How to implement PLG for B2B (7 steps)
- Define a self-serve wedge: one workflow a user can complete without a meeting.
- Pick one activation milestone for that wedge (first success outcome).
- Instrument the wedge journey with a stable event schema and a few key traits.
- Build a PQL rule combining ICP fit + milestone completion.
- Route accounts: self-serve nurture for low-intent, sales assist for high-intent.
- Align packaging so upgrades unlock governance/collaboration as usage grows.
- Review weekly: where users drop, where sales wins, and refine signals.
Common pains
These are the recurring bottlenecks we see when teams try to “do PLG” for B2B without a stable model and measurable milestones.
- Marketing brings leads, but sales can’t prioritize them well.
- Trials don’t convert because onboarding is generic.
- Product and sales disagree on what “qualified” means.
Activation milestones
Define activation as a small set of outcomes that predict retention or upgrade. Avoid generic “logged in” style events.
- First setup complete.
- First core workflow completed.
- Second session within a short window (early habit signal).
Activation definition: An account is activated when it completes the wedge workflow and returns for a second session within 7 days.
Time-to-value target: Under 1 day for the median successful account
First success event: wedge_workflow_completed
Expansion trigger: team_invite_sent or usage_threshold_reached
Instrumentation notes
Ship PLG as a system: events and traits stay stable while copy and templates evolve.
- Define account-level traits (role, company size) alongside events.
- Use a small, stable event schema shared across teams.
- Route sales outreach from product signals, not pageviews.
- signup_completedUser finishes signup.Properties: acquisition_source, role, company_size
- wedge_workflow_startedUser begins the self-serve wedge workflow.Properties: workflow
- wedge_workflow_completedUser completes the wedge workflow outcome.Properties: workflow, time_since_signup_seconds
- repeat_sessionUser returns and uses the product again within the target window.Properties: days_since_signup
Pricing and packaging
- Use packaging to clarify what “success” looks like at each tier.
- Design upgrade prompts around limits users actually hit.
- Repeat success (habit) + need for collaboration or governance.
- Usage threshold reached on the wedge workflow.
- Multiple stakeholders involved → sales-assist expansion.
Common mistakes
- Copying B2C growth tactics without considering account dynamics.
- Using MQL logic where product signals should drive prioritization.
How Skene supports this motion
Skene turns your codebase into onboarding journeys, milestones, and analytics. This lets you ship PLG mechanics without wiring everything by hand.