The trial path we walk with you
A stage map for trial-to-paid work—from signup clarity to paid starts—so teams share one sequence before they argue about charts.
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1. Signup & trial start
Confirm who enters a trial, which plan or seat type they receive, and how trial length is recorded. Without a clean start event, every later conversion rate drifts.
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2. First value & activation
Name the milestones that show a trialist felt the product’s value. We map inclusion rules so activation is not a vague “engaged user” label.
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3. Intent signals
Track plan views, invite flows, and usage thresholds that historically precede payment—without treating every click as intent.
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4. Paywall moment
Document when and why the paid gate appears. Timing should respect demonstrated value, not only calendar days.
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5. Paid start & exclusions
Define conversion as a cleared payment (or your agreed equivalent), with exclusions for refunds, tests, and internal seats written down.
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6. Review cadence
Agree how often the funnel is reviewed, who owns each stage, and which experiment questions the next cycle will answer.
Want this path applied to your product?
Request a Trial Funnel Audit or Activation Milestone Mapping engagement.