Trial Activation Playbook
Get users to their "aha moment" faster. This playbook increased trial-to-paid conversion by 40-60% for our B2B SaaS clients.
What's Inside the Playbook
Identify your product's "aha moment" through data analysis and user research
Email + in-app messaging templates to guide users to first value within 7 days
Create in-app checklists that drive key actions (users who complete = 3x conversion)
Score trial users by engagement level to prioritize sales outreach
When to use tooltips, modals, videos, and interactive walkthroughs (backed by A/B tests)
Automated emails/messages triggered by specific user actions
When and how to offer trial extensions (increases conversion by 20-30%)
Smooth transition from product-led to sales-assisted for high-value trials
Re-engage users who signed up but never logged in (30-40% recovery rate)
Track the right metrics: activation rate, time-to-value, feature adoption
Real Client Results
B2B SaaS Client ($199/month product):
Trial-to-paid conversion
Reduced time-to-first-value
Additional ARR in 6 months
Get the Trial Activation Playbook
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