# Define product-qualified leads and when sales should reach out

PQL criteria based on product usage and fit, with routing rules and outreach that helps self-serve users instead of annoying them.

- Topic: Sales
- Framework: Few-Shot
- Level: Standard
- Tags: Sales, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/define-product-qualified-leads-and-when-sales-should-reach-out

## Prompt

```text
Help me define product-qualified leads (PQLs) for my product-led SaaS business.

**Self-serve motion:** [free plan / free trial / both, length of trial]
**Key product actions:** [the events we track - e.g. invited teammates, connected an integration, hit a usage limit]
**Activation or retention data:** [which actions correlate with paying or retaining, if known]
**Firmographic data we have:** [company size, domain, industry, enrichment tool]
**What sales sells that self-serve doesn't:** [enterprise plan, SSO, annual contracts, volume pricing]
**Sales capacity:** [number of reps and how many PQLs they can work per week]

Build:
1. A PQL definition combining usage signals (depth, breadth, frequency, limits hit) and fit signals (company size, role, domain). Give 2-3 tiers, e.g. hot, warm, nurture.
2. A scoring table: signal | points or threshold | why it matters.
3. Exclusions: personal email domains, students, competitors, existing customers.
4. Routing rules: which tier goes to sales, which gets automated in-app or email help, and the response-time target.
5. Outreach guidance: open with help tied to what the user actually did in the product; no generic demo requests. Give 2 example first messages.
6. How to measure whether the PQL definition works: PQL-to-paid conversion, sales-assisted vs self-serve deal size, and false positives.
7. A review cadence to recalibrate thresholds.

If I have no data on what predicts conversion, give me starting thresholds labeled as hypotheses and the analysis to run to validate them.
```

## What to fill in

- free plan / free trial / both, length of trial
- which actions correlate with paying or retaining, if known
- company size, domain, industry, enrichment tool
- enterprise plan, SSO, annual contracts, volume pricing
- number of reps and how many PQLs they can work per week

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