PostHog Trial Conversion Intelligence

AI-powered PQL scoring for trial users with automated conversion outreach

Score trial users with 5-dimension Product Qualified Lead analysis using the primary reasoning model. Automatically generate personalized conversion emails for HOT leads, engagement emails for WARM prospects, and create Pipedrive deals for sales-ready users. Daily PQL digest via Slack. This came from a SaaS team with a 3% trial-to-paid rate who could not determine which trial behaviors predicted conversion. The agent analyzes trial user activity and identifies the specific actions that separate converters from churned trials.

Last updated March 19, 2026

Product teams collect feedback from 5-10 channels — support tickets, feature requests, NPS comments, usage analytics, user interviews. Synthesizing across channels is a manual process that happens quarterly at best. Automated product intelligence aggregates signals continuously, surfacing adoption patterns and feedback themes as they emerge.

triggerSchedule01FetcherPostHog API02Assembler5 PQL Dims03ScorerHOT/WARM/COLD04WriterOutreach Draft05FormatterMulti-OutputGmailConversion DraftCRM + SlackPQL Alert

Five Agents. Daily PQL Scoring. Automated Conversion Outreach.

The Fetcher

Step 1The Fetcher

Code-only

Retrieves trial user event data from PostHog API — page views, feature usage events, session counts, unique days active, team invitations, and integration activations. Filters to users within the configurable trial window and assembles per-user behavioral profiles with event counts and timestamps.

The Assembler

Step 2The Assembler

Code-only

What does The Assembler actually decide? Computes 5 PQL (Product Qualified Lead) dimensions for each trial user: activation_depth (30%) — completion of key activation milestones, usage_velocity (25%) — session frequency and recency trend, feature_breadth (20%) — count of distinct features used vs power feature list, team_signal (15%) — team invitations, shared workspaces, collaborative events, engagement_recency (10%) — days since last activity and session trend direction.

The Scorer

Step 3The Scorer

Tier 2 Classification

This step exists because raw data alone is not enough. Computes weighted PQL score (0-10) and classifies each trial user: HOT (≥8) — ready for sales touch, WARM (5-7) — nurture with product-led content, COLD (<5) — low engagement, deprioritize or product intervention needed. Generates per-user conversion strategy with specific feature adoption gaps and recommended next actions.

The Writer

Step 4The Writer

Tier 3 Creative

The output here feeds everything downstream. Generates personalized conversion outreach email drafts per PQL tier. HOT users get direct sales outreach with pricing and plan options. WARM users get feature discovery content based on unused power features. COLD users get re-engagement content highlighting the features they used most. Each draft references specific usage data.

The Formatter

Step 5The Formatter

Code-only

Without this step, upstream analysis sits idle. Creates Gmail draft emails for HOT and WARM users, creates Pipedrive deals for HOT users (if not already tracked), and posts a daily Slack summary with PQL distribution, conversion funnel metrics, top 5 HOT users, and feature adoption gaps across the trial cohort.n8n nests webhook data under a body key. Two lines of defensive code — const data = raw.body || raw — prevent the most common deployment failure.

That's the full pipeline. Here's what it intentionally does NOT do — and why those boundaries exist.

What It Does NOT Do

×

Does not modify PostHog data or feature flags — read-only event analysis

×

Does not replace product analytics platforms — it adds conversion intelligence on top of PostHog data

×

Does not handle payment processing — it identifies and routes conversion-ready users to sales

×

Does not send emails automatically by default — draft mode for human review

×

Does not track post-conversion usage — focused on trial-to-paid conversion window

With those boundaries clear, here's everything that ships when you purchase.

The Complete Customer Success Bundle

7 files.

CHANGELOG.mdVersion history
README.mdSetup and configuration guide
docs/TDD.mdTechnical Design Document
posthog_trial_conversion_intelligence_v1_0_0.jsonn8n workflow (main pipeline)
system_prompts/analyst_system_prompt.mdAnalyst system prompt
system_prompts/writer_system_prompt.mdWriter system prompt
workflow/ptci_scheduler_v1_0_0.jsonScheduler workflow

The technical specifications below are ITP-measured, not estimated.

