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Sales-assisted teams

Trial Conversion

Score intent and send timely messages that move trials toward paid plans.

What good looks like

The outcomes this playbook drives

More qualified demos

Shorter sales cycles

Better expansion signals

How it works

Three steps to a working system

Step 01

Track intent events

Capture the real customer state using product, billing, commerce, or profile context.

Step 02

Send proof by use case

Coordinate the right message and internal action around intent, urgency, and consent.

Step 03

Alert sales at the right moment

Close the loop with conversion and retention signals that make the next journey smarter.

Build a smarter trial conversion system.

Map your current signals, identify the highest-leverage gaps, and build a smarter trial conversion system.