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How to Move Upmarket With Product
Qualified Leads
Identify High-Potential Trial and Freemium Users Your Sales
Team Actually Wants to Engage With
Product Qualified Leads?
MQL
Marketing Qualified Lead
A contact who qualified
showed interest through
website visits, campaign
clicks, ...
SQL
Sales Qualified Lead
A lead who was
researched and vetted
through sales team.
PQL
Product Qualified Lead
A user who has
experienced the value of
your product, typically
through a freemium or
free trial account.
Product Qualified Leads =
A user who has experienced the value of
your SaaS product, typically through a
free trial or freemium account.
Who Gets The Most Value From PQLs?
Self-service SaaS
trying to move
upmarket
High volume of
sign-ups with high
variance in quality
+
Why Even Bother?
● Identify great sales opportunities
● Proactively reach out to high-value leads
● Increase free to paid conversion rates
● Improve inside sales processes
● Sales Teams Love PQLs
Identifying your best PQLs means you can focus on your
best sales opportunities.
Matches Ideal Customer
Profile (ICP)
+
Just experienced an
“Aha” moment
=
High-Value
Account Who Is
Ready To Upgrade
The PQL Qualification Process
Define the Ideal Customer Profile (ICP)
Define Key-Events To Measure
Activation And Engagement
Combine the Two
Iterate and Refine
Three Ways to Start with PQLs
● Segments in your CRM
● Filter out low quality
accounts
Simple In-House Dedicated Tool Custom Solution
● Fast implementation
● Scales with your needs
● Five figure budget
● Can take months to
implement
Thanks for
attending!
Reach out to discuss more
about PQLs and moving your
SaaS upmarket!
Moritz Dausinger
@refinerHQ
https://refiner.io

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Move Upmarket with Product Qualified Leads (PQLs)

  • 1. How to Move Upmarket With Product Qualified Leads Identify High-Potential Trial and Freemium Users Your Sales Team Actually Wants to Engage With
  • 3. MQL Marketing Qualified Lead A contact who qualified showed interest through website visits, campaign clicks, ... SQL Sales Qualified Lead A lead who was researched and vetted through sales team. PQL Product Qualified Lead A user who has experienced the value of your product, typically through a freemium or free trial account.
  • 4. Product Qualified Leads = A user who has experienced the value of your SaaS product, typically through a free trial or freemium account.
  • 5.
  • 6. Who Gets The Most Value From PQLs? Self-service SaaS trying to move upmarket High volume of sign-ups with high variance in quality +
  • 7. Why Even Bother? ● Identify great sales opportunities ● Proactively reach out to high-value leads ● Increase free to paid conversion rates ● Improve inside sales processes ● Sales Teams Love PQLs Identifying your best PQLs means you can focus on your best sales opportunities.
  • 8. Matches Ideal Customer Profile (ICP) + Just experienced an “Aha” moment = High-Value Account Who Is Ready To Upgrade
  • 9. The PQL Qualification Process Define the Ideal Customer Profile (ICP) Define Key-Events To Measure Activation And Engagement Combine the Two Iterate and Refine
  • 10. Three Ways to Start with PQLs ● Segments in your CRM ● Filter out low quality accounts Simple In-House Dedicated Tool Custom Solution ● Fast implementation ● Scales with your needs ● Five figure budget ● Can take months to implement
  • 11. Thanks for attending! Reach out to discuss more about PQLs and moving your SaaS upmarket! Moritz Dausinger @refinerHQ https://refiner.io