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.
Five Agents. Daily PQL Scoring. Automated Conversion Outreach.
Step 1 — The 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.
Step 2 — The 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.
Step 3 — The 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.
Step 4 — The 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.
Step 5 — The 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.
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?
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