizType: scatter (the four-quadrant scatter) - Card 2: Funnel to source recipe: free-paid-conversion-funnel, displayMode: chart, vizType: funnel_steps Row 4: Activated-and-paying view (heightPx: 400, two cards at widthUnits: 6): - Card 1: Funnel to source recipe: compound-funnel-activated-and-paying, displayMode: chart, vizType: funnel_steps - Card 2: Insights to source recipe: account-engagement-score-trend, displayMode: chart, vizType: line (account-level engagement on free accounts) Annotations: - Row 1's KPIs are filtered views of the pql-leaderboard recipe (PQL count, PQA count via account-roll-up, trailing conversion). - Row 2 (the PQL leaderboard, full-width) is what sales reps look at every morning. - Row 3 Card 1 (paywall conversion scatter) tells the product team which features to gate vs. give away. - Row 4 Card 1 (Activated AND Paying) reveals the gap between vanity activation and real activation. Taxonomy notes: - All source recipes use canonical events: Session start, Click on, Completed a journey goal, View page (filtered to /pricing), Subscription started. - PQL/PQA scoring uses Users.the account the user belongs to for account-level rollup.

    Install Intempt and run it

    1. 1

      Sign up

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    2. 2

      Connect your data

      Add the sources this recipe reads from.

    3. 3

      Ask Blu

      Type /plg-sales-handoff-dashboard in Blu once this recipe is live there.

    4. 4

      Review and approve

      Blu builds each step and waits for your OK before anything goes live.

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