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  3. Trial Conversion Follow-up
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intermediate

Trial Conversion Follow-up

Trials expire without structured nudges tied to activation milestones.

Overview

PLG-style trial follow-up: detect activation gaps, branch messaging, and create sales assist tasks for high-intent accounts.

Flow

Trigger: Trial started or day-N checkpoint

  1. 1
    Trigger

    Trial checkpoint

  2. 2
    Integration

    Pull activation state

  3. 3
    Condition

    Activated enough?

  4. 4
    Notify

    Send tailored nudge

  5. 5
    Condition

    High intent? Create AE task

  6. 6
    Approval

    AE reviews outreach

Setup instructions

Agree on activation milestones with product. Start with low-frequency nudges.

Human approval points

  • Discount offers
  • Custom AE emails

Metrics to track

  • Activation rate
  • Trial-to-paid (measure yourself)

Failure cases

  • Wrong activation definition
  • Spammy cadence

Requirements

Setup: Estimate: 1–2 weeks (sample)

Cost: Estimate only — sample data, not a verified quote

Required tools

Product analytics or events
Email
CRM

Optional

In-app messaging

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