Social Proof Request Playbook

Objectives

• Define and engage active users for social proof.
• Optimize Product Qualified Leads (PQL) score through HubSpot or PostHog.
• Collect public feedback from users through targeted outreach.

Goals of the Playbook

• Gather genuine customer feedback to showcase success stories.
• Use customer testimonials to strengthen product credibility.
• Improve customer engagement and retention by responding to user input.

Actions

1. PQL Score Review:
• Ensure the PQL score remains accurate based on user engagement.
• Use real-time product signals to evaluate active users.
2. Engagement Tactics:
• Collect feedback using personalized emails.
• Prioritize users with the highest PQL scores for outreach.
3. Data Analysis:
• Track return logins and architecture updates.
• Calculate the total number of active users and analyze patterns in engagement post-onboarding.

Email Flow for Social Proof Requests

Email v01:

Subject: 🌟 Your Insights Can Shape the Future!

Dear [Name],

Hope you’re doing great!

As one of our most engaged users, your insights are invaluable. We’d love to hear your thoughts on how we can improve. Could you spare a few minutes to share your feedback?

👉 [Feedback Form Link]

Looking forward to your input!

Best regards,

[Your Name]

[Your Team]

Email v02:

Subject: A quick question for you

Hi [Name],

As a valued user of our product, we’d love to hear your feedback. Your insights will help us shape the product for the better!

Please fill out this short survey: [Feedback Form Link].

Thanks,

[Your Name]

Email v03:

Subject: We’d love your feedback!

Hi [Name],

We’re working on improvements and your feedback can help us get there faster!

Would you mind sharing your thoughts through this short survey?

Thanks,

[Your Name]

Email v04:

Subject: Quick check-in with our users

Hi [Name],

We’re always looking to improve, and your feedback matters to us!

If you can spare a moment, please share your thoughts with us here: [Feedback Form Link].

Thank you!

Survey Structure

1. User Details:
• Name, Email, Company Name.
2. Product Experience:
• How satisfied are you with the product? What can be improved?
3. Feature Requests:
• Are there any features you’d like to see added?
4. Social Proof Requests:
• Would you be interested in showcasing your company’s success?
• Can we feature your company’s logo in marketing materials?
5. Feedback on Alternatives:
• If our product was unavailable, what alternative would you use?

Metrics to Track

• Active Users:
• Track usage frequency and core product interactions (e.g., architecture updates, workflows).
• Product Engagement:
• Monitor how engaged users are through the PQL score.
• Retention Insights:
• Gather insights from feedback and adjust outreach strategy based on user sentiment.

PQL Workflow Improvements

• Refine PQL score based on feedback and observed user behaviors.
• Integrate PQL data into email workflows for more personalized engagement.

Best Practices

• Regularly update the PQL score to ensure you're reaching out to the most engaged users.
• Personalize emails based on user activities to increase response rates.
• Use survey feedback to inform both product development and marketing efforts.