What it does
When a free-tier user crosses a PQL behavioral threshold - feature use, depth, repeated sessions - creates an enriched SDR task carrying the qualification context.
You get
a fully-contextualized SDR task the moment a user becomes PQL
How it works
Compute PQL Score
create_ai_attributeCreate an AI-derived attribute 'pql_score' on the User object. Composite signal: (a) high-value feature usage (key activation events) weighted highest; (b) usage depth (sessions in last 14 days, features touched, time-in-product); (c) account-level density (other users from same domain active). Output: numeric score 0-100. Score >= 70 = PQL. Refreshed daily and on feature_used events.
Identify PQL Cohort
Create SegmentBuild a segment 'PQL: free users score >= 70' capturing free-tier users where pql_score crossed 70 in the last 7 days AND no active SDR task exists for this user AND no recent (last 30 days) outreach has occurred. Excludes paid users (different workflow) and users in opt-out list.
Build PQL Task Workflow
Create WorkflowCreate a workflow firing when pql_score crosses 70. Step sequence: (1) enrich the user's account if not already enriched (firmographics, ICP fit); (2) compute outreach context: top features used, usage frequency, account size, ICP fit tier; (3) create a high-priority SDR task with the outreach context attached, assigned via territory rules (geo / industry / account size); (4) post a brief Slack notification to the assigned SDR's DM with the task link. If account is below ICP threshold, route to self-serve nurture journey instead of SDR queue.
Build PQL Conversion Dashboard
Build DashboardCompose a PQL conversion dashboard: PQL volume (count of free users crossing threshold per week, trend), median time from threshold-cross to first SDR touch (SLA target: <24hr), PQL-to-meeting conversion rate, PQL-to-deal conversion rate by ICP tier, and rep leaderboard (SDRs converting PQLs at the highest rates). Flag any week where >20% of PQLs are untouched after 48 hours.
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