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Product-Led Sales Template

Move users from interest to activation with a sales template designed for product-led growth companies.

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Key takeaways

  • Who this template is for: Sales teams, product managers, and product teams that are focused on product-led growth (PLG) and customer acquisition.
  • What this template is for: Convincing companies why they need to upgrade to a paid (or higher) plan. Dock makes it easy to build a case for senior leadership and IT on why they need to upgrade.
  • How to use the template: Identify customer business needs that could be fulfilled with additional products, make your recommendations, and add persuasive context, like an enterprise upgrade deck and upgrade success stories. Next, provide pricing information and guide users to the free-trial workflow with clear action steps.

Product-led growth has fundamentally changed the sales world. Dock’s product-led sales template helps sales teams make the adjustment, elevate the user experience, and give product qualified leads (PQLs) the context they need to understand the benefits of upgrading to a paid plan.

When you’re making the change to a PLG business model, sales teams at SaaS companies and startups need a strategy that can adapt to fit each customer’s needs. That means contextualizing your product with easy access to a free trial, help articles, and customer success stories. Unfortunately, messaging prospects on LinkedIn or Slack, and sharing countless files on Dropbox just won't cut it here.

With Dock’s product-led sales template, client managers can easily repurpose their docs so users can see exactly how your premium product or enterprise plan can help them meet their goals and elevate their business. And, because it’s templated, you’ll be able to easily iterate on your product-led sales process, improve your retention and conversion rates, and thereby reduce issues like churn.

Here’s what else the product-led sales template can do for you:

Align your product-led sales process with customer needs

  • Make your customer experience as smooth as possible, right from the start.
  • Prioritize the product experience and CRM tactics via a simple, intuitive workspace.
  • Showcase your product’s value through illustrative use cases.
  • Allow users self-service access to your products, following the roadmap you lay out for them.
  • Design your sales model and growth strategy around contextualized product trials.

Elevate your product-led growth strategy with automation

  • Reuse the customizable template to make it easier for PQLs to access the products that could most benefit them.
  • Give sales reps one single link to share with potential customers, rather than scattering information across platforms.
  • Design your product-led sales workspace to answer customer questions before they even have them.
  • Enable hands-on product usage through a free trial onboarding flow.
  • Support both PQLs and marketing-qualified leads (MQLs) in your sales funnel.
  • Encourage the right customers to take advantage of paid features on a freemium business model.

Foster customer loyalty

  • Provide transparent pricing context so users and decision-makers can make informed product decisions.
  • Introduce potential customers to new products that fit with their needs and goals.
  • Avoid traditional sales blunders by focusing on support.
  • Set users up to best leverage your product for their unique needs.

When you have a great product that your customers could benefit from, it’s important to make your PLG company’s sales approach as simple as possible. This template can help improve customer success while increasing the lifetime value (LTV) of your existing client base.

How Dock’s customers use this template

  • Recommend products based on customer needs: Identify opportunities for upselling specific customers through current product adoption metrics. Then outline the benefits of your recommendations, as well as the ways other customers have used those upgrades to boost their businesses.
  • Transition users on a free plan to paying customers: Clarify the costs of upgrading to an enterprise plan and provide access to a free trial for prospects who prefer a hands-on approach.
  • Make your sales case with embedded decks: Add a sales deck for your enterprise plan so customers can easily see all of the benefits they could get with a paid subscription.
  • Add a help center to support clients in their customer journey: Embed help articles and videos into your template so customers can get the information they need to make the most of your product.
  • Use Dock’s built-in features to better understand how customers are interacting with your product-led sales process: See which links people are clicking on within your workspace so you know what’s working, and what isn’t. 

Dock Features

Dock gives you the tools to transform the customer experience.

Track engagement

Understand when someone views the space and what content they care about

Get feedback

Customers share what they think via comments

Dynamic plans

Create dynamic project plans that help customers stay on track.

Secure sharing

Add password protection to spaces.

Duplicate spaces

Copy work from customer to customer in a single click.

Rich text editor

Add whatever text you want and customize to fit your needs.

Optimized for mobile

Looks good on IOS and Android devices

Custom branding

Add your logo, customer logos and custom banners.

Embeded content

Add everything from images to pdfs to links. Embed your favorite software from Figma to Google Slides to Youtube.

Dock apps integration