Tested. Measured. Documented.

Daily trial conversion intelligence with 5-dimension PQL scoring, 3-tier classification, and automated outreach from PostHog behavioral data delivered via Gmail, Pipedrive, and Slack.

nodes

34

agents

5

pattern

AGGREGATE + PER_RECORD split-workflow

trigger

Schedule (daily 9:00 UTC) + Webhook

bqs_score

12/12

itp_records

20

integrations

PostHogPipedriveGmailSlackAnthropic

model_writer

claude-sonnet-4-6

cost_per_user

$0.086

model_analyst

claude-opus-4-6

itp_milestones

14/14

Tested on n8n v2.7.5, March 2026

PostHog Trial Conversion Intelligence v1.0.0──────────────────────────────────────────Nodes:        31 main + 3 scheduler (34 total)Agents:       5 (Fetcher, Assembler, Scorer, Writer, Formatter)LLM Calls:    2 per run (Scorer + Writer)Model:        Opus 4.6 (SINGLE-MODEL)Trigger:      Schedule (daily 9:00 UTC) + WebhookPattern:      BATCH (daily PQL scoring + conversion outreach)Tool A:       PostHog (API Key) — events, persons, feature flagsTool B:       Pipedrive (API Token) — deal creation, contact notesTool C:       Gmail (OAuth2) — conversion outreach draftsTool D:       Slack (httpHeaderAuth) — daily PQL summaryITP:          20/20 records, all milestones PASSBQS:          12/12 PASSCost:         $0.086 per user

What You'll Need

Platform

n8n 2.7.5+

Est. Monthly API Cost

Daily cost ~$0.086/user (~$50-80/month for 20-30 trial users/day)

Credentials Required

  • Anthropic API
  • PostHog (API Key)
  • Pipedrive (API Token)
  • Gmail (OAuth2)
  • Slack (Bot Token, httpHeaderAuth Bearer, chat:write)

Services

  • PostHog with trial user event tracking
  • Pipedrive CRM
  • Anthropic API key
  • Gmail account
  • Slack workspace (Bot Token with chat:write)

Setup Track

Quick Start

~15 min

All credentials live, n8n running

Full Setup

1–2 hrs

Needs API config + tables

From Scratch

2–4 hrs

No n8n, no credentials

PostHog Trial Conversion Intelligence v1.0.0

$249

one-time purchase

What you get:

  • ITP-tested n8n workflow (31 nodes + 3-node scheduler)
  • 5-dimension PQL scoring (activation_depth, usage_velocity, feature_breadth, team_signal, engagement_recency)
  • 3-tier PQL classification (HOT ≥8, WARM 5-7, COLD <5)
  • Personalized conversion outreach drafts per PQL tier
  • Automatic Pipedrive deal creation for HOT users
  • Feature adoption gap analysis across trial cohort
  • Gmail draft creation with usage-specific messaging
  • Daily Slack summary with PQL distribution and top 5 HOT users
  • Configurable: trial length, PQL thresholds, activation events, power features, draft mode
  • Full technical documentation and system prompts

Frequently Asked Questions

What PostHog events does it track?+

The Fetcher reads all events for trial users within your configured trial window. You configure ACTIVATION_EVENTS (key milestones like first dashboard created, first query run) and POWER_FEATURE_LIST (features that indicate product depth). The Assembler counts occurrences, unique days, and recency for each.

Does it create CRM deals automatically?+

For HOT users (PQL ≥8), the Formatter checks if a Pipedrive deal already exists for that email/organization. If not, it creates a new deal in the configured pipeline with PQL score, tier, and feature adoption data as deal notes. Existing deals get a note update instead.

Can I use this with a different CRM?+

The workflow is built for Pipedrive. The CRM-specific nodes (deal creation, note writing) would need modification for other CRMs. The PostHog data fetching and PQL scoring logic is CRM-agnostic.

Is there a refund policy?+

All sales are final after download. Review the Blueprint Dependency Matrix and prerequisites before purchase. Questions?

Read the full guide →

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