Trial-to-Paid Conversion Checklist

Create a trial-to-paid conversion plan:

Trial user: {{user_name}}
Company: {{company_name}}
Trial start date: {{trial_start}}
Trial end date: {{trial_end}}
Product usage: {{usage_summary}}
Pain point addressed: {{pain_point}}
Decision timeline: {{decision_date}}

Build a 30/60/90 day checklist:

Days 1-10 (Onboarding):
- Checklist items to confirm product adoption
- Key features to highlight
- Success metric to establish
- Check-in cadence

Days 11-20 (Engagement):
- Usage targets to track
- Value demonstration points
- Stakeholder meetings
- Objection patterns to watch

Days 21-29 (Conversion):
- Business case review
- Final objection handling
- Proposal or contract review
- Purchase authority engagement

Include: KPIs to track, red flags, escalation triggers, win-back if they decline.